WESBANCO BANK INC

Bank

CIK

877134

Location

WHEELING, WV

Portfolio Value

Mid $2,712,905,090

Diversification

Diversified

Filing Date

Global Rank

#994 / 8,603 ▼ 5 · as of Mar 2026

Top Industry

Semiconductors 10.5%

3Y Alpha vs SPY

-2.1%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

24 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+67.8%

SPY

+76.5%

Annualised alpha

-2.0%

Max drawdown

−19.1%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

478 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

7.8%

−0.3 pts

Top 5

22.9%

−2.5 pts

Top 10

34.8%

−2.4 pts

HHI

186

Diversified−23

Portfolio Trend

24 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	29.0%	$786,954,976	61
Financial Services	13.6%	$369,229,439	84
Healthcare	10.6%	$287,153,551	59
Industrials	10.5%	$283,831,584	75
Consumer Cyclical	8.3%	$226,009,170	45
Communication Services	7.5%	$204,494,215	14
Consumer Defensive	6.9%	$186,775,147	31
Energy	5.4%	$145,491,193	31
Utilities	3.1%	$84,967,298	24
Basic Materials	2.1%	$57,947,142	27
Unclassified	2.0%	$53,444,607	9
Real Estate	1.0%	$26,606,768	18

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
NFLX	Netflix Inc	+59,447	233,843	$22,484,003
BNY	Bank of New York Mellon Corp	+45,973	56,896	$6,749,571
ASAN	Asana, Inc.	+40,000	113,500	$726,400
SMPL	Simply Good Foods Co	+36,500	68,500	$982,975
CMG	Chipotle Mexican Grill Inc	+34,847	238,866	$7,646,100
SDGR	Schrodinger, Inc.	+34,500	81,400	$924,704
BAC	Bank Of America Corp /De/	+29,743	368,265	$17,952,918
S	SentinelOne, Inc.	+27,500	130,100	$1,675,688
PWP	Perella Weinberg Partners	+27,000	84,000	$1,525,440
BRBR	Bellring Brands, Inc.	+26,998	60,570	$974,571
NVDA	Nvidia Corp	+26,545	499,357	$87,087,860
MHD	Blackrock Muniholdings Fund, Inc.	+25,039	51,537	$581,337
CPRX	Catalyst Pharmaceuticals, Inc.	+23,000	79,000	$1,956,040
GSHD	Goosehead Insurance, Inc.	+22,200	32,000	$1,365,120
ISRG	Intuitive Surgical Inc	+21,930	23,555	$10,858,618
MU	Micron Technology Inc	+21,231	24,763	$8,365,931
VITL	Vital Farms, Inc.	+20,000	35,000	$494,200
CVLG	Covenant Logistics Group, Inc.	+19,000	40,500	$1,099,575
VVV	Valvoline Inc	+17,800	88,451	$2,979,029
BRK-B	Berkshire Hathaway Inc	+14,202	45,164	$21,642,587
UBER	Uber Technologies, Inc	+13,155	209,767	$15,088,539
SHEL	Shell plc	+12,229	32,794	$3,049,842
AMZN	Amazon Com Inc	+12,200	409,707	$85,329,675
PANW	Palo Alto Networks Inc	+11,389	177,230	$28,413,513
AAPL	Apple Inc.	+10,493	832,689	$211,328,139
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
CG	Carlyle Group Inc.	−126,566	31,452	$1,521,961
NKE	NIKE, Inc.	−67,469	46,799	$2,471,923
CRM	Salesforce, Inc.	−63,635	35,297	$6,588,890
CVX	Chevron Corp	−35,099	239,956	$49,646,895
WSBC	Wesbanco Inc	−29,481	1,540,794	$53,141,984
UNH	Unitedhealth Group Inc	−26,451	36,164	$9,785,616
BE	Bloom Energy Corp	−23,400	29,932	$4,055,486
ONB	Old National Bancorp /In/	−22,600	62,904	$1,390,178
WMT	Walmart Inc.	−21,353	297,827	$37,013,938
PFE	Pfizer Inc	−19,046	158,859	$4,460,759
KMI	Kinder Morgan, Inc.	−17,376	125,297	$4,201,208
AON	Aon plc	−13,952	2,078	$670,736
UBSI	United Bankshares Inc/Wv	−13,360	101,359	$4,198,289
AVGO	Broadcom Inc.	−12,114	328,838	$101,778,648
DOCN	DigitalOcean Holdings, Inc.	−11,000	46,200	$3,963,036
T	At&T Inc.	−10,535	183,206	$5,311,140
AMD	Advanced Micro Devices Inc	−10,488	134,497	$27,360,723
NVO	Novo Nordisk A S	−9,633	7,920	$291,059
GOOGL	Alphabet Inc.	−7,633	343,807	$98,865,140
VCTR	Victory Capital Holdings, Inc.	−7,500	21,462	$1,405,331
MRK	Merck & Co., Inc.	−6,970	282,430	$33,973,504
SBUX	Starbucks Corp	−6,750	62,384	$5,588,981
PEP	Pepsico Inc	−6,725	105,221	$16,339,767
DIS	Walt Disney Co	−6,696	40,709	$3,923,532
GVA	Granite Construction Inc	−6,500	28,922	$3,467,169
No positions match the current search.

New Positions

Positions the filer opened this quarter

25 positions

Ticker	Company	Shares	Value
AZN	Astrazeneca PLC	60,188	$11,870,276
INTU	Intuit Inc.	16,938	$7,323,651
DOV	DOVER Corp	14,456	$3,013,352
SHAK	Shake Shack Inc.	16,000	$1,415,520
FIG	Figma, Inc.	62,000	$1,310,680
SFM	Sprouts Farmers Market, Inc.	16,800	$1,295,784
ACLS	Axcelis Technologies Inc	12,800	$1,191,424
KYTX	Kyverna Therapeutics, Inc.	110,300	$951,889
TREX	Trex Co Inc	25,600	$932,352
HAE	Haemonetics Corp	16,100	$907,396
BVS	Bioventus Inc.	98,000	$894,740
OCUL	Ocular Therapeutix, Inc	103,000	$872,410
KMT	Kennametal Inc	21,500	$776,795
SMA	SmartStop Self Storage REIT, Inc.	24,500	$741,860
KLAR	Klarna Group plc	47,000	$615,230
AIP	Arteris, Inc.	34,000	$558,960
ABM	Abm Industries Inc /De/	14,500	$558,540
POOL	Pool Corp	2,330	$471,428
CTRA	Coterra Energy Inc.	13,294	$467,150
SMR	NUSCALE POWER Corp	39,200	$424,928
LYB	LyondellBasell Industries N.V.	4,112	$331,262
SGOL	abrdn Gold ETF Trust	7,404	$330,365
ARM	Arm Holdings PLC /Uk	2,112	$319,503
BW	Babcock & Wilcox Enterprises, Inc.	20,000	$293,800
TPL	Texas Pacific Land Corp	567	$269,075
No positions match the current search.

Sold Out

Positions the filer fully exited

25 positions

Ticker	Company	Shares	Value
BOX	Box Inc	81,254	$2,430,307
PEN	Penumbra Inc	6,000	$1,865,460
PINS	Pinterest, Inc.	70,000	$1,812,300
FWRG	First Watch Restaurant Group, Inc.	79,699	$1,201,860
ODD	Oddity Tech Ltd	29,600	$1,189,328
EIG	Employers Holdings, Inc.	25,600	$1,105,152
PHR	Phreesia, Inc.	64,500	$1,091,340
PBH	Prestige Consumer Healthcare Inc.	17,609	$1,086,299
KFY	Korn Ferry	16,445	$1,085,698
GRAL	GRAIL, Inc.	12,000	$1,027,080
LITE	Lumentum Holdings Inc.	2,036	$750,449
FNMA	Federal National Mortgage Association Fannie Mae	50,012	$536,628
LASR	Nlight, Inc.	10,000	$375,100
APP	AppLovin Corp	543	$365,883
GH	Guardant Health, Inc.	3,016	$308,054
SYY	Sysco Corp	3,973	$292,770
TROW	Price T Rowe Group Inc	2,819	$288,608
A	Agilent Technologies, Inc.	2,100	$285,746
HOOD	Robinhood Markets, Inc.	2,268	$256,510
WTRG	Essential Utilities, Inc.	6,171	$236,719
NET	Cloudflare, Inc.	1,185	$233,622
AXON	Axon Enterprise, Inc.	405	$230,010
CF	CF Industries Holdings, Inc.	2,867	$221,733
LNC	Lincoln National Corp	4,910	$218,642
EXE	EXPAND ENERGY Corp	1,975	$217,961
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

478 positions · $2,712,905,090 total · as of Mar 31, 2026

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

Showing 1–50 of 478 positions by value · page 1 of 10

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Added	832,689	+10,493	$211,328,139	−5.5%	7.79%
MSFT	Microsoft Corp Technology	Added	325,572	+1,512	$120,516,986	−23.1%	4.44%
AVGO	Broadcom Inc. Technology	Reduced	328,838	-12,114	$101,778,648	−13.7%	3.75%
GOOGL	Alphabet Inc. Communication Services	Reduced	343,807	-7,633	$98,865,140	−10.1%	3.64%
JPM	Jpmorgan Chase & Co Financial Services	Added	298,908	+1,940	$87,926,776	−8.1%	3.24%
NVDA	Nvidia Corp Technology	Added	499,357	+26,545	$87,087,860	−1.2%	3.21%
AMZN	Amazon Com Inc Consumer Cyclical	Added	409,707	+12,200	$85,329,675	−7.0%	3.15%
WSBC	Wesbanco Inc Financial Services	Reduced	1,540,794	-29,481	$53,141,984	+1.8%	1.96%
CVX	Chevron Corp Energy	Reduced	239,956	-35,099	$49,646,895	+18.4%	1.83%
META	Meta Platforms, Inc. Communication Services	Reduced	84,287	-330	$48,223,120	−13.7%	1.78%
WMT	Walmart Inc. Consumer Defensive	Reduced	297,827	-21,353	$37,013,938	+4.1%	1.36%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	251,837	-4,778	$36,375,335	−1.1%	1.34%
JNJ	Johnson & Johnson Healthcare	Added	147,489	+683	$36,052,209	+18.7%	1.33%
MRK	Merck & Co., Inc. Healthcare	Reduced	282,430	-6,970	$33,973,504	+11.5%	1.25%
CSCO	Cisco Systems, Inc. Technology	Added	404,600	+9,037	$31,392,913	+3.0%	1.16%
KO	Coca Cola Co Consumer Defensive	Reduced	410,225	-5,132	$31,197,611	+7.4%	1.15%
RTX	RTX Corp Industrials	Added	157,539	+653	$30,389,271	+5.6%	1.12%
MA	Mastercard Inc Financial Services	Reduced	60,062	-3,958	$30,010,578	−17.9%	1.11%
AMGN	Amgen Inc Healthcare	Reduced	81,500	-771	$28,675,774	+6.5%	1.06%
PANW	Palo Alto Networks Inc Technology	Added	177,230	+11,389	$28,413,513	−7.0%	1.05%
TXN	Texas Instruments Inc Technology	Reduced	141,796	-2,645	$27,528,274	+9.9%	1.01%
AMD	Advanced Micro Devices Inc Technology	Reduced	134,497	-10,488	$27,360,723	−11.9%	1.01%
LLY	ELI LILLY & Co Healthcare	Reduced	29,595	-357	$27,220,592	−15.4%	1.00%
ETN	Eaton Corp plc Industrials	Reduced	70,016	-4,760	$25,042,621	+5.1%	0.92%
PH	Parker-Hannifin Corp Industrials	Reduced	27,101	-1,959	$24,261,898	−5.0%	0.89%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	47,914	+3,749	$23,551,166	−8.0%	0.87%
HD	Home Depot, Inc. Consumer Cyclical	Added	70,066	+915	$23,044,005	−3.2%	0.85%
TSLA	Tesla, Inc. Consumer Cyclical	Added	61,801	+6,590	$22,974,521	−7.5%	0.85%
DUK	Duke Energy CORP Utilities	Reduced	173,489	-3,451	$22,716,648	+9.5%	0.84%
MZTI	Marzetti Co Consumer Defensive	Held	162,610	0	$22,493,841	−15.9%	0.83%
NFLX	Netflix Inc Communication Services	Added	233,843	+59,447	$22,484,003	+37.5%	0.83%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	45,164	+14,202	$21,642,587	+39.1%	0.80%
SPY	Spdr S&P 500 ETF Trust	Added	30,811	+740	$20,037,625	−2.3%	0.74%
LMT	Lockheed Martin Corp Industrials	Reduced	32,377	-639	$19,568,333	+22.5%	0.72%
IBM	International Business Machines Corp Technology	Reduced	77,221	-3,205	$18,717,596	−21.4%	0.69%
EOG	Eog Resources Inc Energy	Reduced	126,643	-4,922	$18,308,777	+32.5%	0.67%
BAC	Bank Of America Corp /De/ Financial Services	Added	368,265	+29,743	$17,952,918	−3.6%	0.66%
ABBV	AbbVie Inc. Healthcare	Reduced	81,602	-480	$17,747,617	−5.4%	0.65%
USB	US Bancorp De Financial Services	Added	327,997	+5,629	$17,059,122	−0.8%	0.63%
PEP	Pepsico Inc Consumer Defensive	Reduced	105,221	-6,725	$16,339,767	+1.7%	0.60%
LIN	Linde PLC Basic Materials	Reduced	31,646	-2,976	$15,688,819	+6.3%	0.58%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	95,488	+662	$15,249,432	+4.7%	0.56%
HON	Honeywell International Inc Industrials	Added	64,039	+6,402	$15,180,636	+28.7%	0.56%
QQQ	Invesco Qqq Trust, Series 1	Added	26,256	+778	$15,154,437	−3.2%	0.56%
UBER	Uber Technologies, Inc Technology	Added	209,767	+13,155	$15,088,539	−6.1%	0.56%
FANG	Diamondback Energy, Inc. Energy	Reduced	76,083	-1,523	$15,048,455	+29.0%	0.55%
BLK	BlackRock, Inc. Financial Services	Added	15,565	+1,178	$14,969,015	−2.8%	0.55%
CAT	Caterpillar Inc Industrials	Reduced	19,857	-1,044	$14,067,890	+17.5%	0.52%
BMY	Bristol Myers Squibb Co Healthcare	Reduced	228,250	-4,523	$13,843,361	+10.3%	0.51%
GE	General Electric Co Industrials	Added	48,097	+1,014	$13,648,485	−5.9%	0.50%