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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 9 of 10  ·  186 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 LH LABCORP HOLDINGS INC Healthcare 850.0 $238K 0.07% -14.0 -1.6% $280.00 +19.7%
162 BRO BROWN & BROWN INC Financial Services 3,674.0 $236K 0.07% -123.0 -3.2% $64.15 +14.3%
163 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 835.0 $235K 0.07% $281.21 -16.2%
164 AJG GALLAGHER ARTHUR J & CO COM Financial Services 1,005.0 $231K 0.07% -57.0 -5.4% $229.57 +16.5%
165 AXP AMERICAN EXPRESS CO COM Financial Services 681.0 $230K 0.07% $338.25 -1.5%
166 CNC CENTENE CORP DEL COM Healthcare 3,582.0 $230K 0.07% NEW $64.19 +0.9%
167 CHWY CHEWY INC Consumer Cyclical 11,700.0 $230K 0.07% -61.0 -0.5% $19.65 +18.4%
168 CHE CHEMED CORP NEW Healthcare 490.0 $228K 0.07% NEW $465.74 +12.4%
169 BSCW INVESCO BULLETSHARES 2032 CORP BOND ETF 10,933.0 $224K 0.06% NEW $20.51 -1.6%
170 RPM RPM INTERNATIONAL INC Basic Materials 2,014.0 $224K 0.06% -15.0 -0.7% $111.15 -4.0%
171 MDYV SPDR SER TR 2,337.0 $222K 0.06% -76.0 -3.1% $94.85 -0.2%
172 MKSI MKS INSTRUMENT INC COM Technology 497.0 $221K 0.06% NEW $444.80 -42.5%
173 BSCX INVESCO BULLETSHARES 2033 CORP BOND ETF 10,435.0 $220K 0.06% NEW $21.05 -1.7%
174 BSCS INVESCO BULLETSHARES 2028 CORP BOND ETF 10,747.0 $219K 0.06% NEW $20.36 -0.3%
175 EVEREST GROUP, LTD 606.0 $216K 0.06% NEW $357.23
176 CSX CSX CORP COM Industrials 4,523.0 $215K 0.06% NEW $47.53 +7.9%
177 EGP EASTGROUP PROPERTIES INC. Real Estate 1,059.0 $214K 0.06% NEW $202.53 -1.2%
178 VHT VANGUARD WORLD FDS HEALTH CAR ETF 717.0 $214K 0.06% NEW $299.01 +7.3%
179 ROL ROLLINS INC Consumer Cyclical 5,037.0 $210K 0.06% $41.74 -12.8%
180 BSCT INVESCO BULLETSHARES 2029 CORP BOND ETF 11,084.0 $206K 0.06% NEW $18.57 -0.5%
Page 9 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%