Somerset Trust Co Diversified Active

Location: Somerset, PA

CIK: 0001597099 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: Apr 2, 2026

Total Value: $326M (100.0% shares, 0.0% debt)

Holdings (174)

AAPL APPLE INC 4.2%
Value $13.68M Shares 53,918 Est. Cost $87.29 Unrealized +201.1%
MSFT MICROSOFT CORP COM 3.9%
Value $12.65M Shares 34,173 Est. Cost $67.50 Unrealized +543.9%
JNJ JOHNSON AND JOHNSON 3.0%
Value $9.694M Shares 39,660 Est. Cost $98.02 Unrealized +132.5%
JPM JPMORGAN CHASE & CO COM 3.0%
Value $9.68M Shares 32,906 Est. Cost $57.57 Unrealized +441.0%
WMT WAL MART INC COM 2.9%
Value $9.52M Shares 76,601 Est. Cost $48.40 Unrealized +152.1%
NEE NEXTERA ENERGY INC COM 2.7%
Value $8.698M Shares 93,647 Est. Cost $57.78 Unrealized +50.9%
ADI ANALOG DEVICES INC COM 2.6%
Value $8.564M Shares 26,918 Est. Cost $63.37 Unrealized +398.9%
CSCO CISCO SYS INC COM 2.6%
Value $8.468M Shares 109,135 Est. Cost $21.20 Unrealized +267.5%
RTX RTX CORPORATION 2.3%
Value $7.602M Shares 39,410 Est. Cost $65.87 Unrealized +198.5%
AMGN AMGEN INC COM 2.3%
Value $7.427M Shares 21,108 Est. Cost $148.96 Unrealized +134.7%
LOW LOWES COS INC COM 2.2%
Value $7.318M Shares 30,970 Est. Cost $64.72 Unrealized +319.5%
LHX L3HARRIS TECHNOLOGIES INC 2.1%
Value $6.981M Shares 20,225 Est. Cost $171.70 Unrealized +99.8%
AFL AFLAC INC 1.8%
Value $5.992M Shares 54,616 Est. Cost $34.10 Unrealized +226.2%
MCD MCDONALDS CORP COM 1.8%
Value $5.876M Shares 18,906 Est. Cost $133.16 Unrealized +138.3%
LIN LINDE PLC 1.7%
Value $5.657M Shares 11,411 Est. Cost $327.30 Unrealized +40.5%
AVGO BROADCOM INC 1.7%
Value $5.575M Shares 18,011 Est. Cost $220.46 Unrealized +51.6%
COST COSTCO WHSL CORP NEW COM 1.7%
Value $5.536M Shares 5,556 Est. Cost $106.27 Unrealized +806.9%
ITW ILLINOIS TOOL WORKS INC COM 1.7%
Value $5.46M Shares 20,975 Est. Cost $101.16 Unrealized +170.1%
FDN FIRST TR EXCHANGE TRADED FD DJ INTERNT IDX 1.6%
Value $5.333M Shares 22,787 Est. Cost $84.21 Unrealized
NSC NORFOLK SOUTHERN CORP. COM 1.6%
Value $5.156M Shares 17,964 Est. Cost $110.68 Unrealized +169.4%
GD GENERAL DYNAMICS 1.6%
Value $5.13M Shares 14,947 Est. Cost $112.28 Unrealized +215.7%
CB CHUBB LIMITED COM 1.5%
Value $4.755M Shares 14,590 Est. Cost $110.48 Unrealized +186.2%
ABT ABBOTT LABS COM 1.4%
Value $4.678M Shares 45,567 Est. Cost $56.52 Unrealized +104.2%
BLK BLACKROCK INC 1.4%
Value $4.559M Shares 4,741 Est. Cost $990.67 Unrealized +10.8%
WEC WEC ENERGY GROUP INC 1.3%
Value $4.334M Shares 37,432 Est. Cost $56.71 Unrealized +93.8%
MDT MEDTRONIC PLC SHS 1.3%
Value $4.205M Shares 48,523 Est. Cost $63.74 Unrealized +56.1%
ADP AUTOMATIC DATA PROCESSING INCOM 1.2%
Value $4.037M Shares 19,869 Est. Cost $89.04 Unrealized +170.5%
APD AIR PRODUCTS & CHEMICALS INC 1.2%
Value $3.913M Shares 13,469 Est. Cost $129.86 Unrealized +109.1%
PSX PHILLIPS 66 COM 1.2%
Value $3.869M Shares 21,238 Est. Cost $61.55 Unrealized +139.0%
META META PLATFORMS INC 1.1%
Value $3.659M Shares 6,396 Est. Cost $617.44 Unrealized +6.2%
EMR EMERSON ELEC CO COM 1.1%
Value $3.626M Shares 27,674 Est. Cost $53.98 Unrealized +175.1%
PEP PEPSICO INC COM 1.1%
Value $3.511M Shares 22,607 Est. Cost $93.76 Unrealized +65.0%
PG PROCTER & GAMBLE CO COM 1.0%
Value $3.311M Shares 22,922 Est. Cost $91.96 Unrealized +65.0%
CVX CHEVRONTEXACO CORP COM 1.0%
Value $3.25M Shares 15,707 Est. Cost $82.66 Unrealized +107.9%
ROST ROSS STORES INC COM 1.0%
Value $3.231M Shares 14,915 Est. Cost $46.69 Unrealized +312.0%
GOOGL ALPHABET INC CAP STK CL A 1.0%
Value $3.211M Shares 11,165 Est. Cost $154.42 Unrealized +109.4%
PAYX PAYCHEX INC COM 1.0%
Value $3.13M Shares 33,978 Est. Cost $47.60 Unrealized +114.3%
CEG CONSTELLATION ENERGY CORP 0.9%
Value $2.917M Shares 10,445 Est. Cost $267.41 Unrealized +12.6%
ES EVERSOURCE ENERGY COM 0.9%
Value $2.887M Shares 41,672 Est. Cost $46.68 Unrealized +50.2%
MU MICRON TECHNOLOGY INC 0.9%
Value $2.8M Shares 8,288 Est. Cost $90.58 Unrealized +327.3%
MS MORGAN STANLEY DEAN WITTER DISCOVER & CO 0.8%
Value $2.771M Shares 16,838 Est. Cost $75.53 Unrealized +137.9%
BDX BECTON DICKINSON AND COMPANY 0.8%
Value $2.756M Shares 17,527 Est. Cost $145.96 Unrealized +15.0%
ACN ACCENTURE PLC 0.8%
Value $2.749M Shares 13,864 Est. Cost $162.11 Unrealized +56.2%
HD HOME DEPOT INC COM 0.8%
Value $2.726M Shares 8,289 Est. Cost $82.65 Unrealized +356.1%
CL COLGATE PALMOLIVE CO COM 0.7%
Value $2.402M Shares 28,177 Est. Cost $61.56 Unrealized +44.2%
TSM TAIWAN SEMICONDUCTOR MFG CO 0.7%
Value $2.287M Shares 6,768 Est. Cost $138.22 Unrealized
DY DYCOM INDS INC 0.6%
Value $2.114M Shares 6,240 Est. Cost $125.15 Unrealized +207.2%
FDS FACTSET RESEARCH SYSTEMS INC 0.6%
Value $1.966M Shares 9,060 Est. Cost $166.46 Unrealized +48.5%
JEPI J P MORGAN EXCHANGE-TRADED FD 0.6%
Value $1.887M Shares 33,286 Est. Cost $54.98 Unrealized
COF CAPITAL ONE FINANCIAL CORP 0.6%
Value $1.886M Shares 10,339 Est. Cost $65.63 Unrealized +240.1%
CMCSA COMCAST CORP NEW CL A 0.6%
Value $1.878M Shares 65,424 Est. Cost $36.09 Unrealized -17.4%
T AT&T INC COM 0.6%
Value $1.836M Shares 63,321 Est. Cost $15.99 Unrealized +61.0%
DGX QUEST DIAGNOSTICS INC 0.6%
Value $1.81M Shares 9,238 Est. Cost $59.74 Unrealized +219.0%
CLX CLOROX COMPANY COM 0.5%
Value $1.77M Shares 17,083 Est. Cost $99.75 Unrealized +14.7%
C CITIGROUP INC COM NEW 0.5%
Value $1.687M Shares 14,873 Est. Cost $38.37 Unrealized +202.8%
USB US BANCORP DEL COM NEW 0.5%
Value $1.686M Shares 32,414 Est. Cost $38.92 Unrealized +45.5%
TSLA TESLA INC 0.5%
Value $1.588M Shares 4,272 Est. Cost $236.25 Unrealized +80.3%
NVDA NVIDIA CORP COM 0.5%
Value $1.551M Shares 8,892 Est. Cost $117.96 Unrealized +58.2%
RSPG INVESCO EXCHANGE TRADED FD TR 0.5%
Value $1.513M Shares 13,817 Est. Cost $75.90 Unrealized
PFF ISHARES TR U.S. PFD STK ETF 0.5%
Value $1.504M Shares 49,615 Est. Cost $35.44 Unrealized
ITOT ISHARES TR 0.5%
Value $1.48M Shares 10,391 Est. Cost $104.93 Unrealized
NKE NIKE INC CL B 0.4%
Value $1.41M Shares 26,686 Est. Cost $66.21 Unrealized -3.4%
MET METLIFE INC 0.4%
Value $1.239M Shares 17,525 Est. Cost $33.08 Unrealized +134.1%
GILD GILEAD SCIENCES INC 0.3%
Value $1.073M Shares 7,698 Est. Cost $55.25 Unrealized +150.4%
AMT AMERICAN TOWER CORP NEW COM 0.3%
Value $1.069M Shares 6,195 Est. Cost $206.41 Unrealized -15.3%
SOXX iSHARES SEMICONDUCTOR ETF 0.3%
Value $1.067M Shares 3,245 Est. Cost $274.43 Unrealized
MRK MERCK & CO INC NEW 0.3%
Value $1.037M Shares 8,620 Est. Cost $88.16 Unrealized +29.6%
FANG DIAMONDBACK ENERGY INC COM 0.3%
Value $992K Shares 5,015 Est. Cost $135.20 Unrealized +18.2%
FLCG FEDERATED HERMES MDT LARGE CAP GROWTH ETF 0.3%
Value $943K Shares 31,529 Est. Cost $29.90 Unrealized
NUKZ RANGE NUCLEAR RENAISSANCE ETF 0.3%
Value $937K Shares 14,253 Est. Cost $64.87 Unrealized
BABA ALIBABA GROUP HLDG LTD SPONSORED ADS 0.3%
Value $922K Shares 7,351 Est. Cost $133.40 Unrealized
LRCX LAM RESEARCH CORP 0.3%
Value $902K Shares 4,220 Est. Cost $76.00 Unrealized +197.3%
AMAT APPLIED MATLS INC COM 0.3%
Value $872K Shares 2,552 Est. Cost $181.76 Unrealized +79.7%
ABBV ABBVIE INC COM 0.3%
Value $853K Shares 3,922 Est. Cost $142.04 Unrealized +56.7%
FIVE FIVE BELOW INC COM 0.3%
Value $845K Shares 3,698 Est. Cost $139.35 Unrealized +44.7%
HEWJ ISHARES TR 0.3%
Value $828K Shares 14,719 Est. Cost $36.51 Unrealized
RDDT REDDIT INC 0.2%
Value $808K Shares 6,000 Est. Cost $164.22 Unrealized +15.5%
RBC RBC BEARINGS INC 0.2%
Value $803K Shares 1,479 Est. Cost $256.89 Unrealized +101.5%
VZ VERIZON COMMUNICATIONS INC COM 0.2%
Value $801K Shares 15,958 Est. Cost $36.63 Unrealized +19.6%
IVV ISHARES CORE S&P 500 ETF 0.2%
Value $746K Shares 1,142 Est. Cost $449.36 Unrealized
NTR NUTRIEN LTD 0.2%
Value $743K Shares 9,852 Est. Cost $40.15 Unrealized +69.6%
GOOG ALPHABET INC CAP STK CL C 0.2%
Value $717K Shares 2,500 Est. Cost $209.93 Unrealized +54.2%
HSY HERSHEY FOODS CORP COM 0.2%
Value $714K Shares 3,436 Est. Cost $196.82 Unrealized +4.0%
NEM NEWMONT MINING CORP 0.2%
Value $705K Shares 6,509 Est. Cost $48.39 Unrealized +144.1%
LDOS LEIDOS HLDGS INC COM 0.2%
Value $699K Shares 4,493 Est. Cost $127.53 Unrealized +45.9%
EPD ENTERPRISE PRODS PARTNERS L COM 0.2%
Value $682K Shares 18,035 Est. Cost $31.01 Unrealized
KEYS KEYSIGHT TECHNOLOGIES INC 0.2%
Value $660K Shares 2,338 Est. Cost $98.67 Unrealized +131.3%
VMC VULCAN MATERIALS COMPANY 0.2%
Value $658K Shares 2,416 Est. Cost $220.87 Unrealized +38.9%
GLD SPDR GOLD SHARES ETF 0.2%
Value $652K Shares 1,516 Est. Cost $208.63 Unrealized
WAT WATERS CORP 0.2%
Value $634K Shares 2,130 Est. Cost $367.10 Unrealized 0.0%
XAR STATE STREET SPDR S&P AEROSPACE & DEFENSE ETF 0.2%
Value $634K Shares 2,496 Est. Cost $185.37 Unrealized
BLBD BLUE BIRD CORP 0.2%
Value $616K Shares 10,853 Est. Cost $41.22 Unrealized +29.0%
PNR PENTAIR PLC SHS 0.2%
Value $611K Shares 7,014 Est. Cost $37.87 Unrealized +170.9%
LLY LILLY ELI & CO COM 0.2%
Value $585K Shares 636 Est. Cost $410.24 Unrealized +155.2%
PKG PACKAGING CORP OF AMERICA 0.2%
Value $580K Shares 2,734 Est. Cost $46.74 Unrealized +384.2%
IRM IRON MTN INC NEW 0.2%
Value $580K Shares 5,675 Est. Cost $81.48 Unrealized +2.2%
MA MASTERCARD INC CL A 0.2%
Value $578K Shares 1,157 Est. Cost $404.14 Unrealized +33.4%
PSCT INVESCO EXCHNG TRADED FD TR S&P SMLCP INFO 0.2%
Value $569K Shares 9,475 Est. Cost $57.22 Unrealized
CBOE CBOE GLOBAL MARKETS INC COM 0.2%
Value $561K Shares 1,997 Est. Cost $105.83 Unrealized +157.0%
IJH ISHARES CORE S&P MID-CAP ETF 0.2%
Value $559K Shares 8,280 Est. Cost $79.45 Unrealized
CI CIGNA GROUP 0.2%
Value $554K Shares 2,077 Est. Cost $196.98 Unrealized +42.5%
SBUX STARBUCKS CORPORATION 0.2%
Value $535K Shares 5,968 Est. Cost $84.53 Unrealized +10.8%
SPYG SPDR SER TR 0.2%
Value $528K Shares 5,394 Est. Cost $61.75 Unrealized
CRUS CIRRUS LOGIC 0.2%
Value $521K Shares 3,601 Est. Cost $103.88 Unrealized +27.6%
VWO VANGUARD MSCI EMERGING MARKETS ETF 0.2%
Value $514K Shares 9,509 Est. Cost $54.06 Unrealized
IJR ISHARES CORE S&P SMALL-CAP ETF 0.1%
Value $458K Shares 3,682 Est. Cost $90.20 Unrealized
THC TENET HEALTHCARE CORP COM NEW 0.1%
Value $457K Shares 2,421 Est. Cost $133.59 Unrealized +54.4%
EQT EQT CORP 0.1%
Value $456K Shares 7,158 Est. Cost $42.22 Unrealized +30.9%
AMP AMERIPRISE FINL INC COM 0.1%
Value $451K Shares 1,014 Est. Cost $466.99 Unrealized +7.1%
TKO TKO GROUP HOLDINGS INC 0.1%
Value $448K Shares 2,221 Est. Cost $154.07 Unrealized +33.4%
FDX FEDEX CORP COM 0.1%
Value $441K Shares 1,239 Est. Cost $190.41 Unrealized +78.0%
SONY SONY CORP ADR NEW 0.1%
Value $431K Shares 20,821 Est. Cost $31.21 Unrealized
HUBB HUBBELL INC COM 0.1%
Value $429K Shares 875 Est. Cost $78.64 Unrealized +529.8%
SIGI SELECTIVE INS GROUP INC 0.1%
Value $427K Shares 5,665 Est. Cost $77.31 Unrealized +8.9%
SHOP SHOPIFY INC 0.1%
Value $427K Shares 3,599 Est. Cost $99.31 Unrealized +37.4%
MO ALTRIA GROUP INC 0.1%
Value $414K Shares 6,279 Est. Cost $49.61 Unrealized +27.1%
DHI D R HORTON 0.1%
Value $412K Shares 3,001 Est. Cost $147.11 Unrealized +6.0%
SPYV SPDR SER TR 0.1%
Value $408K Shares 7,210 Est. Cost $40.02 Unrealized
AMZN AMAZON COM INC 0.1%
Value $404K Shares 1,942 Est. Cost $134.67 Unrealized +68.4%
SYM SYMBOTIC INC 0.1%
Value $394K Shares 7,398 Est. Cost $26.19 Unrealized +131.7%
TRV TRAVELERS COS INC 0.1%
Value $379K Shares 1,301 Est. Cost $225.66 Unrealized +27.9%
DECK DECKERS OUTDOOR CORP 0.1%
Value $355K Shares 3,549 Est. Cost $139.54 Unrealized -21.5%
TEL TE CONNECTIVITY PLC 0.1%
Value $348K Shares 1,665 Est. Cost $146.73 Unrealized +56.6%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.1%
Value $347K Shares 724 Est. Cost $298.80 Unrealized +65.2%
MLPX GLOBAL X FDS 0.1%
Value $346K Shares 4,680 Est. Cost $63.53 Unrealized
WCN WASTE CONNECTIONS INC 0.1%
Value $345K Shares 2,124 Est. Cost $101.55 Unrealized +64.8%
GWRE GUIDEWIRE SOFTWARE INC COM 0.1%
Value $340K Shares 2,271 Est. Cost $108.28 Unrealized +38.7%
EATON VANCE TAX-MA 0.1%
Value $338K Shares 23,446 Est. Cost $14.44 Unrealized
ACM AECOM COM 0.1%
Value $336K Shares 3,964 Est. Cost $81.20 Unrealized +19.6%
XOM EXXON MOBIL CORP 0.1%
Value $320K Shares 1,888 Est. Cost $99.49 Unrealized +39.5%
CHWY CHEWY INC 0.1%
Value $318K Shares 11,761 Est. Cost $32.45 Unrealized -9.8%
HON HONEYWELL INTL INC 0.1%
Value $315K Shares 1,394 Est. Cost $185.19 Unrealized +22.0%
ADBE ADOBE SYS INC COM 0.1%
Value $315K Shares 1,294 Est. Cost $474.98 Unrealized -39.0%
PSCH INVESCO EXCHNG TRADED FD TR S&P SMLCP HELT 0.1%
Value $310K Shares 7,534 Est. Cost $68.63 Unrealized
FCF FIRST COMWLTH FINL CORP PA COM 0.1%
Value $294K Shares 16,728 Est. Cost $12.94 Unrealized +37.5%
MGM MGM RESORTS INTERNATIONAL COM 0.1%
Value $292K Shares 7,899 Est. Cost $35.07 Unrealized +0.1%
MPLX MPLX LP COM UNIT REP LTD 0.1%
Value $292K Shares 5,120 Est. Cost $51.51 Unrealized
UNP UNION PACIFIC CORP 0.1%
Value $292K Shares 1,203 Est. Cost $217.54 Unrealized +11.9%
GNRC GENERAC HLDGS INC 0.1%
Value $289K Shares 1,478 Est. Cost $125.08 Unrealized +46.4%
TMO THERMO FISHER SCIENTIFIC INC 0.1%
Value $289K Shares 587 Est. Cost $510.87 Unrealized +12.5%
IEFA ISHARES TR CORE MSCI EAFE 0.1%
Value $283K Shares 3,127 Est. Cost $77.42 Unrealized
GS GOLDMAN, SACHS & CO 0.1%
Value $275K Shares 325 Est. Cost $571.74 Unrealized +63.1%
DIS DISNEY WALT CO COM DISNEY 0.1%
Value $274K Shares 2,844 Est. Cost $124.29 Unrealized -11.9%
CPAY CORPAY INC 0.1%
Value $271K Shares 933 Est. Cost $290.96 Unrealized +12.6%
ROL ROLLINS INC 0.1%
Value $270K Shares 5,053 Est. Cost $37.88 Unrealized +63.2%
D DOMINION RES INC VA NEW COM 0.1%
Value $266K Shares 4,295 Est. Cost $53.30 Unrealized +15.6%
WRB BERKLEY W R CORP 0.1%
Value $265K Shares 3,993 Est. Cost $40.21 Unrealized +72.7%
WYNN WYNN RESORTS LTD COM 0.1%
Value $259K Shares 2,549 Est. Cost $115.07 Unrealized -0.8%
RLI RLI CORP 0.1%
Value $257K Shares 4,500 Est. Cost $52.48 Unrealized +14.6%
STAG STAG INDL INC 0.1%
Value $249K Shares 6,915 Est. Cost $32.34 Unrealized
WSO WATSCO INC 0.1%
Value $249K Shares 684 Est. Cost $357.89 Unrealized +9.6%
O REALTY INCOME CORP 0.1%
Value $248K Shares 4,052 Est. Cost $52.63 Unrealized +8.9%
BRO BROWN & BROWN INC 0.1%
Value $248K Shares 3,797 Est. Cost $45.70 Unrealized +62.4%
REG REGENCY CTRS CORP COM 0.1%
Value $246K Shares 3,245 Est. Cost $67.96 Unrealized 0.0%
THG HANOVER INS GROUP INC 0.1%
Value $237K Shares 1,366 Est. Cost $160.39 Unrealized +8.3%
V VISA INC 0.1%
Value $237K Shares 783 Est. Cost $337.90 Unrealized -2.6%
LH LABCORP HOLDINGS INC 0.1%
Value $231K Shares 864 Est. Cost $243.40 Unrealized +11.4%
AJG GALLAGHER ARTHUR J & CO COM 0.1%
Value $230K Shares 1,062 Est. Cost $40.94 Unrealized +487.2%
MCHP MICROCHIP TECHNOLOGY INC. 0.1%
Value $228K Shares 3,523 Est. Cost $54.68 Unrealized +38.6%
INFY INFOSYS LTD SPONSORED ADR 0.1%
Value $223K Shares 16,525 Est. Cost $20.09 Unrealized
CVS CVS HEALTH CORP. 0.1%
Value $223K Shares 3,100 Est. Cost $59.36 Unrealized +31.3%
UPS UNITED PARCEL SERVICE OF AMERICA INC 0.1%
Value $223K Shares 2,263 Est. Cost $92.75 Unrealized +18.5%
CTO CTO RLTY GROWTH INC NEW 0.1%
Value $215K Shares 11,649 Est. Cost $19.00 Unrealized
MDYG SPDR SER TR 0.1%
Value $215K Shares 2,239 Est. Cost $86.87 Unrealized
FNB FNB CORP PA COM 0.1%
Value $214K Shares 12,794 Est. Cost $10.37 Unrealized +71.7%
DPZ DOMINOS PIZZA INC 0.1%
Value $213K Shares 595 Est. Cost $415.07 Unrealized -3.4%
HAL HALLIBURTON CO HOLDING CO 0.1%
Value $209K Shares 5,362 Est. Cost $33.54 Unrealized 0.0%
BJRI BJS RESTAURANTS INC COM 0.1%
Value $206K Shares 5,880 Est. Cost $35.52 Unrealized +20.4%
AXP AMERICAN EXPRESS CO COM 0.1%
Value $206K Shares 681 Est. Cost $279.37 Unrealized +27.5%
MDYV SPDR SER TR 0.1%
Value $205K Shares 2,413 Est. Cost $83.41 Unrealized
IBM INTERNATIONAL BUSINESS MACHSCOM 0.1%
Value $202K Shares 835 Est. Cost $241.56 Unrealized +17.5%
RPM RPM INTERNATIONAL INC 0.1%
Value $202K Shares 2,029 Est. Cost $93.01 Unrealized +20.6%
VG VENTURE GLOBAL INC 0.0%
Value $158K Shares 10,000 Est. Cost $8.89 Unrealized 0.0%
BITO PROSHARES TR 0.0%
Value $144K Shares 15,500 Est. Cost $19.68 Unrealized