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Portfolio (Quarterly) Guide ↗

Somerset Trust Co

· CIK 0001597099
13F Portfolio $326M AUM 222 positions Filed Apr 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 174 New 11 Exited
Page 9 of 9  ·  174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CVS CVS HEALTH CORP. Healthcare 3,100.0 $223K 0.07% NEW $71.82 +26.5%
162 UPS UNITED PARCEL SERVICE OF AMERICA INC Industrials 2,263.0 $223K 0.07% NEW $98.38 +3.7%
163 CTO CTO RLTY GROWTH INC NEW Real Estate 11,649.0 $215K 0.07% NEW $18.49 +9.5%
164 MDYG SPDR SER TR 2,239.0 $215K 0.07% NEW $95.96 +13.2%
165 FNB FNB CORP PA COM Financial Services 12,794.0 $214K 0.07% NEW $16.72 +4.8%
166 DPZ DOMINOS PIZZA INC Consumer Cyclical 595.0 $213K 0.07% NEW $358.79 -13.3%
167 HAL HALLIBURTON CO HOLDING CO Energy 5,362.0 $209K 0.06% NEW $38.99 +5.8%
168 BJRI BJS RESTAURANTS INC COM Consumer Cyclical 5,880.0 $206K 0.06% NEW $35.10 +27.2%
169 AXP AMERICAN EXPRESS CO COM Financial Services 681.0 $206K 0.06% NEW $302.48 +2.5%
170 MDYV SPDR SER TR 2,413.0 $205K 0.06% NEW $85.15 +7.3%
171 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 835.0 $202K 0.06% NEW $242.39 +3.4%
172 RPM RPM INTERNATIONAL INC Basic Materials 2,029.0 $202K 0.06% NEW $99.40 +3.6%
173 VENTURE GLOBAL INC 10,000.0 $158K 0.05% NEW $15.76
174 BITO PROSHARES TR 15,500.0 $144K 0.04% NEW $9.31 +10.9%
Page 9 of 9  ·  174 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 21.0%
Industrials 15.8%
Financial Services 13.9%
Healthcare 12.0%
Consumer Cyclical 9.4%
Consumer Defensive 9.0%
Utilities 6.3%
Communication Services 4.5%
Basic Materials 3.9%
Energy 3.3%