Long-term investor
Somerset Trust Co. @somersettrustco
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001597099).
Record
- Tracked since 2025-06-30 (448 days), 89 trades recorded
- Returns: week n/a · month n/a · 90 days +4.3% · 6 months n/a · 1 year +10.8% · all +10.8%
- Max drawdown n/a · win rate 14% · data quality High
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- AAPL · 4.4% · long · since 2025-06-30
- MSFT · 3.8% · long · since 2025-06-30
- CSCO · 3.7% · long · since 2025-06-30
- JPM · 3.1% · long · since 2025-06-30
- ADI · 3.0% · long · since 2025-06-30
- JNJ · 2.9% · long · since 2025-06-30
- WMT · 2.5% · long · since 2025-06-30
- NEE · 2.3% · long · since 2025-06-30
- AMGN · 2.2% · long · since 2025-06-30
- RTX · 2.1% · long · since 2025-06-30
- MU · 2.0% · long · since 2025-06-30
- LOW · 1.9% · long · since 2025-06-30