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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 16 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
301 EPD ENTERPRISE PRODS PARTNERS L Energy 439.0 $16K NEW $36.76 +5.2%
302 SYK STRYKER CORPORATION Healthcare 51.0 $16K NEW $314.84 +6.7%
303 GILD GILEAD SCIENCES INC Healthcare 126.0 $16K NEW $126.34 +13.5%
304 MS MORGAN STANLEY Financial Services 76.0 $16K NEW $209.04 +3.7%
305 EFX EQUIFAX INC Industrials 100.0 $16K NEW $158.72 +14.4%
306 AVEM AMERICAN CENTY ETF TR 163.0 $16K NEW $96.49 -4.5%
307 PNW PINNACLE WEST CAP CORP Utilities 146.0 $16K NEW $107.00 -5.9%
308 BLOCK INC 200.0 $15K NEW $76.00
309 DVN DEVON ENERGY CORP NEW Energy 363.0 $15K NEW $41.32 +16.1%
310 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 60.0 $15K NEW $249.98 -1.3%
311 JMTG J P MORGAN EXCHANGE TRADED F 290.0 $15K NEW $50.68 -1.2%
312 RY ROYAL BK CDA Financial Services 71.0 $15K NEW $206.97 +2.5%
313 JBHT HUNT J B TRANS SVCS INC Industrials 50.0 $14K NEW $289.44 -4.6%
314 XUSP INNOVATOR ETFS TRUST 274.0 $14K NEW $52.66 +3.0%
315 APP APPLOVIN CORP Technology 28.0 $14K NEW $515.21 -39.7%
316 DOW DOW HLDGS INC Basic Materials 518.0 $14K NEW $27.36 +14.5%
317 RIVN RIVIAN AUTOMOTIVE INC Consumer Cyclical 800.0 $14K NEW $17.35 -15.4%
318 TXT TEXTRON INC Industrials 151.0 $14K NEW $91.73 -4.2%
319 FBTC FIDELITY WISE ORIGIN BITCOIN Financial Services 270.0 $14K NEW $51.05 +10.3%
320 SWKS SKYWORKS SOLUTIONS INC Technology 200.0 $14K NEW $67.80 -1.1%
Page 16 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%