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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 17 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 BMY BRISTOL-MYERS SQUIBB CO Healthcare 235.0 $14K NEW $57.62 +14.6%
322 LEN LENNAR CORP Consumer Cyclical 149.0 $13K NEW $90.49 -6.1%
323 BBY BEST BUY INC Consumer Cyclical 175.0 $13K NEW $75.88 +15.0%
324 BOTZ GLOBAL X FDS 345.0 $13K NEW $37.94 -3.7%
325 JCI JOHNSON CONTROLS INTERNATION Industrials 88.0 $13K NEW $146.11 +2.4%
326 LHX L3HARRIS TECHNOLOGIES INC Industrials 44.0 $13K NEW $290.59 -3.8%
327 AKAM AKAMAI TECHNOLOGIES INC Technology 108.0 $13K NEW $118.21 -2.5%
328 CLNE CLEAN ENERGY FUELS CORP Energy 6,000.0 $12K NEW $2.05 -21.5%
329 TM TOYOTA MOTOR CORP Consumer Cyclical 72.0 $12K NEW $168.42 +11.8%
330 HUBB HUBBELL INC Industrials 23.0 $12K NEW $523.22 -7.5%
331 OGS ONE GAS INC Utilities 156.0 $12K NEW $77.07 +5.2%
332 ISRG INTUITIVE SURGICAL INC Healthcare 30.0 $12K NEW $397.67 -1.6%
333 AMP AMERIPRISE FINL INC Financial Services 26.0 $12K NEW $458.77 +22.5%
334 R RYDER SYS INC Industrials 45.0 $12K NEW $263.78 -1.8%
335 DG DOLLAR GEN CORP Consumer Defensive 102.0 $12K NEW $115.11 +5.0%
336 MFC MANULIFE FINL CORP Financial Services 289.0 $12K NEW $40.51 +8.7%
337 MUB ISHARES TR 108.0 $12K NEW $107.62 -2.1%
338 TOL TOLL BROTHERS INC Consumer Cyclical 70.0 $12K NEW $164.76 -13.3%
339 GM GENERAL MTRS CO Consumer Cyclical 149.0 $11K NEW $77.08 +8.6%
340 NGG NATIONAL GRID PLC Utilities 138.0 $11K NEW $82.87 -0.9%
Page 17 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%