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CIK 0001102062 • 7 13F filings • May 14, 2025 – Oct 21, 2026
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Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| ALPHABET INC | CAP STK CL A | $290K | 0.2%Prev: 0.2% | 842 SH | Decreased-620 SH |
| ALPHABET INC | CAP STK CL C | $339K | 0.3%Prev: 0.2% | 994 SH | Decreased-598 SH |
| ALTRIA GROUP INC | COM | $430K | 0.3%Prev: 0.3% | 6,390 SH | Decreased-3,250 SH |
| AMAZON COM INC | COM | $449K | 0.4%Prev: 0.3% | 1,803 SH | Decreased-1,031 SH |
| AMERISERV FINL INC | COM | $4.1M | 3.3%Prev: 1.3% | 889,755 SH | Increased-1,015 SH |
| APPLE INC | COM | $2.9M | 2.3%Prev: 1.2% | 8,732 SH | Increased-591 SH |
| BANK OF AMER CORP | COM | $240K | 0.2% | 4,414 SH | New |
| BLACKROCK MUNIYILD QULT FD I | COM | $204K | 0.2% | 20,591 SH | New |
| BOEING CO | COM | $287K | 0.2%Prev: 0.3% | 1,545 SH | Decreased-1,512 SH |
| COSTCO WHOLESALE CORPORATION | COM | $437K | 0.3% | 480 SH | New |
| ELI LILLY & CO | COM | $3.1M | 2.5%Prev: 1.1% | 2,675 SH | Increased-254 SH |
| EXELON CORP | COM | $300K | 0.2%Prev: 0.2% | 7,415 SH | Decreased-3,269 SH |
| EXXONMOBIL HOLDINGS CORP | COM SHS | $288K | 0.2% | 1,768 SH | New |
| F N B CORP | COM | $335K | 0.3%Prev: 0.2% | 19,438 SH | Decreased-8,724 SH |
| IM GLOBAL PARTNER FUNDS | IMGP DBI MAN ETF | $744K | 0.6% | 22,877 SH | New |
| INTEL CORP | COM | $624K | 0.5%Prev: 0.2% | 5,193 SH | Increased-3,900 SH |
| INVESCO QQQ TR | UNIT SER 1 | $1.3M | 1.1%Prev: 0.9% | 1,793 SH | Decreased-1,050 SH |
| ISHARES TR | 3 7 YR TREAS BD | $6.2M | 4.9%Prev: 11.0% | 54,525 SH | Decreased-127,201 SH |
| ISHARES TR | 7-10 YR TRSY BD | $6.0M | 4.8%Prev: 11.7% | 67,308 SH | Decreased-172,275 SH |
| ISHARES TR | CORE DIVID ETF | $210K | 0.2%Prev: 0.1% | 3,262 SH | Decreased-1,918 SH |
| ISHARES TR | CORE S&P500 ETF | $884K | 0.7%Prev: 0.4% | 1,154 SH | Increased |
| ISHARES TR | ISHS 1-5YR INVS | $2.0M | 1.6%Prev: 3.9% | 39,613 SH | Decreased-105,531 SH |
| ISHARES TR | ISHS 5-10YR INVT | $509K | 0.4%Prev: 1.6% | 10,118 SH | Decreased-47,731 SH |
| ISHARES TR | RUS MID CAP ETF | $419K | 0.3%Prev: 0.4% | 3,925 SH | Decreased-4,873 SH |
| ISHARES TR | RUSSELL 2000 ETF | $1.3M | 1.1%Prev: 0.9% | 4,804 SH | Decreased-2,650 SH |
| JPMORGAN CHASE & CO | COM | $224K | 0.2% | 678 SH | New |
| MICROSOFT CORP | COM | $891K | 0.7%Prev: 0.6% | 1,738 SH | Decreased-613 SH |
| NUCOR CORP | COM | $313K | 0.2%Prev: 0.2% | 1,337 SH | Decreased-1,120 SH |
| NUVEEN MUN HIGH INCOME OPPOR | COM | $351K | 0.3% | 39,137 SH | New |
| NUVEEN QUALITY MUNCP INCOME | COM | $157K | 0.1%Prev: 0.1% | 15,504 SH | Decreased |
| NVIDIA CORPORATION | COM | $2.1M | 1.7%Prev: 1.1% | 9,120 SH | Decreased-2,101 SH |
| PALANTIR TECHNOLOGIES INC | CL A | $232K | 0.2%Prev: 0.2% | 1,240 SH | Decreased-721 SH |
| PHILIP MORRIS INTL INC | COM | $272K | 0.2%Prev: 0.1% | 1,428 SH | Increased+36 SH |
| PNC FINL SVCS GROUP INC | COM | $374K | 0.3%Prev: 0.3% | 1,681 SH | Decreased-1,169 SH |
| SELECT SECTOR SPDR TR | ST STR CARE ETF | $200K | 0.2% | 1,190 SH | New |
| SELECT SECTOR SPDR TR | ST STR ENERG ETF | $299K | 0.2% | 4,862 SH | New |
| SELECT SECTOR SPDR TR | ST STR INDL ETF | $464K | 0.4% | 2,781 SH | New |
| SELECT SECTOR SPDR TR | ST STR MATER ETF | $780K | 0.6% | 16,012 SH | New |
| SELECT SECTOR SPDR TR | ST STR SVC ETF | $302K | 0.2% | 2,725 SH | New |
| SELECT SECTOR SPDR TR | ST STR TECHN ETF | $818K | 0.6% | 4,177 SH | New |
| SELECT SECTOR SPDR TR | ST STR UTIL ETF | $580K | 0.5% | 14,718 SH | New |
| SPDR GOLD TR | GOLD SHS | $654K | 0.5% | 1,717 SH | New |
| STATE STR SPDR S&P 500 ETF T | TR UNIT | $787K | 0.6% | 1,032 SH | New |
| UNITED STS NAT GAS FD LP | UNIT PAR | $622K | 0.5%Prev: 0.4% | 60,000 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | $532K | 0.4%Prev: 0.6% | 6,222 SH | Decreased+3,373 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $76.6M | 60.8%Prev: 40.5% | 109,270 SH | Decreased-21,683 SH |
| VANGUARD SCOTTSDALE FDS | LONG TERM TREAS | $974K | 0.8%Prev: 4.9% | 19,432 SH | Decreased-152,415 SH |
| VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | $2.6M | 2.1%Prev: 4.7% | 45,764 SH | Decreased-110,700 SH |
| VISA INC | COM CL A | $450K | 0.4%Prev: 0.4% | 1,251 SH | Decreased-872 SH |
| WALMART INC | COM | $375K | 0.3%Prev: 0.5% | 3,605 SH | Decreased-5,736 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 |