Northwest Bancshares, Inc.

CIK: 0001471265SEC EDGAR →

Portfolio Value

$517.5M

Holdings

174

As of

Q4 2025

New Positions

7

Closed Positions

11

Portfolio Value History

Top 10 Holdings

RankStockSharesValue% of Portfolio
1

SCHWAB STRATEGIC TR

4,093,713$111.4M
21.53%
2

VANGUARD SCOTTSDALE FDS

224,943$18.8M
3.64%
3

VANGUARD SCOTTSDALE FDS

230,635$18.4M
3.55%
4

APPLE INC

55,108$15.0M
2.89%
5

ISHARES TR

21,743$14.9M
2.88%
6

MICROSOFT CORP

28,840$13.9M
2.70%
7

ISHARES TR

108,021$10.8M
2.08%
8

LAM RESEARCH CORP

53,647$9.2M
1.77%
9

WALMART INC

75,637$8.4M
1.63%
10

JPMORGAN CHASE & CO.

25,124$8.1M
1.56%

Quarterly Changes

Top Buys

AGGNEW
$10.8M
VCIT↑ Increased
$5.7M
IWMNEW
$3.6M
LULUNEW
$1.6M
GVINEW
$839K

Top Sells

FNDX↓ Decreased
$42.0M
TLTCLOSED
$24.6M
VCSH↓ Decreased
$10.6M
MSFT↓ Decreased
$3.1M
BAH↓ Decreased
$2.3M

New Positions (10)

$10.8M · 108K shares
$3.6M · 15K shares
$1.6M · 8K shares
$839K · 8K shares
$257K · 4K shares
$235K · 2K shares
$215K · 2K shares
$213K · 2K shares
$212K · 1K shares
$204K · 2K shares

Closed Positions (17)

$24.6M · 276K shares
$2.3M · 99K shares
$1.5M · 58K shares
$596K · 497 shares
$471K · 5K shares
$428K · 1K shares
$357K · 966 shares
$328K · 3K shares
$316K · 1K shares
$288K · 4K shares
$279K · 806 shares
$249K · 2K shares
$243K · 3K shares
$234K · 4K shares
$232K · 2K shares
$207K · 690 shares
$206K · 647 shares

Sector Breakdown

Sector# HoldingsValue%
Financial Services71$262.8M50.8%
Technology21$82.2M15.9%
Healthcare16$30.5M5.9%
Industrials18$26.4M5.1%
Consumer Defensive7$25.1M4.9%
Consumer Cyclical10$24.6M4.8%
Energy6$21.5M4.2%
Unknown8$17.2M3.3%
Communication Services5$13.9M2.7%
Basic Materials5$6.7M1.3%
Real Estate1$3.9M0.8%
Utilities6$2.6M0.5%