S&T Bank

In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 14, 2025), S&T Bank reported 478 stock positions worth $355.7 million. Its top holding was Sei Select Intl Equity (SEIE) at 4.0% of the portfolio, followed by Sei Qim US Large Cap Momentu (SEIM, 4.0%) and Sei Qim US Large Cap Value A (SEIV, 3.9%). Compared with Q2 2025, it opened 62 new positions, sold out of 59, added to 149 and reduced 125. The biggest buy was Sei Select Intl Equity (SEIE, shares +92%) and the biggest sale Fortinet (FTNT, shares −10%).

Most Recent 13F
Q2 2026
Location
Indiana, PA
CIK
0001010911
Portfolio Value
$355.7M (Q3 2025)
SEC Filing
0001010911-25-000016 ↗ filed Nov 14, 2025

Holdings Value

0$200.0M$400.0M$600.0M Q1 2024: $521.4M Q1 2024 Q2 2024: $392.5M Q2 2024 Q3 2024: $381.4M Q3 2024 Q4 2024: $313.4M Q4 2024 Q1 2025: $305.9M Q1 2025 Q2 2025: $328.8M Q2 2025 Q3 2025: $355.7M $355.7M Q3 2025 Q4 2025: $316.2M Q4 2025 Q1 2026: $267.9M Q1 2026 Q2 2026: $333.2M Q2 2026

Holdings 478 stocks · $355.7M

SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS 4.00% 466,819 $14.2M Add +92.5%
SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS 3.96% 310,134 $14.1M Add +72.0%
SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS 3.89% 355,526 $13.8M Add +73.4%
FLEX Flex Ltd. 3.37% 206,534 $12.0M Reduce -10.6%
STBA S & T Bancorp Inc. 3.32% 314,373 $11.8M Reduce -3.1%
WDC Western Digital Corp. 2.70% 80,119 $9.6M Reduce -18.1%
IDCC Interdigital Inc. 2.67% 27,474 $9.5M Reduce -9.6%
CORT Corcept Therapeutics Inc. 2.60% 111,340 $9.3M Reduce -11.0%
ACM Aecom 2.51% 68,541 $8.9M Reduce -9.5%
FFIV F5 Inc. 2.43% 26,751 $8.6M Reduce -9.4%
ABBV Abbvie Inc. 2.17% 33,387 $7.7M Reduce -11.5%
SEIS Sei Select Small Cap ETF filed as SEI EXCHANGE TRADED FUNDS 2.12% 269,569 $7.5M Add +102.1%
COR Cencora Inc. 2.09% 23,832 $7.4M Reduce -8.1%
CMI Cummins Inc. 2.06% 17,330 $7.3M Reduce -13.7%
SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS 1.97% 180,979 $7.0M Add +79.6%
PANW Palo Alto Networks Inc. 1.86% 32,431 $6.6M Reduce -11.0%
SEEM Sei Select Em MRKT Eq filed as SEI EXCHANGE TRADED FUNDS 1.83% 215,792 $6.5M Add +107.4%
MSFT Microsoft Corp. 1.80% 12,396 $6.4M Reduce -3.1%
CARG Cargurus Inc. 1.77% 169,134 $6.3M Reduce -16.1%
HURN Huron Consulting Group Inc. 1.64% 39,639 $5.8M Reduce -12.4%
SNX TD Synnex Corp. 1.58% 34,316 $5.6M Reduce -16.4%
AX Axos Financial Inc. 1.57% 65,950 $5.6M Reduce -9.7%
HII Huntington Ingalls Industrie 1.50% 18,544 $5.3M Reduce -16.3%
BRK.B Berkshire Hathaway Inc. Class B 1.47% 10,394 $5.2M Reduce -12.5%
FTNT Fortinet Inc. 1.42% 60,246 $5.1M Reduce -10.0%
AEO American Eagle Outfitters 1.36% 282,376 $4.8M Reduce -18.1%
HTGC Hercules Capital Inc. 1.32% 249,016 $4.7M Reduce -13.7%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 1.29% 51,224 $4.6M Reduce -12.5%
AMSF Amerisafe Inc. 1.28% 104,002 $4.6M Reduce -15.3%
VZ Verizon Communications Inc. 1.27% 102,969 $4.5M Reduce -16.4%
TTEK Tetra Tech Inc. 1.27% 134,849 $4.5M Reduce -9.7%
CVS CVS Health Corp. 1.23% 57,961 $4.4M Reduce -20.1%
LDOS Leidos Holdings Inc. 1.20% 22,623 $4.3M Reduce -19.7%
SUPN Supernus Pharmaceuticals Inc. 1.19% 88,915 $4.2M Reduce -17.2%
FCN Fti Consulting Inc. 1.19% 26,101 $4.2M Reduce -11.5%
LAD Lithia Motors Inc. 1.15% 12,932 $4.1M Reduce -16.8%
CHKP Check Point Software Tech 1.12% 19,315 $4.0M Reduce -16.2%
ZD Ziff Davis Inc. 1.09% 101,741 $3.9M Reduce -16.1%
SWKS Skyworks Solutions Inc. 0.91% 42,235 $3.3M Reduce -12.1%
VTI VG Morningstar TS MKT ETF-US 0.87% 9,397 $3.1M No change
SNDK Sandisk Corp. 0.86% 27,157 $3.0M Reduce -16.4%
PII Polaris Inc. 0.84% 51,110 $3.0M Reduce -12.9%
CIVI Civitas Resources Inc. 0.82% 89,668 $2.9M Reduce -12.6%
DVN Devon Energy Corp. 0.74% 75,488 $2.6M Reduce -13.8%
F Ford Motor Co. filed as FORD MTR CO 0.74% 218,816 $2.6M Reduce -18.8%
LNTH Lantheus Holdings Inc. 0.73% 50,811 $2.6M Reduce -11.7%
VOO Vanguard S&P 500 ETF 0.72% 4,165 $2.6M No change
SYF Synchrony Financial 0.70% 35,161 $2.5M Reduce -20.2%
THS Treehouse Foods Inc. 0.66% 116,862 $2.4M Reduce -4.5%
VXUS Vanguard Total Intl Stock 0.65% 31,517 $2.3M No change
UNH Unitedhealth Group Inc. 0.57% 5,847 $2.0M Reduce -16.7%
OKE Oneok Inc. 0.54% 26,398 $1.9M Reduce -10.4%
FHI Federated Hermes Inc. 0.52% 35,862 $1.9M Reduce -16.0%
LUV Southwest Airlines Co. 0.50% 55,366 $1.8M Reduce -20.3%
ARCC Ares Capital Corp. 0.48% 83,179 $1.7M Reduce -15.8%
KFRC Kforce Inc. 0.45% 53,763 $1.6M Reduce -14.7%
FMC FMC Corp. 0.45% 47,668 $1.6M Reduce -1.4%
PPL PPL Corp. 0.45% 43,054 $1.6M Reduce -15.8%
WNC Wabash National Corp. 0.45% 161,221 $1.6M Reduce -18.5%
VB Vanguard Most SM-Cap ETF-Usd 0.43% 5,999 $1.5M No change
PYPL PayPal Holdings Inc. 0.43% 22,642 $1.5M Reduce -9.2%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.42% 13,814 $1.5M Reduce -15.1%
IVV iShares Core S&P 500 ETF 0.40% 2,108 $1.4M No change
CL Colgate-Palmolive Co. 0.40% 17,574 $1.4M Reduce -15.7%
KMB Kimberly-Clark Corp. 0.38% 10,836 $1.3M Reduce -15.0%
CR Crane Co. 0.38% 7,245 $1.3M No change
PRAA Pra Group Inc. 0.37% 85,449 $1.3M Reduce -13.5%
BKNG Booking Holdings Inc. 0.36% 235 $1.3M Reduce -9.3%
XOM Exxon Mobil Corp. 0.35% 10,986 $1.2M Add +13.5%
AMN Amn Healthcare Services Inc. 0.34% 61,919 $1.2M Reduce -11.4%
CBFV CB Financial Services Inc. filed as CB FINL SVCS INC 0.31% 33,642 $1.1M No change
ABT Abbott Laboratories 0.31% 8,271 $1.1M Reduce -4.7%
PEP Pepsico Inc. 0.30% 7,702 $1.1M Reduce -10.4%
INTC Intel Corp. 0.27% 29,017 $974K Reduce -16.1%
AAPL Apple Inc. 0.26% 3,568 $909K Add +23.9%
IJR iShares Core S&P Small-Cap E 0.25% 7,554 $898K Reduce -1.1%
PNC PNC Financial Services Group 0.24% 4,277 $859K Reduce -2.8%
CCSI Consensus Cloud Solution 0.24% 28,650 $841K Reduce -20.6%
JPM JPMorgan Chase & Co. 0.20% 2,215 $699K Add +0.2%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.19% 6,212 $677K Add +4.4%
FLO Flowers Foods Inc. 0.16% 43,759 $571K Reduce -15.6%
NVDA Nvidia Corp. 0.15% 2,854 $532K Add +122.3%
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.15% 1,875 $529K Add +8.5%
DOW Dow Inc. 0.14% 22,155 $508K Reduce -18.5%
VLUE iShares MSCI USA Value Facto 0.14% 3,924 $491K No change
CXT Crane NXT Co. 0.14% 7,245 $486K No change
ETHE Grayscale Ethereum Staking E 0.13% 14,000 $480K No change
CVX Chevron Corp. 0.12% 2,761 $429K Add +32.9%
GOOG Alphabet Inc. Class C 0.12% 1,728 $421K Add +48.3%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.11% 1,386 $407K Reduce -20.3%
JNJ Johnson & Johnson 0.11% 2,136 $396K Add +32.8%
PG The Procter & Gamble Co. 0.11% 2,520 $387K Add +39.8%
IEFA iShares Core MSCI Eafe ETF 0.09% 3,581 $313K No change
VEA Vanguard Ftse Developed ETF 0.09% 5,076 $304K Reduce -5.0%
COST Costco Wholesale Corp. 0.08% 319 $295K Add +4.3%
RTX CORPORATION 0.08% 1,635 $274K Add +0.6%
BA The Boeing Co. 0.08% 1,267 $273K Add +0.5%
AMZN Amazon.com Inc. 0.07% 1,155 $254K Add +78.8%
V Visa Inc. Class A 0.07% 740 $253K Reduce -2.8%
GE General Electric filed as GE AEROSPACE 0.07% 800 $241K Add +9.4%

Show all 478 holdings

Portfolio Sells Q2 2025 → Q3 2025

FTNT Fortinet Inc. Reduce -10.0% 1.42% −0.73
LNTH Lantheus Holdings Inc. Reduce -11.7% 0.73% −0.70
LAD Lithia Motors Inc. Reduce -16.8% 1.15% −0.45
CHKP Check Point Software Tech Reduce -16.2% 1.12% −0.43
STBA S & T Bancorp Inc. Reduce -3.1% 3.32% −0.41
PANW Palo Alto Networks Inc. Reduce -11.0% 1.86% −0.41
TTEK Tetra Tech Inc. Reduce -9.7% 1.27% −0.37
AMSF Amerisafe Inc. Reduce -15.3% 1.28% −0.35
VZ Verizon Communications Inc. Reduce -16.4% 1.27% −0.35
CF CF Industries Holdings Inc. Reduce -12.5% 1.29% −0.35
KFRC Kforce Inc. Reduce -14.7% 0.45% −0.33
CVS CVS Health Corp. Reduce -20.1% 1.23% −0.29
BRK.B Berkshire Hathaway Inc. Class B Reduce -12.5% 1.47% −0.29
CARG Cargurus Inc. Reduce -16.1% 1.77% −0.28
HTGC Hercules Capital Inc. Reduce -13.7% 1.32% −0.28
COR Cencora Inc. Reduce -8.1% 2.09% −0.27
FCN Fti Consulting Inc. Reduce -11.5% 1.19% −0.26
HURN Huron Consulting Group Inc. Reduce -12.4% 1.64% −0.26
FFIV F5 Inc. Reduce -9.4% 2.43% −0.21
SYF Synchrony Financial Reduce -20.2% 0.70% −0.19
WNC Wabash National Corp. Reduce -18.5% 0.45% −0.19
CORT Corcept Therapeutics Inc. Reduce -11.0% 2.60% −0.19
OKE Oneok Inc. Reduce -10.4% 0.54% −0.19
LUV Southwest Airlines Co. Reduce -20.3% 0.50% −0.19
ARCC Ares Capital Corp. Reduce -15.8% 0.48% −0.18
CL Colgate-Palmolive Co. Reduce -15.7% 0.40% −0.18
SWKS Skyworks Solutions Inc. Reduce -12.1% 0.91% −0.17
FMC FMC Corp. Reduce -1.4% 0.45% −0.16
F Ford Motor Co. Reduce -18.8% 0.74% −0.15
LDOS Leidos Holdings Inc. Reduce -19.7% 1.20% −0.15
FLEX Flex Ltd. Reduce -10.6% 3.37% −0.14
PYPL PayPal Holdings Inc. Reduce -9.2% 0.43% −0.14
MSFT Microsoft Corp. Reduce -3.1% 1.80% −0.13
HII Huntington Ingalls Industrie Reduce -16.3% 1.50% −0.13
KMB Kimberly-Clark Corp. Reduce -15.0% 0.38% −0.12
AX Axos Financial Inc. Reduce -9.7% 1.57% −0.12
SNX TD Synnex Corp. Reduce -16.4% 1.58% −0.11
DVN Devon Energy Corp. Reduce -13.8% 0.74% −0.10
AMN Amn Healthcare Services Inc. Reduce -11.4% 0.34% −0.10
BKNG Booking Holdings Inc. Reduce -9.3% 0.36% −0.10
UNH Unitedhealth Group Inc. Reduce -16.7% 0.57% −0.10
FLO Flowers Foods Inc. Reduce -15.6% 0.16% −0.09
ACM Aecom Reduce -9.5% 2.51% −0.08
PPL PPL Corp. Reduce -15.8% 0.45% −0.08
DOW Dow Inc. Reduce -18.5% 0.14% −0.08
PRAA Pra Group Inc. Reduce -13.5% 0.37% −0.07
SJM The JM Smucker Co. Reduce -15.1% 0.42% −0.06
THS Treehouse Foods Inc. Reduce -4.5% 0.66% −0.06
FHI Federated Hermes Inc. Reduce -16.0% 0.52% −0.05
ABT Abbott Laboratories Reduce -4.7% 0.31% −0.05

Portfolio Buys Q2 2025 → Q3 2025

SEIE Sei Select Intl Equity Add +92.5% 4.00% +1.83
SEIV Sei Qim US Large Cap Value A Add +73.4% 3.89% +1.66
SEIM Sei Qim US Large Cap Momentu Add +72.0% 3.96% +1.65
SEIS Sei Select Small Cap ETF Add +102.1% 2.12% +1.08
SEEM Sei Select Em MRKT Eq Add +107.4% 1.83% +0.96
SEIQ Sei Qim US Large Cap Quality Add +79.6% 1.97% +0.83
NVDA Nvidia Corp. Add +122.3% 0.15% +0.09
AAPL Apple Inc. Add +23.9% 0.26% +0.08
GOOG Alphabet Inc. Class C Add +48.3% 0.12% +0.06
JNJ Johnson & Johnson Add +32.8% 0.11% +0.04
XOM Exxon Mobil Corp. Add +13.5% 0.35% +0.03
CVX Chevron Corp. Add +32.9% 0.12% +0.03
AMZN Amazon.com Inc. Add +78.8% 0.07% +0.03
VWO Vanguard Ftse Emerging Marke Add +110.1% 0.05% +0.03
BNY Bank of New York Mellon Corp. Add +4.4% 0.19% +0.03
T AT&T Inc. Add +271.2% 0.04% +0.03
META Meta Platforms Inc. Class A Add +82.4% 0.06% +0.02
MO Altria Group Inc. Add +331.6% 0.03% +0.02
PG The Procter & Gamble Co. Add +39.8% 0.11% +0.02
AVGO Broadcom Inc. Add +43.9% 0.04% +0.02
HD Home Depot Inc. Add +110.6% 0.03% +0.02
GOOGL Alphabet Inc. Class A Add +43.8% 0.03% +0.02
PM Philip Morris International Add +124.5% 0.03% +0.01
TSLA Tesla Inc. Add +42.0% 0.03% +0.01
MRK Merck & Co. Inc. Add +49.5% 0.04% +0.01
GE General Electric Add +9.4% 0.07% +0.01
KO The Coca-Cola Co. Add +316.8% 0.01% +0.01
ORCL Oracle Corp. Add +5.7% 0.05% +0.01
CCL Carnival Corp. Add +816.1% 0.01% +0.01
SO The Southern Co. Add +47.9% 0.03% +0.01
AMD Advanced Micro Devices Add +56.4% 0.02% +0.01
COP Conocophillips Add +283.7% 0.01% +0.01
DASH DoorDash Inc. Class A Add +116.9% 0.01% +0.01
ETR Entergy Corp. New 0.01% +0.01
C Citigroup Inc. Add +757.7% 0.01% +0.01
MU Micron Technology Inc. Add +542.9% 0.01% +0.01
NEM Newmont Corp. Add +256.3% 0.01% +0.01
NRG NRG Energy Inc. New 0.01% +0.01
GEV GE Vernova Inc. Add +8.7% 0.03% +0.01
HCA HCA Healthcare Inc. New 0.01% +0.01
MDT Medtronic PLC Add +89.3% 0.01% +0.01
DELL Dell Technologies -C New 0.00% +0.00
QCOM Qualcomm Inc. Add +19.8% 0.04% +0.00
RTX CORPORATION Add +0.6% 0.08% +0.00
SPOT Spotify Technology SA Add +111.5% 0.01% +0.00
NFLX Netflix Inc. Add +52.4% 0.02% +0.00
EXPE Expedia Group Inc. New 0.00% +0.00
AEE Ameren Corporation Add +2433.3% 0.00% +0.00
FE Firstenergy Corp. Add +2.3% 0.06% +0.00
PLTR Palantir Technologies Inc. Class A Add +72.1% 0.01% +0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 445$333.2MSNDK, WDC, SEIM, SEIV, SEIE
Q1 2026 411$267.9MSEIV, SEIE, SEIM, WDC, SNDK
Q4 2025 413$316.2MSEIE, SEIV, SEIM, STBA, WDC
Q3 2025 478$355.7MSEIE, SEIM, SEIV, FLEX, STBA
Q2 2025 475$328.8MSTBA, FLEX, CORT, FFIV, ACM
Q1 2025 395$305.9MCORT, STBA, ABBV, FLEX, FFIV
Q4 2024 256$313.4MSTBA, FLEX, ACM, IDCC, FFIV
Q3 2024 95$381.4MSTBA, FTNT, VOO, FLEX, ACM
Q2 2024 97$392.5MSTBA, VOO, FLEX, ABBV, PANW
Q1 2024 100$521.4MSTBA, AEO, ACM, FLEX, VOO