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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 15 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CM CANADIAN IMPERIAL BANK OF CO Financial Services 169.0 $19K NEW $115.00 +5.8%
282 BK BANK OF NY MELLON CORP Financial Services 133.0 $19K NEW $144.61 -1.9%
283 GERN GERON CORP Healthcare 15,000.0 $19K NEW $1.28 +19.5%
284 VHT VANGUARD WORLD FD 64.0 $19K NEW $299.02 +6.8%
285 NSC NORFOLK SOUTHN CORP Industrials 60.0 $19K NEW $314.60 +9.0%
286 TMO THERMO FISHER SCIENTIFIC INC Healthcare 37.0 $19K NEW $501.35 +17.0%
287 ES EVERSOURCE ENERGY Utilities 254.0 $18K NEW $72.27 +0.4%
288 BUD ANHEUSER BUSCH INBEV SA NV Consumer Defensive 222.0 $18K NEW $82.40 -5.7%
289 NRG NRG ENERGY INC Utilities 124.0 $18K NEW $146.06 -17.5%
290 KMI KINDER MORGAN INC DEL Energy 564.0 $18K NEW $31.97 +2.5%
291 LNG CHENIERE ENERGY INC Energy 75.0 $18K NEW $239.01 +14.1%
292 WMB WILLIAMS COS INC Energy 241.0 $18K NEW $74.34 +0.9%
293 PRU PRUDENTIAL FINL INC Financial Services 166.0 $18K NEW $107.93 +15.9%
294 AIQ GLOBAL X FDS 266.0 $17K NEW $65.61 -4.5%
295 IYK ISHARES TR 240.0 $17K NEW $72.66 +2.6%
296 BP BP PLC Energy 457.0 $17K NEW $36.95 +17.4%
297 IYH ISHARES TR 250.0 $17K NEW $67.01 +7.2%
298 APD AIR PRODUCTS AND CHEMICALS I Basic Materials 57.0 $17K NEW $293.18 +3.4%
299 PDI PIMCO DYNAMIC INCOME FD Financial Services 1,000.0 $17K NEW $16.70 -9.3%
300 STT STATE STR CORP Financial Services 96.0 $16K NEW $169.60 +12.9%
Page 15 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%