Fund HoldingsS&T BANK/PA

Total Portfolio Value
$316.21M
Total Bought
$7.57M
Total Sold
$59.90M
Net Transaction
-$52.33M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SANDISK CORP(SNDK)27,15722,489-4,6683,0475,3381.69%+2,291
WESTERN DIGITAL CORP(WDC)80,11966,592-13,5279,61911,4723.63%+1,853
SEI EXCHANGE TRADED FUNDS
QIM US LARGE VAL
355,526374,028+18,50213,83015,5224.91%+1,692
SEI EXCHANGE TRADED FUNDS
SELE INTL EQ ETF
466,819481,795+14,97614,24015,6744.96%+1,433
AMERICAN EAGLE OUTFITTERS IN282,376232,997-49,3794,8316,1441.94%+1,313
SEI EXCHANGE TRADED FUNDS
QIM US LARGE CAP
310,134324,959+14,82514,08014,9904.74%+910
S & T BANCORP INC(STBA)0313,773+313,773012,3473.90%+12,347
SEI EXCHANGE TRADED FUNDS
QIM US LRG CAP Q
180,979192,173+11,1947,0007,4812.37%+481
SEI EXCHANGE TRADED FUNDS
SELECT EMERGING
215,792221,084+5,2926,5216,8812.18%+360
RTX CORPORATION(RTX)01,619+1,61902970.09%+297
ISHARES TR2,1082,488+3801,4111,7040.54%+293
SEI EXCHANGE TRADED FUNDS
SELE SMAL CA ETF
269,569279,314+9,7457,5337,8042.47%+271
APPLE INC(AAPL)3,5684,098+5309091,1140.35%+206
LANTHEUS HLDGS INC(LNTH)041,840+41,84002,7840.88%+2,784
SOUTHWEST AIRLS CO(LUV)046,889+46,88901,9380.61%+1,938
ELI LILLY & CO(LLY)0186+18602000.06%+200
EXXON MOBIL CORP10,98611,011+251,2391,3250.42%+86
VANGUARD INDEX FDS5,9996,239+2401,5251,6090.51%+84
COCA COLA CO(KO)7461,839+1,093491290.04%+79
JOHNSON & JOHNSON(JNJ)2,1362,276+1403964710.15%+75
SPDR S&P MIDCAP 400 ETF TR(MDY)0120+1200720.02%+72
VANGUARD INDEX FDS9,3979,39703,0843,1511.00%+67
VANGUARD STAR FDS31,51731,51702,3152,3780.75%+62
VANGUARD INDEX FDS4,1654,16502,5512,6120.83%+61
CISCO SYS INC(CSCO)1,5742,138+5641081650.05%+57
ISHARES TR01,763+1,76301690.05%+169
CB FINANCIAL SERVICES33,64233,64201,1171,1730.37%+56
ALPHABET INC(GOOG)496558+621211750.06%+54
BROADCOM INC(AVGO)482600+1181592080.07%+49
ISHARES TR
MSCI USA VALUE
3,9243,92404915370.17%+46
AMGEN INC(AMGN)0297+2970970.03%+97
JPMORGAN CHASE & CO.(JPM)2,2152,294+796997390.23%+40
COSTCO WHSL CORP NEW(COST)0386+38603330.11%+333
MCDONALDS CORP(MCD)0508+50801550.05%+155
TESLA INC(TSLA)240296+561071330.04%+26
MERCK & CO INC(MRK)1,5201,460-601281540.05%+26
WARNER BROS DISCOVERY INC(WBD)01,295+1,2950370.01%+37
LOCKHEED MARTIN CORP(LMT)0174+1740840.03%+84
ISHARES TR
US TREAS BD ETF
01,081+1,0810250.01%+25
CARLYLE GROUP INC(CG)0630+6300370.01%+37
SELECT SECTOR SPDR TR
ST STR UTIL ETF
0550+5500230.01%+23
QNITY ELECTRONICS INC(Q)0261+2610210.01%+21
LAM RESEARCH CORP(LRCX)0220+2200380.01%+38
SHOPIFY INC(SHOP)1,5001,50002232410.08%+19
ROCKWELL AUTOMATION INC(ROK)0450+45001750.06%+175
GILEAD SCIENCES INC(GILD)0272+2720330.01%+33
ADVANCED MICRO DEVICES INC(AMD)430396-3470850.03%+15
MONDELEZ INTL INC(MDLZ)358695+33722370.01%+15
UNILEVER PLC(UL)0230+2300150.00%+15
APPLIED MATLS INC141170+2929440.01%+15
SLB LIMITED(SLB)0694+6940270.01%+27
PROLOGIS INC.(PLD)0256+2560330.01%+33
BANK NEW YORK MELLON CORP6,2125,950-2626776910.22%+14
INTUIT(INTU)0191+19101270.04%+127
HALLIBURTON CO(HAL)0559+5590160.00%+16
BRISTOL-MYERS SQUIBB CO(BMY)01,887+1,88701020.03%+102
CAESARS ENTERTAINMENT INC NE(CZR)0621+6210150.00%+15
PNC FINL SVCS GROUP INC(PNC)4,2774,177-1008598720.28%+12
CAPITAL ONE FINL CORP(COF)0504+50401220.04%+122
COTERRA ENERGY INC0550+5500140.00%+14
INTUITIVE SURGICAL INC045+450250.01%+25
SBA COMMUNICATIONS CORP NEW(SBAC)065+650130.00%+13
VERTIV HOLDINGS CO(VRT)87149+6213240.01%+11
S&P GLOBAL INC(SPGI)0143+1430750.02%+75
NIKE INC(NKE)0186+1860120.00%+12
WHEATON PRECIOUS METALS CORP(WPM)090+900110.00%+11
KINDER MORGAN INC DEL(KMI)0480+4800130.00%+13
ROYAL GOLD INC(RGLD)058+580130.00%+13
BANK AMERICA CORP02,022+2,02201110.04%+111
NASDAQ INC(NDAQ)0152+1520150.00%+15
ADOBE INC(ADBE)042+420150.00%+15
DRDGOLD LIMITED(DRD)0325+3250100.00%+10
ROBINHOOD MKTS INC(HOOD)089+890100.00%+10
ARES MANAGEMENT CORPORATION(ARES)099+990160.01%+16
KINROSS GOLD CORP(KGC)0350+3500100.00%+10
TARGET CORP(TGT)0100+1000100.00%+10
ALAMOS GOLD INC NEW0250+2500100.00%+10
KENVUE INC(KVUE)0638+6380110.00%+11
DT MIDSTREAM INC(DTM)078+78090.00%+9
GOLD FIELDS LTD(GFI)0200+200090.00%+9
CLOROX CO DEL(CLX)0104+1040100.00%+10
ROYAL CARIBBEAN GROUP
COM
054+540150.00%+15
CENTERPOINT ENERGY INC(CNP)0223+223090.00%+9
ISHARES TR
CORE MSCI EAFE
3,5813,58103133200.10%+8
PALANTIR TECHNOLOGIES INC(PLTR)148195+4727350.01%+8
APPLOVIN CORP(APP)2133+1215220.01%+7
TJX COS INC NEW(TJX)967953-141401460.05%+7
NUCOR CORP(NUE)0102+1020170.01%+17
DEXCOM INC(DXCM)0192+1920130.00%+13
ACCENTURE PLC IRELAND
SHS CLASS A
0284+2840760.02%+76
UNITED PARCEL SERVICE INC(UPS)0364+3640360.01%+36
INTERNATIONAL BUSINESS MACHS(IBM)1,8751,805-705295350.17%+6
NEXTERA ENERGY INC(NEE)2,7292,631-982062110.07%+5
JOHNSON CTLS INTL PLC
SHS
0501+5010600.02%+60
INSPIRE MED SYS INC(INSP)052+52050.00%+5
MACYS INC(M)01,030+1,0300230.01%+23
CMS ENERGY CORP(CMS)066+66050.00%+5
QUANTA SVCS INC09+9040.00%+4
ISHARES TR0550+55001160.04%+116
CHARLES RIV LABS INTL INC(CRL)031+31060.00%+6
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