Sandy Spring Bank

Bank

CIK

1457833

Location

Olney, MD

Portfolio Value

Mid $1,508,849,825

Diversification

Diversified

Reports for

West Financial Services, Inc. SSB Wealth Management, Inc.

Files via

West Financial Services, Inc. SSB Wealth Management, Inc.

Filing Date

Global Rank

#1,276 / 8,060 ▼ 20 · as of Mar 2025

Top Industry

Software - Infrastructure 8.3%

3Y Alpha vs SPY

+27.1%

Period ended 1 year ago

Filed May 12, 2025 · 1y

21 quarters · since Mar 2020

Clone Performance

Sep 2023–Oct 2025 · vs SPY

Hypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.

Cloned portfolio

+123.5%

SPY

+45.4%

Annualised alpha

+27.1%

Max drawdown

−18.5%

Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends. Captured split ratios restate closes onto one basis; only an unusable ratio can exclude earlier closes for that listing. It tracks 100% of reported value on average across 8 quarters.Sandy Spring Bank has stopped filing, so the simulation ends in Oct 2025 — where its last reported portfolio went stale — rather than trading that portfolio forward to today. Past performance does not predict future results.

Portfolio Concentration

835 tracked positions · as of Mar 31, 2025 · Δ vs Dec 31, 2024

Top Position

6.9%

−0.6 pts

Top 5

24.7%

−2.3 pts

Top 10

39.1%

−1.4 pts

HHI

214

Diversified−18

Portfolio Trend

21 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2025

Sector	% Portfolio	Value	Positions
Technology	26.5%	$399,863,582	131
Financial Services	16.8%	$253,204,833	131
Unclassified	10.6%	$159,421,028	49
Healthcare	10.3%	$155,303,190	96
Consumer Cyclical	9.4%	$141,790,869	101
Communication Services	7.0%	$106,115,849	41
Industrials	7.0%	$105,429,996	101
Consumer Defensive	5.3%	$80,484,849	43
Energy	3.3%	$50,433,947	37
Utilities	1.6%	$24,047,401	36
Real Estate	1.2%	$18,516,208	36
Basic Materials	0.9%	$14,238,073	33

Last Quarter's Activity

Export CSV

Mar 31, 2025 vs Dec 31, 2024

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
VEA	Vanguard FTSE Developed Markets ETF	+13,673	504,215	$25,629,247
TTD	Trade Desk, Inc.	+12,984	40,348	$2,207,842
AVGO	Broadcom Inc.	+10,581	33,876	$5,671,857
CBRE	Cbre Group, Inc.	+8,068	9,580	$1,252,872
VRT	Vertiv Holdings Co	+6,984	26,021	$1,878,716
DDOG	Datadog, Inc.	+6,880	26,075	$2,586,900
NEE	Nextera Energy Inc	+6,711	200,042	$14,180,975
PANW	Palo Alto Networks Inc	+6,691	140,183	$23,920,826
UBER	Uber Technologies, Inc	+6,665	46,282	$3,372,105
BKR	Baker Hughes Co	+6,516	18,837	$827,885
MCHP	Microchip Technology Inc	+5,866	122,868	$5,948,039
TJX	Tjx Companies Inc /De/	+5,502	108,888	$13,262,557
LLY	ELI LILLY & Co	+4,546	25,550	$21,101,999
ETN	Eaton Corp plc	+3,644	41,479	$11,275,235
BRK-B	Berkshire Hathaway Inc	+3,528	96,946	$56,418,956
IBIT	iShares Bitcoin Trust ETF	+3,062	3,877	$181,482
XLB	State Street Materials Select Sector SPDR ETF	+2,953	78,647	$6,762,068
ARCC	Ares Capital Corp	+2,771	6,768	$149,978
NOW	ServiceNow, Inc.	+2,130	10,671	$8,495,609
D	Dominion Energy, Inc	+2,071	52,691	$2,954,382
COP	Conocophillips	+2,062	43,813	$4,601,240
ISRG	Intuitive Surgical Inc	+2,057	15,691	$7,771,281
VRTX	Vertex Pharmaceuticals Inc / Ma	+1,615	6,391	$3,098,483
CNQ	CANADIAN NATURAL RESOURCES Ltd	+1,500	2,500	$77,000
TT	Trane Technologies plc	+1,484	17,413	$5,866,787
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
MDLZ	Mondelez International, Inc.	−24,691	59,397	$4,030,085
INTC	Intel Corp	−22,457	29,239	$664,017
CMCSA	Comcast Corp	−19,078	16,402	$605,232
WMT	Walmart Inc.	−18,011	244,697	$21,481,948
KO	Coca Cola Co	−13,851	43,650	$3,126,211
NKE	NIKE, Inc.	−12,175	52,036	$3,303,244
AAPL	Apple Inc.	−11,646	468,063	$103,970,833
MO	Altria Group, Inc.	−10,844	9,406	$564,547
CSCO	Cisco Systems, Inc.	−10,432	113,843	$7,025,251
TFC	Truist Financial Corp	−9,942	73,187	$3,011,644
SHEL	Shell plc	−9,891	107,501	$7,877,672
JPM	Jpmorgan Chase & Co	−9,734	158,527	$38,886,671
APH	Amphenol Corp /De/	−9,225	31,164	$4,088,093
PG	PROCTER & GAMBLE Co	−9,134	45,709	$7,789,726
FTV	Fortive Corp	−9,132	21,004	$1,537,070
PM	Philip Morris International Inc.	−8,943	10,158	$1,612,379
DHR	Danaher Corp /De/	−8,669	67,608	$13,859,640
T	At&T Inc.	−8,202	39,591	$1,119,632
ZTS	Zoetis Inc.	−8,136	61,570	$10,137,499
MSFT	Microsoft Corp	−7,550	200,569	$75,291,595
ABBV	AbbVie Inc.	−7,314	28,179	$5,904,062
ORCL	Oracle Corp	−6,870	70,333	$9,833,255
GOOGL	Alphabet Inc.	−6,546	341,597	$53,150,484
DIS	Walt Disney Co	−6,508	96,475	$9,522,080
JNJ	Johnson & Johnson	−6,503	98,084	$16,266,249
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
GIB	Cgi Inc	407	$40,630
NZF	Nuveen Municipal Credit Income Fund	2,977	$36,408
CRK	Comstock Resources Inc	1,245	$25,323
XOVR	EntrepreneurShares Series Trust ERShares Private-Public Crossover ETF	1,534	$24,467
ACDC	ProFrac Holding Corp.	2,199	$16,690
CELH	Celsius Holdings, Inc.	468	$16,670
BL	Blackline, Inc.	325	$15,736
BIL	State Street SPDR Bloomberg 1-3 Month T-Bill ETF	164	$15,043
TLN	Talen Energy Corp	69	$13,777
ACVA	ACV Auctions Inc.	950	$13,385
NML	Neuberger Energy Infrastructure & Income Fund Inc.	1,430	$12,870
EUAD	Select STOXX Europe Aerospace & Defense ETF	375	$12,573
CRWV	CoreWeave, Inc.	325	$12,051
NIO	NIO Inc.	3,000	$11,430
APO	Apollo Global Management, Inc.	75	$10,270
CVSA	Covista Inc.	100	$10,064
NUVB	Nuvation Bio Inc.	5,000	$8,800
HCKT	Hackett Group, Inc.	245	$7,158
SRAD	Sportradar Group AG	300	$6,486
SGML	Sigma Lithium Corp	500	$5,200
BRO	Brown & Brown, Inc.	38	$4,727
CPNG	Coupang, Inc.	210	$4,605
CRDO	Credo Technology Group Holding Ltd	100	$4,016
APAM	Artisan Partners Asset Management Inc.	100	$3,910
LAMR	Lamar Advertising Co/New	30	$3,413
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
AKAM	Akamai Technologies Inc	534	$51,077
PMT	PennyMac Mortgage Investment Trust	3,907	$49,189
DGS	WisdomTree Emerging Markets SmallCap Dividend Fund	974	$47,648
EVRG	Evergy, Inc.	730	$44,931
DXYZ	Destiny Tech100 Inc.	607	$35,728
ELF	e.l.f. Beauty, Inc.	271	$34,023
VALE	Vale S.A.	3,100	$27,497
HAS	Hasbro, Inc.	402	$22,475
SNY	Sanofi	455	$21,944
AB	Alliancebernstein Holding L.P.	586	$21,734
SF	Stifel Financial Corp	198	$21,003
APA	APA Corp	563	$12,999
EIX	Edison International	150	$11,976
EPAM	EPAM Systems, Inc.	46	$10,755
PFG	Principal Financial Group Inc	130	$10,063
SPG	Simon Property Group Inc.	58	$9,988
FANG	Diamondback Energy, Inc.	60	$9,829
HDB	Hdfc Bank Ltd	149	$9,515
ATMU	Atmus Filtration Technologies Inc.	240	$9,403
TRU	TransUnion	99	$9,178
UHT	Universal Health Realty Income Trust	242	$9,004
GPC	Genuine Parts Co	73	$8,523
BTI	British American Tobacco p.l.c.	200	$7,264
RGTI	Rigetti Computing, Inc.	468	$7,141
OWL	Blue Owl Capital Inc.	302	$7,024
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

835 tracked positions · $1,508,849,825 total · filing declares 1,936 positions · $2,378,010,654 · as of Mar 31, 2025

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

Showing 1–50 of 835 positions by value · page 1 of 17

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	468,063	-11,646	$103,970,833	−13.5%	6.89%
NVDA	Nvidia Corp Technology	Added	715,491	+130	$77,544,913	−19.3%	5.14%
MSFT	Microsoft Corp Technology	Reduced	200,569	-7,550	$75,291,595	−14.2%	4.99%
SPY	Spdr S&P 500 ETF Trust	Reduced	106,906	-2,254	$59,802,145	−6.5%	3.96%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	96,946	+3,528	$56,418,956	+33.2%	3.74%
GOOGL	Alphabet Inc. Communication Services	Reduced	341,597	-6,546	$53,150,484	−19.6%	3.52%
AMZN	Amazon Com Inc Consumer Cyclical	Added	261,665	+1,124	$49,784,381	−12.9%	3.30%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	92,031	-1,028	$49,096,697	−7.4%	3.25%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	158,527	-9,734	$38,886,671	−3.6%	2.58%
VEA	Vanguard FTSE Developed Markets ETF	Added	504,215	+13,673	$25,629,247	+9.3%	1.70%
PANW	Palo Alto Networks Inc Technology	Added	140,183	+6,691	$23,920,826	−1.5%	1.59%
MA	Mastercard Inc Financial Services	Reduced	43,452	-1,507	$23,816,909	+0.6%	1.58%
META	Meta Platforms, Inc. Communication Services	Added	40,928	+367	$23,589,261	−0.7%	1.56%
RTX	RTX Corp Industrials	Reduced	164,327	-206	$21,766,752	+14.3%	1.44%
WMT	Walmart Inc. Consumer Defensive	Reduced	244,697	-18,011	$21,481,948	−9.5%	1.42%
LLY	ELI LILLY & Co Healthcare	Added	25,550	+4,546	$21,101,999	+30.1%	1.40%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	21,505	+33	$20,338,997	+3.4%	1.35%
MCD	Mcdonalds Corp Consumer Cyclical	Reduced	59,781	-4,080	$18,673,789	+0.9%	1.24%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	45,391	-3,286	$16,635,346	−12.1%	1.10%
JNJ	Johnson & Johnson Healthcare	Reduced	98,084	-6,503	$16,266,249	+7.5%	1.08%
GS	Goldman Sachs Group Inc Financial Services	Reduced	27,438	-40	$14,989,104	−4.7%	0.99%
V	Visa Inc. Financial Services	Reduced	42,078	-1,822	$14,746,654	+6.3%	0.98%
TMO	Thermo Fisher Scientific Inc. Healthcare	Reduced	29,208	-396	$14,533,900	−5.6%	0.96%
NEE	Nextera Energy Inc Utilities	Added	200,042	+6,711	$14,180,975	+2.3%	0.94%
DHR	Danaher Corp /De/ Healthcare	Reduced	67,608	-8,669	$13,859,640	−20.8%	0.92%
ABT	Abbott Laboratories Healthcare	Reduced	103,788	-2,540	$13,767,476	+14.5%	0.91%
BX	Blackstone Inc. Financial Services	Added	98,029	+1,400	$13,702,493	−17.8%	0.91%
ACN	Accenture plc Technology	Added	43,079	+201	$13,442,370	−10.9%	0.89%
AXP	American Express Co Financial Services	Reduced	49,786	-919	$13,394,922	−11.0%	0.89%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	108,888	+5,502	$13,262,557	+6.2%	0.88%
XOM	ExxonMobil Holdings Corp Energy	Added	108,977	+1,446	$12,960,633	+12.0%	0.86%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	55,338	-534	$12,906,479	−6.4%	0.86%
ETN	Eaton Corp plc Industrials	Added	41,479	+3,644	$11,275,235	−10.2%	0.75%
BLK	BlackRock, Inc. Financial Services	Reduced	11,789	-323	$11,158,051	−10.1%	0.74%
ZTS	Zoetis Inc. Healthcare	Reduced	61,570	-8,136	$10,137,499	−10.7%	0.67%
AMT	American Tower Corp /Ma/ Real Estate	Reduced	45,448	-3,795	$9,889,484	+9.5%	0.66%
ORCL	Oracle Corp Technology	Reduced	70,333	-6,870	$9,833,255	−23.6%	0.65%
MAR	Marriott International Inc /Md/ Consumer Cyclical	Reduced	41,006	-625	$9,767,628	−15.9%	0.65%
CRM	Salesforce, Inc. Technology	Reduced	35,491	-339	$9,524,364	−20.5%	0.63%
DIS	Walt Disney Co Communication Services	Reduced	96,475	-6,508	$9,522,080	−17.0%	0.63%
SCHW	Schwab Charles Corp Financial Services	Reduced	120,818	-1,295	$9,457,632	+4.6%	0.63%
PEP	Pepsico Inc Consumer Defensive	Reduced	61,645	-956	$9,243,050	−2.9%	0.61%
COF	Capital One Financial Corp Financial Services	Reduced	51,038	-1,082	$9,151,113	−1.5%	0.61%
SYK	Stryker Corp Healthcare	Reduced	23,352	-1,194	$8,692,781	−1.6%	0.58%
NOW	ServiceNow, Inc. Technology	Added	10,671	+2,130	$8,495,609	−6.2%	0.56%
WM	Waste Management Inc Industrials	Reduced	35,960	-1,089	$8,325,098	+11.4%	0.55%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Added	49,701	+1,197	$8,250,366	−13.9%	0.55%
SHEL	Shell plc Energy	Reduced	107,501	-9,891	$7,877,672	+7.1%	0.52%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	45,709	-9,134	$7,789,726	−15.3%	0.52%
ISRG	Intuitive Surgical Inc Healthcare	Added	15,691	+2,057	$7,771,281	+9.2%	0.52%

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.