What does Sageworth Trust Co hold?

Sageworth Trust Co's 13F holdings are disclosed quarterly in Form 13F-HR filings on SEC EDGAR. Full top-holdings list, quarter-over-quarter position changes, and sector allocation breakdown are available at https://13fpro.ai/research/fund/1482688.

What is Sageworth Trust Co's AUM?

Sageworth Trust Co reported approximately $2.5B in 13F-reportable AUM as of 2026-06-30. This figure reflects long US-listed positions disclosed on Form 13F-HR and excludes non-13F-reportable holdings (cash, short positions, certain derivatives, and non-US securities).

Where does 13F Pro source Sageworth Trust Co's holdings?

All Sageworth Trust Co holdings data comes directly from SEC EDGAR Form 13F-HR filings under CIK 1482688. Data refreshes automatically each quarter as new 13F filings are submitted (typically within 45 days of quarter-end). 13F Pro applies no third-party rewrites or estimates.

How often is Sageworth Trust Co's 13F data updated on 13F Pro?

Sageworth Trust Co's holdings update on 13F Pro within hours of each new Form 13F-HR filing on SEC EDGAR. Quarterly position changes, accumulation/distribution flags, and sector allocation are recalculated on each refresh.

Sageworth Trust Co

Institutional InvestorSimilar funds →SEC EDGAR: CIK 1482688

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Sector Allocation

Other93.8%$2.4B
Industrials3.6%$92.5M
Technology0.9%$24.2M
Financials0.9%$21.9M
Healthcare0.3%$8.7M
Consumer Discretionary0.3%$7.3M
Consumer Staples0.1%$1.6M
Energy0.1%$1.5M
Materials0.0%$385,294

AUM History

13fpro.ai/research/fund/sageworth-trust-co-1482688

Conviction and streaks

Concentrating · top 10 = 81.2%

From the fund's last 12 quarters of 13F filings: positions held longest at size, and names it added to or trimmed several quarters running.

$Conviction hold15.9% weight · held 10 quarters

$Conviction hold12.9% weight · held 10 quarters

$Conviction hold10.8% weight · held 10 quarters

$Conviction hold10.7% weight · held 10 quarters

$Conviction hold9.1% weight · held 10 quarters

$Accumulating+672% shares · 9 quarters running

$IBITAccumulating+557% shares · 8 quarters running

$Accumulating+70% shares · 6 quarters running

$QQQAccumulating+298% shares · 3 quarters running

$TSLAAccumulating+7% shares · 2 quarters running

$Trimming-13% shares · 9 quarters running

$Trimming-51% shares · 9 quarters running

$DOVTrimming-5% shares · 6 quarters running

$Trimming-1% shares · 5 quarters running

$Trimming-10% shares · 4 quarters running

Largest positions — Q2 2026

VANGUARD
$403.1M
VANGUARD
$326.8M
VANGUARD
$275.2M
ISHARES
$270.9M
DIMENSIONAL
$229.7M
SPY
$164.5M
DIMENSIONAL
$118.6M
ISHARES
$104.9M
DOV
$89.2M
VANGUARD
$78.7M
DIMENSIONAL
$75.7M
DIMENSIONAL
$64.0M
VANGUARD
$32.7M
DIMENSIONAL
$30.5M
Eagle
$29.9M
ISHARES
$25.2M
MFC
$17.2M
ISHARES
$15.0M
ISHARES
$14.8M
EA
$10.6M

Top 20 stock positions. Options are left out: 13F reports them at the underlying's value.

13fpro.ai/research/fund/sageworth-trust-co-1482688

Sageworth Trust Co 13F holdings — Q2 2026

$2.5B portfolio (+9.1% QoQ) · 127 holdings · Q2 2026 13F · top 10 are 81% of the stock portfolio

1
VANGUARD US TOTAL STOCK MKT SH - ETF
$403.1M
15.9% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
2
VANGUARD TOTAL INTERNATIONAL S - ETF
$326.8M
12.9% of stocks
-3%This quarter—Since filed—Held
AIQuality—Est. buy—
3
VANGUARD S & P 500 ETF - ETF
$275.2M
10.8% of stocks
-0.5%This quarter—Since filed—Held
AIQuality—Est. buy—
4
ISHARES MSCI ACWI ETF - ETF
$270.9M
10.7% of stocks
-0.2%This quarter—Since filed—Held
AIQuality—Est. buy—
5
DIMENSIONAL US CORE EQUITY MAR - ETF
$229.7M
9.1% of stocks
-0.8%This quarter—Since filed—Held
AIQuality—Est. buy—
6
SPDR S&P 500 ETF TRUST
$SPY
$164.5M
6.5% of stocks
-4%This quarter+3.3%Since filed10+ qtrsHeld
AIQuality—Est. buyEstimated buy price is Pro: unlock with a free trialTrimmed 3 qtrs in a row
7
DIMENSIONAL ETF TRUST INTERNAT - ETF
$118.6M
4.7% of stocks
-1%This quarter—Since filed—Held
AIQuality—Est. buy—
8
ISHARES MSCI ACWI EX US - ETF
$104.9M
4.1% of stocks
-2%This quarter—Since filed—Held
AIQuality—Est. buy—
9
DOVER Corp
$DOV
$89.2M
3.5% of stocks
-1%This quarter-0.3%Since filed10+ qtrsHeld
AIQuality59.5#925Est. buyEstimated buy price is Pro: unlock with a free trial
10
VANGUARD FTSE DEVELOPED MARKET - ETF
$78.7M
3.1% of stocks
+2%This quarter—Since filed—Held
AIQuality—Est. buy—

#	Company	Value	Weight	This quarter	Since filed	Held	AI quality	Est. buy
1	VANGUARD US TOTAL STOCK MKT SH - ETF	$403.1M	15.9%	-3%	—	—	—	—
2	VANGUARD TOTAL INTERNATIONAL S - ETF	$326.8M	12.9%	-3%	—	—	—	—
3	VANGUARD S & P 500 ETF - ETF	$275.2M	10.8%	-0.5%	—	—	—	—
4	ISHARES MSCI ACWI ETF - ETF	$270.9M	10.7%	-0.2%	—	—	—	—
5	DIMENSIONAL US CORE EQUITY MAR - ETF	$229.7M	9.1%	-0.8%	—	—	—	—
6	SPDR S&P 500 ETF TRUST$SPY	$164.5M	6.5%	-4%	+3.3%	10+ qtrsTrimmed 3 qtrs in a row	—	Estimated buy price is Pro: unlock with a free trial
7	DIMENSIONAL ETF TRUST INTERNAT - ETF	$118.6M	4.7%	-1%	—	—	—	—
8	ISHARES MSCI ACWI EX US - ETF	$104.9M	4.1%	-2%	—	—	—	—
9	DOVER Corp$DOV	$89.2M	3.5%	-1%	-0.3%	10+ qtrs	59.5#925	Estimated buy price is Pro: unlock with a free trial
10	VANGUARD FTSE DEVELOPED MARKET - ETF	$78.7M	3.1%	+2%	—	—	—	—

All holdings — Sageworth Trust Co (Q2 2026)

Sort

127 disclosed positions from the Form 13F-HR on SEC EDGAR, with quarter-over-quarter share changes. Largest by value first; the ten above are not repeated.

#		Company						Held		Source
11	—	DIMENSIONAL U.S. SMALL CAP ETF - ETFetf/fund	—	$75.7M	3.0%	919K	-5%	—	—	13F
12	—	DIMENSIONAL ETF TRUST EMERGING - ETFetf/fund	—	$64.0M	2.5%	1.58M	-4%	—	—	13F
13	—	VANGUARD VALUE ETF - ETFetf/fund	—	$32.7M	1.3%	150K	-12%	—	—	13F
14	—	DIMENSIONAL ETF TRUST US CORE - ETFetf/fund	—	$30.5M	1.2%	372K	+2%	—	—	13F
15	—	Eagle Capital Select Equity ET - ETFetf/fund	—	$29.9M	1.2%	929K	New	—	—	13F
16	—	ISHARES CORE S & P 500 ETF - ETFetf/fund	—	$25.2M	1.0%	34K	-0.2%	—	—	13F
17	—	MFC FLEXSHARES TR MORNINGSTAR - ETFetf/fund	—	$17.2M	0.7%	62K	-6%	—	—	13F
18	—	ISHARES RUSSELL 2000 ETF - ETFetf/fund	—	$15.0M	0.6%	50K	—	—	—	13F
19	—	ISHARES CORE S & P SMALL CAP ETF - ETFetf/fund	—	$14.8M	0.6%	99K	-0.4%	—	—	13F
20	—	EA SERIES TRUST ALPHA ARCHITEC - ETFetf/fund	—	$10.6M	0.4%	178K	—	—	—	13F
21	$IVZ	Invesco Ltd.etf/fund	Financials	$8.6M	0.3%	40K	-64%	10+ qtrs	—	13F
22	$MDY	SPDR S&P MIDCAP 400 ETF TRUSTetf/fund	—	$6.7M	0.3%	9,569	—	10+ qtrs	—	13F
23	—	DIMENSIONAL EMERG CORE EQY MRK - ETFetf/fund	—	$6.7M	0.3%	167K	—	—	—	13F
24	—	GLOBAL X FDS GLB X MLP ENRG I - ETFetf/fund	—	$6.3M	0.3%	85K	—	—	—	13F
25	—	ISHARES RUSSELL 1000 INDEX - ETFetf/fund	—	$5.8M	0.2%	14K	—	—	—	13F
26	—	FLEXSHARES MORNINGSTAR EMERGIN - ETF	—	$5.8M	0.2%	75K	—
27	$TSLA	Tesla, Inc.	Consumer Discretionary	$5.5M	0.2%	13K	+5%
28	—	VANGUARD ESG U.S. STOCK ETF - ETF	—	$5.0M	0.2%	38K	+1%
29	$GOOG	Alphabet Inc.	Technology	$4.8M	0.2%	14K	-24%
30	$ABBV	AbbVie Inc.	Healthcare	$4.6M	0.2%	18K	-20%
31	—	ISHARES TR GLB INFRASTR ETF - ETF	—	$3.9M	0.1%	59K	—
32	—	VANGUARD FTSE EMERGING MKTS ET - ETF	—	$3.8M	0.1%	64K	—
33	$IBIT	iShares Bitcoin Trust ETF	Financials	$3.2M	0.1%	97K	+16%
34	—	ISHARES AI INNOVATION AND TECH - ETF	—	$3.2M	0.1%	60K	+42%
35	$NVDA	NVIDIA CORP	Technology	$3.2M	0.1%	16K	-29%
36	$QQQ	INVESCO QQQ TRUST, SERIES 1	—	$3.0M	0.1%	4,111	+15%
37	—	FLEXSHARES GLOBAL UPSTREAM N - ETF	—	$3.0M	0.1%	61K	—
38	—	VANGUARD HIGH DVD YIELD ETF - ETF	—	$3.0M	0.1%	19K	—
39	$FLEX	FLEX LTD.	Technology	$2.7M	0.1%	30K	—
40	$TSM	TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD	Technology	$2.6M	0.1%	5,532	-42%
41	$AAPL	Apple Inc.	Technology	$2.6M	0.1%	8,994	-52%
42	—	VANGUARD SMALL CAP VALUE ETF - VETF	—	$2.6M	0.1%	11K	-30%
43	—	ISHARES TR S & P MIDCAP 400 - ETF	—	$2.4M	0.1%	31K	—
44	—	VANGUARD ESG INTERNATIONAL STO - ETF	—	$2.4M	0.1%	29K	+6%
45	—	ISHARES S&P MIDCAP 400 VALUE E - ETF	—	$2.4M	0.1%	16K	—
46	—	ISHARES TR S & P500 GRW - ETF	—	$1.8M	0.1%	13K	—
47	$MFC	MANULIFE FINANCIAL CORP	Financials	$1.7M	0.1%	43K	—
48	$ASML	ASML HOLDING NV	Technology	$1.7M	0.1%	885	New
49	$IAU	ISHARES GOLD TRUST	Financials	$1.7M	0.1%	22K	—
50	$FRAF	FRANKLIN FINANCIAL SERVICES CORP /PA/	Financials	$1.7M	0.1%	27K	New
51	$PLTR	Palantir Technologies Inc.	Technology	$1.7M	0.1%	14K	—
52	—	VANGUARD INSTL INDEX FD TTL ST - COM	—	$1.7M	0.1%	13K	-83%
53	$ABT	ABBOTT LABORATORIES	Healthcare	$1.6M	0.1%	18K	-36%
54	—	VANGUARD GROWTH ETF - ETF	—	$1.5M	0.1%	17K	+500%
55	$MU	MICRON TECHNOLOGY INC	Technology	$1.4M	0.1%	1,195	-49%
56	$BRK.B	BERKSHIRE HATHAWAY INC	Financials	$1.3M	0.1%	2,695	—
57	—	VANGUARD INFORMATION TECHNOLOG - ETF	—	$1.3M	0.1%	11K	+700%
58	—	XTRACKERS MSCI EAFE HEDGED EQU - ETF	—	$1.2M	0.1%	23K	-22%
59	—	ISHARES TR GLOBAL TECH ETF - ETF	—	$1.2M	0.1%	8,311	—
60	$TJX	TJX COMPANIES INC /DE/	Consumer Discretionary	$1.1M	0.0%	7,123	-19%
61	$JNJ	JOHNSON & JOHNSON	Healthcare	$1.0M	0.0%	4,057	—
62	—	VANECK ETF TRUST SEMICONDUCTR - ETF	—	$1.0M	0.0%	1,557	+5%
63	—	ISHARES TR DJ SEL DIV INX - ETF	—	$1.0M	0.0%	6,485	—
64	$CMI	CUMMINS INC	Industrials	$1.0M	0.0%	1,410	—
65	$MSFT	MICROSOFT CORP	Technology	$972K	0.0%	2,607	-74%
66	$HEI.A	HEICO CORP	Industrials	$952K	0.0%	3,692	-16%
67	$AZN	ASTRAZENECA PLC	Healthcare	$921K	0.0%	4,858	New
68	$PNC	PNC FINANCIAL SERVICES GROUP, INC.	Financials	$915K	0.0%	3,718	—
69	—	PACER FDS TR US CASH COWS 100 - ETF	—	$883K	0.0%	14K	—
70	$CAT	CATERPILLAR INC	Industrials	$863K	0.0%	810	-29%
71	—	ENERGY SELECT SECTOR SPDR ETF - ETF	—	$817K	0.0%	15K	—
72	—	ISHARES CORE MSCI EAFE ETF - ETF	—	$801K	0.0%	8,294	—
73	—	INNOVATOR S&P 500 ULTRA BUFFER - ETF	—	$778K	0.0%	19K	-22%
74	—	VANGUARD INTL EQTY IDX ALLWRLD - ETF	—	$766K	0.0%	9,151	—
75	—	VANGUARD INTERNATIONAL HIGH DI - ETF	—	$752K	0.0%	7,657	—
76	$UTZ	Utz Brands, Inc.	Consumer Staples	$707K	0.0%	92K	—
77	—	SPDR S&P DIVIDEND ETF - ETF	—	$706K	0.0%	4,637	—
78	$LHX	L3HARRIS TECHNOLOGIES, INC. /DE/	Technology	$674K	0.0%	2,321	—
79	$TTE	TotalEnergies SE	Energy	$663K	0.0%	8,527	-48%
80	$AMZN	AMAZON COM INC	Consumer Discretionary	$658K	0.0%	2,760	-65%
81	—	SECTOR SPDR TR SBI INT-UTILS - ETF	—	$644K	0.0%	14K	—
82	—	ISHARES S&P 100 ETF - ETF	—	$640K	0.0%	1,748	—
83	—	CONCENTRA GROUP HOLDINGS PAREN - COM	—	$611K	0.0%	21K	-14%
84	—	ISHARES MSCI EAFE ETF - ETF	—	$608K	0.0%	5,853	—
85	$GLD	SPDR GOLD TRUST	Financials	$592K	0.0%	1,608	+73%
86	—	GLOBAL X FDS MSCI NORWAY ETF - ETF	—	$560K	0.0%	18K	—
87	$PANW	Palo Alto Networks Inc	Technology	$555K	0.0%	1,627	-15%
88	—	ISHARES CORE MSCI EMERGING MAR - ETF	—	$529K	0.0%	6,385	—
89	$SPCX	SPACE EXPLORATION TECHNOLOGIES CORP	Technology	$527K	0.0%	3,086	New
90	$COR	Cencora, Inc.	Consumer Staples	$500K	0.0%	1,766	—
91	—	VANGUARD HEALTH CARE ETF - ETF	—	$465K	0.0%	1,556	—
92	—	STANDARD CHARTERED PLC ORD - COM	—	$454K	0.0%	17K	New
93	$DHR	DANAHER CORP /DE/	Healthcare	$446K	0.0%	2,339	-34%
94	$CUBB	Customers Bancorp, Inc.	Financials	$431K	0.0%	5,452	—
95	—	DEUTSCHE BANK AG CMN - COM	—	$428K	0.0%	13K	-45%
96	—	SECTOR SPDR TR SBI INT-FINL - ETF	—	$414K	0.0%	7,720	—
97	—	SELECT MEDICAL HOLDINGS CORP C - COM	—	$411K	0.0%	25K	-16%
98	$GOOGL	Alphabet Inc.	Technology	$408K	0.0%	1,142	-89%
99	$SAP	SAP SE	Technology	$406K	0.0%	2,647	New
100	$SHW	SHERWIN WILLIAMS CO	Materials	$385K	0.0%	1,119	-34%
101	—	KEYENCE CORPORATION CMN NON - - COM	—	$375K	0.0%	751	New
102	—	MUNICH RE GROUP ORD REG SHS - COM	—	$364K	0.0%	651	New
103	$TRV	TRAVELERS COMPANIES, INC.	Financials	$349K	0.0%	1,056	+6%
104	—	TECHNOLOGY SELECT SECTOR SPDR - ETF	—	$347K	0.0%	1,820	—
105	$BLK	BlackRock, Inc.	Financials	$344K	0.0%	358	—
106	$KO	COCA COLA CO	Consumer Staples	$337K	0.0%	4,150	-16%
107	$COP	CONOCOPHILLIPS	Energy	$323K	0.0%	3,106	-38%
108	$MTB	M&T BANK CORP	Financials	$321K	0.0%	1,350	—
109	—	SECTOR SPDR TR SBI INT-INDS - ETF	—	$301K	0.0%	1,626	—
110	—	LOREAL S.A. ORD - COM	—	$296K	0.0%	674	New
111	$RTX	RTX Corp	Industrials	$293K	0.0%	1,546	-69%
112	$TRP	TC ENERGY CORP	Energy	$288K	0.0%	4,351	-59%
113	—	VANGUARD WORLD FD MEGA CAP VAL - ETF	—	$287K	0.0%	1,754	—
114	—	ISHARES MSCI EMERGING MARKETS - ETF	—	$286K	0.0%	4,186	—
115	—	SELECT SECTOR SPDR TR COMMUNIC - ETF	—	$282K	0.0%	2,634	—
116	$PFG	PRINCIPAL FINANCIAL GROUP INC	Financials	$278K	0.0%	2,577	—
117	—	VANGUARD DIVIDEND APPRECIATION - ETF	—	$274K	0.0%	1,159	—
118	—	NESTLE SA REG - COM	—	$268K	0.0%	2,600	New
119	—	ISHARES TR US CONSUM DISCRE - ETF	—	$265K	0.0%	2,619	—
120	$JPM	JPMORGAN CHASE & CO	Financials	$263K	0.0%	802	-89%
121	—	VANGUARD WORLD FD INDUSTRIAL E - ETF	—	$259K	0.0%	719	—
122	—	VANGUARD SMALL CAP GROWTH ETF - ETF	—	$249K	0.0%	682	—
123	$RYAAY	RYANAIR HOLDINGS PLC	Industrials	$225K	0.0%	3,474	-53%
124	$XOM.R34088	EXXON MOBIL CORP	Energy	$207K	0.0%	1,517	-67%
125	$NWG	NatWest Group plc	Financials	$107K	0.0%	12K	New
126	$HAIN	HAIN CELESTIAL GROUP INC	Consumer Staples	$72K	0.0%	128K	—
127	$CRON	Cronos Group Inc.	Healthcare	$42K	0.0%	15K	—

What changed in Q2 2026

Against the previous quarter's 13F: 12 new, 13 added to, 47 trimmed, 56 sold out. Share-count changes; largest moves by dollar size first.

New positions (12)

Eagle Capital Select Equity ET - ETF$29.9M
first bought this quarter
$ASMLASML HOLDING NV$1.7M
first bought this quarter
$FRAFFRANKLIN FINANCIAL SERVICES CORP /PA/$1.7M
first bought this quarter
$AZNASTRAZENECA PLC$921K
first bought this quarter
$SPCXSPACE EXPLORATION TECHNOLOGIES CORP$527K
first bought this quarter
STANDARD CHARTERED PLC ORD - COM$454K
first bought this quarter

+6 more in the Excel export

Added to (13)

VANGUARD FTSE DEVELOPED MARKET - ETF+2%
now $78.7M
VANGUARD GROWTH ETF - ETF+500%
now $1.5M
VANGUARD INFORMATION TECHNOLOG - ETF+700%
now $1.3M
ISHARES AI INNOVATION AND TECH - ETF+42%
now $3.2M
DIMENSIONAL ETF TRUST US CORE - ETF+2%
now $30.5M
$IBITiShares Bitcoin Trust ETF+16%
now $3.2M · held 9 qtrs, 9 adds in a row

+7 more in the Excel export

Trimmed (47)

$IVZInvesco Ltd.-64%
now $8.6M · held 10+ qtrs
VANGUARD US TOTAL STOCK MKT SH - ETF-3%
now $403.1M
VANGUARD TOTAL INTERNATIONAL S - ETF-3%
now $326.8M
VANGUARD INSTL INDEX FD TTL ST - COM-83%
now $1.7M
$SPYSPDR S&P 500 ETF TRUST-4%
now $164.5M · held 10+ qtrs, 3 trims in a row
VANGUARD VALUE ETF - ETF-12%
now $32.7M

+41 more in the Excel export

Sold out (56)

$AVGOBroadcom Inc.was $4.1M
held 3 qtrs
$GEGENERAL ELECTRIC COwas $1.8M
held 1 qtr
$GEVGE Vernova Inc.was $1.7M
held 1 qtr
$PMPhilip Morris International Inc.was $1.2M
held 1 qtr
$NOCNORTHROP GRUMMAN CORP /DE/was $1.2M
held 1 qtr
$METAMeta Platforms, Inc.was $1.1M

+50 more in the Excel export

Holdings by quarter

Every 13F Sageworth Trust Co has filed, 41 earlier quarters. Pick one to see what it held then.

Email me the moment this fund files its next 13FPro

Is it too late to follow Sageworth?

Q2 2026 13F filed with the SEC on Jul 28, 2026. Prices are closing prices as of Oct 26, 2026.

Average quality of Sageworth's top 20 holdings: 62/100 (our AI quality score, weighted by position size; 10 of the 20 are scored)

Top 10 since filing

+2.6%

Value-weighted move of the 10 largest stock positions

Turnover

Last quarter; 16% over the last 4

Top 10 weight

81%

Share of the stock portfolio in its 10 largest positions

Held 4+ quarters

97%

Share of portfolio value in positions held a year or more

Highest-quality names it owns(among its 100 largest positions)

The 8 highest-scoring companies in this portfolio are a Pro feature.

How these are measured

Moves since the quarter-end and since the filing date use our own daily closing prices, from the close on (or just before) each date to the latest close.
Turnover is the lesser of shares bought or sold in a quarter, valued at the quarter-end prices in the 13F, divided by the average of the two quarters' stock portfolio values.
Quarters held and add/trim streaks count back only through quarters whose filed holdings add up to the filing's own cover-page total (back to Q1 2024 for this fund). A change counts as an add or a trim when the split-adjusted share count moves by more than 1%.
Estimate, not the fund's reported cost. For each quarter in the current holding period in which the fund's share count rose (split-adjusted), we take that quarter's average daily close and weight it by the shares added; sales do not change an average cost. Quarters where the stock's price history and the 13F's own implied price disagree by more than 2x are left out.
Put and call option rows report the value of the underlying shares, not a position the fund paid for, so they are left out of all of the above.

Portfolio Overview

Sageworth Trust Co disclosed 127 positions worth $2.5B in its Form 13F-HR for Q2 2026. During the quarter the fund opened 12 new positions and exited 56 and a full exit from $AVGO. The portfolio is most concentrated in Other (93.8% of disclosed assets). All figures are sourced directly from Sageworth Trust Co’s Form 13F-HR filing with the SEC under CIK 1482688.

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CAMBRIDGE ASSOCIATES LLC /MA/ /ADV$6.93B 13F book · 3 shared top holdingsDOVIAUIBIT 3EDGE Asset Management, LP$2.24B 13F book · 3 shared top holdingsDOVMDYIAU Ashford Advisors, LLC$484.79M 13F book · 3 shared top holdingsDOVMDYIBIT Zhang Financial LLC$3.42B 13F book · 3 shared top holdingsDOVIBITIAU DC Investments Management, LLC$293.26M 13F book · 3 shared top holdingsDOVMDYASML Orcam Financial Group$204.68M 13F book · 4 shared top holdingsDOVMDYIAUTJX

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AI-Powered Hedge Fund Analysis: Sageworth Trust Co

13F Pro is an AI hedge fund tracker and stock research platform. For Sageworth Trust Co (SEC CIK: 1482688), 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 Sageworth Trust Co's portfolio is scored on an AI quality ranking built from its SEC filings (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 2,800+ AI-ranked companies.