FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,147.75-0.17%
XLE56.72-0.25%
STOXX50E5,860.32-0.39%
XLF51.740.61%
FTSE10,321.09-0.56%
IXIC24,870.500.14%
RUT2,789.310.08%
GSPC7,171.880.09%
Temp29.4°C
UV12.5
Feels33.5°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:39 PM

Institutional Manager · CIK 0000877134

WESBANCO BANK INC

WHEELING, WV · File #028-02925

Latest AUM
$3.63B
Positions
1,311
Top-10 Concentration
45.9%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
ADDMETA PLATFORMS INCMETA+39,166+$25.9M-$48,214
NEWEVMS-PQ+425,194+$21.4M$0
REDUCEWALMART INCWMT-119,715-$13.3M+$1.0M
REDUCENEXTERA ENERGYNEE-PW-71,491-$5.7M+$566,261
REDUCEALPHABET INCGOOG-15,808-$4.9M+$11.6M
NEWAPOLLO GLOBAL MANAGEMENT INC03769M106+32,000+$4.6M$0
EXITEDBLUE OWL CAPITAL INC09581B103-243,600-$4.1M$0
REDUCEMORGAN STANLEYMS-PQ-20,701-$3.7M+$1.1M
REDUCEDOMINION ENERGY INCD-61,681-$3.6M-$169,952
EXITEDF5 NETWORKS INC315616102-10,859-$3.5M$0

Sector Allocation

Technology
21.7%$787.9M
Healthcare
7.3%$263.6M
Industrials
5.8%$211.5M
Financials
4.1%$149.7M
Energy
3.8%$138.2M
Consumer Staples
3.5%$125.3M
Materials
1.1%$39.4M
Utilities
0.6%$22.0M
Real Estate
0.2%$6.6M

Filing History

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1ISHARES4642872261,340,962$133.9M7.73%
2APPLE INCAAPL422,274$114.8M6.62%
3APPLE INCAAPL386,506$105.1M6.06%
4MICROSOFTMSFT177,351$85.8M4.95%
5BROADCOM INCAVGO200,667$69.5M4.01%
6MICROSOFTMSFT140,867$68.1M3.93%
7ALPHABET INCGOOG197,866$61.9M3.57%
8NVIDIA CORPNVDA282,800$52.7M3.04%
9AMAZON.COMAMZN227,191$52.4M3.03%
10JP MORGAN CHASEVYLD160,757$51.8M2.99%
11ALPHABET INCGOOG150,189$47.0M2.71%
12BROADCOM INCAVGO129,740$44.9M2.59%
13ISHARES464288240638,798$42.9M2.47%
14JP MORGAN CHASEVYLD129,550$41.7M2.41%
15AMAZON.COMAMZN163,179$37.7M2.17%
16VANGUARD922908629128,535$37.3M2.15%
17NVIDIA CORPNVDA188,084$35.1M2.02%
18META PLATFORMS INCMETA44,143$29.1M1.68%
19WESBANCO INCWSBCO848,020$28.2M1.63%
20THE MARZETTI COMPANYMZTI162,549$26.7M1.54%