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Portfolio (Quarterly) Guide ↗

Somerset Trust Co

· CIK 0001597099
13F Portfolio $354M AUM 232 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 21 New 66 Added 50 Reduced 9 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 STAG STAG INDL INC Real Estate 6,878.0 $262K 0.07% -37.0 -0.5% $38.06 -2.3%
42 WYNN WYNN RESORTS LTD COM Consumer Cyclical 2,535.0 $246K 0.07% -14.0 -0.6% $97.09 -1.9%
43 CTO CTO RLTY GROWTH INC NEW Real Estate 11,417.0 $246K 0.07% -232.0 -2.0% $21.51 +0.3%
44 MDYG SPDR SER TR 2,172.0 $243K 0.07% -67.0 -3.0% $112.09 -3.2%
45 LH LABCORP HOLDINGS INC Healthcare 850.0 $238K 0.07% -14.0 -1.6% $280.00 +19.7%
46 BRO BROWN & BROWN INC Financial Services 3,674.0 $236K 0.07% -123.0 -3.2% $64.15 +14.3%
47 AJG GALLAGHER ARTHUR J & CO COM Financial Services 1,005.0 $231K 0.07% -57.0 -5.4% $229.57 +16.5%
48 CHWY CHEWY INC Consumer Cyclical 11,700.0 $230K 0.07% -61.0 -0.5% $19.65 +18.4%
49 RPM RPM INTERNATIONAL INC Basic Materials 2,014.0 $224K 0.06% -15.0 -0.7% $111.15 -4.0%
50 MDYV SPDR SER TR 2,337.0 $222K 0.06% -76.0 -3.1% $94.85 -0.2%
Page 3 of 3  ·  50 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 25.2%
Industrials 15.7%
Financial Services 14.7%
Healthcare 11.4%
Consumer Cyclical 8.3%
Consumer Defensive 8.0%
Utilities 5.7%
Communication Services 4.2%
Basic Materials 3.8%
Energy 2.5%