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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 | $206K | 0.1% | 1,514 SH | New |
| ALPHABET INC | CAP STK CL A | $258K | 0.1%Prev: 0.3% | 1,462 SH | Decreased-72 SH |
| ALPHABET INC | CAP STK CL C | $282K | 0.1%Prev: 0.2% | 1,592 SH | Decreased+236 SH |
| ALTRIA GROUP INC | COM | $565K | 0.3%Prev: 0.4% | 9,641 SH | Decreased-366 SH |
| AMAZON COM INC | COM | $614K | 0.3%Prev: 0.3% | 2,799 SH | Increased+252 SH |
| AMERISERV FINL INC | COM | $2.9M | 1.4%Prev: 2.1% | 943,301 SH | Decreased+54,211 SH |
| APPLE INC | COM | $2.2M | 1.1%Prev: 1.4% | 10,495 SH | Decreased+1,676 SH |
| BANK AMERICA CORP | COM | $232K | 0.1%Prev: 0.1% | 4,895 SH | Decreased+119 SH |
| BLACKROCK MUNIYIELD FD INC | COM | $225K | 0.1% | 22,375 SH | New |
| BOEING CO | COM | $691K | 0.3%Prev: 0.3% | 3,299 SH | Increased+882 SH |
| COSTCO WHSL CORP NEW | COM | $1.2M | 0.6% | 1,259 SH | New |
| DUKE ENERGY CORP NEW | COM NEW | $339K | 0.2%Prev: 0.2% | 2,872 SH | Decreased+273 SH |
| ELI LILLY & CO | COM | $2.4M | 1.2%Prev: 1.6% | 3,103 SH | Decreased+299 SH |
| EXELON CORP | COM | $464K | 0.2%Prev: 0.4% | 10,691 SH | Decreased-748 SH |
| F N B CORP | COM | $436K | 0.2%Prev: 0.3% | 29,914 SH | Increased+4,696 SH |
| HOME DEPOT INC | COM | $225K | 0.1%Prev: 0.1% | 615 SH | Increased-61 SH |
| INTEL CORP | COM | $215K | 0.1%Prev: 0.2% | 9,609 SH | Decreased+2,587 SH |
| INVESCO QQQ TR | UNIT SER 1 | $6.7M | 3.3%Prev: 0.9% | 12,120 SH | Increased+9,793 SH |
| ISHARES TR | 3 7 YR TREAS BD | $22.4M | 11.1%Prev: 9.1% | 188,066 SH | Increased+67,608 SH |
| ISHARES TR | 7-10 YR TRSY BD | $22.7M | 11.2%Prev: 9.4% | 236,506 SH | Increased+82,655 SH |
| ISHARES TR | CORE DIVID ETF | $261K | 0.1%Prev: 0.2% | 5,191 SH | Decreased+30 SH |
| ISHARES TR | CORE S&P500 ETF | $717K | 0.4%Prev: 0.5% | 1,154 SH | Decreased |
| ISHARES TR | IBOXX HI YD ETF | $1.4M | 0.7%Prev: 0.4% | 17,426 SH | Increased+9,062 SH |
| ISHARES TR | ISHS 1-5YR INVS | $8.9M | 4.4%Prev: 3.2% | 168,491 SH | Increased+74,089 SH |
| ISHARES TR | ISHS 5-10YR INVT | $3.2M | 1.6%Prev: 0.9% | 59,896 SH | Increased+32,302 SH |
| ISHARES TR | RUS MID CAP ETF | $841K | 0.4%Prev: 0.4% | 9,141 SH | Increased+1,902 SH |
| ISHARES TR | RUSSELL 2000 ETF | $6.6M | 3.2%Prev: 1.0% | 30,421 SH | Increased+24,033 SH |
| JPMORGAN CHASE & CO. | COM | $446K | 0.2% | 1,537 SH | New |
| MCDONALDS CORP | COM | $391K | 0.2%Prev: 0.2% | 1,337 SH | Increased+484 SH |
| META PLATFORMS INC | CL A | $472K | 0.2%Prev: 0.1% | 639 SH | Increased+245 SH |
| MICROSOFT CORP | COM | $1.2M | 0.6%Prev: 0.5% | 2,352 SH | Increased+55 SH |
| NETFLIX INC | COM | $465K | 0.2% | 347 SH | New |
| NUCOR CORP | COM | $318K | 0.2%Prev: 0.2% | 2,457 SH | Decreased+160 SH |
| NUVEEN PENNSYLVANIA QLT MUN | COM | $373K | 0.2% | 33,281 SH | New |
| NUVEEN QUALITY MUNCP INCOME | COM | $175K | 0.1%Prev: 0.1% | 15,504 SH | Decreased |
| NVIDIA CORPORATION | COM | $1.7M | 0.8%Prev: 1.1% | 10,869 SH | Decreased+639 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $217K | 0.1%Prev: 0.1% | 1,595 SH | Decreased+108 SH |
| PEPSICO INC | COM | $290K | 0.1% | 2,193 SH | New |
| PHILIP MORRIS INTL INC | COM | $254K | 0.1%Prev: 0.2% | 1,392 SH | Decreased-255 SH |
| PNC FINL SVCS GROUP INC | COM | $536K | 0.3%Prev: 0.4% | 2,877 SH | Decreased+158 SH |
| PROCTER AND GAMBLE CO | COM | $209K | 0.1% | 1,313 SH | New |
| PROSHARES TR | PSHS ULT S&P 500 | $841K | 0.4% | 8,604 SH | New |
| PROSHARES TR | PSHS ULTRA QQQ | $892K | 0.4% | 7,577 SH | New |
| SELECT SECTOR SPDR TR | COMMUNICATION | $2.9M | 1.4% | 26,758 SH | New |
| SELECT SECTOR SPDR TR | ENERGY | $2.0M | 1.0% | 23,873 SH | New |
| SELECT SECTOR SPDR TR | FINANCIAL | $1.6M | 0.8% | 31,136 SH | New |
| SELECT SECTOR SPDR TR | INDL | $1.7M | 0.8% | 11,518 SH | New |
| SELECT SECTOR SPDR TR | SBI HEALTHCARE | $1.9M | 0.9% | 14,258 SH | New |
| SELECT SECTOR SPDR TR | SBI INT-UTILS | $1.2M | 0.6% | 14,370 SH | New |
| SELECT SECTOR SPDR TR | SBI MATERIALS | $2.5M | 1.3% | 28,954 SH | New |
| SELECT SECTOR SPDR TR | TECHNOLOGY | $1.4M | 0.7% | 5,622 SH | New |
| SPDR S&P 500 ETF TR | TR UNIT | $1.1M | 0.5% | 1,778 SH | New |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $1.1M | 0.5%Prev: 0.4% | 2,742 SH | Increased+1,075 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $68.1M | 33.7%Prev: 47.9% | 119,888 SH | Decreased-5,652 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $8.9M | 4.4%Prev: 2.1% | 158,888 SH | Increased+99,103 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $10.3M | 5.1%Prev: 3.7% | 175,605 SH | Increased+75,927 SH |
| VISA INC | COM CL A | $758K | 0.4%Prev: 0.4% | 2,135 SH | Increased+264 SH |
| WALMART INC | COM | $896K | 0.4%Prev: 0.7% | 9,168 SH | Decreased+629 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 |