Fund HoldingsSomerset Trust Co

Total Portfolio Value
$353.58M
Total Bought
$36.48M
Total Sold
$22.75M
Net Transaction
+$13.74M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
CISCO SYS INC COM(CSCO)109,135110,671+1,5368,46812,9993.68%+4,532
MICRON TECHNOLOGY INC(MU)8,2886,257-2,0312,8007,2222.04%+4,422
MASTERCARD INC CL A(MA)07,364+7,36403,7821.07%+3,782
APPLE INC(AAPL)053,771+53,771015,5594.40%+15,559
ANALOG DEVICES INC COM(ADI)26,91826,283-6358,56410,4392.95%+1,875
iSHARES SEMICONDUCTOR ETF3,2453,666+4211,0672,3490.66%+1,283
BROADCOM INC(AVGO)018,031+18,03106,8111.93%+6,811
JPMORGAN CHASE & CO COM(JPM)032,949+32,949010,7853.05%+10,785
DYCOM INDS INC(DY)06,285+6,28503,1780.90%+3,178
GLOBAL X ARTIFICIAL INTELLIGENCE & TECH ETF
ARTIFICIAL ETF
015,068+15,06809890.28%+989
INNOVATORS DEFINED WEALTH SHIELD
DEFINED WLT SHLD
026,043+26,04308920.25%+892
TAIWAN SEMICONDUCTOR MFG CO(TSM)6,7686,545-2232,2873,1260.88%+838
LAM RESEARCH CORP(LRCX)4,2204,012-2089021,7390.49%+837
APPLIED MATLS INC COM2,5522,341-2118721,6930.48%+820
MORGAN STANLEY DEAN WITTER DISCOVER & CO(MS)017,165+17,16503,5881.01%+3,588
ALPHABET INC CAP STK CL A(GOOG)011,092+11,09203,9641.12%+3,964
MICROSOFT CORP COM(MSFT)035,883+35,883013,3853.79%+13,385
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX022,645+22,64505,9951.70%+5,995
AMPHENOL CORP NEW03,509+3,50906190.17%+619
NORFOLK SOUTHERN CORP. COM(NSC)17,96418,050+865,1565,6781.61%+523
REDDIT INC(RDDT)6,0007,500+1,5008081,3020.37%+494
AUTOMATIC DATA PROCESSING INCOM020,143+20,14304,5111.28%+4,511
FEDERATED HERMES MDT LARGE CAP GROWTH ETF
MDT LARGE CAP
31,52941,167+9,6389431,3710.39%+429
JOHNSON AND JOHNSON(JNJ)39,66039,817+1579,69410,1122.86%+418
AFLAC INC(AFL)54,61654,624+85,9926,4051.81%+413
CITIGROUP INC COM NEW(C)014,955+14,95502,0930.59%+2,093
EMERSON ELEC CO COM(EMR)27,67427,774+1003,6263,9761.12%+350
US BANCORP DEL COM NEW(USB)32,41433,073+6591,6861,9980.56%+312
AMGEN INC COM(AMGN)21,10821,352+2447,4277,7322.19%+305
BLOOM ENERGY CORP01,000+1,00003030.09%+303
GENERAL DYNAMICS(GD)14,94715,295+3485,1305,4181.53%+288
INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO09,275+9,27508570.24%+857
LINDE PLC(LIN)11,41111,425+145,6575,9291.68%+272
METLIFE INC(MET)017,744+17,74401,5010.42%+1,501
VISHAY INTERTECHNOLOGY INC COM(VSH)04,751+4,75102560.07%+256
VANGUARD MSCI EMERGING MARKETS ETF9,50912,858+3,3495147670.22%+254
ILLINOIS TOOL WORKS INC COM(ITW)20,97521,107+1325,4605,7091.61%+249
PAYCHEX INC COM(PAYX)034,336+34,33603,3760.95%+3,376
ISHARES RUSSELL 2000 ETF0800+80002400.07%+240
BLUE BIRD CORP10,85310,743-1106168480.24%+232
NVIDIA CORP COM(NVDA)08,902+8,90201,7810.50%+1,781
CENTENE CORP DEL COM(CNC)03,582+3,58202300.07%+230
CHEMED CORP NEW(CHE)0490+49002280.06%+228
ISHARES TR10,39110,39101,4801,7070.48%+227
INVESCO BULLETSHARES 2032 CORP BOND ETF
BULLETSHS 2032
010,933+10,93302240.06%+224
HOME DEPOT INC COM(HD)08,363+8,36302,9490.83%+2,949
MKS INSTRUMENT INC COM(MKSI)0497+49702210.06%+221
INVESCO BULLETSHARES 2033 CORP BOND ETF
BUL 2033 COR ETF
010,435+10,43502200.06%+220
INVESCO BULLETSHARES 2028 CORP BOND ETF
INVSCO BLSH 28
010,747+10,74702190.06%+219
EVEREST GROUP, LTD(EG)0606+60602160.06%+216
TESLA INC(TSLA)04,289+4,28901,8040.51%+1,804
CSX CORP COM(CSX)04,523+4,52302150.06%+215
EASTGROUP PROPERTIES INC.(EGP)01,059+1,05902140.06%+214
VANGUARD WORLD FDS HEALTH CAR ETF
HEALTH CAR ETF
0717+71702140.06%+214
INVESCO BULLETSHARES 2029 CORP BOND ETF
BULETSHS 2029
011,084+11,08402060.06%+206
CHUBB LIMITED COM
COM
14,59014,560-304,7554,9611.40%+206
COLGATE PALMOLIVE CO COM(CL)28,17728,436+2592,4022,6070.74%+205
CAPITAL ONE FINANCIAL CORP(COF)010,424+10,42402,0910.59%+2,091
INVESCO BULLETSHARES 2030 CORP BOND ETF
INVSCO 30 CORP
011,308+11,30801880.05%+188
INVESCO BULLETSHARES 2031 CORP BOND ETF
BULETSHS 2031 CP
011,454+11,45401880.05%+188
LILLY ELI & CO COM(LLY)0636+63607630.22%+763
ALPHABET INC CAP STK CL C(GOOG)02,500+2,50008830.25%+883
KEYSIGHT TECHNOLOGIES INC(KEYS)2,3382,334-46608170.23%+157
QUEST DIAGNOSTICS INC(DGX)9,2389,282+441,8101,9670.56%+157
EVERSOURCE ENERGY COM(ES)41,67242,110+4382,8873,0430.86%+156
BJS RESTAURANTS INC COM(BJRI)05,913+5,91303590.10%+359
RBC BEARINGS INC(RBC)1,4791,476-38039510.27%+147
GENERAC HLDGS INC(GNRC)1,4781,486+82894350.12%+146
ISHARES TR
HDG MSCI JAPAN
14,71914,839+1208289570.27%+129
SELECTIVE INS GROUP INC(SIGI)05,665+5,66505500.16%+550
PROCTER & GAMBLE CO COM(PG)22,92223,327+4053,3113,4210.97%+110
ISHARES CORE S&P 500 ETF01,142+1,14208550.24%+855
IRON MTN INC NEW(IRM)5,6755,428-2475806860.19%+106
ABBVIE INC COM(ABBV)03,802+3,80209570.27%+957
CVS HEALTH CORP.(CVS)03,109+3,10903220.09%+322
AIR PRODUCTS & CHEMICALS INC13,46913,683+2143,9134,0121.13%+99
RANGE NUCLEAR RENAISSANCE ETF14,25315,204+9519371,0360.29%+99
INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT07,534+7,53403950.11%+395
MGM RESORTS INTERNATIONAL COM(MGM)7,8997,863-362923760.11%+84
MICROCHIP TECHNOLOGY INC.(MCHP)3,5233,388-1352283090.09%+81
MERCK & CO INC NEW(MRK)8,6208,701+811,0371,1180.32%+81
SPDR SER TR
ST STR P500GRW
05,107+5,10706080.17%+608
ISHARES CORE S&P MID-CAP ETF08,280+8,28006380.18%+638
WEC ENERGY GROUP INC(WEC)37,43237,753+3214,3344,4081.25%+75
ISHARES CORE S&P SMALL-CAP ETF03,582+3,58205310.15%+531
STARBUCKS CORPORATION(SBUX)5,9685,908-605356040.17%+69
META PLATFORMS INC(META)06,613+6,61303,7251.05%+3,725
PACKAGING CORP OF AMERICA(PKG)02,684+2,68406400.18%+640
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
ST STR SP AERO
2,4962,442-546346930.20%+59
TRAVELERS COS INC(TRV)1,3011,314+133794340.12%+54
GOLDMAN, SACHS & CO(GS)32532502753290.09%+54
AMAZON COM INC(AMZN)1,9421,918-244044570.13%+53
VULCAN MATERIALS COMPANY(VMC)02,394+2,39407060.20%+706
D R HORTON(DHI)02,814+2,81404580.13%+458
FIRST COMWLTH FINL CORP PA COM(FCF)016,728+16,72803400.10%+340
HANOVER INS GROUP INC(THG)1,3661,318-482372820.08%+45
UNION PACIFIC CORP(UNP)1,2031,225+222923330.09%+41
CORPAY INC(CPAY)933929-42713100.09%+38
WATSCO INC(WSO)684680-42492830.08%+35
INTERNATIONAL BUSINESS MACHSCOM(IBM)0835+83502350.07%+235
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