S&T Bank

In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 13, 2026), S&T Bank reported 413 stock positions worth $316.2 million. Its top holding was Sei Select Intl Equity (SEIE) at 5.0% of the portfolio, followed by Sei Qim US Large Cap Value A (SEIV, 4.9%) and Sei Qim US Large Cap Momentu (SEIM, 4.7%). Compared with Q3 2025, it opened 19 new positions, sold out of 87, added to 99 and reduced 204. The biggest buy was Sei Qim US Large Cap Value A (SEIV, shares +5%) and the biggest sale Corcept Therapeutics (CORT, shares −16%).

Most Recent 13F
Q2 2026
Location
Indiana, PA
CIK
0001010911
Portfolio Value
$316.2M (Q4 2025)
SEC Filing
0001010911-26-000003 ↗ filed Feb 13, 2026

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 Q3 2025 Q4 2025: $316.2M $316.2M Q4 2025 Q1 2026: $267.9M Q1 2026 Q2 2026: $333.2M Q2 2026

Holdings 413 stocks · $316.2M

SEIE Sei Select Intl Equity filed as SEI EXCHANGE TRADED FUNDS 4.96% 481,795 $15.7M Add +3.2%
SEIV Sei Qim US Large Cap Value A filed as SEI EXCHANGE TRADED FUNDS 4.91% 374,028 $15.5M Add +5.2%
SEIM Sei Qim US Large Cap Momentu filed as SEI EXCHANGE TRADED FUNDS 4.74% 324,959 $15.0M Add +4.8%
STBA S & T Bancorp Inc. 3.90% 313,773 $12.3M Reduce -0.2%
WDC Western Digital Corp. 3.63% 66,592 $11.5M Reduce -16.9%
FLEX Flex Ltd. 3.36% 176,001 $10.6M Reduce -14.8%
SEIS Sei Select Small Cap ETF filed as SEI EXCHANGE TRADED FUNDS 2.47% 279,314 $7.8M Add +3.6%
IDCC Interdigital Inc. 2.37% 23,510 $7.5M Reduce -14.4%
SEIQ Sei Qim US Large Cap Quality filed as SEI EXCHANGE TRADED FUNDS 2.37% 192,173 $7.5M Add +6.2%
CMI Cummins Inc. 2.29% 14,169 $7.2M Reduce -18.2%
SEEM Sei Select Em MRKT Eq filed as SEI EXCHANGE TRADED FUNDS 2.18% 221,084 $6.9M Add +2.5%
COR Cencora Inc. 2.14% 19,995 $6.8M Reduce -16.1%
ABBV Abbvie Inc. 1.97% 27,297 $6.2M Reduce -18.2%
AEO American Eagle Outfitters 1.94% 232,997 $6.1M Reduce -17.5%
FFIV F5 Inc. 1.84% 22,833 $5.8M Reduce -14.7%
HURN Huron Consulting Group Inc. 1.83% 33,414 $5.8M Reduce -15.7%
ACM Aecom 1.78% 58,914 $5.6M Reduce -14.1%
CARG Cargurus Inc. 1.70% 140,525 $5.4M Reduce -16.9%
SNDK Sandisk Corp. 1.69% 22,489 $5.3M Reduce -17.2%
HII Huntington Ingalls Industrie 1.61% 14,952 $5.1M Reduce -19.4%
MSFT Microsoft Corp. 1.54% 10,092 $4.9M Reduce -18.6%
PANW Palo Alto Networks Inc. 1.52% 26,066 $4.8M Reduce -19.6%
AX Axos Financial Inc. 1.51% 55,480 $4.8M Reduce -15.9%
SNX TD Synnex Corp. 1.37% 28,932 $4.3M Reduce -15.7%
BRK.B Berkshire Hathaway Inc. Class B 1.35% 8,496 $4.3M Reduce -18.3%
FTNT Fortinet Inc. 1.21% 48,279 $3.8M Reduce -19.9%
FCN Fti Consulting Inc. 1.19% 22,035 $3.8M Reduce -15.6%
TTEK Tetra Tech Inc. 1.19% 112,034 $3.8M Reduce -16.9%
SUPN Supernus Pharmaceuticals Inc. 1.18% 75,124 $3.7M Reduce -15.5%
HTGC Hercules Capital Inc. 1.18% 197,893 $3.7M Reduce -20.5%
CVS CVS Health Corp. 1.17% 46,559 $3.7M Reduce -19.7%
LAD Lithia Motors Inc. 1.16% 11,064 $3.7M Reduce -14.4%
LDOS Leidos Holdings Inc. 1.05% 18,353 $3.3M Reduce -18.9%
CORT Corcept Therapeutics Inc. 1.03% 93,272 $3.2M Reduce -16.2%
CF CF Industries Holdings Inc. filed as CF INDS HLDGS INC 1.00% 40,972 $3.2M Reduce -20.0%
VTI VG Morningstar TS MKT ETF-US 1.00% 9,397 $3.2M No change
AMSF Amerisafe Inc. 0.98% 80,439 $3.1M Reduce -22.7%
VZ Verizon Communications Inc. 0.96% 74,813 $3.0M Reduce -27.3%
CHKP Check Point Software Tech 0.93% 15,807 $2.9M Reduce -18.2%
ZD Ziff Davis Inc. 0.88% 79,515 $2.8M Reduce -21.9%
LNTH Lantheus Holdings Inc. 0.88% 41,840 $2.8M Reduce -17.7%
PII Polaris Inc. 0.84% 42,125 $2.7M Reduce -17.6%
VOO Vanguard S&P 500 ETF 0.83% 4,165 $2.6M No change
VXUS Vanguard Total Intl Stock 0.75% 31,517 $2.4M No change
SYF Synchrony Financial 0.74% 27,909 $2.3M Reduce -20.6%
SWKS Skyworks Solutions Inc. 0.73% 36,527 $2.3M Reduce -13.5%
DVN Devon Energy Corp. 0.69% 59,399 $2.2M Reduce -21.3%
F Ford Motor Co. filed as FORD MTR CO 0.66% 159,854 $2.1M Reduce -26.9%
LUV Southwest Airlines Co. 0.61% 46,889 $1.9M Reduce -15.3%
IVV iShares Core S&P 500 ETF 0.54% 2,488 $1.7M Add +18.0%
CIVI Civitas Resources Inc. 0.52% 60,253 $1.6M Reduce -32.8%
THS Treehouse Foods Inc. 0.51% 68,774 $1.6M Reduce -41.1%
VB Vanguard Most SM-Cap ETF-Usd 0.51% 6,239 $1.6M Add +4.0%
UNH Unitedhealth Group Inc. 0.51% 4,842 $1.6M Reduce -17.2%
OKE Oneok Inc. 0.49% 20,872 $1.5M Reduce -20.9%
FHI Federated Hermes Inc. 0.44% 26,841 $1.4M Reduce -25.1%
XOM Exxon Mobil Corp. 0.42% 11,011 $1.3M Add +0.2%
PRAA Pra Group Inc. 0.41% 73,070 $1.3M Reduce -14.5%
CR Crane Co. 0.41% 6,945 $1.3M Reduce -4.1%
KFRC Kforce Inc. 0.38% 39,156 $1.2M Reduce -27.2%
CBFV CB Financial Services Inc. filed as CB FINL SVCS INC 0.37% 33,642 $1.2M No change
PYPL PayPal Holdings Inc. 0.37% 19,886 $1.2M Reduce -12.2%
WNC Wabash National Corp. 0.36% 132,893 $1.1M Reduce -17.6%
ARCC Ares Capital Corp. 0.36% 55,986 $1.1M Reduce -32.7%
AAPL Apple Inc. 0.35% 4,098 $1.1M Add +14.8%
CL Colgate-Palmolive Co. 0.35% 13,978 $1.1M Reduce -20.5%
BKNG Booking Holdings Inc. 0.35% 205 $1.1M Reduce -12.8%
SJM The JM Smucker Co. filed as SMUCKER J M CO 0.32% 10,441 $1.0M Reduce -24.4%
ABT Abbott Laboratories 0.32% 8,057 $1.0M Reduce -2.6%
PPL PPL Corp. 0.32% 28,638 $1.0M Reduce -33.5%
INTC Intel Corp. 0.29% 24,438 $902K Reduce -15.8%
PNC PNC Financial Services Group 0.28% 4,177 $872K Reduce -2.3%
AMN Amn Healthcare Services Inc. 0.27% 53,925 $850K Reduce -12.9%
PEP Pepsico Inc. 0.27% 5,906 $848K Reduce -23.3%
IJR iShares Core S&P Small-Cap E 0.27% 7,012 $843K Reduce -7.2%
KMB Kimberly-Clark Corp. 0.26% 8,035 $811K Reduce -25.9%
JPM JPMorgan Chase & Co. 0.23% 2,294 $739K Add +3.6%
BNY Bank of New York Mellon Corp. filed as BANK NEW YORK MELLON CORP 0.22% 5,950 $691K Reduce -4.2%
VLUE iShares MSCI USA Value Facto 0.17% 3,924 $537K No change
IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS 0.17% 1,805 $535K Reduce -3.7%
CCSI Consensus Cloud Solution 0.17% 24,470 $534K Reduce -14.6%
FMC FMC Corp. 0.16% 36,471 $506K Reduce -23.5%
NVDA Nvidia Corp. 0.15% 2,581 $481K Reduce -9.6%
JNJ Johnson & Johnson 0.15% 2,276 $471K Add +6.5%
CVX Chevron Corp. 0.13% 2,746 $419K Reduce -0.5%
VO Vngrd Mrngstr MD-Cap ETF-Usd 0.13% 1,365 $396K Reduce -1.5%
GOOG Alphabet Inc. Class C 0.13% 1,262 $396K Reduce -27.0%
CXT Crane NXT Co. 0.11% 7,245 $341K No change
COST Costco Wholesale Corp. 0.11% 386 $333K Add +21.0%
DOW Dow Inc. 0.10% 13,758 $322K Reduce -37.9%
IEFA iShares Core MSCI Eafe ETF 0.10% 3,581 $320K No change
FLO Flowers Foods Inc. 0.10% 28,153 $306K Reduce -35.7%
RTX RTX Corp. 0.09% 1,619 $297K Add +1.8%
BA The Boeing Co. 0.09% 1,264 $274K Reduce -0.2%
V Visa Inc. Class A 0.08% 693 $243K Reduce -6.3%
SHOP Shopify Inc. Class A 0.08% 1,500 $241K No change
AMZN Amazon.com Inc. 0.08% 1,040 $240K Reduce -10.0%
USMV iShares MSCI USA Min Vol Fac 0.07% 2,442 $230K No change
MA Mastercard Inc. Class A 0.07% 380 $217K Reduce -1.6%
PPG PPG Industries Inc. 0.07% 2,077 $213K Reduce -0.3%

Show all 413 holdings

Portfolio Sells Q3 2025 → Q4 2025

CORT Corcept Therapeutics Inc. Reduce -16.2% 1.03% −1.57
ACM Aecom Reduce -14.1% 1.78% −0.74
FFIV F5 Inc. Reduce -14.7% 1.84% −0.59
PANW Palo Alto Networks Inc. Reduce -19.6% 1.52% −0.34
VZ Verizon Communications Inc. Reduce -27.3% 0.96% −0.31
AMSF Amerisafe Inc. Reduce -22.7% 0.98% −0.30
CIVI Civitas Resources Inc. Reduce -32.8% 0.52% −0.30
IDCC Interdigital Inc. Reduce -14.4% 2.37% −0.30
FMC FMC Corp. Reduce -23.5% 0.16% −0.29
CF CF Industries Holdings Inc. Reduce -20.0% 1.00% −0.29
MSFT Microsoft Corp. Reduce -18.6% 1.54% −0.26
FTNT Fortinet Inc. Reduce -19.9% 1.21% −0.21
ZD Ziff Davis Inc. Reduce -21.9% 0.88% −0.21
SNX TD Synnex Corp. Reduce -15.7% 1.37% −0.21
ABBV Abbvie Inc. Reduce -18.2% 1.97% −0.20
CHKP Check Point Software Tech Reduce -18.2% 0.93% −0.20
SWKS Skyworks Solutions Inc. Reduce -13.5% 0.73% −0.18
LDOS Leidos Holdings Inc. Reduce -18.9% 1.05% −0.15
THS Treehouse Foods Inc. Reduce -41.1% 0.51% −0.15
HTGC Hercules Capital Inc. Reduce -20.5% 1.18% −0.15
ETHE Grayscale Ethereum Staking E Sold out 0.00% −0.13
PPL PPL Corp. Reduce -33.5% 0.32% −0.13
KMB Kimberly-Clark Corp. Reduce -25.9% 0.26% −0.12
ARCC Ares Capital Corp. Reduce -32.7% 0.36% −0.12
BRK.B Berkshire Hathaway Inc. Class B Reduce -18.3% 1.35% −0.12
SJM The JM Smucker Co. Reduce -24.4% 0.32% −0.10
WNC Wabash National Corp. Reduce -17.6% 0.36% −0.08
FHI Federated Hermes Inc. Reduce -25.1% 0.44% −0.08
VEA Vanguard Ftse Developed ETF Reduce -95.1% 0.00% −0.08
TTEK Tetra Tech Inc. Reduce -16.9% 1.19% −0.08
F Ford Motor Co. Reduce -26.9% 0.66% −0.07
KFRC Kforce Inc. Reduce -27.2% 0.38% −0.07
AMN Amn Healthcare Services Inc. Reduce -12.9% 0.27% −0.07
CCSI Consensus Cloud Solution Reduce -14.6% 0.17% −0.07
CARG Cargurus Inc. Reduce -16.9% 1.70% −0.07
FLO Flowers Foods Inc. Reduce -35.7% 0.10% −0.06
UNH Unitedhealth Group Inc. Reduce -17.2% 0.51% −0.06
CVS CVS Health Corp. Reduce -19.7% 1.17% −0.06
PYPL PayPal Holdings Inc. Reduce -12.2% 0.37% −0.06
AX Axos Financial Inc. Reduce -15.9% 1.51% −0.06
OKE Oneok Inc. Reduce -20.9% 0.49% −0.06
DVN Devon Energy Corp. Reduce -21.3% 0.69% −0.06
FE Firstenergy Corp. Reduce -92.7% 0.00% −0.05
SBUX Starbucks Corp. Reduce -83.3% 0.01% −0.05
DMLP Dorchester Minerals LP Sold out 0.00% −0.05
CL Colgate-Palmolive Co. Reduce -20.5% 0.35% −0.05
PG The Procter & Gamble Co. Reduce -44.7% 0.06% −0.05
VWO Vanguard Ftse Emerging Marke Reduce -85.2% 0.01% −0.04
DOW Dow Inc. Reduce -37.9% 0.10% −0.04
PEP Pepsico Inc. Reduce -23.3% 0.27% −0.04

Portfolio Buys Q3 2025 → Q4 2025

SEIV Sei Qim US Large Cap Value A Add +5.2% 4.91% +1.02
SEIE Sei Select Intl Equity Add +3.2% 4.96% +0.95
SEIM Sei Qim US Large Cap Momentu Add +4.8% 4.74% +0.78
SEIQ Sei Qim US Large Cap Quality Add +6.2% 2.37% +0.40
SEIS Sei Select Small Cap ETF Add +3.6% 2.47% +0.35
SEEM Sei Select Em MRKT Eq Add +2.5% 2.18% +0.34
IVV iShares Core S&P 500 ETF Add +18.0% 0.54% +0.14
AAPL Apple Inc. Add +14.8% 0.35% +0.10
VB Vanguard Most SM-Cap ETF-Usd Add +4.0% 0.51% +0.08
XOM Exxon Mobil Corp. Add +0.2% 0.42% +0.07
JNJ Johnson & Johnson Add +6.5% 0.15% +0.04
JPM JPMorgan Chase & Co. Add +3.6% 0.23% +0.04
LLY Eli Lilly & Co. Add +31.0% 0.06% +0.03
KO The Coca-Cola Co. Add +146.5% 0.04% +0.03
MDY State Street SPDR S&P Midcap New 0.02% +0.02
COST Costco Wholesale Corp. Add +21.0% 0.11% +0.02
CSCO Cisco Systems Inc. Add +35.8% 0.05% +0.02
EFA iShares MSCI Eafe ETF Add +45.3% 0.05% +0.02
GOOGL Alphabet Inc. Class A Add +12.5% 0.06% +0.02
AVGO Broadcom Inc. Add +24.5% 0.07% +0.02
RTX RTX Corp. Add +1.8% 0.09% +0.02
AMGN Amgen Inc. Add +61.4% 0.03% +0.02
MCD McDonald's Corp. Add +25.1% 0.05% +0.01
TSLA Tesla Inc. Add +23.3% 0.04% +0.01
LMT Lockheed Martin Corp. Add +47.5% 0.03% +0.01
WBD Warner Bros Discovery Inc. Add +118.4% 0.01% +0.01
INTU Intuit Inc. Add +15.8% 0.04% +0.01
CG The Carlyle Group Inc. Add +211.9% 0.01% +0.01
GOVT iShares US Treasury Bond ETF New 0.01% +0.01
XLU St Sr Utl SL SE SPDR ETF-Usd New 0.01% +0.01
BAC Bank of America Corp. Add +3.5% 0.04% +0.01
LRCX Lam Research Corp. Add +59.4% 0.01% +0.01
AMAT Applied Materials Inc. Add +20.6% 0.01% +0.01
SPGI S&P Global Inc. Add +9.2% 0.02% +0.01
GILD Gilead Sciences Inc. Add +68.9% 0.01% +0.01
MDLZ Mondelez International Inc. Class A Add +94.1% 0.01% +0.01
PLD Prologis Inc. Add +57.1% 0.01% +0.01
SLB SLB Ltd. Add +93.8% 0.01% +0.01
HAL Halliburton Co. Add +369.8% 0.01% +0.00
ISRG Intuitive Surgical Inc. Add +45.2% 0.01% +0.00
CZR Caesars Entertainment Inc. Add +813.2% 0.00% +0.00
CTRA Coterra Energy Inc. Add +414.0% 0.00% +0.00
VRT Vertiv Holdings Co. Class A Add +71.3% 0.01% +0.00
SBAC SBA Communications Corp. Add +983.3% 0.00% +0.00
ADBE Adobe Inc. Add +223.1% 0.00% +0.00
ARES Ares Management Corp. Class A Add +160.5% 0.01% +0.00
KMI Kinder Morgan Inc. Add +416.1% 0.00% +0.00
NDAQ Nasdaq Inc. Add +192.3% 0.00% +0.00
NKE Nike Inc. Class B Add +994.1% 0.00% +0.00
PLTR Palantir Technologies Inc. Class A Add +31.8% 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