Fund HoldingsCNB Bank

Total Portfolio Value
$210.95M
Total Bought
$10.52M
Total Sold
$23.51M
Net Transaction
-$12.98M
Filing Period:
Securities
SharesValue ($K)
Q1 2025
Q2 2025
Change
Q1 2025
Q2 2025
Weight (%)
Change
NVIDIA CORPORATION(NVDA)093,417+93,417014,7597.00%+14,759
MICROSOFT CORP(MSFT)029,905+29,905014,8757.05%+14,875
BROADCOM INC(AVGO)016,911+16,91104,6622.21%+4,662
AMAZON COM INC(AMZN)041,901+41,90109,1934.36%+9,193
ALPHABET INC(GOOG)026,736+26,73604,7122.23%+4,712
META PLATFORMS INC(META)05,760+5,76004,2512.02%+4,251
LAM RESEARCH CORP(LRCX)010,357+10,35701,0080.48%+1,008
BLACKSTONE INC(BX)04,745+4,74507100.34%+710
NETFLIX INC(NFLX)1,5291,456-731,4261,9500.92%+524
TESLA INC(TSLA)09,544+9,54403,0321.44%+3,032
ORACLE CORP(ORCL)06,251+6,25101,3670.65%+1,367
JPMORGAN CHASE & CO.(JPM)015,443+15,44304,4772.12%+4,477
CATERPILLAR INC(CAT)06,339+6,33902,4611.17%+2,461
EATON CORP PLC(ETN)04,549+4,54901,6240.77%+1,624
SERVICENOW INC(NOW)02,043+2,04302,1001.00%+2,100
BOOKING HOLDINGS INC(BKNG)260261+11,1981,5110.72%+313
PALO ALTO NETWORKS INC(PANW)6,3596,612+2531,0851,3530.64%+268
SPOTIFY TECHNOLOGY S A(SPOT)553723+1703045550.26%+251
INTUIT(INTU)1,8051,702-1031,1081,3410.64%+232
AMPHENOL CORP NEW07,964+7,96407860.37%+786
WINGSTOP INC(WING)6331,034+4011433480.17%+205
PAYPAL HLDGS INC(PYPL)012,854+12,85409550.45%+955
TE CONNECTIVITY PLC(TEL)5,4355,648+2137689530.45%+185
ISHARES TR03,013+3,01301,8710.89%+1,871
WALMART INC(WMT)020,967+20,96702,0500.97%+2,050
ALPHABET INC(GOOG)021,030+21,03003,7311.77%+3,731
SYNOPSYS INC(SNPS)02,286+2,28601,1720.56%+1,172
ISHARES TR09,400+9,40001,0350.49%+1,035
CISCO SYS INC(CSCO)25,41924,887-5321,5691,7270.82%+158
SPDR S&P 500 ETF TR(SPY)02,397+2,39701,4810.70%+1,481
VANGUARD INDEX FDS05,908+5,90801,7960.85%+1,796
RTX CORPORATION(RTX)12,08211,897-1851,6001,7370.82%+137
KKR & CO INC(KKR)2,5553,209+6542954270.20%+132
GE AEROSPACE(GE)2,4312,399-324876170.29%+131
GE VERNOVA INC(GEV)0538+53802850.13%+285
BLACKROCK INC(BLK)0103+10301080.05%+108
DATADOG INC(DDOG)03,627+3,62704870.23%+487
SHOPIFY INC(SHOP)06,982+6,98208050.38%+805
CAPITAL ONE FINL CORP(COF)0784+78401670.08%+167
MONOLITHIC PWR SYS INC(MPWR)0831+83106080.29%+608
HONEYWELL INTL INC(HON)05,533+5,53301,2890.61%+1,289
THE TRADE DESK INC(TTD)05,501+5,50103960.19%+396
UNITED RENTALS INC(URI)741729-124645490.26%+85
INTERNATIONAL BUSINESS MACHS(IBM)1,6781,698+204175010.24%+83
AMERIPRISE FINL INC(AMP)03,840+3,84002,0500.97%+2,050
MORGAN STANLEY(MS)04,319+4,31906080.29%+608
VANGUARD STAR FDS01,175+1,1750810.04%+81
VANGUARD WHITEHALL FDS0985+9850790.04%+79
ASML HOLDING N V
N Y REGISTRY SHS
643614-294264920.23%+66
PINNACLE WEST CAP CORP(PNW)0715+7150640.03%+64
ECOLAB INC(ECL)3,0283,085+577688310.39%+64
COSTCO WHSL CORP NEW(COST)2,9142,846-682,7562,8171.34%+61
ADOBE INC(ADBE)02,297+2,29708890.42%+889
TAIWAN SEMICONDUCTOR MFG LTD(TSM)0983+98302230.11%+223
INVESCO QQQ TR0672+67203710.18%+371
ONEOK INC NEW(OKE)0630+6300510.02%+51
FORTINET INC(FTNT)0663+6630700.03%+70
DIGITAL RLTY TR INC(DLR)02,875+2,87505010.24%+501
F5 INC(FFIV)0167+1670490.02%+49
DISNEY WALT CO(DIS)01,917+1,91702380.11%+238
DRAFTKINGS INC NEW(DKNG)06,790+6,79002910.14%+291
MID PENN BANCORP INC(MPB)020,140+20,14005680.27%+568
PHILIP MORRIS INTL INC(PM)07,004+7,00401,2760.60%+1,276
CHIPOTLE MEXICAN GRILL INC(CMG)017,957+17,95701,0080.48%+1,008
VANGUARD BD INDEX FDS0577+5770450.02%+45
CUMMINS INC(CMI)0132+1320430.02%+43
SYNCHRONY FINANCIAL(SYF)0614+6140410.02%+41
ISHARES TR5,2325,23204284680.22%+40
WESTERN DIGITAL CORP(WDC)0577+5770370.02%+37
ARES CAPITAL CORP(ARCC)01,620+1,6200360.02%+36
CHECK POINT SOFTWARE TECH LT
ORD
231392+16153870.04%+34
HERCULES CAPITAL INC(HCXY)01,848+1,8480340.02%+34
ISHARES TR05,567+5,56706080.29%+608
APPLIED MATLS INC0636+63601160.06%+116
CNB FINL CORP PA(CCNE)0154,131+154,13103,5231.67%+3,523
NVENT ELECTRIC PLC(NVT)01,451+1,45101060.05%+106
FLEX LTD(FLEX)0592+5920300.01%+30
SUPER MICRO COMPUTER INC(SMCI)0600+6000290.01%+29
GOLDMAN SACHS GROUP INC(GS)0164+16401160.06%+116
PALANTIR TECHNOLOGIES INC(PLTR)477477040650.03%+25
CF INDS HLDGS INC(CF)0256+2560240.01%+24
VANGUARD INDEX FDS0820+82002340.11%+234
SMUCKER J M CO(SJM)0234+2340230.01%+23
VANGUARD INDEX FDS01,003+1,0030890.04%+89
VANGUARD INTL EQUITY INDEX F3,3703,37002042270.11%+22
ISHARES TR02,737+2,73702490.12%+249
WELLS FARGO CO NEW(WFC)02,473+2,47301980.09%+198
SOUTHWEST AIRLS CO(LUV)0613+6130200.01%+20
PPG INDS INC(PPG)04,434+4,43405040.24%+504
AMERICAN EXPRESS CO(AXP)0443+44301410.07%+141
INTERDIGITAL INC(IDCC)081+810180.01%+18
COLGATE PALMOLIVE CO(CL)1,4591,703+2441371550.07%+18
ENERGY TRANSFER L P(ET)01,900+1,9000340.02%+34
LINCOLN ELEC HLDGS INC(LECO)2,3912,262-1294524690.22%+17
KLA CORP(KLAC)077+770690.03%+69
SOFI TECHNOLOGIES INC(SOFI)02,500+2,5000460.02%+46
VIKING THERAPEUTICS INC(VKTX)5,3305,477+1471291450.07%+16
PPL CORP(PPL)0894+8940300.01%+30
PNC FINL SVCS GROUP INC(PNC)04,458+4,45808310.39%+831
SKYWORKS SOLUTIONS INC(SWKS)0212+2120160.01%+16
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