S&T Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 6, 2025), S&T Bank reported 475 stock positions worth $328.8 million. Its top holding was S & T Bancorp (STBA) at 3.7% of the portfolio, followed by Flex (FLEX, 3.5%) and Corcept Therapeutics (CORT, 2.8%). Compared with Q1 2025, it opened 93 new positions, sold out of 13, added to 155 and reduced 100. The biggest buy was Sei Qim US Large Cap Momentu (SEIM, shares +1716%) and the biggest sale Corcept Therapeutics (CORT, shares −13%).
- Most Recent 13F
- Q2 2026
- Location
- Indiana, PA
- CIK
- 0001010911
- Portfolio Value
- $328.8M (Q2 2025)
- SEC Filing
- 0001010911-25-000014 ↗ filed Aug 6, 2025
Holdings Value
Holdings 475 stocks · $328.8M
| STBA S & T Bancorp Inc. | 3.73% | 324,603 | $12.3M | Add +2.3% |
| FLEX Flex Ltd. | 3.51% | 231,007 | $11.5M | Reduce -8.7% |
| CORT Corcept Therapeutics Inc. | 2.79% | 125,108 | $9.2M | Reduce -13.3% |
| FFIV F5 Inc. | 2.64% | 29,524 | $8.7M | Reduce -5.9% |
| ACM Aecom | 2.60% | 75,719 | $8.5M | Reduce -5.4% |
| COR Cencora Inc. | 2.36% | 25,921 | $7.8M | Reduce -7.7% |
| SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS | 2.31% | 180,350 | $7.6M | Add +1715.7% |
| PANW Palo Alto Networks Inc. | 2.27% | 36,428 | $7.5M | Reduce -7.3% |
| SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS | 2.23% | 205,051 | $7.3M | Add +1704.1% |
| SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS | 2.17% | 242,517 | $7.1M | Add +1783.0% |
| FTNT Fortinet Inc. | 2.15% | 66,965 | $7.1M | Reduce -8.8% |
| ABBV Abbvie Inc. | 2.13% | 37,712 | $7.0M | Reduce -8.0% |
| IDCC Interdigital Inc. | 2.07% | 30,384 | $6.8M | Reduce -18.5% |
| CARG Cargurus Inc. | 2.05% | 201,611 | $6.7M | Reduce -4.5% |
| CMI Cummins Inc. | 2.00% | 20,075 | $6.6M | Reduce -6.9% |
| MSFT Microsoft Corp. | 1.94% | 12,798 | $6.4M | Reduce -3.8% |
| WDC Western Digital Corp. | 1.90% | 97,863 | $6.3M | Reduce -5.0% |
| HURN Huron Consulting Group Inc. | 1.89% | 45,274 | $6.2M | Reduce -4.0% |
| BRK.B Berkshire Hathaway Inc. Class B | 1.76% | 11,881 | $5.8M | Reduce -6.1% |
| SNX TD Synnex Corp. | 1.69% | 41,056 | $5.6M | Reduce -4.4% |
| AX Axos Financial Inc. | 1.69% | 72,992 | $5.6M | Reduce -4.1% |
| CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC | 1.64% | 58,555 | $5.4M | Reduce -5.7% |
| AMSF Amerisafe Inc. | 1.63% | 122,844 | $5.4M | Reduce -6.0% |
| TTEK Tetra Tech Inc. | 1.63% | 149,379 | $5.4M | Reduce -2.8% |
| HII Huntington Ingalls Industrie | 1.63% | 22,164 | $5.4M | Reduce -4.8% |
| VZ Verizon Communications Inc. | 1.62% | 123,223 | $5.3M | Reduce -7.2% |
| HTGC Hercules Capital Inc. | 1.60% | 288,396 | $5.3M | Reduce -6.0% |
| LAD Lithia Motors Inc. | 1.60% | 15,534 | $5.2M | Reduce -4.1% |
| CHKP Check Point Software Tech | 1.55% | 23,042 | $5.1M | Reduce -5.9% |
| CVS CVS Health Corp. | 1.52% | 72,547 | $5.0M | Reduce -5.6% |
| FCN Fti Consulting Inc. | 1.45% | 29,500 | $4.8M | Reduce -3.7% |
| LNTH Lantheus Holdings Inc. | 1.43% | 57,545 | $4.7M | Reduce -5.3% |
| LDOS Leidos Holdings Inc. | 1.35% | 28,188 | $4.4M | Reduce -6.8% |
| SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS | 1.14% | 100,793 | $3.7M | Add +1781.2% |
| ZD Ziff Davis Inc. | 1.12% | 121,300 | $3.7M | Reduce -3.8% |
| SWKS Skyworks Solutions Inc. | 1.09% | 48,026 | $3.6M | Reduce -2.1% |
| SEIS Sei Select Small Cap ETF filed as SEI EXCHANGE TRADED FUNDS | 1.04% | 133,402 | $3.4M | Add +2013.8% |
| SUPN Supernus Pharmaceuticals Inc. | 1.03% | 107,421 | $3.4M | Reduce -3.3% |
| AEO American Eagle Outfitters | 1.01% | 344,716 | $3.3M | Reduce -2.8% |
| SYF Synchrony Financial | 0.89% | 44,084 | $2.9M | Reduce -9.0% |
| F Ford Motor Co. filed as FORD MTR CO | 0.89% | 269,560 | $2.9M | Reduce -4.4% |
| SEEM Sei Select Em MRKT Eq filed as SEI EXCHANGE TRADED FUNDS | 0.87% | 104,033 | $2.9M | Add +1880.5% |
| VTI VG Morningstar TS MKT ETF-US | 0.87% | 9,397 | $2.9M | No change |
| CIVI Civitas Resources Inc. | 0.86% | 102,596 | $2.8M | Reduce -0.2% |
| DVN Devon Energy Corp. | 0.85% | 87,602 | $2.8M | Reduce -2.8% |
| KFRC Kforce Inc. | 0.79% | 62,999 | $2.6M | Add +6.0% |
| OKE Oneok Inc. | 0.73% | 29,450 | $2.4M | Reduce -9.2% |
| PII Polaris Inc. | 0.73% | 58,702 | $2.4M | Add +33.0% |
| THS Treehouse Foods Inc. | 0.72% | 122,418 | $2.4M | Add +21.6% |
| VOO Vanguard S&P 500 ETF | 0.72% | 4,165 | $2.4M | No change |
| LUV Southwest Airlines Co. | 0.69% | 69,506 | $2.3M | Reduce -7.0% |
| UNH Unitedhealth Group Inc. | 0.67% | 7,022 | $2.2M | Add +2.7% |
| VXUS Vanguard Total Intl Stock | 0.66% | 31,517 | $2.2M | No change |
| ARCC Ares Capital Corp. | 0.66% | 98,791 | $2.2M | Reduce -10.5% |
| WNC Wabash National Corp. | 0.64% | 197,792 | $2.1M | Add +0.3% |
| FMC FMC Corp. | 0.61% | 48,349 | $2.0M | Add +11.6% |
| CL Colgate-Palmolive Co. | 0.58% | 20,839 | $1.9M | Reduce -9.1% |
| FHI Federated Hermes Inc. | 0.58% | 42,695 | $1.9M | Reduce -10.4% |
| PYPL PayPal Holdings Inc. | 0.56% | 24,933 | $1.9M | Reduce -3.8% |
| PPL PPL Corp. | 0.53% | 51,144 | $1.7M | Reduce -8.7% |
| KMB Kimberly-Clark Corp. | 0.50% | 12,748 | $1.6M | Reduce -10.5% |
| SJM The JM Smucker Co. filed as SMUCKER J M CO | 0.49% | 16,264 | $1.6M | Reduce -6.0% |
| BKNG Booking Holdings Inc. | 0.46% | 259 | $1.5M | Reduce -7.8% |
| SNDK Sandisk Corp. | 0.45% | 32,504 | $1.5M | Reduce -5.2% |
| PRAA Pra Group Inc. | 0.44% | 98,792 | $1.5M | Reduce -3.1% |
| AMN Amn Healthcare Services Inc. | 0.44% | 69,899 | $1.4M | Add +12.0% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.43% | 5,999 | $1.4M | No change |
| CR Crane Co. | 0.42% | 7,245 | $1.4M | No change |
| IVV iShares Core S&P 500 ETF | 0.40% | 2,108 | $1.3M | No change |
| ABT Abbott Laboratories | 0.36% | 8,676 | $1.2M | Reduce -6.4% |
| PEP Pepsico Inc. | 0.35% | 8,597 | $1.1M | Reduce -9.3% |
| XOM Exxon Mobil Corp. | 0.32% | 9,681 | $1.0M | Add +2.3% |
| CBFV CB Financial Services Inc. filed as CB FINL SVCS INC | 0.29% | 33,642 | $959K | No change |
| IJR iShares Core S&P Small-Cap E | 0.25% | 7,638 | $835K | No change |
| CCSI Consensus Cloud Solution | 0.25% | 36,100 | $832K | Reduce -4.6% |
| FLO Flowers Foods Inc. | 0.25% | 51,867 | $829K | Reduce -9.3% |
| PNC PNC Financial Services Group | 0.25% | 4,402 | $821K | No change |
| INTC Intel Corp. | 0.24% | 34,600 | $775K | Reduce -12.4% |
| DOW Dow Inc. | 0.22% | 27,199 | $720K | Reduce -6.6% |
| JPM JPMorgan Chase & Co. | 0.19% | 2,210 | $641K | Add +1.3% |
| AAPL Apple Inc. | 0.18% | 2,880 | $591K | Reduce -5.3% |
| BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP | 0.16% | 5,950 | $542K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 1,728 | $509K | Add +1.8% |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.15% | 1,738 | $486K | Reduce -1.6% |
| VLUE iShares MSCI USA Value Facto | 0.14% | 3,924 | $444K | No change |
| CXT Crane NXT Co. | 0.12% | 7,245 | $391K | No change |
| VEA Vanguard Ftse Developed ETF | 0.09% | 5,344 | $305K | Reduce -1.4% |
| COST Costco Wholesale Corp. | 0.09% | 306 | $303K | Add +3.0% |
| IEFA iShares Core MSCI Eafe ETF | 0.09% | 3,581 | $299K | No change |
| CVX Chevron Corp. | 0.09% | 2,077 | $297K | Add +3.8% |
| ETHE Grayscale Ethereum Staking E | 0.09% | 14,000 | $292K | No change |
| PG The Procter & Gamble Co. | 0.09% | 1,803 | $287K | Add +5.2% |
| V Visa Inc. Class A | 0.08% | 761 | $270K | Reduce -2.2% |
| BA The Boeing Co. | 0.08% | 1,261 | $264K | Add +0.6% |
| USMV iShares MSCI USA Min Vol Fac | 0.08% | 2,652 | $249K | No change |
| SBUX Starbucks Corp. | 0.07% | 2,685 | $246K | Add +0.5% |
| JNJ Johnson & Johnson | 0.07% | 1,609 | $246K | Add +2.3% |
| PPG PPG Industries Inc. | 0.07% | 2,101 | $239K | Reduce -4.5% |
| RTX CORPORATION | 0.07% | 1,626 | $237K | New |
| IWF iShares Russell 1000 Growth | 0.07% | 527 | $224K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| CORT Corcept Therapeutics Inc. | Reduce -13.3% | 2.79% | −2.60 |
| ABBV Abbvie Inc. | Reduce -8.0% | 2.13% | −0.68 |
| AMSF Amerisafe Inc. | Reduce -6.0% | 1.63% | −0.61 |
| LNTH Lantheus Holdings Inc. | Reduce -5.3% | 1.43% | −0.51 |
| IDCC Interdigital Inc. | Reduce -18.5% | 2.07% | −0.45 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -6.1% | 1.76% | −0.45 |
| ZD Ziff Davis Inc. | Reduce -3.8% | 1.12% | −0.43 |
| VZ Verizon Communications Inc. | Reduce -7.2% | 1.62% | −0.35 |
| AEO American Eagle Outfitters | Reduce -2.8% | 1.01% | −0.34 |
| HTGC Hercules Capital Inc. | Reduce -6.0% | 1.60% | −0.32 |
| OKE Oneok Inc. | Reduce -9.2% | 0.73% | −0.32 |
| HURN Huron Consulting Group Inc. | Reduce -4.0% | 1.89% | −0.32 |
| CIVI Civitas Resources Inc. | Reduce -0.2% | 0.86% | −0.31 |
| CHKP Check Point Software Tech | Reduce -5.9% | 1.55% | −0.27 |
| DVN Devon Energy Corp. | Reduce -2.8% | 0.85% | −0.25 |
| PRAA Pra Group Inc. | Reduce -3.1% | 0.44% | −0.24 |
| CMI Cummins Inc. | Reduce -6.9% | 2.00% | −0.21 |
| FCN Fti Consulting Inc. | Reduce -3.7% | 1.45% | −0.19 |
| COR Cencora Inc. | Reduce -7.7% | 2.36% | −0.19 |
| SJM The JM Smucker Co. | Reduce -6.0% | 0.49% | −0.18 |
| CVS CVS Health Corp. | Reduce -5.6% | 1.52% | −0.18 |
| KMB Kimberly-Clark Corp. | Reduce -10.5% | 0.50% | −0.16 |
| SUPN Supernus Pharmaceuticals Inc. | Reduce -3.3% | 1.03% | −0.16 |
| FTNT Fortinet Inc. | Reduce -8.8% | 2.15% | −0.16 |
| ARCC Ares Capital Corp. | Reduce -10.5% | 0.66% | −0.14 |
| LUV Southwest Airlines Co. | Reduce -7.0% | 0.69% | −0.14 |
| PPL PPL Corp. | Reduce -8.7% | 0.53% | −0.13 |
| CL Colgate-Palmolive Co. | Reduce -9.1% | 0.58% | −0.13 |
| PEP Pepsico Inc. | Reduce -9.3% | 0.35% | −0.12 |
| DOW Dow Inc. | Reduce -6.6% | 0.22% | −0.11 |
| FLO Flowers Foods Inc. | Reduce -9.3% | 0.25% | −0.10 |
| FFIV F5 Inc. | Reduce -5.9% | 2.64% | −0.09 |
| SNDK Sandisk Corp. | Reduce -5.2% | 0.45% | −0.09 |
| RTX RTX Corp. | Sold out | 0.00% | −0.08 |
| FHI Federated Hermes Inc. | Reduce -10.4% | 0.58% | −0.06 |
| INTC Intel Corp. | Reduce -12.4% | 0.24% | −0.06 |
| ABT Abbott Laboratories | Reduce -6.4% | 0.36% | −0.04 |
| AAPL Apple Inc. | Reduce -5.3% | 0.18% | −0.04 |
| F Ford Motor Co. | Reduce -4.4% | 0.89% | −0.04 |
| CCSI Consensus Cloud Solution | Reduce -4.6% | 0.25% | −0.03 |
| DFS Discover Financial Services | Sold out | 0.00% | −0.03 |
| FL Foot Locker Inc. | Sold out | 0.00% | −0.01 |
| EFA iShares MSCI Eafe ETF | Reduce -30.6% | 0.04% | −0.01 |
| MRSH Marsh & McLennan Cos | Reduce -29.1% | 0.02% | −0.01 |
| TJX TJX Companies Inc. | Reduce -16.1% | 0.04% | −0.01 |
| MCD McDonald's Corp. | Reduce -7.4% | 0.04% | −0.01 |
| UNP Union Pacific Corp. | Reduce -5.8% | 0.05% | −0.01 |
| ED Consolidated Edison Inc. | Reduce -25.0% | 0.01% | −0.01 |
| ACN Accenture PLC Class A | Reduce -11.9% | 0.03% | −0.01 |
| V Visa Inc. Class A | Reduce -2.2% | 0.08% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| SEIM Sei Qim US Large Cap Momentu | Add +1715.7% | 2.31% | +2.20 |
| SEIV Sei Qim US Large Cap Value A | Add +1704.1% | 2.23% | +2.10 |
| SEIE Sei Select Intl Equity | Add +1783.0% | 2.17% | +2.06 |
| SEIQ Sei Qim US Large Cap Quality | Add +1781.2% | 1.14% | +1.08 |
| SEIS Sei Select Small Cap ETF | Add +2013.8% | 1.04% | +0.99 |
| SEEM Sei Select Em MRKT Eq | Add +1880.5% | 0.87% | +0.83 |
| PII Polaris Inc. | Add +33.0% | 0.73% | +0.14 |
| RTX CORPORATION | New | 0.07% | +0.07 |
| NVDA Nvidia Corp. | Add +104.1% | 0.06% | +0.04 |
| COF Capital One Financial Corp. | Add +1148.8% | 0.03% | +0.03 |
| JPM JPMorgan Chase & Co. | Add +1.3% | 0.19% | +0.02 |
| IBM Intl Business Machines Corp. | Add +1.8% | 0.15% | +0.02 |
| META Meta Platforms Inc. Class A | Add +59.0% | 0.04% | +0.02 |
| FMC FMC Corp. | Add +11.6% | 0.61% | +0.02 |
| AMZN Amazon.com Inc. | Add +46.5% | 0.04% | +0.02 |
| AVGO Broadcom Inc. | Add +25.9% | 0.03% | +0.01 |
| ORCL Oracle Corp. | Add +0.5% | 0.04% | +0.01 |
| GEV GE Vernova Inc. | Add +1.6% | 0.03% | +0.01 |
| GE General Electric | Add +2.5% | 0.06% | +0.01 |
| BA The Boeing Co. | Add +0.6% | 0.08% | +0.01 |
| GOOG Alphabet Inc. Class C | Add +11.8% | 0.06% | +0.01 |
| NFLX Netflix Inc. | Add +50.0% | 0.02% | +0.01 |
| GS Goldman Sachs Group Inc. | Add +3.5% | 0.04% | +0.01 |
| AMD Advanced Micro Devices | Add +99.3% | 0.01% | +0.01 |
| TXN Texas Instruments Inc. | Add +22.2% | 0.03% | +0.01 |
| TSLA Tesla Inc. | Add +40.8% | 0.02% | +0.01 |
| GOOGL Alphabet Inc. Class A | Add +40.2% | 0.02% | +0.01 |
| SPOT Spotify Technology SA | Add +550.0% | 0.01% | +0.01 |
| SPGI S&P Global Inc. | Add +36.5% | 0.02% | +0.01 |
| PM Philip Morris International | Add +31.4% | 0.02% | +0.01 |
| AMAT Applied Materials Inc. | Add +681.8% | 0.00% | +0.00 |
| IDXX Idexx Laboratories Inc. | New | 0.00% | +0.00 |
| PGR Progressive Corp. | Add +600.0% | 0.00% | +0.00 |
| SNPS Synopsys Inc. | New | 0.00% | +0.00 |
| CDNS Cadence Design SYS Inc. | New | 0.00% | +0.00 |
| COIN Coinbase Global Inc. Class A | Add +428.6% | 0.00% | +0.00 |
| TARGET CORP | New | 0.00% | +0.00 |
| CME Cme Group Inc. | New | 0.00% | +0.00 |
| BLK BlackRock Inc. | Add +5.0% | 0.04% | +0.00 |
| KO The Coca-Cola Co. | Add +411.4% | 0.00% | +0.00 |
| DASH DoorDash Inc. Class A | Add +97.0% | 0.00% | +0.00 |
| PLTR Palantir Technologies Inc. Class A | Add +244.0% | 0.00% | +0.00 |
| T AT&T Inc. | Add +40.0% | 0.01% | +0.00 |
| CMG Chipotle Mexican Grill Inc. | Add +41.2% | 0.01% | +0.00 |
| BAC Bank of America Corp. | Add +2.4% | 0.03% | +0.00 |
| STAG Stag Industrial Inc. | Add +500.0% | 0.00% | +0.00 |
| MO Altria Group Inc. | Add +56.0% | 0.01% | +0.00 |
| AXON Axon Enterprise Inc. | New | 0.00% | +0.00 |
| COP Conocophillips | Add +437.5% | 0.00% | +0.00 |
| CRWD CrowdStrike Holdings Inc. Class A | New | 0.00% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 445 | $333.2M | SNDK, WDC, SEIM, SEIV, SEIE |
| Q1 2026 | 411 | $267.9M | SEIV, SEIE, SEIM, WDC, SNDK |
| Q4 2025 | 413 | $316.2M | SEIE, SEIV, SEIM, STBA, WDC |
| Q3 2025 | 478 | $355.7M | SEIE, SEIM, SEIV, FLEX, STBA |
| Q2 2025 | 475 | $328.8M | STBA, FLEX, CORT, FFIV, ACM |
| Q1 2025 | 395 | $305.9M | CORT, STBA, ABBV, FLEX, FFIV |
| Q4 2024 | 256 | $313.4M | STBA, FLEX, ACM, IDCC, FFIV |
| Q3 2024 | 95 | $381.4M | STBA, FTNT, VOO, FLEX, ACM |
| Q2 2024 | 97 | $392.5M | STBA, VOO, FLEX, ABBV, PANW |
| Q1 2024 | 100 | $521.4M | STBA, AEO, ACM, FLEX, VOO |