S&T Bank
Net seller this quarter
$333M
411
-$37.9M
33.3%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SNDK | $28.7M | 8.61% | 0.01% | -23.9% | Q1 2025 |
 WDC | $23.6M | 7.08% | 0.01% | -23.8% | Q3 2013 |
 FLEX | $20.2M | 6.07% | 0.03% | -14.9% | Q3 2013 |
 CMI | $6.96M | 2.09% | 0.01% | -12.4% | Q3 2013 |
 FFIV | $6.67M | 2.00% | 0.03% | -14.5% | Q3 2013 |
 PANW | $5.29M | 1.59% | 0.00% | -22.9% | Q2 2020 |
 LEND | $5.1M | 1.53% | Not reported | New | Q2 2026 |
 IDCC | $4.97M | 1.49% | 0.07% | -8.9% | Q2 2020 |
 CORT | $4.83M | 1.45% | 0.05% | -18.4% | Q1 2018 |
 ABBV | $4.62M | 1.39% | 0.00% | -14.8% | Q3 2013 |
 FTNT | $4.54M | 1.36% | 0.00% | -20.9% | Q3 2019 |
 STBA | $4.37M | 1.31% | 0.25% | -0.1% | Q3 2013 |
 COR | $3.9M | 1.17% | 0.01% | -15.0% | Q3 2013 |
 SNX | $3.87M | 1.16% | 0.02% | -20.5% | Q3 2022 |
 AX | $3.55M | 1.07% | 0.06% | -14.3% | Q4 2018 |
 MSFT | $3.14M | 0.94% | 0.00% | -9.7% | Q3 2013 |
 ACM | $2.89M | 0.87% | 0.03% | -14.1% | Q4 2014 |
 BRK.B | $2.79M | 0.84% | Not reported | -18.7% | Q3 2013 |
 CF | $2.72M | 0.82% | 0.02% | -15.0% | Q3 2013 |
 HII | $2.61M | 0.78% | 0.02% | -16.8% | Q4 2020 |
 CARG | $2.25M | 0.68% | Not reported | -22.6% | Q3 2021 |
 INTC | $2.13M | 0.64% | 0.00% | -13.5% | Q3 2013 |
 FCN | $2.12M | 0.64% | 0.05% | -13.9% | Q2 2017 |
 TTEK | $2.11M | 0.63% | 0.03% | -11.7% | Q1 2015 |
 SUPN | $2.04M | 0.61% | 0.08% | -16.4% | Q1 2019 |
 CVS | $2.01M | 0.60% | 0.00% | -28.4% | Q1 2020 |
 AEO | $1.89M | 0.57% | 0.07% | -32.1% | Q4 2013 |
 HURN | $1.89M | 0.57% | 0.13% | -16.2% | Q2 2016 |
 LNTH | $1.8M | 0.54% | 0.02% | -26.2% | Q3 2023 |
 VZ | $1.77M | 0.53% | 0.00% | -13.6% | Q3 2013 |
 NVDA | $1.69M | 0.51% | 0.00% | +3.2% | Q4 2024 |
 XOM | $1.64M | 0.49% | 0.00% | +6.6% | Q3 2013 |
 AAPL | $1.62M | 0.49% | 0.00% | +15.3% | Q2 2019 |
 CR | $1.55M | 0.46% | 0.01% | Not reported | Q3 2023 |
 SYF | $1.53M | 0.46% | 0.01% | -10.3% | Q3 2019 |
 ZD | $1.47M | 0.44% | 0.08% | -26.5% | Q3 2013 |
 PII | $1.35M | 0.41% | 0.03% | -22.2% | Q3 2013 |
 HTGC | $1.3M | 0.39% | 0.04% | -22.7% | Q2 2018 |
 CBFV | $1.28M | 0.38% | 0.66% | Not reported | Q3 2013 |
 LAD | $1.12M | 0.34% | 0.02% | -29.0% | Q3 2022 |
 LUV | $1.11M | 0.33% | 0.00% | -28.4% | Q2 2020 |
 SWKS | $1.06M | 0.32% | 0.01% | -26.8% | Q3 2013 |
 CHKP | $1.06M | 0.32% | 0.01% | -27.9% | Q3 2016 |
 SM | $1.05M | 0.31% | 0.02% | -24.8% | Q1 2026 |
 PNC | $1.05M | 0.31% | 0.00% | +1.1% | Q3 2013 |
 FHI | $1.05M | 0.31% | Not reported | -1.9% | Q3 2013 |
 OKE | $970K | 0.29% | 0.00% | -16.3% | Q3 2013 |
 F | $963K | 0.29% | 0.00% | -25.0% | Q1 2018 |
 GOOG | $962K | 0.29% | Not reported | +22.1% | Q2 2020 |
 UNH | $941K | 0.28% | 0.00% | -24.5% | Q2 2020 |
| Q1 2026 | |||||
| WDC | $13.1M | 4.90% | 0.01% | -27.2% | Q3 2013 |
| SNDK | $10.5M | 3.93% | 0.01% | -26.3% | Q1 2025 |
| FLEX | $9.6M | 3.58% | 0.04% | -16.7% | Q3 2013 |
| CMI | $5.99M | 2.24% | 0.01% | -21.4% | Q3 2013 |
| IDCC | $5.82M | 2.17% | 0.07% | -18.0% | Q2 2020 |
| FFIV | $5.43M | 2.03% | 0.03% | -17.8% | Q3 2013 |
| COR | $5.09M | 1.90% | 0.01% | -18.9% | Q3 2013 |
| ABBV | $4.69M | 1.75% | 0.00% | -21.1% | Q3 2013 |
| HII | $4.25M | 1.59% | 0.03% | -25.1% | Q4 2020 |
| ACM | $4.09M | 1.53% | 0.04% | -18.2% | Q4 2014 |
| CF | $3.84M | 1.44% | 0.02% | -27.7% | Q3 2013 |
| STBA | $3.72M | 1.39% | 0.25% | -71.6% | Q3 2013 |
| AX | $3.62M | 1.35% | 0.07% | -23.4% | Q4 2018 |
| MSFT | $3.46M | 1.29% | 0.00% | -7.5% | Q3 2013 |
| BRK.B | $3.28M | 1.22% | Not reported | -19.4% | Q3 2013 |
| PANW | $3.22M | 1.20% | 0.00% | -22.9% | Q2 2020 |
| HURN | $3.18M | 1.19% | 0.15% | -25.3% | Q2 2016 |
| SNX | $3.08M | 1.15% | 0.02% | -37.0% | Q3 2022 |
| FTNT | $3.06M | 1.14% | 0.01% | -22.5% | Q3 2019 |
| FCN | $2.93M | 1.09% | 0.05% | -24.9% | Q2 2017 |
| CARG | $2.9M | 1.08% | Not reported | -39.3% | Q3 2021 |
| CORT | $2.74M | 1.02% | 0.06% | -27.0% | Q1 2018 |
| SUPN | $2.71M | 1.01% | 0.09% | -30.1% | Q1 2019 |
| AEO | $2.7M | 1.01% | 0.10% | -30.7% | Q4 2013 |
| TTEK | $2.48M | 0.93% | 0.03% | -26.4% | Q1 2015 |
| VZ | $2.43M | 0.91% | 0.00% | -35.3% | Q3 2013 |
| CVS | $1.95M | 0.73% | 0.00% | -41.6% | Q1 2020 |
| XOM | $1.91M | 0.71% | 0.00% | +2.1% | Q3 2013 |
 LDOS | $1.88M | 0.70% | 0.01% | -34.3% | Q3 2020 |
 DVN | $1.81M | 0.68% | 0.01% | -39.5% | Q3 2013 |
| LNTH | $1.67M | 0.62% | 0.03% | -47.4% | Q3 2023 |
| SM | $1.67M | 0.62% | 0.02% | New | Q1 2026 |
| ZD | $1.61M | 0.60% | 0.10% | -51.9% | Q3 2013 |
| CHKP | $1.59M | 0.59% | 0.01% | -29.6% | Q3 2016 |
| HTGC | $1.57M | 0.59% | 0.06% | -46.3% | Q2 2018 |
| SYF | $1.52M | 0.57% | 0.01% | -19.9% | Q3 2019 |
| NVDA | $1.43M | 0.53% | 0.00% | +217.4% | Q4 2024 |
| PII | $1.39M | 0.52% | 0.04% | -39.6% | Q3 2013 |
| LAD | $1.35M | 0.51% | 0.02% | -51.0% | Q3 2022 |
 AMSF | $1.28M | 0.48% | 0.21% | -52.1% | Q1 2018 |
| AAPL | $1.23M | 0.46% | 0.00% | +18.5% | Q2 2019 |
| OKE | $1.21M | 0.45% | 0.00% | -36.1% | Q3 2013 |
| CR | $1.19M | 0.44% | 0.01% | Not reported | Q3 2023 |
| CBFV | $1.15M | 0.43% | 0.66% | Not reported | Q3 2013 |
| SWKS | $1.15M | 0.43% | 0.01% | -41.3% | Q3 2013 |
| LUV | $1.13M | 0.42% | 0.01% | -35.9% | Q2 2020 |
| FHI | $1.1M | 0.41% | Not reported | -28.1% | Q3 2013 |
| F | $1.07M | 0.40% | 0.00% | -42.2% | Q1 2018 |
 CL | $880K | 0.33% | 0.00% | -26.1% | Q4 2013 |
| PNC | $877K | 0.33% | 0.00% | +0.9% | Q3 2013 |
| Q4 2025 | |||||
| STBA | $12.3M | 3.90% | 0.84% | -0.2% | Q3 2013 |
| WDC | $11.5M | 3.63% | 0.02% | -16.9% | Q3 2013 |
| FLEX | $10.6M | 3.36% | 0.05% | -14.8% | Q3 2013 |
| IDCC | $7.49M | 2.37% | 0.09% | -14.4% | Q2 2020 |
| CMI | $7.23M | 2.29% | 0.01% | -18.2% | Q3 2013 |
| COR | $6.75M | 2.14% | 0.01% | -16.1% | Q3 2013 |
| ABBV | $6.24M | 1.97% | 0.00% | -18.2% | Q3 2013 |
| AEO | $6.14M | 1.94% | 0.14% | -17.5% | Q4 2013 |
| FFIV | $5.83M | 1.84% | 0.04% | -14.7% | Q3 2013 |
| HURN | $5.78M | 1.83% | 0.19% | -15.7% | Q2 2016 |
| ACM | $5.62M | 1.78% | 0.05% | -14.1% | Q4 2014 |
| CARG | $5.39M | 1.70% | Not reported | -16.9% | Q3 2021 |
| SNDK | $5.34M | 1.69% | 0.02% | -17.2% | Q1 2025 |
| HII | $5.08M | 1.61% | 0.04% | -19.4% | Q4 2020 |
| MSFT | $4.88M | 1.54% | 0.00% | -18.6% | Q3 2013 |
| PANW | $4.8M | 1.52% | 0.00% | -19.6% | Q2 2020 |
| AX | $4.78M | 1.51% | 0.10% | -15.9% | Q4 2018 |
| SNX | $4.35M | 1.37% | 0.04% | -15.7% | Q3 2022 |
| BRK.B | $4.27M | 1.35% | Not reported | -18.3% | Q3 2013 |
| FTNT | $3.83M | 1.21% | 0.01% | -19.9% | Q3 2019 |
| FCN | $3.76M | 1.19% | 0.07% | -15.6% | Q2 2017 |
| TTEK | $3.76M | 1.19% | 0.04% | -16.9% | Q1 2015 |
| SUPN | $3.73M | 1.18% | 0.13% | -15.5% | Q1 2019 |
| HTGC | $3.72M | 1.18% | 0.11% | -20.5% | Q2 2018 |
| CVS | $3.69M | 1.17% | 0.00% | -19.7% | Q1 2020 |
| LAD | $3.68M | 1.16% | 0.05% | -14.4% | Q3 2022 |
| LDOS | $3.31M | 1.05% | 0.01% | -18.9% | Q3 2020 |
| CORT | $3.25M | 1.03% | 0.09% | -16.2% | Q1 2018 |
| CF | $3.17M | 1.00% | 0.03% | -20.0% | Q3 2013 |
| AMSF | $3.09M | 0.98% | 0.43% | -22.7% | Q1 2018 |
| VZ | $3.05M | 0.96% | 0.00% | -27.3% | Q3 2013 |
| CHKP | $2.93M | 0.93% | 0.02% | -18.2% | Q3 2016 |
| ZD | $2.79M | 0.88% | 0.21% | -21.9% | Q3 2013 |
| LNTH | $2.78M | 0.88% | 0.06% | -17.7% | Q3 2023 |
| PII | $2.66M | 0.84% | 0.07% | -17.6% | Q3 2013 |
| SYF | $2.33M | 0.74% | 0.01% | -20.6% | Q3 2019 |
| SWKS | $2.32M | 0.73% | 0.02% | -13.5% | Q3 2013 |
| DVN | $2.18M | 0.69% | 0.01% | -21.3% | Q3 2013 |
| F | $2.1M | 0.66% | 0.00% | -27.0% | Q1 2018 |
| LUV | $1.94M | 0.61% | 0.01% | -15.3% | Q2 2020 |
| CIVI | $1.63M | 0.52% | 0.07% | -32.8% | Q1 2022 |
| THS | $1.62M | 0.51% | 0.14% | -41.2% | Q1 2018 |
| UNH | $1.6M | 0.51% | 0.00% | -17.2% | Q2 2020 |
| OKE | $1.53M | 0.49% | 0.00% | -20.9% | Q3 2013 |
| FHI | $1.4M | 0.44% | Not reported | -25.2% | Q3 2013 |
| XOM | $1.33M | 0.42% | 0.00% | +0.2% | Q3 2013 |
 PRAA | $1.29M | 0.41% | 0.19% | -14.5% | Q2 2016 |
| CR | $1.28M | 0.41% | 0.01% | -4.1% | Q3 2023 |
 KFRC | $1.21M | 0.38% | 0.22% | -27.2% | Q4 2021 |
| CBFV | $1.17M | 0.37% | 0.67% | Not reported | Q3 2013 |
| Q3 2025 | |||||
| FLEX | $12M | 3.37% | 0.06% | -10.6% | Q3 2013 |
| STBA | $11.8M | 3.32% | 0.82% | -3.2% | Q3 2013 |
| WDC | $9.62M | 2.70% | 0.02% | -18.1% | Q3 2013 |
| IDCC | $9.48M | 2.67% | 0.11% | -9.6% | Q2 2020 |
| CORT | $9.25M | 2.60% | 0.11% | -11.0% | Q1 2018 |
| ACM | $8.94M | 2.51% | 0.05% | -9.5% | Q4 2014 |
| FFIV | $8.65M | 2.43% | 0.05% | -9.4% | Q3 2013 |
| ABBV | $7.73M | 2.17% | 0.00% | -11.5% | Q3 2013 |
| COR | $7.45M | 2.09% | 0.01% | -8.1% | Q3 2013 |
| CMI | $7.32M | 2.06% | 0.01% | -13.7% | Q3 2013 |
| PANW | $6.6M | 1.86% | 0.00% | -11.0% | Q2 2020 |
| MSFT | $6.42M | 1.81% | 0.00% | -3.1% | Q3 2013 |
| CARG | $6.3M | 1.77% | Not reported | -16.1% | Q3 2021 |
| HURN | $5.82M | 1.64% | 0.23% | -12.5% | Q2 2016 |
| SNX | $5.62M | 1.58% | 0.04% | -16.4% | Q3 2022 |
| AX | $5.58M | 1.57% | 0.12% | -9.7% | Q4 2018 |
| HII | $5.34M | 1.50% | 0.05% | -16.3% | Q4 2020 |
| BRK.B | $5.23M | 1.47% | Not reported | -12.5% | Q3 2013 |
| FTNT | $5.07M | 1.42% | 0.01% | -10.0% | Q3 2019 |
| AEO | $4.83M | 1.36% | 0.17% | -18.1% | Q4 2013 |
| HTGC | $4.71M | 1.32% | 0.14% | -13.7% | Q2 2018 |
| CF | $4.59M | 1.29% | 0.03% | -12.5% | Q3 2013 |
| AMSF | $4.56M | 1.28% | 0.55% | -15.3% | Q1 2018 |
| VZ | $4.53M | 1.27% | 0.00% | -16.4% | Q3 2013 |
| TTEK | $4.5M | 1.27% | 0.05% | -9.7% | Q1 2015 |
| CVS | $4.37M | 1.23% | 0.00% | -20.1% | Q1 2020 |
| LDOS | $4.27M | 1.20% | 0.02% | -19.7% | Q3 2020 |
| SUPN | $4.25M | 1.19% | 0.16% | -17.2% | Q1 2019 |
| FCN | $4.22M | 1.19% | 0.08% | -11.5% | Q2 2017 |
| LAD | $4.09M | 1.15% | 0.05% | -16.8% | Q3 2022 |
| CHKP | $4M | 1.12% | 0.02% | -16.2% | Q3 2016 |
| ZD | $3.88M | 1.09% | 0.25% | -16.1% | Q3 2013 |
| SWKS | $3.25M | 0.91% | 0.03% | -12.1% | Q3 2013 |
| SNDK | $3.05M | 0.86% | 0.02% | -16.5% | Q1 2025 |
| PII | $2.97M | 0.84% | 0.09% | -12.9% | Q3 2013 |
| CIVI | $2.91M | 0.82% | 0.11% | -12.6% | Q1 2022 |
| DVN | $2.65M | 0.74% | 0.01% | -13.8% | Q3 2013 |
| F | $2.62M | 0.74% | 0.01% | -18.8% | Q1 2018 |
| LNTH | $2.61M | 0.73% | 0.07% | -11.7% | Q3 2023 |
| SYF | $2.5M | 0.70% | 0.01% | -20.2% | Q3 2019 |
| THS | $2.36M | 0.66% | 0.23% | -4.5% | Q1 2018 |
| UNH | $2.02M | 0.57% | 0.00% | -16.7% | Q2 2020 |
| OKE | $1.93M | 0.54% | 0.00% | -10.4% | Q3 2013 |
| FHI | $1.86M | 0.52% | Not reported | -16.0% | Q3 2013 |
| LUV | $1.77M | 0.50% | 0.01% | -20.3% | Q2 2020 |
 ARCC | $1.7M | 0.48% | 0.01% | -15.8% | Q1 2018 |
| KFRC | $1.61M | 0.45% | 0.29% | -14.7% | Q4 2021 |
 FMC | $1.6M | 0.45% | 0.04% | -1.4% | Q3 2013 |
 PPL | $1.6M | 0.45% | 0.01% | -15.8% | Q2 2020 |
 WNC | $1.59M | 0.45% | 0.40% | -18.5% | Q4 2021 |