Somerset Trust CO Portfolio Holdings
Somerset Trust CO
- $261 Million
- Q3 2024
Somerset Trust CO has filed its 13F form on October 08, 2024 for Q3 2024 where it was disclosed a total value porftolio of $261 Million distributed in 200 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Microsoft Corp with a value of $13.8M, Apple Inc. with a value of $12.8M, Lowes Companies Inc with a value of $7.86M, Jpmorgan Chase & CO with a value of $7.71M, and Nextera Energy Inc with a value of $6.99M.
Examining the 13F form we can see an increase of $22.8M in the current position value, from $238M to 261M.
Below you can find more details about Somerset Trust CO portfolio as well as his latest detailed transactions.
Portfolio value
$261 Million
Technology: $48.7 Million
Industrials: $40.3 Million
Financial Services: $38.3 Million
Healthcare: $35.8 Million
Consumer Defensive: $27.2 Million
Consumer Cyclical: $25.1 Million
ETFs: $15.2 Million
Utilities: $12.4 Million
Other: $18.3 Million