Fund Holdings — Somerset Trust Co

Total Portfolio Value
$323.91M
Total Bought
$28.66M
Total Sold
$14.31M
Net Transaction
+$14.35M
Filing Period:
Securities
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SharesValue ($K)
Q2 2025
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Q3 2025
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Change
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Q2 2025
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Q3 2025
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Weight (%)
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Change
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APPLE INC(AAPL)54,78254,866+8411,24013,9714.31%+2,731
JOHNSON AND JOHNSON(JNJ)38,54738,840+2935,8887,2022.22%+1,314
ALPHABET INC CAP STK CL A(GOOG)8,46511,328+2,8631,4922,7540.85%+1,262
L3HARRIS TECHNOLOGIES INC(LHX)19,53919,710+1714,9016,0201.86%+1,118
BROADCOM INC(AVGO)17,16717,444+2774,7325,7551.78%+1,023
LOWES COS INC COM(LOW)30,40430,453+496,7467,6532.36%+907
RTX CORPORATION(RTX)38,91539,208+2935,6826,5612.03%+878
iSHARES SEMICONDUCTOR ETF02,997+2,99708130.25%+813
NORFOLK SOUTHERN CORP. COM(NSC)17,35617,465+1094,4435,2471.62%+804
TESLA INC(TSLA)4,6755,063+3881,4852,2520.70%+767
JPMORGAN CHASE & CO COM(JPM)34,61734,193-42410,03610,7853.33%+750
ALIBABA GROUP HLDG LTD SPONSORED ADS(BABA)5,1017,351+2,2505791,3140.41%+735
GENERAL DYNAMICS(GD)14,79414,772-224,3155,0371.56%+722
RANGE NUCLEAR RENAISSANCE ETF010,511+10,51106840.21%+684
NEXTERA ENERGY INC COM(NEE)89,82690,838+1,0126,2366,8572.12%+622
INVESCO EXCHANGE TRADED FD TR
S&P500 EQL ENR
5,90513,215+7,3104401,0520.32%+612
ALPHABET INC CAP STK CL C(GOOG)02,500+2,50006090.19%+609
NVIDIA CORP COM(NVDA)7,8069,708+1,9021,2331,8110.56%+578
BLACKROCK INC(BLK)4,6504,65004,8795,4211.67%+542
WAL MART INC COM(WMT)76,54576,887+3427,4857,9242.45%+439
MEDTRONIC PLC SHS(MDT)48,82749,249+4224,2564,6901.45%+434
STRIDE INC(LRN)02,826+2,82604210.13%+421
MICRON TECHNOLOGY INC(MU)8,8738,996+1231,0941,5050.46%+412
TAIWAN SEMICONDUCTOR MFG CO(TSM)6,6356,846+2111,5031,9120.59%+409
WEC ENERGY GROUP INC(WEC)35,82636,107+2813,7334,1381.28%+404
DYCOM INDS INC(DY)6,0596,433+3741,4811,8770.58%+396
MICROSOFT CORP COM(MSFT)33,93333,336-59716,87917,2675.33%+388
EVERSOURCE ENERGY COM(ES)39,94841,124+1,1762,5412,9260.90%+384
PHILLIPS 66 COM(PSX)20,48520,639+1542,4442,8070.87%+363
ROSS STORES INC COM(ROST)14,96814,733-2351,9102,2450.69%+336
WYNN RESORTS LTD COM(WYNN)02,553+2,55303270.10%+327
MORGAN STANLEY DEAN WITTER DISCOVER & CO(MS)16,29916,460+1612,2962,6160.81%+321
VANGUARD MSCI EMERGING MARKETS ETF05,797+5,79703140.10%+314
ILLINOIS TOOL WORKS INC COM(ITW)20,12920,266+1374,9775,2851.63%+308
AFLAC INC(AFL)54,44254,132-3105,7416,0471.87%+305
PROSHARES TR
BITCOIN ETF
015,500+15,50003050.09%+305
BECTON DICKINSON AND COMPANY(BDX)16,42716,663+2362,8303,1190.96%+289
HOME DEPOT INC COM(HD)8,2278,093-1343,0163,2791.01%+263
ORACLE CORP COM(ORCL)0841+84102370.07%+237
LEIDOS HLDGS INC COM(LDOS)3,8104,357+5476018230.25%+222
CITIGROUP INC COM NEW(C)14,81414,555-2591,2611,4770.46%+216
CHEVRONTEXACO CORP COM(CVX)15,06615,265+1992,1572,3710.73%+213
MCDONALDS CORP COM(MCD)18,32118,305-165,3535,5631.72%+210
SPDR SER TR
ST STR SP400VAL
02,456+2,45602050.06%+205
ANALOG DEVICES INC COM(ADI)27,13927,112-276,4606,6612.06%+202
BLUE BIRD CORP8,4539,806+1,3533655640.17%+200
SALESFORCE, INC.(CRM)1,1822,192+1,0103225200.16%+197
PEPSICO INC COM(PEP)21,34421,395+512,8183,0050.93%+186
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX23,56723,342-2256,3476,5322.02%+185
ABBVIE INC COM(ABBV)3,8663,892+267189010.28%+184
NEWMONT MINING CORP(NEM)5,7936,142+3493385180.16%+180
LAM RESEARCH CORP(LRCX)4,8074,836+294686480.20%+180
SPDR GOLD TR(GLD)1,4021,694+2924276020.19%+175
VULCAN MATERIALS COMPANY(VMC)2,3612,438+776167500.23%+134
SHOPIFY INC(SHOP)3,6363,652+164195430.17%+123
US BANCORP DEL COM NEW(USB)30,26230,873+6111,3691,4920.46%+123
D R HORTON(DHI)2,9882,952-363855000.15%+115
CONSTELLATION ENERGY CORP(CEG)9,7419,895+1543,1443,2561.01%+112
PACKAGING CORP OF AMERICA(PKG)3,5183,543+256637720.24%+109
AMGEN INC COM(AMGN)20,42520,592+1675,7035,8111.79%+108
CIRRUS LOGIC(CRUS)3,2923,561+2693434460.14%+103
ISHARES TR9,3859,38501,2671,3670.42%+100
SYMBOTIC INC(SYM)9,2558,479-7763604570.14%+97
GUIDEWIRE SOFTWARE INC COM(GWRE)2,3252,783+4585476400.20%+92
INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO13,44313,44306227140.22%+92
AECOM COM(ACM)5,0825,093+115746640.21%+91
TE CONNECTIVITY PLC(TEL)1,6701,682+122823690.11%+88
FIVE BELOW INC COM(FIVE)3,7233,72304885760.18%+88
SONY CORP ADR NEW(SONY)19,19220,149+9575005800.18%+81
SPDR SER TR
ST STR SP AERO
2,3612,453+924985760.18%+78
CVS HEALTH CORP.(CVS)4,1584,831+6732873640.11%+77
TENET HEALTHCARE CORP COM NEW(THC)2,3802,429+494194930.15%+74
QUEST DIAGNOSTICS INC(DGX)9,2329,082-1501,6581,7310.53%+73
CLOROX COMPANY COM(CLX)15,59815,732+1341,8731,9400.60%+67
APPLIED MATLS INC COM2,5522,570+184675260.16%+59
ISHARES TR U.S. PFD STK ETF48,16648,583+4171,4781,5360.47%+58
RBC BEARINGS INC(RBC)1,4261,552+1265496060.19%+57
GENERAC HLDGS INC(GNRC)2,2822,291+93273840.12%+57
ISHARES TR
HDG MSCI JAPAN
14,51314,274-2396507030.22%+53
APPFOLIO INC(APPF)1,1051,115+102543070.09%+53
TKO GROUP HOLDINGS INC(TKO)2,1022,155+533824350.13%+53
ALTRIA GROUP INC(MO)6,6016,651+503874390.14%+52
ISHARES CORE S&P 500 ETF1,1491,142-77137640.24%+51
LINDE PLC(LIN)11,29311,258-355,2985,3481.65%+49
ISHARES CORE S&P SMALL-CAP ETF5,0595,05905536010.19%+48
WASTE CONNECTIONS INC(WCN)2,0532,437+3843834280.13%+45
CSG SYS INTL INC5,6736,378+7053714110.13%+40
PENTAIR PLC SHS(PNR)7,5337,327-2067738120.25%+38
FIRST COMWLTH FINL CORP PA COM(FCF)17,12818,538+1,4102783160.10%+38
ISHARES CORE S&P MID-CAP ETF11,28511,28507007360.23%+37
SPDR SER TR
ST STR P500GRW
5,7785,596-1825515850.18%+34
EXXON MOBIL CORP1,8882,088+2002042350.07%+32
ICON PLC SHS(ICLR)1,7721,650-1222582890.09%+31
HUBBELL INC COM(HUBB)1,4141,41405776080.19%+31
GOLDMAN, SACHS & CO(GS)32532502302590.08%+29
LABCORP HOLDINGS INC(LH)802812+102112330.07%+23
DOMINION RES INC VA NEW COM(D)3,9043,936+322212410.07%+20
CSX CORP COM(CSX)6,3686,404+362082270.07%+20
FNB CORP PA COM(FNB)12,79412,79401872060.06%+20
KEYSIGHT TECHNOLOGIES INC(KEYS)2,3852,346-393914100.13%+20
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Somerset Trust Co — 13F Holdings — Q3 2025 | TickerTrail