S&T Bank/PA

CIK

1010911

Location

Indiana, PA

Portfolio Value

Small $328,184,623

Diversification

Diversified

Filing Date

Global Rank

#4,978 / 8,827 ▲ 195

Top Industry

Computer Hardware 24.4%

Period ended 4 months ago

Filed Aug 12, 2026 · 3mo

26 quarters · since Mar 2020

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.

Style

Concentrated

The top 10 positions are 62.9% of the book (60%+)

Turnover

Low turnover

19.6% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 16.1 quarters (12+), a floor since 39.6% of the book was already held when coverage starts

Closest benchmark: every 13F filer's combined book, active share 83.4%; sector active share 27.4% against the combined 13F book's sector weights.

Over time 26 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

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

Top Position

29.6%

+1.3 pts

Top 5

54.1%

+10.9 pts

Top 10

62.9%

+9.6 pts

HHI

1,089

Diversified+173

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Technology	34.6%	$113,393,831	60
Unclassified	34.5%	$113,108,058	38
Industrials	7.6%	$24,805,357	51
Healthcare	7.1%	$23,335,781	47
Financial Services	7.0%	$22,953,232	70
Consumer Cyclical	2.4%	$7,883,339	44
Communication Services	2.4%	$7,731,657	18
Energy	1.6%	$5,390,421	20
Consumer Defensive	1.4%	$4,430,801	33
Basic Materials	1.1%	$3,508,370	22
Utilities	0.4%	$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
SEIE	SEI Select International Equity ETF	+58,757	586,454	$20,813,838
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	+38,369	456,582	$21,915,936
SEIS	SEI Select Small Cap ETF	+34,627	344,912	$11,570,072
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	+34,174	400,776	$22,503,572
SEIQ	SEI Enhanced U.S. Large Cap Quality Factor ETF	+31,055	249,473	$9,831,729
SEEM	SEI Select Emerging Markets Equity ETF	+22,068	263,451	$10,563,594
PFE	Pfizer Inc	+4,128	5,442	$131,042
VOO	VANGUARD 500 INDEX FUND	+3,890	8,055	$3,176,756
BKNG	Booking Holdings Inc.	+3,290	3,456	$615,997
DVY	iShares Select Dividend ETF	+1,752	1,955	$305,565
KO	Coca Cola Co	+1,570	2,972	$241,534
PG	PROCTER & GAMBLE Co	+1,296	3,338	$489,484
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
GOOG	Alphabet Inc.	+492	2,722	$961,763
BAC	Bank Of America Corp	+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
GOOGL	Alphabet Inc.	+337	1,680	$600,381
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
DVN	Devon Energy Corp	−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
—		−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
LNTH	Lantheus Holdings, Inc.	−5,763	16,264	$1,804,328
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

8 positions

Ticker	Company	Shares	Value
VO	VANGUARD MID-CAP INDEX FUND	987	$283,446
IWF	iShares Russell 1000 Growth ETF	438	$186,763
—		796	$27,971
VNQ	VANGUARD REAL ESTATE INDEX FUND	175	$15,522
CME	Cme Group Inc.	38	$11,223
EPAM	EPAM Systems, Inc.	64	$8,665
KMX	Carmax Inc	130	$5,405
CTAS	Cintas Corp	17	$2,875
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

444 tracked positions · $328,184,623 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 444 positions by value · page 1 of 9

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	Held (qtrs)	Est. cost/share	% of Portfolio
SNDK	Sandisk Corp Technology	Reduced	12,622	-3,963	$28,699,020	+172.4%	6	$49.67	8.74%
WDC	Western Digital Corp Technology	Reduced	36,959	-11,542	$23,606,452	+79.9%	26+	before history	7.19%
SEIM	SEI Enhanced U.S. Large Cap Momentum Factor ETF	Added	400,776	+34,174	$22,503,572	+34.8%	6	$42.20	6.86%
SEIV	SEI Enhanced U.S. Large Cap Value Factor ETF	Added	456,582	+38,369	$21,915,936	+26.1%	6	$36.64	6.68%
SEIE	SEI Select International Equity ETF	Added	586,454	+58,757	$20,813,838	+21.0%	6	$29.65	6.34%
FLEX	Flex Ltd. Technology	Reduced	124,797	-21,892	$20,225,849	+110.6%	26+	before history	6.16%
SEIS	SEI Select Small Cap ETF	Added	344,912	+34,627	$11,570,072	+35.0%	6	$26.39	3.53%
SEEM	SEI Select Emerging Markets Equity ETF	Added	263,451	+22,068	$10,563,594	+33.6%	6	$28.55	3.22%
SEIQ	SEI Enhanced U.S. Large Cap Quality Factor ETF	Added	249,473	+31,055	$9,831,729	+23.6%	6	$37.00	3.00%
CMI	Cummins Inc Industrials	Reduced	9,758	-1,377	$6,959,502	+16.2%	26+	before history	2.12%
FFIV	F5, Inc. Technology	Reduced	16,031	-2,728	$6,668,254	+22.9%	26+	before history	2.03%
PANW	Palo Alto Networks Inc Technology	Reduced	15,499	-4,600	$5,285,468	+64.0%	25	$37.73	1.61%
IDCC	InterDigital, Inc. Technology	Reduced	17,561	-1,718	$4,972,045	−14.6%	25	$54.40	1.52%
CORT	Corcept Therapeutics Inc Healthcare	Reduced	55,553	-12,534	$4,830,333	+76.0%	26+	before history	1.47%
ABBV	AbbVie Inc. Healthcare	Reduced	18,356	-3,192	$4,619,103	−1.4%	26+	before history	1.41%
FTNT	Fortinet, Inc. Technology	Reduced	29,582	-7,824	$4,544,386	+48.7%	26+	before history	1.38%
STBA	S&T Bancorp Inc Financial Services	Reduced	88,950	-41	$4,365,665	+17.3%	26+	before history	1.33%
COR	Cencora, Inc. Healthcare	Reduced	13,784	-2,432	$3,900,595	−23.4%	14	$158.65	1.19%
SNX	Td Synnex Corp Technology	Reduced	14,493	-3,744	$3,874,558	+25.9%	16	$95.54	1.18%
AX	Axos Financial, Inc. Financial Services	Reduced	36,451	-6,063	$3,549,962	−1.9%	26+	before history	1.08%
VTI	VANGUARD TOTAL STOCK MARKET INDEX FUND	Held	9,397	0	$3,477,265	+15.3%	25	unpriced	1.06%
VOO	VANGUARD 500 INDEX FUND	Added	8,055	+3,890	$3,176,756	+27.6%	26+	before history	0.97%
MSFT	Microsoft Corp Technology	Reduced	8,428	-909	$3,143,811	−9.0%	26+	before history	0.96%
ACM	Aecom Industrials	Reduced	41,375	-6,797	$2,887,975	−29.3%	26+	before history	0.88%
BRK-B	Berkshire Hathaway Inc Financial Services	Reduced	5,567	-1,279	$2,785,670	−15.1%	26+	before history	0.85%
CF	CF Industries Holdings, Inc. Basic Materials	Reduced	25,160	-4,453	$2,723,821	−29.2%	26+	before history	0.83%
VXUS	Vanguard Total International Stock ETF	Held	31,517	0	$2,694,388	+10.9%	25	$51.40	0.82%
HII	Huntington Ingalls Industries, Inc. Industrials	Reduced	9,321	-1,877	$2,608,854	−38.7%	23	$159.24	0.79%
CARG	CarGurus, Inc. Communication Services	Reduced	66,015	-19,284	$2,250,451	−22.5%	20	$25.14	0.69%
INTC	Intel Corp Technology	Reduced	15,263	-2,383	$2,131,172	+173.7%	26+	before history	0.65%
FCN	Fti Consulting, Inc Industrials	Reduced	14,251	-2,300	$2,123,541	−27.4%	7	$206.14	0.65%
TTEK	Tetra Tech Inc Industrials	Reduced	72,871	-9,611	$2,105,243	−15.3%	26+	before history	0.64%
		Reduced	43,888	-8,597	$2,041,230	−24.8%	26+	before history	0.62%
CVS	CVS HEALTH Corp Healthcare	Reduced	19,471	-7,708	$2,014,274	+3.2%	26+	before history	0.61%
AEO	American Eagle Outfitters Inc Consumer Cyclical	Reduced	109,719	-51,790	$1,887,166	−30.0%	11	$18.61	0.58%
HURN	Huron Consulting Group Inc. Industrials	Reduced	20,920	-4,029	$1,886,147	−40.7%	26+	before history	0.57%
IVV	iShares Core S&P 500 ETF	Reduced	2,478	-10	$1,855,749	+14.2%	26+	before history	0.57%
LNTH	Lantheus Holdings, Inc. Healthcare	Reduced	16,264	-5,763	$1,804,328	+8.0%	12	$73.14	0.55%
VZ	Verizon Communications Inc Communication Services	Reduced	41,856	-6,577	$1,772,182	−27.1%	26+	before history	0.54%
NVDA	Nvidia Corp Technology	Added	8,454	+262	$1,691,560	+18.4%	7	$174.90	0.52%
XOM	ExxonMobil Holdings Corp Energy	Added	11,978	+739	$1,637,630	−14.1%	26+	before history	0.50%
AAPL	Apple Inc. Technology	Added	5,601	+744	$1,620,704	+31.5%	26+	before history	0.49%
CR	Crane Co Industrials	Held	6,945	0	$1,549,221	+30.5%	12	$89.04	0.47%
SYF	Synchrony Financial Financial Services	Reduced	20,053	-2,293	$1,525,030	+0.3%	26+	before history	0.46%
ZD	Ziff Davis, Inc. Communication Services	Reduced	28,140	-10,140	$1,473,691	−8.3%	26+	before history	0.45%
PII	Polaris Inc. Consumer Cyclical	Reduced	19,780	-5,648	$1,353,743	−2.3%	26+	before history	0.41%
HTGC	Hercules Capital, Inc. Financial Services	Reduced	82,175	-24,140	$1,295,899	−17.5%	26+	before history	0.39%
CBFV	CB Financial Services, Inc. Financial Services	Held	33,642	0	$1,275,031	+10.9%	7	$29.49	0.39%
LAD	Lithia Motors Inc Consumer Cyclical	Reduced	3,850	-1,573	$1,118,386	−17.4%	16	$261.28	0.34%
LUV	Southwest Airlines Co Industrials	Reduced	21,550	-8,527	$1,108,101	−1.9%	25	$37.50	0.34%

Showing the top 50 of 444 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

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.