S&T Bank/PA

CIK

1010911

Location

Indiana, PA

Portfolio Value

Small $218,868,030

Diversification

Diversified

Filing Date

Global Rank

#4,384 / 8,700 ▲ 704

Top Industry

Computer Hardware 24.4%

Period ended 3 months ago

Filed Aug 12, 2026 · 33d

26 quarters · since Mar 2020

Portfolio Concentration

408 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.1%

−15.2 pts

Top 5

39.4%

−3.8 pts

Top 10

50.4%

−2.8 pts

HHI

459

Diversified−460

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	51.8%	$113,393,831	60
Industrials	11.3%	$24,805,357	51
Healthcare	10.7%	$23,335,781	47
Financial Services	10.5%	$22,953,232	70
Consumer Cyclical	3.6%	$7,870,563	44
Communication Services	3.5%	$7,731,656	17
Energy	2.5%	$5,390,421	20
Consumer Defensive	2.0%	$4,430,801	33
Unclassified	1.7%	$3,804,242	3
Basic Materials	1.6%	$3,508,370	22
Utilities	0.6%	$1,388,388	29
Real Estate	0.1%	$255,388	12

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
PFE	Pfizer Inc	+4,128	5,442	$131,042
BKNG	Booking Holdings Inc.	+3,290	3,456	$615,997
KO	Coca Cola Co	+1,570	2,972	$241,534
PG	PROCTER & GAMBLE Co	+1,296	3,338	$489,484
GOOGL	Alphabet Inc.	+829	4,402	$1,562,144
AAPL	Apple Inc.	+744	5,601	$1,620,704
XOM	ExxonMobil Holdings Corp	+739	11,978	$1,637,630
FE	Firstenergy Corp	+730	1,320	$62,752
BMY	Bristol Myers Squibb Co	+542	2,458	$141,629
CCL	Carnival Corp Ltd.	+506	625	$17,856
BAC	Bank Of America Corp /De/	+442	2,819	$160,625
CMG	Chipotle Mexican Grill Inc	+436	789	$26,826
AMZN	Amazon Com Inc	+404	3,009	$717,164
META	Meta Platforms, Inc.	+395	667	$375,713
MO	Altria Group, Inc.	+375	1,817	$130,732
PM	Philip Morris International Inc.	+357	1,032	$186,698
CCI	Crown Castle Inc.	+304	582	$44,074
ACGL	Arch Capital Group Ltd.	+301	420	$40,765
MRK	Merck & Co., Inc.	+265	1,829	$235,026
NVDA	Nvidia Corp	+262	8,454	$1,691,560
OXY	Occidental Petroleum Corp /De/	+261	582	$28,267
COP	Conocophillips	+249	558	$58,009
DUK	Duke Energy CORP	+238	434	$54,935
KVUE	Kenvue Inc.	+231	869	$16,606
WFC	Wells Fargo & Company/Mn	+213	385	$31,816
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AEO	American Eagle Outfitters Inc	−51,790	109,719	$1,887,166
WNC	WABASH NATIONAL Corp	−28,487	40,093	$541,255
HTGC	Hercules Capital, Inc.	−24,140	82,175	$1,295,899
F	Ford Motor Co	−23,092	69,314	$963,463
FLEX	Flex Ltd.	−21,892	124,797	$20,225,849
CARG	CarGurus, Inc.	−19,284	66,015	$2,250,451
PRAA	Pra Group Inc	−14,606	20,657	$392,276
VB	Vanguard Morningstar Small-Cap ETF	−14,549	3,383	$1,025,454
DVN	Devon Energy Corp/De	−13,401	22,557	$932,054
SM	SM Energy Co	−13,258	40,206	$1,049,376
CORT	Corcept Therapeutics Inc	−12,534	55,553	$4,830,333
WDC	Western Digital Corp	−11,542	36,959	$23,606,452
AMSF	Amerisafe Inc	−10,966	27,557	$932,253
AMN	Amn Healthcare Services Inc	−10,538	15,252	$493,707
ZD	Ziff Davis, Inc.	−10,140	28,140	$1,473,691
TTEK	Tetra Tech Inc	−9,611	72,871	$2,105,243
SUPN	Supernus Pharmaceuticals, Inc.	−8,597	43,888	$2,041,230
LUV	Southwest Airlines Co	−8,527	21,550	$1,108,101
FTNT	Fortinet, Inc.	−7,824	29,582	$4,544,386
CVS	CVS HEALTH Corp	−7,708	19,471	$2,014,274
KFRC	Kforce Inc	−7,675	12,789	$600,059
ACM	Aecom	−6,797	41,375	$2,887,975
VZ	Verizon Communications Inc	−6,577	41,856	$1,772,182
FMC	Fmc Corp	−6,249	13,739	$157,998
AX	Axos Financial, Inc.	−6,063	36,451	$3,549,962
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
EXC	Exelon Corp	496	$23,123
RGA	Reinsurance Group Of America Inc	80	$17,012
LGIH	LGI Homes, Inc.	217	$13,818
—		72	$13,585
HONA	Honeywell Aerospace Inc.	52	$11,496
CAH	Cardinal Health Inc	47	$11,165
AFL	Aflac Inc	93	$10,904
AZN	Astrazeneca PLC	51	$9,670
BG	Bunge Global SA	75	$8,004
USFD	US Foods Holding Corp.	61	$6,237
VGNT	Versigent PLC	116	$4,873
RNR	Renaissancere Holdings Ltd	15	$4,753
JAZZ	Jazz Pharmaceuticals plc	18	$4,337
UTHR	UNITED THERAPEUTICS Corp	7	$3,792
TSN	Tyson Foods, Inc.	61	$3,492
CPRT	Copart Inc	121	$3,410
NTRS	Northern Trust Corp	19	$3,302
AZO	Autozone Inc	1	$3,195
RKLB	Rocket Lab Corp	31	$3,151
HIW	Highwoods Properties, Inc.	99	$2,985
MSTR	Strategy Inc	32	$2,781
EG	Everest Group, Ltd.	7	$2,500
NKE	NIKE, Inc.	59	$2,421
KDP	Keurig Dr Pepper Inc.	71	$2,323
ELV	Elevance Health, Inc.	6	$2,320
No positions match the current search.

Sold Out

Positions the filer fully exited

15 positions

Ticker	Company	Shares	Value
ANGU	SEI Ang Research Enhanced U.S. Large Cap ETF	2,082,598	$75,709,872
AAXJ	iShares MSCI All Country Asia ex Japan ETF	26,038	$4,197,584
VEU	Vanguard FTSE All-World Ex-US ETF	1,032	$89,341
—		261	$49,482
AGGY	WisdomTree Yield Enhanced U.S. Aggregate Bond Fund	316	$27,757
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	550	$25,239
BNDW	Vanguard Total World Bond ETF	225	$17,835
VIG	Vanguard Dividend Appreciation ETF	175	$15,522
FNDA	Schwab Fundamental U.S. Small Company ETF	490	$13,038
CME	Cme Group Inc.	38	$11,223
ACSG	American Century Small Cap Growth Insights ETF	125	$10,612
EPAM	EPAM Systems, Inc.	64	$8,665
KMX	Carmax Inc	130	$5,405
CTAS	Cintas Corp	17	$2,875
—		796	$0
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

408 tracked positions · $218,868,030 total · filing declares 554 positions · $333,226,247 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 408 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
SNDK	Sandisk Corp Technology	Reduced	12,622	-3,963	$28,699,020	+172.4%	13.11%
WDC	Western Digital Corp Technology	Reduced	36,959	-11,542	$23,606,452	+79.9%	10.79%
FLEX	Flex Ltd. Technology	Reduced	124,797	-21,892	$20,225,849	+110.6%	9.24%
CMI	Cummins Inc Industrials	Reduced	9,758	-1,377	$6,959,502	+16.2%	3.18%
FFIV	F5, Inc. Technology	Reduced	16,031	-2,728	$6,668,254	+22.9%	3.05%
PANW	Palo Alto Networks Inc Technology	Reduced	15,499	-4,600	$5,285,468	+64.0%	2.41%
IDCC	InterDigital, Inc. Technology	Reduced	17,561	-1,718	$4,972,045	−14.6%	2.27%
CORT	Corcept Therapeutics Inc Healthcare	Reduced	55,553	-12,534	$4,830,333	+76.0%	2.21%
ABBV	AbbVie Inc. Healthcare	Reduced	18,356	-3,192	$4,619,103	−1.4%	2.11%
FTNT	Fortinet, Inc. Technology	Reduced	29,582	-7,824	$4,544,386	+48.7%	2.08%
STBA	S&T Bancorp Inc Financial Services	Reduced	88,950	-41	$4,365,665	+17.3%	1.99%
COR	Cencora, Inc. Healthcare	Reduced	13,784	-2,432	$3,900,595	−23.4%	1.78%
SNX	Td Synnex Corp Technology	Reduced	14,493	-3,744	$3,874,558	+25.9%	1.77%
AX	Axos Financial, Inc. Financial Services	Reduced	36,451	-6,063	$3,549,962	−1.9%	1.62%
MSFT	Microsoft Corp Technology	Reduced	8,428	-909	$3,143,811	−9.0%	1.44%
ACM	Aecom Industrials	Reduced	41,375	-6,797	$2,887,975	−29.3%	1.32%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,567	-1,279	$2,785,670	−15.1%	1.27%
CF	CF Industries Holdings, Inc. Basic Materials	Reduced	25,160	-4,453	$2,723,821	−29.2%	1.24%
VXUS	Vanguard Total International Stock ETF	Held	31,517	0	$2,694,388	+10.9%	1.23%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	9,321	-1,877	$2,608,854	−38.7%	1.19%
CARG	CarGurus, Inc. Communication Services	Reduced	66,015	-19,284	$2,250,451	−22.5%	1.03%
INTC	Intel Corp Technology	Reduced	15,263	-2,383	$2,131,172	+173.7%	0.97%
FCN	Fti Consulting, Inc Industrials	Reduced	14,251	-2,300	$2,123,541	−27.4%	0.97%
TTEK	Tetra Tech Inc Industrials	Reduced	72,871	-9,611	$2,105,243	−15.3%	0.96%
SUPN	Supernus Pharmaceuticals, Inc. Healthcare	Reduced	43,888	-8,597	$2,041,230	−24.8%	0.93%
CVS	CVS HEALTH Corp Healthcare	Reduced	19,471	-7,708	$2,014,274	+3.2%	0.92%
AEO	American Eagle Outfitters Inc Consumer Cyclical	Reduced	109,719	-51,790	$1,887,166	−30.0%	0.86%
HURN	Huron Consulting Group Inc. Industrials	Reduced	20,920	-4,029	$1,886,147	−40.7%	0.86%
LNTH	Lantheus Holdings, Inc. Healthcare	Reduced	16,264	-5,763	$1,804,328	+8.0%	0.82%
VZ	Verizon Communications Inc Communication Services	Reduced	41,856	-6,577	$1,772,182	−27.1%	0.81%
NVDA	Nvidia Corp Technology	Added	8,454	+262	$1,691,560	+18.4%	0.77%
XOM	ExxonMobil Holdings Corp Energy	Added	11,978	+739	$1,637,630	−14.1%	0.75%
AAPL	Apple Inc. Technology	Added	5,601	+744	$1,620,704	+31.5%	0.74%
GOOGL	Alphabet Inc. Communication Services	Added	4,402	+829	$1,562,144	+52.3%	0.71%
CR	Crane Co Industrials	Held	6,945	0	$1,549,221	+30.5%	0.71%
SYF	Synchrony Financial Financial Services	Reduced	20,053	-2,293	$1,525,030	+0.3%	0.70%
ZD	Ziff Davis, Inc. Communication Services	Reduced	28,140	-10,140	$1,473,691	−8.3%	0.67%
PII	Polaris Inc. Consumer Cyclical	Reduced	19,780	-5,648	$1,353,743	−2.3%	0.62%
HTGC	Hercules Capital, Inc. Financial Services	Reduced	82,175	-24,140	$1,295,899	−17.5%	0.59%
CBFV	CB Financial Services, Inc. Financial Services	Held	33,642	0	$1,275,031	+10.9%	0.58%
LAD	Lithia Motors Inc Consumer Cyclical	Reduced	3,850	-1,573	$1,118,386	−17.4%	0.51%
LUV	Southwest Airlines Co Industrials	Reduced	21,550	-8,527	$1,108,101	−1.9%	0.51%
SWKS	Skyworks Solutions, Inc. Technology	Reduced	15,702	-5,736	$1,064,595	−7.3%	0.49%
CHKP	Check Point Software Technologies Ltd Technology	Reduced	8,030	-3,099	$1,055,382	−33.6%	0.48%
SM	SM Energy Co Energy	Reduced	40,206	-13,258	$1,049,376	−37.1%	0.48%
PNC	Pnc Financial Services Group, Inc. Financial Services	Added	4,259	+46	$1,048,650	+19.6%	0.48%
FHI	Federated Hermes, Inc. Financial Services	Reduced	18,950	-361	$1,046,418	−4.4%	0.48%
VB	Vanguard Morningstar Small-Cap ETF	Reduced	3,383	-14,549	$1,025,454	−84.1%	0.47%
OKE	Oneok Inc /New/ Energy	Reduced	11,157	-2,177	$969,989	−19.5%	0.44%
F	Ford Motor Co Consumer Cyclical	Reduced	69,314	-23,092	$963,463	−9.6%	0.44%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.