WESBANCO BANK INC
BankFiling Date
Global Rank
#149
/ 2,968
▲ 840
Top Industry
Semiconductors
13.7%
3Y Alpha vs SPY
-0.9%
Period ended 29 days ago
Filed Jul 28, 2026 · 1d
25 quarters · since Mar 2020
Clone Performance
Jul 2023–Jul 2026 · vs SPYHypothetical 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
+64.3%
SPY
+67.9%
Annualised alpha
-0.9%
Max drawdown
−18.8%
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. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
474 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Top Position
7.3%
−0.3 pts
Top 5
22.2%
−0.2 pts
Top 10
33.9%
−0.5 pts
HHI
179
Diversified−4
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 32.0% | $979,638,360 |
| Financial Services | 13.4% | $411,632,831 |
| Industrials | 10.7% | $327,660,297 |
| Healthcare | 10.1% | $309,020,267 |
| Consumer Cyclical | 8.0% | $244,454,823 |
| Communication Services | 7.0% | $214,026,910 |
| Consumer Defensive | 5.7% | $173,950,831 |
| Energy | 5.4% | $165,170,633 |
| Utilities | 3.0% | $92,497,148 |
| Unclassified | 1.9% | $59,436,000 |
| Basic Materials | 1.8% | $54,380,405 |
| Real Estate | 1.0% | $29,091,634 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| NNN | Nnn REIT, Inc. | +81,030 | 99,206 | $4,616,054 | |
| NI | Nisource Inc. | +70,505 | 107,697 | $5,120,992 | |
| SMR | NUSCALE POWER Corp | +63,015 | 102,215 | $1,025,216 | |
| CELH | Celsius Holdings, Inc. | +57,000 | 88,000 | $2,576,640 | |
| NFLX | Netflix Inc | +54,212 | 288,055 | $20,567,125 | |
| S | SentinelOne, Inc. | +50,000 | 180,100 | $3,056,297 | |
| KLAR | Klarna Group plc | +48,000 | 95,000 | $1,922,800 | |
| CRK | Comstock Resources Inc | +47,500 | 140,049 | $2,089,531 | |
| OCUL | Ocular Therapeutix, Inc | +46,000 | 149,000 | $1,463,180 | |
| INTC | Intel Corp | +45,858 | 120,864 | $16,876,238 | |
| MAA | Mid America Apartment Communities Inc. | +44,655 | 46,969 | $6,525,872 | |
| BNL | Broadstone Net Lease, Inc. | +42,200 | 103,200 | $2,133,144 | |
| BVS | Bioventus Inc. | +41,600 | 139,600 | $1,317,824 | |
| CAG | Conagra Brands Inc. | +41,031 | 58,442 | $786,629 | |
| PWP | Perella Weinberg Partners | +40,000 | 124,000 | $1,979,040 | |
| MAMA | Mama's Creations, Inc. | +37,500 | 174,000 | $3,105,900 | |
| UBER | Uber Technologies, Inc | +36,489 | 246,256 | $17,769,832 | |
| SCHW | Schwab Charles Corp | +35,074 | 41,170 | $3,798,755 | |
| VITL | Vital Farms, Inc. | +35,000 | 70,000 | $814,100 | |
| ARQT | Arcutis Biotherapeutics, Inc. | +32,600 | 81,100 | $2,126,442 | |
| KMT | Kennametal Inc | +29,050 | 50,550 | $1,771,777 | |
| SMA | SmartStop Self Storage REIT, Inc. | +26,600 | 51,100 | $1,660,750 | |
| FIG | Figma, Inc. | +25,000 | 87,000 | $1,573,830 | |
| APH | Amphenol Corp /De/ | +22,702 | 63,077 | $11,121,735 | |
| TXN | Texas Instruments Inc | +21,437 | 163,233 | $48,654,859 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
25 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| CSCO | Cisco Systems, Inc. | −57,838 | 346,762 | $40,730,663 | |
| AAPL | Apple Inc. | −56,285 | 776,404 | $224,660,260 | |
| PG | PROCTER & GAMBLE Co | −41,771 | 210,066 | $30,804,076 | |
| PANW | Palo Alto Networks Inc | −41,169 | 136,061 | $46,399,520 | |
| MZTI | Marzetti Co | −39,999 | 122,611 | $13,997,271 | |
| AMD | Advanced Micro Devices Inc | −37,417 | 97,080 | $56,394,742 | |
| CMG | Chipotle Mexican Grill Inc | −33,828 | 205,038 | $6,971,292 | |
| TMUS | T-Mobile US, Inc. | −33,332 | 18,182 | $3,049,666 | |
| DLR | Digital Realty Trust, Inc. | −28,100 | 35,012 | $6,287,454 | |
| DD | DuPont de Nemours, Inc. | −26,536 | 12,861 | $1,744,465 | |
| HON | Honeywell International Inc | −26,025 | 38,014 | $8,511,333 | |
| BE | Bloom Energy Corp | −24,471 | 5,461 | $1,653,044 | |
| UNH | Unitedhealth Group Inc | −19,604 | 16,560 | $6,882,832 | |
| AVGO | Broadcom Inc. | −18,703 | 310,135 | $117,153,495 | |
| MSFT | Microsoft Corp | −17,820 | 307,752 | $114,797,649 | |
| AMT | American Tower Corp /Ma/ | −17,292 | 5,003 | $818,340 | |
| NKE | NIKE, Inc. | −16,433 | 30,366 | $1,246,524 | |
| HAL | Halliburton Co | −14,231 | 149,036 | $5,059,772 | |
| RTX | RTX Corp | −12,674 | 144,865 | $27,485,235 | |
| AMZN | Amazon Com Inc | −11,791 | 397,916 | $94,839,298 | |
| CVX | Chevron Corp | −11,207 | 228,749 | $37,917,433 | |
| BMY | Bristol Myers Squibb Co | −11,035 | 217,215 | $12,515,927 | |
| TGT | Target Corp | −10,135 | 3,953 | $516,300 | |
| CG | Carlyle Group Inc. | −10,099 | 21,353 | $899,174 | |
| F | Ford Motor Co | −9,571 | 50,633 | $703,797 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| HONA | Honeywell Aerospace Inc. | 37,996 | $8,389,516 | |
| TDC | Teradata Corp /De/ | 59,512 | $2,062,090 | |
| FSLY | Fastly, Inc. | 90,000 | $1,652,400 | |
| TMDX | TransMedics Group, Inc. | 24,850 | $1,650,537 | |
| WING | Wingstop Inc. | 8,800 | $1,526,008 | |
| NRIX | Nurix Therapeutics, Inc. | 62,700 | $1,521,102 | |
| CIEN | Ciena Corp | 3,052 | $1,497,189 | |
| LMB | Limbach Holdings, Inc. | 18,800 | $1,447,600 | |
| LKFN | Lakeland Financial Corp | 23,300 | $1,438,076 | |
| HTO | H2o America | 22,400 | $1,361,248 | |
| EOSE | Eos Energy Enterprises, Inc. | 228,500 | $1,343,580 | |
| FDXF | FedEx Freight Holding Company, Inc. | 7,630 | $1,152,130 | |
| BOOT | Boot Barn Holdings, Inc. | 5,900 | $969,193 | |
| AMBA | Ambarella Inc | 10,500 | $900,900 | |
| TARS | Tarsus Pharmaceuticals, Inc. | 14,000 | $881,160 | |
| FIZZ | National Beverage Corp | 23,000 | $717,600 | |
| SPCX | Space Exploration Technologies Corp | 4,166 | $711,802 | |
| ASML | Asml Holding NV | 357 | $710,228 | |
| XYL | Xylem Inc. | 6,000 | $709,260 | |
| MEC | Mayville Engineering Company, Inc. | 18,000 | $674,280 | |
| AVAH | Aveanna Healthcare Holdings, Inc. | 77,000 | $659,890 | |
| HPE | Hewlett Packard Enterprise Co | 14,206 | $640,832 | |
| CRDO | Credo Technology Group Holding Ltd | 2,195 | $596,930 | |
| DVN | Devon Energy Corp/De | 10,035 | $414,646 | |
| BUKS | Butler National Corp | 86,887 | $362,318 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited
25 positions
| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| DOCN | DigitalOcean Holdings, Inc. | 46,200 | $3,963,036 | |
| AAON | Aaon, Inc. | 27,500 | $2,275,625 | |
| TTMI | Ttm Technologies Inc | 22,800 | $2,221,176 | |
| BMRN | Biomarin Pharmaceutical Inc | 35,000 | $1,977,150 | |
| CPRX | Catalyst Pharmaceuticals, Inc. | 79,000 | $1,956,040 | |
| BL | Blackline, Inc. | 41,400 | $1,531,800 | |
| IIIV | i3 Verticals, Inc. | 64,947 | $1,452,214 | |
| SGRY | Surgery Partners, Inc. | 120,000 | $1,430,400 | |
| VCTR | Victory Capital Holdings, Inc. | 21,462 | $1,405,331 | |
| ONB | Old National Bancorp /In/ | 62,904 | $1,390,178 | |
| NSA | National Storage Affiliates Trust | 35,000 | $1,320,900 | |
| RMBS | Rambus Inc | 14,300 | $1,230,229 | |
| JBLU | Jetblue Airways Corp | 270,000 | $1,193,400 | |
| QLYS | Qualys, Inc. | 12,156 | $1,067,904 | |
| BRBR | Bellring Brands, Inc. | 60,570 | $974,571 | |
| AZTA | Azenta, Inc. | 39,700 | $838,861 | |
| ELF | e.l.f. Beauty, Inc. | 13,000 | $787,930 | |
| ASAN | Asana, Inc. | 113,500 | $726,400 | |
| ABVX | Abivax S.A. | 5,000 | $556,750 | |
| SRRK | Scholar Rock Holding Corp | 10,000 | $491,600 | |
| CTRA | Coterra Energy Inc. | 13,294 | $467,150 | |
| GWRS | Global Water Resources, Inc. | 61,500 | $466,785 | |
| CUBE | CubeSmart | 11,408 | $418,103 | |
| BSX | Boston Scientific Corp | 5,669 | $355,729 | |
| CARL | Carlsmed, Inc. | 37,000 | $334,850 | |
| No positions match the current search. | ||||
474 tracked positions ·
$3,060,960,139 total
· 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 474 positions by value
· page 1 of 10
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
Reduced | 776,404 | $224,660,260 | 7.34% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Added | 347,121 | $124,050,630 | 4.05% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 310,135 | $117,153,495 | 3.83% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 307,752 | $114,797,649 | 3.75% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 493,468 | $98,738,011 | 3.23% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
Added | 298,981 | $97,865,449 | 3.20% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 397,916 | $94,839,298 | 3.10% | |
| WSBC |
Wesbanco Inc
Financial Services
|
Reduced | 1,539,444 | $60,084,497 | 1.96% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
Reduced | 97,080 | $56,394,742 | 1.84% | |
| TXN |
Texas Instruments Inc
Technology
|
Added | 163,233 | $48,654,859 | 1.59% | |
| PANW |
Palo Alto Networks Inc
Technology
|
Reduced | 136,061 | $46,399,520 | 1.52% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 81,805 | $46,079,937 | 1.51% | |
| XOM |
ExxonMobil Holdings Corp
Energy
|
Reduced | 328,238 | $44,876,698 | 1.47% | |
| CSCO |
Cisco Systems, Inc.
Technology
|
Reduced | 346,762 | $40,730,663 | 1.33% | |
| LLY |
ELI LILLY & Co
Healthcare
|
Added | 31,820 | $38,165,865 | 1.25% | |
| JNJ |
Johnson & Johnson
Healthcare
|
Added | 149,930 | $38,077,721 | 1.24% | |
| CVX |
Chevron Corp
Energy
|
Reduced | 228,749 | $37,917,433 | 1.24% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
Reduced | 280,575 | $36,053,887 | 1.18% | |
| WMT |
Walmart Inc.
Consumer Defensive
|
Added | 309,865 | $35,095,308 | 1.15% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Added | 420,482 | $34,172,571 | 1.12% | |
| AMGN |
Amgen Inc
Healthcare
|
Added | 88,377 | $32,003,078 | 1.05% | |
| PG |
PROCTER & GAMBLE Co
Consumer Defensive
|
Reduced | 210,066 | $30,804,076 | 1.01% | |
| MU |
Micron Technology Inc
Technology
|
Added | 25,570 | $29,515,194 | 0.96% | |
| ETN |
Eaton Corp plc
Industrials
|
Reduced | 66,908 | $28,510,835 | 0.93% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 54,785 | $28,137,575 | 0.92% | |
| RTX |
RTX Corp
Industrials
|
Reduced | 144,865 | $27,485,235 | 0.90% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Added | 63,989 | $26,913,772 | 0.88% | |
| PH |
Parker-Hannifin Corp
Industrials
|
Reduced | 26,254 | $25,679,561 | 0.84% | |
| HD |
Home Depot, Inc.
Consumer Cyclical
|
Added | 72,248 | $25,480,423 | 0.83% | |
| TMO |
Thermo Fisher Scientific Inc.
Healthcare
|
Added | 48,784 | $24,458,345 | 0.80% | |
| DUK |
Duke Energy CORP
Utilities
|
Added | 190,433 | $24,105,008 | 0.79% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 47,906 | $23,971,682 | 0.78% | |
| SPY |
Spdr S&P 500 ETF Trust
|
Reduced | 30,783 | $22,987,820 | 0.75% | |
| IBM |
International Business Machines Corp
Technology
|
Reduced | 75,623 | $21,265,942 | 0.69% | |
| BAC |
Bank Of America Corp /De/
Financial Services
|
Reduced | 367,435 | $20,936,445 | 0.68% | |
| NFLX |
Netflix Inc
Communication Services
|
Added | 288,055 | $20,567,125 | 0.67% | |
| LMT |
Lockheed Martin Corp
Industrials
|
Added | 38,752 | $19,742,593 | 0.64% | |
| USB |
US Bancorp De
Financial Services
|
Reduced | 326,747 | $19,735,518 | 0.64% | |
| CAT |
Caterpillar Inc
Industrials
|
Reduced | 18,411 | $19,605,873 | 0.64% | |
| QQQ |
Invesco Qqq Trust, Series 1
|
Added | 26,321 | $19,382,783 | 0.63% | |
| MRVL |
Marvell Technology, Inc.
Technology
|
Reduced | 64,571 | $19,235,055 | 0.63% | |
| ABBV |
AbbVie Inc.
Healthcare
|
Reduced | 75,720 | $19,054,180 | 0.62% | |
| UBER |
Uber Technologies, Inc
Technology
|
Added | 246,256 | $17,769,832 | 0.58% | |
| GE |
General Electric Co
Industrials
|
Reduced | 46,774 | $17,480,846 | 0.57% | |
| INTC |
Intel Corp
Technology
|
Added | 120,864 | $16,876,238 | 0.55% | |
| EOG |
Eog Resources Inc
Energy
|
Added | 127,537 | $16,545,374 | 0.54% | |
| LIN |
Linde PLC
Basic Materials
|
Reduced | 31,564 | $16,379,821 | 0.54% | |
| MS |
Morgan Stanley
Financial Services
|
Added | 73,075 | $15,275,597 | 0.50% | |
| BLK |
BlackRock, Inc.
Financial Services
|
Added | 15,853 | $15,243,609 | 0.50% | |
| TJX |
Tjx Companies Inc /De/
Consumer Cyclical
|
Added | 99,996 | $15,149,394 | 0.49% |
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.