The Analysis of Somerset Trust Co's Holdings & P&L


Currently, Somerset Trust Co holds 174 types of securities in its portfolio with a total value $326.1M. In the most recent quarter, they have increased their positions in FLCG (+31.5K shares, valued at $942.7K), WAT (+2.1K shares, valued at $634.3K), RDDT (+4.0K shares, valued at $538.6K); decreased their positions in N/A (-539 shares, valued at $264.5K), PSCT (-3.6K shares, valued at $214.3K), AJG (-964 shares, valued at $208.8K); initiated new positions in FLCG (+31.5K shares, valued at $942.7K), WAT (+2.1K shares, valued at $634.3K), REG (+3.2K shares, valued at $245.5K).


1M P&L
+4.7M+1.60%
3M P&L
+2.4M+0.80%
HY P&L
+24.3M+8.78%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A22.4M
7.9%
2Drug Manufacturers - General19.6M
6.9%
3Semiconductors16.0M
5.6%

Top Industries by Stock Count

1N/A25 stocks
16.1%
2Semiconductors6 stocks
3.9%
3Insurance - Property & Casualty6 stocks
3.9%
Stock Holdings
AAPL
APPLE INC
0.31%
Shares53.9K
Event2026-03-31
Filed2026-04-02
MSFT
MICROSOFT CORP COM
2.96%
Shares34.2K
Event2026-03-31
Filed2026-04-02
JNJ
JOHNSON AND JOHNSON
0.55%
Shares39.7K
Event2026-03-31
Filed2026-04-02
JPM
JPMORGAN CHASE & CO COM
-1.86%
Shares32.9K
Event2026-03-31
Filed2026-04-02
WMT
WAL MART INC COM
-0.04%
Shares76.6K
Event2026-03-31
Filed2026-04-02
NEE
NEXTERA ENERGY INC COM
1.70%
Shares93.6K
Event2026-03-31
Filed2026-04-02
ADI
ANALOG DEVICES INC COM
-1.03%
Shares26.9K
Event2026-03-31
Filed2026-04-02
CSCO
CISCO SYS INC COM
0.25%
Shares109.1K
Event2026-03-31
Filed2026-04-02
RTX
RTX CORPORATION
-0.56%
Shares39.4K
Event2026-03-31
Filed2026-04-02
AMGN
AMGEN INC COM
1.13%
Shares21.1K
Event2026-03-31
Filed2026-04-02
LOW
LOWES COS INC COM
0.73%
Shares31.0K
Event2026-03-31
Filed2026-04-02
LHX
L3HARRIS TECHNOLOGIES INC
1.18%
Shares20.2K
Event2026-03-31
Filed2026-04-02
AFL
AFLAC INC
0.63%
Shares54.6K
Event2026-03-31
Filed2026-04-02
MCD
MCDONALDS CORP COM
2.03%
Shares18.9K
Event2026-03-31
Filed2026-04-02
LINDE PLC
LINDE PLC
0.80%
Shares11.4K
Event2026-03-31
Filed2026-04-02
BROADCOM INC
BROADCOM INC
2.73%
Shares18.0K
Event2026-03-31
Filed2026-04-02
COST
COSTCO WHSL CORP NEW COM
-0.47%
Shares5.6K
Event2026-03-31
Filed2026-04-02
ITW
ILLINOIS TOOL WORKS INC COM
1.78%
Shares21.0K
Event2026-03-31
Filed2026-04-02
FDN
FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX
-1.66%
Shares22.8K
Event2026-03-31
Filed2026-04-02
NSC
NORFOLK SOUTHERN CORP. COM
1.52%
Shares18.0K
Event2026-03-31
Filed2026-04-02
GENERAL DYNAMICS
GENERAL DYNAMICS
0.70%
Shares14.9K
Event2026-03-31
Filed2026-04-02
CB
CHUBB LIMITED COM
0.74%
Shares14.6K
Event2026-03-31
Filed2026-04-02
ABT
ABBOTT LABS COM
1.86%
Shares45.6K
Event2026-03-31
Filed2026-04-02
BLACKROCK INC
BLACKROCK INC
1.13%
Shares4.7K
Event2026-03-31
Filed2026-04-02
WEC ENERGY GROUP INC
WEC ENERGY GROUP INC
2.00%
Shares37.4K
Event2026-03-31
Filed2026-04-02
MEDTRONIC PLC SHS
MEDTRONIC PLC SHS
-2.05%
Shares48.5K
Event2026-03-31
Filed2026-04-02
ADP
AUTOMATIC DATA PROCESSING INCOM
1.50%
Shares19.9K
Event2026-03-31
Filed2026-04-02
APD
AIR PRODUCTS & CHEMICALS INC
2.29%
Shares13.5K
Event2026-03-31
Filed2026-04-02
PSX
PHILLIPS 66 COM
1.44%
Shares21.2K
Event2026-03-31
Filed2026-04-02
META
META PLATFORMS INC
2.16%
Shares6.4K
Event2026-03-31
Filed2026-04-02
EMR
EMERSON ELEC CO COM
1.00%
Shares27.7K
Event2026-03-31
Filed2026-04-02
PEP
PEPSICO INC COM
2.59%
Shares22.6K
Event2026-03-31
Filed2026-04-02
PG
PROCTER & GAMBLE CO COM
2.85%
Shares22.9K
Event2026-03-31
Filed2026-04-02
CVX
CHEVRONTEXACO CORP COM
1.47%
Shares15.7K
Event2026-03-31
Filed2026-04-02
ROST
ROSS STORES INC COM
0.86%
Shares14.9K
Event2026-03-31
Filed2026-04-02
ALPHABET INC CAP STK CL A
ALPHABET INC CAP STK CL A
-0.13%
Shares11.2K
Event2026-03-31
Filed2026-04-02
PAYX
PAYCHEX INC COM
1.45%
Shares34.0K
Event2026-03-31
Filed2026-04-02
CEG
CONSTELLATION ENERGY CORP
4.23%
Shares10.4K
Event2026-03-31
Filed2026-04-02
ES
EVERSOURCE ENERGY COM
-0.25%
Shares41.7K
Event2026-03-31
Filed2026-04-02
MU
MICRON TECHNOLOGY INC
-6.87%
Shares8.3K
Event2026-03-31
Filed2026-04-02
MS
MORGAN STANLEY DEAN WITTER DISCOVER & CO
1.09%
Shares16.8K
Event2026-03-31
Filed2026-04-02
BDX
BECTON DICKINSON AND COMPANY
3.05%
Shares17.5K
Event2026-03-31
Filed2026-04-02
ACCENTURE PLC
ACCENTURE PLC
2.26%
Shares13.9K
Event2026-03-31
Filed2026-04-02
HD
HOME DEPOT INC COM
2.04%
Shares8.3K
Event2026-03-31
Filed2026-04-02
CL
COLGATE PALMOLIVE CO COM
2.32%
Shares28.2K
Event2026-03-31
Filed2026-04-02
TSM
TAIWAN SEMICONDUCTOR MFG CO
-0.86%
Shares6.8K
Event2026-03-31
Filed2026-04-02
DY
DYCOM INDS INC
-2.56%
Shares6.2K
Event2026-03-31
Filed2026-04-02
FDS
FACTSET RESEARCH SYSTEMS INC
0.27%
Shares9.1K
Event2026-03-31
Filed2026-04-02
JEPI
J P MORGAN EXCHANGE-TRADED FD
3.34%
Shares33.3K
Event2026-03-31
Filed2026-04-02
COF
CAPITAL ONE FINANCIAL CORP
-1.40%
Shares10.3K
Event2026-03-31
Filed2026-04-02
CMCSA
COMCAST CORP NEW CL A
2.75%
Shares65.4K
Event2026-03-31
Filed2026-04-02
T
AT&T INC COM
3.18%
Shares63.3K
Event2026-03-31
Filed2026-04-02
DGX
QUEST DIAGNOSTICS INC
1.39%
Shares9.2K
Event2026-03-31
Filed2026-04-02
CLX
CLOROX COMPANY COM
3.30%
Shares17.1K
Event2026-03-31
Filed2026-04-02
CITIGROUP INC COM NEW
CITIGROUP INC COM NEW
1.65%
Shares14.9K
Event2026-03-31
Filed2026-04-02
USB
US BANCORP DEL COM NEW
2.71%
Shares32.4K
Event2026-03-31
Filed2026-04-02
TSLA
TESLA INC
1.69%
Shares4.3K
Event2026-03-31
Filed2026-04-02
NVDA
NVIDIA CORP COM
1.40%
Shares8.9K
Event2026-03-31
Filed2026-04-02
RSPG
INVESCO EXCHANGE TRADED FD TR
3.82%
Shares13.8K
Event2026-03-31
Filed2026-04-02
PFF
ISHARES TR U.S. PFD STK ETF
1.08%
Shares49.6K
Event2026-03-31
Filed2026-04-02
ITOT
ISHARES TR
10.72%
Shares10.4K
Event2026-03-31
Filed2026-04-02
NKE
NIKE INC CL B
4.18%
Shares26.7K
Event2026-03-31
Filed2026-04-02
MET
METLIFE INC
3.34%
Shares17.5K
Event2026-03-31
Filed2026-04-02
GILD
GILEAD SCIENCES INC
1.40%
Shares7.7K
Event2026-03-31
Filed2026-04-02
AMT
AMERICAN TOWER CORP NEW COM
4.52%
Shares6.2K
Event2026-03-31
Filed2026-04-02
SOXX
iSHARES SEMICONDUCTOR ETF
3.84%
Shares3.2K
Event2026-03-31
Filed2026-04-02
MERCK & CO INC NEW
MERCK & CO INC NEW
0.03%
Shares8.6K
Event2026-03-31
Filed2026-04-02
FANG
DIAMONDBACK ENERGY INC COM
1.60%
Shares5.0K
Event2026-03-31
Filed2026-04-02
FLCG
FEDERATED HERMES MDT LARGE CAP GROWTH ETF
New
Shares31.5K
Event2026-03-31
Filed2026-04-02
NUKZ
RANGE NUCLEAR RENAISSANCE ETF
11.53%
Shares14.3K
Event2026-03-31
Filed2026-04-02
BABA
ALIBABA GROUP HLDG LTD SPONSORED ADS
0.00%
Shares7.4K
Event2026-03-31
Filed2026-04-02
LAM RESEARCH CORP
LAM RESEARCH CORP
-2.04%
Shares4.2K
Event2026-03-31
Filed2026-04-02
AMAT
APPLIED MATLS INC COM
0.08%
Shares2.6K
Event2026-03-31
Filed2026-04-02
ABBV
ABBVIE INC COM
0.15%
Shares3.9K
Event2026-03-31
Filed2026-04-02
FIVE
FIVE BELOW INC COM
0.03%
Shares3.7K
Event2026-03-31
Filed2026-04-02
HEWJ
ISHARES TR
1.69%
Shares14.7K
Event2026-03-31
Filed2026-04-02
RDDT
REDDIT INC
200.00%
Shares6.0K
Event2026-03-31
Filed2026-04-02
RBC
RBC BEARINGS INC
-5.01%
Shares1.5K
Event2026-03-31
Filed2026-04-02
VZ
VERIZON COMMUNICATIONS INC COM
2.45%
Shares16.0K
Event2026-03-31
Filed2026-04-02
IVV
ISHARES CORE S&P 500 ETF
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-02
NTR
NUTRIEN LTD
6.38%
Shares9.9K
Event2026-03-31
Filed2026-04-02
ALPHABET INC CAP STK CL C
ALPHABET INC CAP STK CL C
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-02
HSY
HERSHEY FOODS CORP COM
4.92%
Shares3.4K
Event2026-03-31
Filed2026-04-02
NEM
NEWMONT MINING CORP
0.63%
Shares6.5K
Event2026-03-31
Filed2026-04-02
LDOS
LEIDOS HLDGS INC COM
3.62%
Shares4.5K
Event2026-03-31
Filed2026-04-02
EPD
ENTERPRISE PRODS PARTNERS L COM
0.00%
Shares18.0K
Event2026-03-31
Filed2026-04-02
KEYS
KEYSIGHT TECHNOLOGIES INC
-0.34%
Shares2.3K
Event2026-03-31
Filed2026-04-02
VMC
VULCAN MATERIALS COMPANY
-0.45%
Shares2.4K
Event2026-03-31
Filed2026-04-02
GLD
SPDR GOLD SHARES ETF
-10.40%
Shares1.5K
Event2026-03-31
Filed2026-04-02
WAT
WATERS CORP
New
Shares2.1K
Event2026-03-31
Filed2026-04-02
XAR
STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF
-0.64%
Shares2.5K
Event2026-03-31
Filed2026-04-02
BLBD
BLUE BIRD CORP
10.02%
Shares10.9K
Event2026-03-31
Filed2026-04-02
PNR
PENTAIR PLC SHS
-4.62%
Shares7.0K
Event2026-03-31
Filed2026-04-02
LLY
LILLY ELI & CO COM
-0.47%
Shares636
Event2026-03-31
Filed2026-04-02
PKG
PACKAGING CORP OF AMERICA
-22.83%
Shares2.7K
Event2026-03-31
Filed2026-04-02
IRM
IRON MTN INC NEW
-2.61%
Shares5.7K
Event2026-03-31
Filed2026-04-02
MA
MASTERCARD INC CL A
0.00%
Shares1.2K
Event2026-03-31
Filed2026-04-02
PSCT
INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO
-27.36%
Shares9.5K
Event2026-03-31
Filed2026-04-02
CBOE
CBOE GLOBAL MARKETS INC COM
-5.09%
Shares2.0K
Event2026-03-31
Filed2026-04-02
IJH
ISHARES CORE S&P MID-CAP ETF
-26.63%
Shares8.3K
Event2026-03-31
Filed2026-04-02
CIGNA GROUP
CIGNA GROUP
3.13%
Shares2.1K
Event2026-03-31
Filed2026-04-02
SBUX
STARBUCKS CORPORATION
-2.91%
Shares6.0K
Event2026-03-31
Filed2026-04-02
SPYG
SPDR SER TR
-2.55%
Shares5.4K
Event2026-03-31
Filed2026-04-02
CRUS
CIRRUS LOGIC
1.29%
Shares3.6K
Event2026-03-31
Filed2026-04-02
VWO
VANGUARD MSCI EMERGING MARKETS ETF
15.70%
Shares9.5K
Event2026-03-31
Filed2026-04-02
IJR
ISHARES CORE S&P SMALL-CAP ETF
-27.22%
Shares3.7K
Event2026-03-31
Filed2026-04-02
THC
TENET HEALTHCARE CORP COM NEW
0.04%
Shares2.4K
Event2026-03-31
Filed2026-04-02
EQT CORP
EQT CORP
-11.17%
Shares7.2K
Event2026-03-31
Filed2026-04-02
AMP
AMERIPRISE FINL INC COM
0.30%
Shares1.0K
Event2026-03-31
Filed2026-04-02
TKO
TKO GROUP HOLDINGS INC
1.55%
Shares2.2K
Event2026-03-31
Filed2026-04-02
FDX
FEDEX CORP COM
-0.08%
Shares1.2K
Event2026-03-31
Filed2026-04-02
SONY
SONY CORP ADR NEW
2.50%
Shares20.8K
Event2026-03-31
Filed2026-04-02
HUBBELL INC COM
HUBBELL INC COM
-38.12%
Shares875
Event2026-03-31
Filed2026-04-02
SIGI
SELECTIVE INS GROUP INC
0.00%
Shares5.7K
Event2026-03-31
Filed2026-04-02
SHOP
SHOPIFY INC
0.28%
Shares3.6K
Event2026-03-31
Filed2026-04-02
MO
ALTRIA GROUP INC
0.22%
Shares6.3K
Event2026-03-31
Filed2026-04-02
DHI
D R HORTON
0.23%
Shares3.0K
Event2026-03-31
Filed2026-04-02
SPYV
SPDR SER TR
-3.21%
Shares7.2K
Event2026-03-31
Filed2026-04-02
AMZN
AMAZON COM INC
6.88%
Shares1.9K
Event2026-03-31
Filed2026-04-02
SYM
SYMBOTIC INC
0.28%
Shares7.4K
Event2026-03-31
Filed2026-04-02
TRV
TRAVELERS COS INC
0.31%
Shares1.3K
Event2026-03-31
Filed2026-04-02
DECK
DECKERS OUTDOOR CORP
0.25%
Shares3.5K
Event2026-03-31
Filed2026-04-02
TE CONNECTIVITY PLC
TE CONNECTIVITY PLC
-1.07%
Shares1.7K
Event2026-03-31
Filed2026-04-02
BERKSHIRE HATHAWAY INC DEL CL B NEW
BERKSHIRE HATHAWAY INC DEL CL B NEW
0.00%
Shares724
Event2026-03-31
Filed2026-04-02
MLPX
GLOBAL X FDS
0.39%
Shares4.7K
Event2026-03-31
Filed2026-04-02
WCN
WASTE CONNECTIONS INC
-0.61%
Shares2.1K
Event2026-03-31
Filed2026-04-02
GWRE
GUIDEWIRE SOFTWARE INC COM
-0.53%
Shares2.3K
Event2026-03-31
Filed2026-04-02
ETB
EATON VANCE TAX-MA
0.00%
Shares23.4K
Event2026-03-31
Filed2026-04-02
ACM
AECOM COM
1.98%
Shares4.0K
Event2026-03-31
Filed2026-04-02
XOM
EXXON MOBIL CORP
0.00%
Shares1.9K
Event2026-03-31
Filed2026-04-02
CHWY
CHEWY INC
-0.54%
Shares11.8K
Event2026-03-31
Filed2026-04-02
HON
HONEYWELL INTL INC
0.07%
Shares1.4K
Event2026-03-31
Filed2026-04-02
ADBE
ADOBE SYS INC COM
-1.45%
Shares1.3K
Event2026-03-31
Filed2026-04-02
PSCH
INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT
0.00%
Shares7.5K
Event2026-03-31
Filed2026-04-02
FCF
FIRST COMWLTH FINL CORP PA COM
-9.76%
Shares16.7K
Event2026-03-31
Filed2026-04-02
MGM
MGM RESORTS INTERNATIONAL COM
-0.68%
Shares7.9K
Event2026-03-31
Filed2026-04-02
MPLX
MPLX LP COM UNIT REP LTD
0.00%
Shares5.1K
Event2026-03-31
Filed2026-04-02
UNP
UNION PACIFIC CORP
0.08%
Shares1.2K
Event2026-03-31
Filed2026-04-02
GNRC
GENERAC HLDGS INC
0.00%
Shares1.5K
Event2026-03-31
Filed2026-04-02
TMO
THERMO FISHER SCIENTIFIC INC
0.00%
Shares587
Event2026-03-31
Filed2026-04-02
IEFA
ISHARES TR CORE MSCI EAFE
13.46%
Shares3.1K
Event2026-03-31
Filed2026-04-02
GS
GOLDMAN, SACHS & CO
0.00%
Shares325
Event2026-03-31
Filed2026-04-02
DIS
DISNEY WALT CO COM DISNEY
-18.81%
Shares2.8K
Event2026-03-31
Filed2026-04-02
CORPAY INC
CORPAY INC
1.74%
Shares933
Event2026-03-31
Filed2026-04-02
ROL
ROLLINS INC
-0.55%
Shares5.1K
Event2026-03-31
Filed2026-04-02
D
DOMINION RES INC VA NEW COM
0.35%
Shares4.3K
Event2026-03-31
Filed2026-04-02
WRB
BERKLEY W R CORP
-0.70%
Shares4.0K
Event2026-03-31
Filed2026-04-02
WYNN
WYNN RESORTS LTD COM
0.04%
Shares2.5K
Event2026-03-31
Filed2026-04-02
RLI
RLI CORP
-0.68%
Shares4.5K
Event2026-03-31
Filed2026-04-02
STAG
STAG INDL INC
-0.76%
Shares6.9K
Event2026-03-31
Filed2026-04-02
WSO
WATSCO INC
2.40%
Shares684
Event2026-03-31
Filed2026-04-02
O
REALTY INCOME CORP
0.02%
Shares4.1K
Event2026-03-31
Filed2026-04-02
BRO
BROWN & BROWN INC
-0.65%
Shares3.8K
Event2026-03-31
Filed2026-04-02
REG
REGENCY CTRS CORP COM
New
Shares3.2K
Event2026-03-31
Filed2026-04-02
THG
HANOVER INS GROUP INC
0.37%
Shares1.4K
Event2026-03-31
Filed2026-04-02
V
VISA INC
0.00%
Shares783
Event2026-03-31
Filed2026-04-02
LH
LABCORP HOLDINGS INC
0.35%
Shares864
Event2026-03-31
Filed2026-04-02
AJG
GALLAGHER ARTHUR J & CO COM
-47.58%
Shares1.1K
Event2026-03-31
Filed2026-04-02
MCHP
MICROCHIP TECHNOLOGY INC.
0.43%
Shares3.5K
Event2026-03-31
Filed2026-04-02
INFY
INFOSYS LTD SPONSORED ADR
0.06%
Shares16.5K
Event2026-03-31
Filed2026-04-02
CVS
CVS HEALTH CORP.
-35.35%
Shares3.1K
Event2026-03-31
Filed2026-04-02
UPS
UNITED PARCEL SERVICE OF AMERICA INC
0.04%
Shares2.3K
Event2026-03-31
Filed2026-04-02
CTO
CTO RLTY GROWTH INC NEW
0.42%
Shares11.6K
Event2026-03-31
Filed2026-04-02
MDYG
SPDR SER TR
-1.24%
Shares2.2K
Event2026-03-31
Filed2026-04-02
FNB
FNB CORP PA COM
0.00%
Shares12.8K
Event2026-03-31
Filed2026-04-02
DPZ
DOMINOS PIZZA INC
2.76%
Shares595
Event2026-03-31
Filed2026-04-02
HAL
HALLIBURTON CO HOLDING CO
New
Shares5.4K
Event2026-03-31
Filed2026-04-02
BJRI
BJS RESTAURANTS INC COM
0.02%
Shares5.9K
Event2026-03-31
Filed2026-04-02
AXP
AMERICAN EXPRESS CO COM
0.00%
Shares681
Event2026-03-31
Filed2026-04-02
MDYV
SPDR SER TR
-1.39%
Shares2.4K
Event2026-03-31
Filed2026-04-02
IBM
INTERNATIONAL BUSINESS MACHSCOM
0.00%
Shares835
Event2026-03-31
Filed2026-04-02
RPM
RPM INTERNATIONAL INC
-0.88%
Shares2.0K
Event2026-03-31
Filed2026-04-02
VENTURE GLOBAL INC
VENTURE GLOBAL INC
New
Shares10.0K
Event2026-03-31
Filed2026-04-02
BITO
PROSHARES TR
0.00%
Shares15.5K
Event2026-03-31
Filed2026-04-02

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
Somerset Trust Co Institutional Holdings, Portfolio & P&L β€” TradeFomo