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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 6 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PNR PENTAIR PLC SHS Industrials 7,090.0 $544K 0.15% +76.0 +1.1% $76.66 -19.6%
102 CRUS CIRRUS LOGIC Technology 3,636.0 $540K 0.15% +35.0 +1.0% $148.53 -27.0%
103 IJR ISHARES CORE S&P SMALL-CAP ETF 3,582.0 $531K 0.15% -100.0 -2.7% $148.31 -1.8%
104 THC TENET HEALTHCARE CORP COM NEW Healthcare 2,607.0 $488K 0.14% +186.0 +7.7% $187.08 +42.6%
105 CBOE CBOE GLOBAL MARKETS INC COM Financial Services 1,993.0 $484K 0.14% $242.67 +27.9%
106 GLD SPDR GOLD SHARES ETF Financial Services 1,266.0 $466K 0.13% -250.0 -16.5% $368.38 +11.0%
107 DHI D R HORTON Consumer Cyclical 2,814.0 $458K 0.13% -187.0 -6.2% $162.88 -9.5%
108 HUBB HUBBELL INC COM Industrials 875.0 $458K 0.13% $523.20 -12.1%
109 AMZN AMAZON COM INC Consumer Cyclical 1,918.0 $457K 0.13% -24.0 -1.2% $238.34 +11.8%
110 AMP AMERIPRISE FINL INC COM Financial Services 977.0 $448K 0.13% -37.0 -3.6% $458.76 +21.9%
111 TKO TKO GROUP HOLDINGS INC Communication Services 2,216.0 $446K 0.13% $201.31 -8.3%
112 SONY SONY CORP ADR NEW Technology 21,706.0 $435K 0.12% +885.0 +4.2% $20.06 +23.9%
113 GNRC GENERAC HLDGS INC Industrials 1,486.0 $435K 0.12% +8.0 +0.5% $292.81 -37.2%
114 TRV TRAVELERS COS INC Financial Services 1,314.0 $434K 0.12% +13.0 +1.0% $330.12 +12.1%
115 SPYV SPDR SER TR 7,053.0 $429K 0.12% -157.0 -2.2% $60.79 +4.5%
116 MO ALTRIA GROUP INC Consumer Defensive 5,948.0 $428K 0.12% -331.0 -5.3% $71.95 -4.6%
117 SHOP SHOPIFY INC Technology 3,509.0 $401K 0.11% -90.0 -2.5% $114.18 +33.9%
118 PSCH INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT 7,534.0 $395K 0.11% $52.37 +4.4%
119 FDX FEDEX CORP COM Industrials 1,250.0 $391K 0.11% +11.0 +0.9% $313.13 +5.7%
120 EQT EQT CORP Energy 7,238.0 $385K 0.11% +80.0 +1.1% $53.17 +2.6%
Page 6 of 10  ·  186 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%