Sageworth Trust Co

Portfolio Overview

Sageworth Trust Co’s 13F filing for the period ending September 30, 2025, reveals a dramatic transformation in portfolio composition and scale. The total portfolio value contracted by 70.7%, decreasing from $1.81 billion to $528.72 million. This reduction is not merely a function of market depreciation but indicates a significant strategic pivot, evidenced by the high volume of portfolio turnover (28 new positions and 28 exits). The number of holdings remains diversified ...