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Portfolio (Quarterly) Guide ↗

COUNTRY TRUST BANK

· CIK 0001209324
13F Portfolio $5.7B AUM 742 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 628 New
Page 28 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
541 PDEC INNOVATOR ETFS TRUST 40.0 $2K NEW $45.90 +2.0%
542 NVO NOVO-NORDISK A S Healthcare 38.0 $2K NEW $47.95 -4.5%
543 AIM ETF PRODUCTS TRUST 62.0 $2K NEW $29.23
544 VLUE ISHARES TR 9.0 $2K NEW $199.78 +0.6%
545 UAL UNITED AIRLS HLDGS INC Industrials 13.0 $2K NEW $136.00 -12.4%
546 VIAV VIAVI SOLUTIONS INC Technology 37.0 $2K NEW $47.76 -13.1%
547 TMFC RBB FD INC 23.0 $2K NEW $76.17 +3.9%
548 SOUN SOUNDHOUND AI INC Technology 264.0 $2K NEW $6.47 +8.4%
549 VICI VICI PPTYS INC Real Estate 64.0 $2K NEW $26.55 -2.1%
550 BC BRUNSWICK CORP Consumer Cyclical 20.0 $2K NEW $84.25 -2.5%
551 CNI CANADIAN NATL RY CO Industrials 14.0 $2K NEW $119.21 +6.4%
552 WY WEYERHAEUSER CO Real Estate 67.0 $2K NEW $23.94 -1.5%
553 IDXX IDEXX LABS INC Healthcare 3.0 $2K NEW $526.33 +5.5%
554 HTLD HEARTLAND EXPRESS INC Industrials 100.0 $2K NEW $15.22 -16.2%
555 RGR STURM RUGER & CO INC Industrials 39.0 $1K NEW $37.85 -1.0%
556 NU NU HLDGS LTD Financial Services 100.0 $1K NEW $13.36 +7.8%
557 DX DYNEX CAP INC Real Estate 100.0 $1K NEW $13.11 +0.6%
558 CDE COEUR MNG INC Basic Materials 80.0 $1K NEW $16.32 +13.7%
559 DHI D R HORTON INC Consumer Cyclical 8.0 $1K NEW $162.88 -9.9%
560 SYF SYNCHRONY FINANCIAL Financial Services 17.0 $1K NEW $76.06 +6.7%
Page 28 of 32  ·  628 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 38.4%
Financial Services 12.5%
Communication Services 11.3%
Consumer Cyclical 9.2%
Healthcare 8.4%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 2.6%
Basic Materials 1.4%