Q3 2025 · 13F-HR
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF)holdings as filed
Filed 2025-11-14 · accession 0000712537-25-000131
$206.4M
Reported value
147
Positions
2025-09-30
Period end
The Brief · FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) · Q3 2025
AI · grounded in 13F
FIRST COMMONWEALTH FINANCIAL CORP /PA/ (FCF) established a new position in AAPL valued at $18.6M. The fund also initiated a new stake in FCF for $17.3M. Other new additions include MSFT at $11.8M and NVDA at $8.3M.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 037833100 | AAPL | Apple Inc | $18.6M | 9.03% | 73,188 | Common | SOLE |
| 319829107 | FCF | First Commonwealth Financial C | $17.3M | 8.36% | 1,012,241 | Common | NONE |
| 594918104 | MSFT | Microsoft Corp | $11.8M | 5.71% | 22,731 | Common | SOLE |
| 67066G104 | NVDA | Nvidia Corp | $8.3M | 4.03% | 44,556 | Common | SOLE |
| 783859101 | STBA | S & T Bancorp Inc | $7.0M | 3.39% | 186,127 | Common | NONE |
| 02079K305 | GOOGL | Alphabet Inc - Cl A | $6.7M | 3.25% | 27,553 | Common | SOLE |
| 46625H100 | JPM | JPMorgan Chase & CO | $5.5M | 2.69% | 17,582 | Common | SOLE |
| 023135106 | AMZN | Amazon Com Inc Com | $5.1M | 2.45% | 23,069 | Common | SOLE |
| 11135F101 | AVGO | Broadcom Inc | $4.3M | 2.10% | 13,117 | Common | SOLE |
| 30303M102 | META | Meta Platforms Inc Class A | $4.2M | 2.03% | 5,700 | Common | SOLE |
| 68389X105 | ORCL | Oracle Corp | $4.0M | 1.94% | 14,199 | Common | SOLE |
| 437076102 | HD | Home Depot Inc | $2.6M | 1.27% | 6,454 | Common | SOLE |
| 931142103 | WMT | Wal-Mart Stores Inc | $2.2M | 1.09% | 21,794 | Common | SOLE |
| 655844108 | NSC | Norfolk Southern Corp | $2.2M | 1.08% | 7,449 | Common | SOLE |
| 02079K107 | GOOG | Alphabet Inc - Cl C | $2.2M | 1.06% | 8,974 | Common | SOLE |
| 478160104 | JNJ | Johnson & Johnson | $2.1M | 1.04% | 11,549 | Common | SOLE |
| 38141G104 | GS | Goldman Sachs Group Inc | $2.1M | 1.03% | 2,665 | Common | SOLE |
| 92826C839 | V | Visa Inc | $2.1M | 1.02% | 6,149 | Common | SOLE |
| 512807306 | LRCX | Lam Research Corp | $2.1M | 1.01% | 15,628 | Common | SOLE |
| 084670702 | BRK/B | Berkshire Hathaway Inc-Cl B | $2.1M | 1.00% | 4,125 | Common | SOLE |
| 872540109 | TJX | TJX Companies Inc | $2.0M | 0.99% | 14,073 | Common | SOLE |
| 580135101 | MCD | McDonalds Corp | $2.0M | 0.98% | 6,683 | Common | SOLE |
| 002824100 | ABT | Abbott Laboratories | $1.8M | 0.89% | 13,649 | Common | SOLE |
| 00287Y109 | ABBV | Abbvie Inc | $1.7M | 0.83% | 7,430 | Common | SOLE |
| 747525103 | QCOM | Qualcomm Inc | $1.7M | 0.82% | 10,141 | Common | SOLE |
| 443201108 | HWM | Howmet Aerospace Inc | $1.7M | 0.81% | 8,551 | Common | SOLE |
| 75513E101 | RTX | Raytheon Tech Corp | $1.6M | 0.76% | 9,372 | Common | SOLE |
| 532457108 | LLY | Eli Lilly & CO | $1.5M | 0.75% | 2,016 | Common | SOLE |
| 30231G102 | XOM | Exxon Mobil Corp | $1.5M | 0.74% | 13,594 | Common | SOLE |
| 808513105 | SCHW | Charles Schwab Corp | $1.5M | 0.73% | 15,825 | Common | SOLE |
| 742718109 | PG | Procter & Gamble CO | $1.5M | 0.72% | 9,704 | Common | SOLE |
| 281020107 | EIX | Edison Intl | $1.5M | 0.72% | 26,918 | Common | SOLE |
| 693475105 | PNC | PNC Bank Corp | $1.5M | 0.72% | 7,366 | Common | SOLE |
| 166764100 | CVX | Chevron Corporation | $1.4M | 0.70% | 9,254 | Common | SOLE |
| 91324P102 | UNH | Unitedhealth Group Inc | $1.4M | 0.68% | 4,060 | Common | SOLE |
| 59156R108 | MET | Metlife Inc | $1.4M | 0.67% | 16,733 | Common | SOLE |
| 09290D101 | BLK | Blackrock Inc | $1.4M | 0.66% | 1,171 | Common | SOLE |
| 172967424 | C | Citigroup Inc | $1.3M | 0.65% | 13,138 | Common | SOLE |
| 718172109 | PM | Philip Morris International, I | $1.3M | 0.63% | 8,010 | Common | SOLE |
| 00162Q452 | AMLP | Alerian MLP ETF | $1.3M | 0.62% | 27,443 | Common | SOLE |
| 74762E102 | QURE | Quanta Services Inc | $1.3M | 0.62% | 3,087 | Common | SOLE |
| 773903109 | ROK | Rockwell Automation Inc | $1.2M | 0.59% | 3,477 | Common | SOLE |
| 038222105 | AMAT | Applied Materials Inc | $1.2M | 0.57% | 5,768 | Common | SOLE |
| 92343V104 | VZ | Verizon Communications | $1.2M | 0.57% | 26,732 | Common | SOLE |
| 57636Q104 | MA | Mastercard Inc Class A | $1.1M | 0.56% | 2,019 | Common | SOLE |
| 24703L202 | DELL | Dell Technologies C | $1.1M | 0.55% | 7,996 | Common | SOLE |
| 620076307 | MSI | Motorola Solutions Inc | $1.1M | 0.54% | 2,436 | Common | SOLE |
| 235851102 | DHR | Danaher Corp | $1.1M | 0.54% | 5,616 | Common | SOLE |
| 27579R104 | EWBC | East West Bancorp Inc | $1.1M | 0.53% | 10,350 | Common | SOLE |
| 482480100 | KLAC | Kla-Tencor Corp | $1.1M | 0.53% | 1,010 | Common | SOLE |
| 502431109 | LHX | L3 Harris Technologies Inc | $1.1M | 0.52% | 3,545 | Common | SOLE |
| 22160K105 | COST | Costco Whsl Corp New | $1.1M | 0.52% | 1,168 | Common | SOLE |
| 459200101 | IBM | Int'l Business Machines Corp | $1.1M | 0.52% | 3,790 | Common | SOLE |
| 64110L106 | NFLX | Netflix Inc | $1.1M | 0.52% | 887 | Common | SOLE |
| 032095101 | APH | Amphenol Corporation Cl A | $1.1M | 0.51% | 8,561 | Common | SOLE |
| 78463V107 | GLD | SPDR Gold Trust | $1.0M | 0.51% | 2,932 | Common | SOLE |
| 191216100 | KO | Coca Cola CO | $1.0M | 0.50% | 15,571 | Common | SOLE |
| 03073E105 | COR | Cencora Inc | $1.0M | 0.49% | 3,262 | Common | SOLE |
| 00206R102 | T | AT&T Inc | $1.0M | 0.49% | 36,053 | Common | SOLE |
| 969457100 | WMB | Williams Cos Inc Del Com | $1.0M | 0.49% | 15,900 | Common | SOLE |
| 291011104 | EMR | Emerson Electric CO | $992,742 | 0.48% | 7,568 | Common | SOLE |
| 98978V103 | ZTS | Zoetis Inc | $988,934 | 0.48% | 6,759 | Common | SOLE |
| 863667101 | SYK | Stryker Corporation | $988,497 | 0.48% | 2,674 | Common | SOLE |
| 149123101 | CAT | Caterpillar Inc | $987,223 | 0.48% | 2,069 | Common | SOLE |
| 03076C106 | AMP | Ameriprise Finl Inc | $983,482 | 0.48% | 2,002 | Common | SOLE |
| 74935Q107 | RBA | Rb Global Inc | $945,116 | 0.46% | 8,722 | Common | SOLE |
| 17275R102 | CSCO | Cisco Systems | $925,607 | 0.45% | 13,528 | Common | SOLE |
| 25754A201 | DPZ | Dominos Pizza Inc. | $924,291 | 0.45% | 2,141 | Common | SOLE |
| 539830109 | LMT | Lockheed Martin | $923,539 | 0.45% | 1,850 | Common | SOLE |
| 760759100 | RSG | Republic Services Inc | $876,384 | 0.42% | 3,819 | Common | SOLE |
| 05464C101 | AXON | Axon Enterprise Inc | $839,639 | 0.41% | 1,170 | Common | SOLE |
| G5960L103 | MDT | Medtronic PLC | $815,403 | 0.40% | 8,562 | Common | SOLE |
| 81369Y803 | XLK | SPDR Technology Sector ETF | $794,845 | 0.39% | 2,820 | Common | SOLE |
| 81369Y506 | XLE | SPDR Energy Sector ETF | $793,697 | 0.38% | 8,884 | Common | NONE |
| 59522J103 | MAA | Mid-America Apartment Comm REI | $784,165 | 0.38% | 5,612 | Common | SOLE |
| 219350105 | GLW | Corning Inc Com | $782,156 | 0.38% | 9,535 | Common | SOLE |
| 90353T100 | UBER | Uber Technologies Inc | $773,383 | 0.37% | 7,894 | Common | SOLE |
| 253868103 | DLR | Digital Realty Trust Inc REIT | $749,954 | 0.36% | 4,338 | Common | SOLE |
| 780287108 | RGLD | Royal Gold, Inc | $704,437 | 0.34% | 3,512 | Common | SOLE |
| 19247G107 | COHR | Coherent Corp | $702,550 | 0.34% | 6,522 | Common | SOLE |
| 874039100 | TSM | Taiwan Semiconductor-Sp ADR | $691,524 | 0.34% | 2,476 | Common | SOLE |
| 92204A876 | VPU | Vanguard Utilities ETF | $650,434 | 0.32% | 3,434 | Common | SOLE |
| 101137107 | BSX | Boston Scientific Corp | $633,988 | 0.31% | 6,494 | Common | SOLE |
| 260003108 | DOV | Dover Corp Com | $626,613 | 0.30% | 3,756 | Common | SOLE |
| 446413106 | HII | Huntington Ingalls Industries, | $622,173 | 0.30% | 2,161 | Common | SOLE |
| 889478103 | TOL | Toll Brothers Inc | $588,338 | 0.29% | 4,259 | Common | SOLE |
| 883556102 | TMO | Thermo Fisher Scientific Inc | $587,373 | 0.28% | 1,211 | Common | SOLE |
| G29183103 | ETN | Eaton Corp PLC | $579,006 | 0.28% | 1,547 | Common | SOLE |
| 302520101 | FNB | F N B Corp PA | $563,109 | 0.27% | 34,954 | Common | SOLE |
| 09857L108 | BKNG | Booking Holdings Inc | $539,927 | 0.26% | 100 | Common | SOLE |
| 231021106 | CMI | Cummins Engine Inc | $520,776 | 0.25% | 1,233 | Common | SOLE |
| 446150104 | HBAN | Huntington Bancshare | $518,100 | 0.25% | 30,000 | Common | SOLE |
| 369604301 | GE | General Electric CO | $509,473 | 0.25% | 1,694 | Common | SOLE |
| G0450A105 | ACGL | Arch Capital Group Ltd | $465,807 | 0.23% | 5,134 | Common | SOLE |
| 254687106 | DIS | Walt Disney CO | $460,237 | 0.22% | 4,020 | Common | SOLE |
| 92532F100 | VRTX | Vertex Pharmaceuticals Inc | $444,393 | 0.22% | 1,135 | Common | SOLE |
| 92204A504 | VHT | Vanguard Health Care ETF | $430,157 | 0.21% | 1,657 | Common | SOLE |
| 65339F101 | NEE | Nextera Energy, Inc | $427,652 | 0.21% | 5,665 | Common | SOLE |
| 713448108 | PEP | Pepsico Incorporated | $419,828 | 0.20% | 2,989 | Common | SOLE |
| 06738E204 | BCS | Barclays PLC ADR | $408,646 | 0.20% | 19,770 | Common | SOLE |
| 04016X101 | ARGX | Argenx SE ADR | $379,427 | 0.18% | 514 | Common | SOLE |
| 13646K108 | CP | Canadian Pacific Kansas City L | $377,373 | 0.18% | 5,066 | Common | SOLE |
| 896442308 | TRIN | Trinity Capital Inc. | $367,511 | 0.18% | 23,741 | Common | SOLE |
| 98389B100 | XEL | Xcel Energy Inc Com | $367,038 | 0.18% | 4,551 | Common | SOLE |
| 444859102 | HUM | Humana Inc | $361,896 | 0.18% | 1,391 | Common | SOLE |
| 48251W104 | KKR | Kkr & Co Inc | $361,797 | 0.18% | 2,784 | Common | SOLE |
| 316773100 | FITB | Fifth Third Bancorp | $359,340 | 0.17% | 8,066 | Common | SOLE |
| 749685103 | RPM | Rpm Intl Inc | $355,880 | 0.17% | 3,019 | Common | SOLE |
| 172908105 | CTAS | Cintas Corporation | $352,226 | 0.17% | 1,716 | Common | SOLE |
| 020002101 | ALL | Allstate Corp | $342,152 | 0.17% | 1,594 | Common | SOLE |
| G1151C101 | ACN | Accenture, PLC | $331,268 | 0.16% | 1,343 | Common | SOLE |
| 88160R101 | TSLA | Tesla Inc | $324,465 | 0.16% | 730 | Common | SOLE |
| 040413205 | ANET | Arista Networks Inc | $315,462 | 0.15% | 2,165 | Common | SOLE |
| 26969P108 | EXP | Eagle Materials Inc | $301,787 | 0.15% | 1,295 | Common | SOLE |
| 03761U502 | MFIC | Midcap Financial Investment Co | $298,885 | 0.14% | 24,928 | Common | SOLE |
| 45866F104 | ICE | Intercontinental Exchange In | $293,017 | 0.14% | 1,739 | Common | SOLE |
| 860630102 | SF | Stifel Financial Corp | $290,937 | 0.14% | 2,564 | Common | SOLE |
| 009158106 | APD | Air Prods & Chems Inc | $290,174 | 0.14% | 1,064 | Common | SOLE |
| 45073V108 | ITT | Itt Inc | $285,837 | 0.14% | 1,599 | Common | SOLE |
| 438516106 | HON | Honeywell International Inc Co | $280,933 | 0.14% | 1,335 | Common | SOLE |
| 81369Y605 | XLF | SPDR Financials Sector ETF | $271,666 | 0.13% | 5,043 | Common | NONE |
| 87612E106 | TGT | Target Corp | $271,432 | 0.13% | 3,026 | Common | SOLE |
| 244199105 | DE | Deere & CO | $270,698 | 0.13% | 592 | Common | NONE |
| 74624M102 | P | Pure Storage Inc Cl A | $268,192 | 0.13% | 3,200 | Common | NONE |
| 56585A102 | MPC | Marathon Petroleum Corp | $261,934 | 0.13% | 1,359 | Common | SOLE |
| 548661107 | LOW | Lowes Cos Inc | $260,609 | 0.13% | 1,037 | Common | SOLE |
| 231561101 | CW | Curtiss-Wright Corp | $259,525 | 0.13% | 478 | Common | SOLE |
| 060505104 | BAC | Bank of America Corp Com | $258,264 | 0.13% | 5,006 | Common | SOLE |
| 89417E109 | TRV | Travelers Cos Inc | $253,178 | 0.12% | 907 | Common | NONE |
| 278865100 | ECL | Ecolab, Inc | $250,309 | 0.12% | 914 | Common | SOLE |
| 58933Y105 | MRK | Merck & CO, Inc | $247,980 | 0.12% | 2,955 | Common | SOLE |
| 20825C104 | COP | Conocophillips | $241,254 | 0.12% | 2,551 | Common | SOLE |
| 053015103 | ADP | Automatic Data Processing Inc | $238,348 | 0.12% | 812 | Common | SOLE |
| 064058100 | BK | Bank of New York Mellon Corp | $232,302 | 0.11% | 2,132 | Common | SOLE |
| 21037T109 | CEG | Constellation Energy Corp | $231,681 | 0.11% | 704 | Common | SOLE |
| 097023105 | BA | Boeing CO | $227,474 | 0.11% | 1,054 | Common | SOLE |
| 36828A101 | GEV | GE Vernova Inc | $225,668 | 0.11% | 367 | Common | SOLE |
| 093712107 | BE | Bloom Energy Corp Cl A | $222,927 | 0.11% | 2,636 | Common | SOLE |
| 337932107 | FE | Firstenergy Corp | $218,424 | 0.11% | 4,767 | Common | SOLE |
| Y2573F102 | FLEX | Flex Ltd ORD ADR | $217,214 | 0.11% | 3,747 | Common | SOLE |
| 654106103 | NKE | Nike Inc | $211,830 | 0.10% | 3,038 | Common | SOLE |
| 892672106 | TW | Tradeweb Markets Inc - Class A | $210,751 | 0.10% | 1,899 | Common | SOLE |
| 025537101 | AEP | American Electric Power Inc | $206,541 | 0.10% | 1,836 | Common | SOLE |
| 84265V105 | SCCO | Southern Copper Corporation | $205,462 | 0.10% | 1,693 | Common | SOLE |
| 882508104 | TXN | Texas Instruments Inc | $204,053 | 0.10% | 1,111 | Common | SOLE |
| 058586108 | BLDP | Ballard Power Systems Inc. | $40,476 | 0.02% | 14,881 | Common | SOLE |
| 72919P202 | PLUG | Plug Power Inc | $30,027 | 0.01% | 12,887 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.