Somerset Trust Co
13F AUM
ⓘ$326.1M
Holdings
174
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 76.3#103
Quality
$13.7M53,918 sh - 83.9#15
Quality
$12.6M34,173 sh - 73.0#212
Quality
$9.7M39,660 sh - 35.7
Quality
$9.7M32,906 sh - 63.4
Quality
$9.5M76,601 sh - 71.9
Quality
$8.7M93,647 sh - 62.2
Quality
$8.6M26,918 sh - 68.0
Quality
$8.5M109,135 sh - 70.0
Quality
$7.6M39,410 sh - 79.8
Quality
$7.4M21,108 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| 76.3#103 | $13.7M | 53,918 | |
| 83.9#15 | $12.6M | 34,173 | |
| 73.0#212 | $9.7M | 39,660 | |
| 35.7 | $9.7M | 32,906 | |
| 63.4 | $9.5M | 76,601 | |
| 71.9 | $8.7M | 93,647 | |
| 62.2 | $8.6M | 26,918 | |
| 68.0 | $8.5M | 109,135 | |
| 70.0 | $7.6M | 39,410 | |
| 79.8 | $7.4M | 21,108 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Somerset Trust Co's 174 positions.
Showing top 10 of 174 holdings.
Sector Allocation
Technology
$96.6M
Financials
$50.0M
Consumer Discretionary
$39.3M
Healthcare
$35.6M
Industrials
$34.4M
Utilities
$19.4M
Materials
$14.2M
Energy
$12.3M
Browse Top Institutional Investors
13F Pro tracks 8,700+ institutional investors filing 13F reports with the SEC.
to search all 8,700+ institutional filers.
Available Analysis
13F Pro tracks comprehensive institutional data for Somerset Trust Co including:
Track Somerset Trust Co's Full Portfolio
See every holding, quarter-over-quarter changes, sector allocation, and accumulation patterns for Somerset Trust Co and 8,700+ other institutional investors.
Free tier includes full 13F search and fund profiles. Pro starts at $6.67/mo (billed annually).
AI-Powered Hedge Fund Analysis: Somerset Trust Co
13F Pro is an AI hedge fund tracker and stock research platform. For Somerset Trust Co (SEC CIK: 1597099), the platform ingests every quarterly Form 13F filing and applies AI-powered analysis on top — 10 specialized AI analysts (value, growth, momentum, macro, activist, and more) debate the fund's top positions and publish AI-generated analysis with cited SEC sources.
Every holding in Somerset Trust Co's portfolio is scored on a 32-signal AI quality ranking (ROIC, FCF margin, revenue growth, institutional flow, earnings quality, shareholder dilution, and more). Track accumulation and distribution quarter over quarter, identify conviction positions, and see AI stock analysis for each position — alongside 8,700+ other institutional filers and 6,000+ ranked companies.