1y return+18.8%S&P 500 +20.9%
3y return+50.4%S&P 500 +68.5%
5y return+49.9%S&P 500 +74.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since March 31, 2021: $159 against $188 in the S&P 500.2
Wesbanco Bank IncS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| AAPLApple Inc | $224.7M | 5.6% | −6.8% |
| AGGIshares | $165.8M | 4.1% | +9.3% |
| GOOGLAlphabet Inc | $124.1M | 3.1% | |
| AVGOBroadcom Inc | $117.2M | 2.9% | −5.7% |
| MSFTMicrosoft | $114.8M | 2.9% | −5.5% |
| NVDANvidia Corp | $98.7M | 2.5% | −1.2% |
| JPMJp Morgan Chase | $97.9M | 2.4% | |
| AMZNAmazon.com | $94.8M | 2.4% | −2.9% |
| ACWXIshares | $63.2M | 1.6% | |
| WSBCWesbanco Inc | $60.1M | 1.5% | |
| AMDAdvanced Micro Devices Inc | $56.4M | 1.4% | −27.8% |
| VOVanguard | $52.8M | 1.3% | +9.8% |
| TXNTexas Instruments | $48.7M | 1.2% | +15.1% |
| PANWPalo Alto Networks | $46.4M | 1.2% | −23.2% |
| METAMeta Platforms Inc | $46.1M | 1.1% | −2.9% |
| Exxon Mobil CorpCUSIP 30231G102 | $44.9M | 1.1% | −1.4% |
| VTWOVanguard | $42.7M | 1.1% | +28.9% |
| CSCOCisco Systems Inc | $40.7M | 1.0% | −14.3% |
| LLYEli Lilly & Co | $38.2M | 0.9% | +7.5% |
| JNJJohnson & Johnson | $38.1M | 0.9% | +1.7% |
| CVXChevron Corporation | $37.9M | 0.9% | −4.7% |
| MRKMerck & Co Inc | $36.1M | 0.9% | |
| WMTWalmart Inc | $35.1M | 0.9% | +4.0% |
| KOCoca-cola Co | $34.2M | 0.8% | +2.5% |
| AMGNAmgen Inc | $32.0M | 0.8% | +8.4% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corp | March 31, 2021 | +1399.0% | $98.7M |
| AVGOBroadcom Inc | March 31, 2021 | +714.7% | $117.2M |
| AMDAdvanced Micro Devices Inc | March 31, 2021 | +640.0% | $56.4M |
| LLYEli Lilly & Co | March 31, 2021 | +542.0% | $38.2M |
| PANWPalo Alto Networks | March 31, 2021 | +535.3% | $46.4M |
| GOOGLAlphabet Inc | March 31, 2021 | +246.5% | $124.1M |
| GOOGAlphabet Inc | March 31, 2021 | +241.6% | $27.2M |
| PHParker-hannifin Corp. | March 31, 2021 | +210.1% | $25.7M |
| Eaton Corp PLCCUSIP G29183103 | March 31, 2021 | +208.2% | $28.5M |
| WMTWalmart Inc | March 31, 2021 | +150.1% | $35.1M |
Sold off last quarter
- HoneywellCUSIP 438516106 was $14.5M
- DOCNDigitalocean Holdings Inc was $4.0M
- AAONAaon Inc was $2.3M
- TTMITtm Technologies, Inc was $2.2M
- JAAAJanus Henderson was $2.0M
- BMRNBiomarin Pharmaceutical was $2.0M
- Catalyst Pharmaceuticals, IncCUSIP 14888U101 was $2.0M
- Dupont De Nemours IncCUSIP 26614N102 was $1.8M
- BLBlackline Inc was $1.5M
- IIIVI3 Verticals Inc was $1.5M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.6% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +2.0% | +2.4% |
| September 30, 2025 | +7.0% | +7.8% |
| June 30, 2025 | +7.6% | +10.5% |
| March 31, 2025 | −3.8% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +6.1% | +5.4% |
| June 30, 2024 | +0.9% | +4.0% |
| March 31, 2024 | +6.8% | +10.0% |
| December 31, 2023 | +10.1% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +4.9% | +8.3% |
| March 31, 2023 | +3.5% | +7.0% |
| December 31, 2022 | +9.2% | +7.1% |
| September 30, 2022 | −4.5% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −5.2% | −4.9% |
| December 31, 2021 | +7.7% | +10.7% |
| September 30, 2021 | −0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Wesbanco Bank Inc Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=877134&type=13F-HR&dateb=&owner=include&count=40CIK 877134
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/877134/000087713426000008/Filed July 28, 2026 · accession 0000877134-26-000008