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CIK 0001102062 • 7 13F filings • May 14, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ABBOTT LABS | COM | $201K | 0.1% | 1,514 SH | |
| ALPHABET INC | CAP STK CL A | $264K | 0.2% | 1,708 SH | |
| ALPHABET INC | CAP STK CL C | $249K | 0.1% | 1,592 SH | |
| ALTRIA GROUP INC | COM | $579K | 0.3% | 9,644 SH | |
| AMAZON COM INC | COM | $516K | 0.3% | 2,710 SH | |
| AMERISERV FINL INC | COM | $2.2M | 1.3% | 902,355 SH | |
| APPLE INC | COM | $2.4M | 1.4% | 10,758 SH | |
| BANK AMERICA CORP | COM | $204K | 0.1% | 4,895 SH | |
| BLACKROCK MUNIYIELD FD INC | COM | $236K | 0.1% | 22,375 SH | |
| BOEING CO | COM | $566K | 0.3% | 3,318 SH | |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.7% | 1,282 SH | |
| DANAHER CORPORATION | COM | $269K | 0.2% | 1,311 SH | |
| DUKE ENERGY CORP NEW | COM NEW | $352K | 0.2% | 2,888 SH | |
| ELI LILLY & CO | COM | $2.6M | 1.5% | 3,115 SH | |
| EXELON CORP | COM | $494K | 0.3% | 10,717 SH | |
| EXXON MOBIL CORP | COM | $272K | 0.2% | 2,289 SH | |
| F N B CORP | COM | $409K | 0.2% | 30,438 SH | |
| HOME DEPOT INC | COM | $231K | 0.1% | 630 SH | |
| INTEL CORP | COM | $213K | 0.1% | 9,395 SH | |
| INTUITIVE SURGICAL INC | COM NEW | $318K | 0.2% | 642 SH | |
| ISHARES TR | 3 7 YR TREAS BD | $19.4M | 11.2% | 163,884 SH | |
| ISHARES TR | 7-10 YR TRSY BD | $21.3M | 12.3% | 223,516 SH | |
| ISHARES TR | CORE DIVID ETF | $252K | 0.1% | 5,194 SH | |
| ISHARES TR | CORE S&P500 ETF | $653K | 0.4% | 1,163 SH | |
| ISHARES TR | IBOXX HI YD ETF | $2.3M | 1.4% | 29,767 SH | |
| ISHARES TR | ISHS 1-5YR INVS | $4.7M | 2.7% | 89,226 SH | |
| ISHARES TR | ISHS 5-10YR INVT | $2.5M | 1.5% | 48,493 SH | |
| ISHARES TR | RUS MID CAP ETF | $772K | 0.4% | 9,080 SH | |
| JPMORGAN CHASE & CO. | COM | $378K | 0.2% | 1,540 SH | |
| LITMAN GREGORY FDS TR | IMGP DBI MANAGED | $759K | 0.4% | 30,066 SH | |
| MCDONALDS CORP | COM | $420K | 0.2% | 1,346 SH | |
| META PLATFORMS INC | CL A | $368K | 0.2% | 639 SH | |
| MICROSOFT CORP | COM | $890K | 0.5% | 2,370 SH | |
| NETFLIX INC | COM | $324K | 0.2% | 347 SH | |
| NUCOR CORP | COM | $296K | 0.2% | 2,459 SH | |
| NUVEEN PENNSYLVANIA QLT MUN | COM | $373K | 0.2% | 33,281 SH | |
| NUVEEN QUALITY MUNCP INCOME | COM | $179K | 0.1% | 15,504 SH | |
| NVIDIA CORPORATION | COM | $3.7M | 2.1% | 34,058 SH | |
| PEPSICO INC | COM | $437K | 0.3% | 2,912 SH | |
| PHILIP MORRIS INTL INC | COM | $221K | 0.1% | 1,392 SH | |
| PNC FINL SVCS GROUP INC | COM | $499K | 0.3% | 2,841 SH | |
| PROCTER AND GAMBLE CO | COM | $224K | 0.1% | 1,313 SH | |
| PROSHARES TR | PSHS ULT S&P 500 | $1.1M | 0.6% | 13,488 SH | |
| PROSHARES TR | PSHS ULTRA QQQ | $1.0M | 0.6% | 11,609 SH | |
| SELECT SECTOR SPDR TR | COMMUNICATION | $2.6M | 1.5% | 26,502 SH | |
| SELECT SECTOR SPDR TR | ENERGY | $2.2M | 1.3% | 23,790 SH | |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.9M | 1.1% | 37,314 SH | |
| SELECT SECTOR SPDR TR | INDL | $1.5M | 0.9% | 11,402 SH | |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $2.1M | 1.2% | 14,282 SH | |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $4.6M | 2.6% | 57,899 SH | |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $2.2M | 1.3% | 25,471 SH | |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $998K | 0.6% | 4,832 SH | |
| SHERWIN WILLIAMS CO | COM | $347K | 0.2% | 994 SH | |
| SPDR S&P 500 ETF TR | TR UNIT | $1.8M | 1.0% | 3,184 SH | |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $3.7M | 2.2% | 11,133 SH | |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $49.9M | 28.9% | 97,112 SH | |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $13.1M | 7.6% | 227,605 SH | |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $7.0M | 4.0% | 119,233 SH | |
| VANGUARD WORLD FD | INF TECH ETF | $656K | 0.4% | 1,209 SH | |
| VISA INC | COM CL A | $750K | 0.4% | 2,139 SH | |
| WALMART INC | COM | $832K | 0.5% | 9,475 SH |
| 13F-HR |
| 0001172661-25-004730 |
| $197.9M |
| View |
| Aug 3, 2026 | Q2 2026 | 13F-HR | 0001172661-26-003007 | $150.2M | View |
| Aug 13, 2025 | Q2 2025 | 13F-HR | 0001172661-25-003097 | $202.3M | View |
| May 13, 2026 | Q1 2026 | 13F-HR | 0001172661-26-001807 | $156.7M | View |
| May 14, 2025 | Q1 2025 | 13F-HR | 0001172661-25-001826 | $172.9M | View |