1y return+44.7%S&P 500 +20.9%
3y return+67.7%S&P 500 +68.5%
5y return+68.0%S&P 500 +74.5%
10y return+191.0%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $291 against $357 in the S&P 500.2
S&T Bank/PAS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SNDKSandisk Corp | $28.7M | 8.6% | −23.9% |
| WDCWestern Digital Corp | $23.6M | 7.1% | −23.8% |
| SEIMSei Exchange Traded Funds | $22.5M | 6.8% | +9.3% |
| SEIVSei Exchange Traded Funds | $21.9M | 6.6% | +9.2% |
| SEIESei Exchange Traded Funds | $20.8M | 6.2% | +11.1% |
| Flex LtdCUSIP Y2573F102 | $20.2M | 6.1% | −14.9% |
| SEISSei Exchange Traded Funds | $11.6M | 3.5% | +11.2% |
| SEEMSei Exchange Traded Funds | $10.6M | 3.2% | +9.1% |
| SEIQSei Exchange Traded Funds | $9.8M | 3.0% | +14.2% |
| CMICummins Inc | $7.0M | 2.1% | −12.4% |
| FFIVF5 Inc | $6.7M | 2.0% | −14.5% |
| PANWPalo Alto Networks Inc | $5.3M | 1.6% | −22.9% |
| LENDSei Exchange Traded Funds | $5.1M | 1.5% | New |
| IDCCInterdigital Inc | $5.0M | 1.5% | −8.9% |
| CORTCorcept Therapeutics Inc | $4.8M | 1.4% | −18.4% |
| ABBVAbbvie Inc | $4.6M | 1.4% | −14.8% |
| FTNTFortinet Inc | $4.5M | 1.4% | −20.9% |
| STBAS & T Bancorp Inc | $4.4M | 1.3% | |
| CORCencora Inc | $3.9M | 1.2% | −15.0% |
| SNXTd Synnex Corporation | $3.9M | 1.2% | −20.5% |
| AXAxos Financial Inc | $3.5M | 1.1% | −14.3% |
| VTIVanguard Index Fds | $3.5M | 1.0% | |
| VOOVanguard Index Fds | $3.2M | 1.0% | +93.4% |
| MSFTMicrosoft Corp | $3.1M | 0.9% | −9.7% |
| ACMAecom | $2.9M | 0.9% | −14.1% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| Flex LtdCUSIP Y2573F102 | June 30, 2020 | +1481.2% | $20.2M |
| WDCWestern Digital Corp | June 30, 2020 | +1346.7% | $23.6M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $5.3M |
| FTNTFortinet Inc | June 30, 2020 | +459.6% | $4.5M |
| CORTCorcept Therapeutics Inc | June 30, 2020 | +416.9% | $4.8M |
| IDCCInterdigital Inc | June 30, 2020 | +399.9% | $5.0M |
| AXAxos Financial Inc | June 30, 2020 | +341.1% | $3.5M |
| CMICummins Inc | June 30, 2020 | +311.7% | $7.0M |
| CFCf Industries Hold | June 30, 2020 | +284.7% | $2.7M |
| SNXTd Synnex Corporation | September 30, 2022 | +229.3% | $3.9M |
Sold off last quarter
- VOVanguard Index Fds was $283K
- IWFIshares Tr was $187K
- CTRACoterra Energy Inc was $28K
- Honeywell Intl IncCUSIP 438516106 was $25K
- Dupont De Nemours IncCUSIP 26614N102 was $24K
- VNQVanguard Index Fds was $16K
- CMECme Group Inc was $11K
- EPAMEpam Sys Inc was $8,666
- KMXCarmax Inc was $5,405
- Carnival CorpCUSIP 143658300 was $3,080
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +25.4% | +14.8% |
| March 31, 2026 | +3.5% | −4.6% |
| December 31, 2025 | +1.2% | +2.4% |
| September 30, 2025 | +10.2% | +7.8% |
| June 30, 2025 | +2.3% | +10.5% |
| March 31, 2025 | −1.1% | −4.6% |
| December 31, 2024 | −1.7% | +2.1% |
| September 30, 2024 | +8.8% | +5.4% |
| June 30, 2024 | −3.1% | +4.0% |
| March 31, 2024 | +5.0% | +10.0% |
| December 31, 2023 | +9.6% | +11.2% |
| September 30, 2023 | −3.8% | −3.6% |
| June 30, 2023 | +2.7% | +8.3% |
| March 31, 2023 | +3.4% | +7.0% |
| December 31, 2022 | +8.8% | +7.1% |
| September 30, 2022 | −4.6% | −5.3% |
| June 30, 2022 | −12.1% | −16.5% |
| March 31, 2022 | −2.6% | −4.9% |
| December 31, 2021 | +7.8% | +10.7% |
| September 30, 2021 | −1.4% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: S&T Bank/PA Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1010911&type=13F-HR&dateb=&owner=include&count=40CIK 1010911
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1010911/000101091126000015/Filed August 12, 2026 · accession 0001010911-26-000015