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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 8 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ACM AECOM COM Industrials 4,292.0 $300K 0.09% +328.0 +8.3% $69.80 -0.9%
142 MPLX MPLX LP COM UNIT REP LTD Energy 5,120.0 $288K 0.08% $56.33 +5.2%
143 WSO WATSCO INC Industrials 680.0 $283K 0.08% -4.0 -0.6% $416.73 -25.4%
144 TMO THERMO FISHER SCIENTIFIC INC Healthcare 565.0 $283K 0.08% -22.0 -3.8% $501.36 +24.1%
145 THG HANOVER INS GROUP INC Financial Services 1,318.0 $282K 0.08% -48.0 -3.5% $214.12 +6.3%
146 WRB BERKLEY W R CORP Financial Services 3,972.0 $280K 0.08% -21.0 -0.5% $70.53 -3.0%
147 GWRE GUIDEWIRE SOFTWARE INC COM Technology 2,262.0 $278K 0.08% $123.05 +67.3%
148 DIS DISNEY WALT CO COM DISNEY Communication Services 2,883.0 $277K 0.08% +39.0 +1.4% $96.25 +12.3%
149 REGCO REGENCY CTRS CORP COM 3,422.0 $273K 0.08% +177.0 +5.5% $79.74
150 V VISA INC Financial Services 783.0 $269K 0.08% $343.09 +11.2%
151 RLI RLI CORP Financial Services 4,476.0 $264K 0.07% -24.0 -0.5% $59.07 +8.9%
152 STAG STAG INDL INC Real Estate 6,878.0 $262K 0.07% -37.0 -0.5% $38.06 -2.3%
153 VSH VISHAY INTERTECHNOLOGY INC COM Technology 4,751.0 $256K 0.07% NEW $53.78 -43.2%
154 O REALTY INCOME CORP Real Estate 4,102.0 $254K 0.07% +50.0 +1.2% $61.96 +0.0%
155 UPS UNITED PARCEL SERVICE OF AMERICA INC Industrials 2,297.0 $247K 0.07% +34.0 +1.5% $107.50 -2.0%
156 WYNN WYNN RESORTS LTD COM Consumer Cyclical 2,535.0 $246K 0.07% -14.0 -0.6% $97.09 -1.9%
157 CTO CTO RLTY GROWTH INC NEW Real Estate 11,417.0 $246K 0.07% -232.0 -2.0% $21.51 +0.3%
158 FNB FNB CORP PA COM Financial Services 12,794.0 $244K 0.07% $19.08 -3.5%
159 MDYG SPDR SER TR 2,172.0 $243K 0.07% -67.0 -3.0% $112.09 -3.2%
160 IWM ISHARES RUSSELL 2000 ETF 800.0 $240K 0.07% NEW $300.45 -1.6%
Page 8 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%