Somerset Trust Co Diversified Active

CIK: 0001597099 · Show all filings

Period: Q2 2015 (← Previous) (Next →)

Filing Date: Jul 14, 2015

Total Value ($000): $152,418 (100.0% shares, 0.0% debt)

Holdings (158)

AAPL APPLE INC 3.0%
Value ($000) $4,564 Shares 36,390 Est. Cost $18.32 Unrealized +55.8%
JPM JPMORGAN CHASE & CO COM 2.0%
Value ($000) $3,119 Shares 46,038 Est. Cost $39.63 Unrealized +24.0%
XOM EXXON MOBIL CORP 1.9%
Value ($000) $2,963 Shares 35,614 Est. Cost $55.94 Unrealized -2.9%
PFE PFIZER INC COM 1.9%
Value ($000) $2,839 Shares 84,711 Est. Cost $17.68 Unrealized +17.5%
MSFT MICROSOFT CORP COM 1.9%
Value ($000) $2,828 Shares 64,060 Est. Cost $31.01 Unrealized +26.7%
COF CAPITAL ONE FINANCIAL CORP 1.8%
Value ($000) $2,712 Shares 30,827 Est. Cost $61.20 Unrealized +13.2%
PSX PHILLIPS 66 COM 1.7%
Value ($000) $2,626 Shares 32,587 Est. Cost $44.62 Unrealized +20.3%
WHR WHIRLPOOL CORP 1.7%
Value ($000) $2,570 Shares 14,853 Est. Cost $146.63 Unrealized +28.1%
MMM 3M CO COM 1.7%
Value ($000) $2,556 Shares 16,569 Est. Cost $74.20 Unrealized +27.8%
CSCO CISCO SYS INC COM 1.7%
Value ($000) $2,538 Shares 92,459 Est. Cost $15.20 Unrealized +35.7%
UNITED TECHNOLOGIES CORP COM 1.7%
Value ($000) $2,520 Shares 22,714 Est. Cost $113.82 Unrealized
C CITIGROUP INC COM NEW 1.6%
Value ($000) $2,475 Shares 44,804 Est. Cost $37.65 Unrealized +7.7%
MET METLIFE INC 1.6%
Value ($000) $2,466 Shares 44,048 Est. Cost $30.25 Unrealized +9.5%
COCA COLA ENTERPRISES INC NECOM 1.5%
Value ($000) $2,296 Shares 52,867 Est. Cost $44.20 Unrealized
HD HOME DEPOT INC COM 1.5%
Value ($000) $2,232 Shares 20,085 Est. Cost $58.72 Unrealized +48.3%
DELPHI AUTOMOTIVE PLC SHS 1.5%
Value ($000) $2,223 Shares 26,124 Est. Cost $62.88 Unrealized
RHI ROBERT HALF INTL INC COM 1.5%
Value ($000) $2,222 Shares 40,039 Est. Cost $39.38 Unrealized +45.2%
ACN ACCENTURE PLC 1.4%
Value ($000) $2,158 Shares 22,296 Est. Cost $62.80 Unrealized +28.5%
COST COSTCO WHSL CORP NEW COM 1.3%
Value ($000) $2,044 Shares 15,134 Est. Cost $97.46 Unrealized +23.4%
MDT MEDTRONIC PLC SHS 1.3%
Value ($000) $1,949 Shares 26,294 Est. Cost $58.37 Unrealized +0.7%
EMN EASTMAN CHEM CO COM 1.2%
Value ($000) $1,866 Shares 22,805 Est. Cost $55.52 Unrealized -1.2%
GILD GILEAD SCIENCES INC 1.2%
Value ($000) $1,806 Shares 15,431 Est. Cost $50.60 Unrealized +50.2%
ORCL ORACLE CORP COM 1.2%
Value ($000) $1,780 Shares 44,177 Est. Cost $28.79 Unrealized +28.5%
BAX BAXTER INTL INC COM 1.2%
Value ($000) $1,754 Shares 25,081 Est. Cost $30.71 Unrealized +2.5%
IP INTERNATIONAL PAPER CO COM 1.0%
Value ($000) $1,595 Shares 33,512 Est. Cost $26.03 Unrealized +21.0%
VZ VERIZON COMMUNICATIONS INC COM 1.0%
Value ($000) $1,591 Shares 34,136 Est. Cost $27.56 Unrealized +2.8%
UNP UNION PACIFIC CORP 1.0%
Value ($000) $1,586 Shares 16,628 Est. Cost $67.59 Unrealized +21.3%
PBI PITNEY BOWES INC COMMON 1.0%
Value ($000) $1,561 Shares 75,042 Est. Cost $23.07 Unrealized -2.3%
LOW LOWES COS INC COM 1.0%
Value ($000) $1,551 Shares 23,162 Est. Cost $42.11 Unrealized +39.6%
ST JUDE MED INC COM 1.0%
Value ($000) $1,537 Shares 21,029 Est. Cost $65.38 Unrealized
TSN TYSON FOODS INC CL A 1.0%
Value ($000) $1,534 Shares 35,976 Est. Cost $31.11 Unrealized +2.9%
GME GAMESTOP CORP 1.0%
Value ($000) $1,463 Shares 34,063 Est. Cost $7.01 Unrealized +10.4%
DGX QUEST DIAGNOSTICS INC 0.9%
Value ($000) $1,445 Shares 19,923 Est. Cost $57.60 Unrealized +3.6%
FDS FACTSET RESEARCH SYSTEMS INC 0.9%
Value ($000) $1,437 Shares 8,844 Est. Cost $102.56 Unrealized +41.8%
GD GENERAL DYNAMICS 0.9%
Value ($000) $1,434 Shares 10,119 Est. Cost $77.17 Unrealized +42.9%
VFC VF CORPORATION 0.9%
Value ($000) $1,416 Shares 20,301 Est. Cost $55.84 Unrealized +21.1%
SIGMA ALDRICH CORP COM 0.9%
Value ($000) $1,406 Shares 10,090 Est. Cost $102.29 Unrealized
PNR PENTAIR PLC SHS 0.9%
Value ($000) $1,355 Shares 19,705 Est. Cost $36.17 Unrealized -2.1%
FITB FIFTH THIRD BANCORP COM 0.9%
Value ($000) $1,324 Shares 63,622 Est. Cost $13.25 Unrealized +5.8%
AXP AMERICAN EXPRESS CO COM 0.9%
Value ($000) $1,319 Shares 16,973 Est. Cost $69.96 Unrealized -2.7%
AGRIUM INC COM 0.9%
Value ($000) $1,309 Shares 12,348 Est. Cost $104.90 Unrealized
QCOM QUALCOMM INC COM 0.9%
Value ($000) $1,298 Shares 20,719 Est. Cost $55.44 Unrealized -9.3%
NEE NEXTERA ENERGY INC COM 0.8%
Value ($000) $1,278 Shares 13,038 Est. Cost $16.42 Unrealized +17.5%
JNJ JOHNSON AND JOHNSON 0.8%
Value ($000) $1,276 Shares 13,087 Est. Cost $68.02 Unrealized +9.5%
PII POLARIS INDS INC COM 0.8%
Value ($000) $1,251 Shares 8,444 Est. Cost $136.26 Unrealized +5.6%
BDX BECTON DICKINSON AND COMPANY 0.8%
Value ($000) $1,237 Shares 8,733 Est. Cost $91.50 Unrealized +28.3%
MO ALTRIA GROUP INC 0.8%
Value ($000) $1,210 Shares 24,742 Est. Cost $25.87 Unrealized -2.4%
ADI ANALOG DEVICES INC COM 0.8%
Value ($000) $1,192 Shares 18,578 Est. Cost $39.60 Unrealized +32.0%
ITW ILLINOIS TOOL WORKS INC COM 0.8%
Value ($000) $1,179 Shares 12,848 Est. Cost $62.22 Unrealized +18.9%
NVS NOVARTIS A G SPONSORED ADR 0.8%
Value ($000) $1,164 Shares 11,839 Est. Cost $84.09 Unrealized
ROST ROSS STORES INC COM 0.8%
Value ($000) $1,158 Shares 23,828 Est. Cost $45.27 Unrealized 0.0%
WDC WESTERN DIGITAL CORP COM 0.7%
Value ($000) $1,123 Shares 14,317 Est. Cost $65.44 Unrealized -7.9%
CBS CORP NEW CL B 0.7%
Value ($000) $1,109 Shares 19,991 Est. Cost $60.64 Unrealized
APD AIR PRODUCTS & CHEMICALS INC 0.7%
Value ($000) $1,072 Shares 7,835 Est. Cost $80.44 Unrealized +30.4%
NORDSTROM INC COM 0.7%
Value ($000) $1,065 Shares 14,290 Est. Cost $64.92 Unrealized
CLX CLOROX COMPANY COM 0.7%
Value ($000) $1,059 Shares 10,177 Est. Cost $66.25 Unrealized +20.8%
T AT&T INC COM 0.7%
Value ($000) $1,057 Shares 29,754 Est. Cost $11.22 Unrealized +8.9%
ADP AUTOMATIC DATA PROCESSING INCOM 0.7%
Value ($000) $1,049 Shares 13,074 Est. Cost $54.16 Unrealized +24.8%
PAYX PAYCHEX INC COM 0.7%
Value ($000) $1,042 Shares 22,223 Est. Cost $30.24 Unrealized +17.2%
MANH MANHATTAN ASSOCS INC COM 0.7%
Value ($000) $1,028 Shares 17,223 Est. Cost $33.54 Unrealized +65.0%
TGT TARGET CORP COM 0.7%
Value ($000) $1,013 Shares 12,419 Est. Cost $46.28 Unrealized +27.6%
PRAXAIR INC COM 0.7%
Value ($000) $999 Shares 8,355 Est. Cost $128.87 Unrealized
PEP PEPSICO INC COM 0.6%
Value ($000) $986 Shares 10,559 Est. Cost $58.41 Unrealized +18.7%
SJM J M SMUCKER COMPANY 0.6%
Value ($000) $981 Shares 9,046 Est. Cost $75.32 Unrealized +11.9%
GIS GENERAL MILLS INC COM 0.6%
Value ($000) $974 Shares 17,478 Est. Cost $33.83 Unrealized +14.7%
CL COLGATE PALMOLIVE CO COM 0.6%
Value ($000) $969 Shares 14,813 Est. Cost $49.37 Unrealized +7.3%
AFL AFLAC INC 0.6%
Value ($000) $967 Shares 15,546 Est. Cost $24.39 Unrealized +1.0%
CHUBB CORP COM 0.6%
Value ($000) $946 Shares 9,951 Est. Cost $96.34 Unrealized
NSC NORFOLK SOUTHERN CORP. COM 0.6%
Value ($000) $944 Shares 10,805 Est. Cost $69.56 Unrealized +11.3%
UHAL AMERCO COM 0.6%
Value ($000) $900 Shares 2,752 Est. Cost $21.93 Unrealized +49.0%
ES EVERSOURCE ENERGY COM 0.6%
Value ($000) $899 Shares 19,803 Est. Cost $36.04 Unrealized -6.7%
EMR EMERSON ELEC CO COM 0.6%
Value ($000) $886 Shares 15,969 Est. Cost $47.41 Unrealized -6.7%
AOS SMITH A O COM 0.6%
Value ($000) $884 Shares 12,283 Est. Cost $21.25 Unrealized +36.6%
HARRIS CORP 0.6%
Value ($000) $875 Shares 11,388 Est. Cost $71.27 Unrealized
WMT WAL MART STORES INC COM 0.6%
Value ($000) $861 Shares 12,140 Est. Cost $20.88 Unrealized +0.0%
MAXIM INTERGRATED PRODUCTS INC 0.6%
Value ($000) $853 Shares 24,667 Est. Cost $34.58 Unrealized
SYY SYSCO CORP 0.6%
Value ($000) $847 Shares 23,454 Est. Cost $25.38 Unrealized +11.4%
PG PROCTER & GAMBLE CO COM 0.5%
Value ($000) $832 Shares 10,640 Est. Cost $58.56 Unrealized +2.4%
AMG AFFILIATED MANAGERS GROUP 0.5%
Value ($000) $821 Shares 3,755 Est. Cost $193.57 Unrealized +11.2%
IJH ISHARES CORE S&P MID-CAP ETF 0.5%
Value ($000) $812 Shares 5,414 Est. Cost $134.31 Unrealized
KMI KINDER MORGAN INC DEL COM 0.5%
Value ($000) $812 Shares 21,151 Est. Cost $24.33 Unrealized 0.0%
HEALTH NET INC. 0.5%
Value ($000) $809 Shares 12,625 Est. Cost $30.76 Unrealized
SPY SPDR S&P 500 ETF TRUST 0.5%
Value ($000) $799 Shares 3,880 Est. Cost $184.67 Unrealized
SO SOUTHERN CO COM 0.5%
Value ($000) $798 Shares 19,067 Est. Cost $25.98 Unrealized +7.0%
CVX CHEVRONTEXACO CORP COM 0.5%
Value ($000) $793 Shares 8,220 Est. Cost $72.16 Unrealized -7.9%
HARMAN INTL INDS INC COM 0.5%
Value ($000) $782 Shares 6,573 Est. Cost $82.64 Unrealized
COP CONOCOPHILLIPS COM 0.5%
Value ($000) $779 Shares 12,702 Est. Cost $48.72 Unrealized -4.8%
INTC INTEL CORP COM 0.5%
Value ($000) $758 Shares 24,916 Est. Cost $24.84 Unrealized +1.0%
PKG PACKAGING CORP OF AMERICA 0.5%
Value ($000) $747 Shares 11,960 Est. Cost $42.80 Unrealized +19.4%
CSTE CAESARSTONE SDOT-YAM LTD ORD SHS 0.5%
Value ($000) $739 Shares 10,778 Est. Cost $41.66 Unrealized +37.0%
MKL MARKEL CORP COM 0.5%
Value ($000) $713 Shares 890 Est. Cost $547.58 Unrealized +42.0%
IJR ISHARES CORE S&P SMALL-CAP ETF 0.5%
Value ($000) $701 Shares 5,948 Est. Cost $109.27 Unrealized
POWERSHARES ETF TR II S&P SMCP HC PO 0.5%
Value ($000) $694 Shares 9,743 Est. Cost $55.16 Unrealized
MCD MCDONALDS CORP COM 0.4%
Value ($000) $681 Shares 7,160 Est. Cost $70.59 Unrealized +5.1%
KELLOGG COMPANY 0.4%
Value ($000) $681 Shares 10,855 Est. Cost $38.45 Unrealized +7.0%
NXPI NXP SEMICONDUCTORS N V COM 0.4%
Value ($000) $669 Shares 6,814 Est. Cost $36.59 Unrealized +149.1%
AMGN AMGEN INC COM 0.4%
Value ($000) $646 Shares 4,213 Est. Cost $117.59 Unrealized 0.0%
CHRW CH ROBINSON WORLD WIDE INC 0.4%
Value ($000) $641 Shares 10,285 Est. Cost $51.14 Unrealized 0.0%
GWW GRAINGER W W INC COM 0.4%
Value ($000) $611 Shares 2,579 Est. Cost $211.36 Unrealized -3.4%
HCC INSURANCE HOLDINGS INC 0.4%
Value ($000) $589 Shares 7,669 Est. Cost $46.72 Unrealized
FRCB FIRST REP BK SAN FRANCISCO CCOM 0.4%
Value ($000) $568 Shares 9,015 Est. Cost $46.77 Unrealized +22.2%
HUBBELL INC CL B 0.4%
Value ($000) $565 Shares 5,218 Est. Cost $108.81 Unrealized
JAZZ JAZZ PHARMACEUTICALS PLC SHS USD 0.4%
Value ($000) $552 Shares 3,138 Est. Cost $107.66 Unrealized +66.8%
POWERSHARES ETF TR II S&P SMCP IT PO 0.4%
Value ($000) $537 Shares 10,266 Est. Cost $44.62 Unrealized
EATON VANCE CORP COM NON VTG 0.3%
Value ($000) $528 Shares 13,493 Est. Cost $41.88 Unrealized
INGR INGREDION INC COM 0.3%
Value ($000) $489 Shares 6,130 Est. Cost $72.98 Unrealized +10.1%
BIGGQ BIG LOTS INC COM 0.3%
Value ($000) $480 Shares 10,663 Est. Cost $35.94 Unrealized -0.9%
IBM INTERNATIONAL BUSINESS MACHSCOM 0.3%
Value ($000) $469 Shares 2,883 Est. Cost $104.31 Unrealized -1.3%
BC BRUNSWICK CORPORATION 0.3%
Value ($000) $465 Shares 9,136 Est. Cost $36.84 Unrealized +18.7%
MD MEDNAX INC COM 0.3%
Value ($000) $464 Shares 6,256 Est. Cost $54.08 Unrealized +33.1%
SL GREEN REALTY CORP 0.3%
Value ($000) $437 Shares 3,975 Est. Cost $93.00 Unrealized
CHD CHURCH & DWIGHT INC 0.3%
Value ($000) $425 Shares 5,235 Est. Cost $27.49 Unrealized +32.4%
CARDTRONICS INC COM 0.3%
Value ($000) $424 Shares 11,455 Est. Cost $43.26 Unrealized
CORELOGIC INC COM 0.3%
Value ($000) $415 Shares 10,462 Est. Cost $35.53 Unrealized
WEC WEC ENERGY GROUP INC 0.3%
Value ($000) $411 Shares 9,133 Est. Cost $33.96 Unrealized 0.0%
MICROSEMI CORP COM 0.3%
Value ($000) $389 Shares 11,131 Est. Cost $25.08 Unrealized
CFR CULLEN FROST BANKKERS INC 0.2%
Value ($000) $376 Shares 4,790 Est. Cost $50.23 Unrealized +7.4%
SCANA CORP NEW COM 0.2%
Value ($000) $376 Shares 7,426 Est. Cost $48.80 Unrealized
DKS DICK'S SPORTING GOODS 0.2%
Value ($000) $369 Shares 7,122 Est. Cost $40.57 Unrealized +2.2%
PEB PEBBLEBROOK HOTEL TR COM 0.2%
Value ($000) $357 Shares 8,319 Est. Cost $30.95 Unrealized
GGG GRACO INC 0.2%
Value ($000) $356 Shares 5,019 Est. Cost $21.62 Unrealized -3.4%
FNB FNB CORP PA COM 0.2%
Value ($000) $351 Shares 24,543 Est. Cost $8.00 Unrealized +12.6%
EAT BRINKER INTERNATIONAL INC 0.2%
Value ($000) $351 Shares 6,096 Est. Cost $36.65 Unrealized +32.4%
U S SILICA HLDGS INC COM 0.2%
Value ($000) $334 Shares 11,377 Est. Cost $34.07 Unrealized
EGP EASTGROUP PROPERTIES INC. 0.2%
Value ($000) $330 Shares 5,864 Est. Cost $57.91 Unrealized
CHKP CHECK POINT SOFTWARE TECH LTD 0.2%
Value ($000) $325 Shares 4,082 Est. Cost $60.69 Unrealized +39.2%
AJG GALLAGHER ARTHUR J & CO COM 0.2%
Value ($000) $270 Shares 5,717 Est. Cost $36.58 Unrealized +8.4%
MOV MOVADO GROUP INC 0.2%
Value ($000) $261 Shares 9,620 Est. Cost $36.27 Unrealized -20.6%
OLN OLIN CORP COM PAR $1 0.2%
Value ($000) $247 Shares 9,173 Est. Cost $17.37 Unrealized +24.6%
KANSAS CITY SOUTHERN 0.2%
Value ($000) $230 Shares 2,520 Est. Cost $123.62 Unrealized
PNC PNC BANK CORP 0.1%
Value ($000) $224 Shares 2,345 Est. Cost $59.67 Unrealized +13.4%
TRMK TRUSTMARK CORP COM 0.1%
Value ($000) $215 Shares 8,605 Est. Cost $18.33 Unrealized -4.3%
SM SM ENERGY CO COM 0.1%
Value ($000) $206 Shares 4,485 Est. Cost $68.09 Unrealized -31.0%
TRMB TRIMBLE NAVIGATION LTD COM 0.1%
Value ($000) $196 Shares 8,376 Est. Cost $31.46 Unrealized -22.3%
WHITING PETROLEUM 0.1%
Value ($000) $182 Shares 5,419 Est. Cost $55.31 Unrealized
CRS CARPENTER TECHNOLOGY CORP COM 0.1%
Value ($000) $136 Shares 3,506 Est. Cost $47.67 Unrealized -27.5%
OIS OIL STS INTL INC COM 0.1%
Value ($000) $105 Shares 2,813 Est. Cost $59.76 Unrealized -29.6%
MFC MANULIFE FINANCIAL 0.0%
Value ($000) $63 Shares 3,380 Est. Cost $18.29 Unrealized +1.6%
VNQ VANGUARD INDEX FDS REIT ETF 0.0%
Value ($000) $62 Shares 827 Est. Cost $84.64 Unrealized
PIMCO MUNI INCOME FD 1 0.0%
Value ($000) $57 Shares 4,135 Est. Cost $12.82 Unrealized
PIMCO MUNI INCOME FD2 0.0%
Value ($000) $47 Shares 4,135 Est. Cost $11.06 Unrealized
XPMQX PIMCO MUN INCOME FD 3 0.0%
Value ($000) $44 Shares 4,135 Est. Cost $10.38 Unrealized
INVESCO VAN KAMPEN ADVANTAGEMUN INCOME TR II 0.0%
Value ($000) $31 Shares 2,800 Est. Cost $10.60 Unrealized
ABBV ABBVIE INC COM 0.0%
Value ($000) $29 Shares 432 Est. Cost $30.39 Unrealized +39.3%
ABT ABBOTT LABS COM 0.0%
Value ($000) $21 Shares 432 Est. Cost $29.23 Unrealized +34.6%
NUVEEN QUALITY MUN FD INC COM 0.0%
Value ($000) $21 Shares 1,700 Est. Cost $12.94 Unrealized
KRAFT FOODS GROUP INC COM 0.0%
Value ($000) $21 Shares 250 Est. Cost $54.79 Unrealized
GENERAL ELECTRIC CO COM 0.0%
Value ($000) $19 Shares 719 Est. Cost $28.01 Unrealized
PPL PPL CORP COM 0.0%
Value ($000) $17 Shares 590 Est. Cost $18.02 Unrealized +7.7%
BRK/B BERKSHIRE HATHAWAY INC DEL CL B NEW 0.0%
Value ($000) $14 Shares 100 Est. Cost $145.75 Unrealized -2.1%
METRO BANCORP INC 0.0%
Value ($000) $14 Shares 542 Est. Cost $22.14 Unrealized
D DOMINION RES INC VA NEW COM 0.0%
Value ($000) $13 Shares 200 Est. Cost $38.70 Unrealized +15.2%
MDLZ MONDELEZ INTL INC CL A 0.0%
Value ($000) $12 Shares 300 Est. Cost $25.52 Unrealized +20.9%
FCF FIRST COMWLTH FINL CORP PA COM 0.0%
Value ($000) $5 Shares 500 Est. Cost $5.96 Unrealized +9.0%
BP BP P.L.C. 0.0%
Value ($000) $4 Shares 100 Est. Cost $49.09 Unrealized
HOSPIRA INC 0.0%
Value ($000) $1 Shares 8 Est. Cost Unrealized
TALEN ENERGY CORP COM 0.0%
Value ($000) $1 Shares 73 Est. Cost $13.70 Unrealized
FRONTIER COMMUNICATIONS CORPCOM 0.0%
Value ($000) $0 Shares 48 Est. Cost $5.80 Unrealized