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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 18 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 SSRM SSR MINING IN Basic Materials 400.0 $11K NEW $28.28 +12.3%
342 HRL HORMEL FOODS CORP Consumer Defensive 454.0 $11K NEW $24.82 -1.3%
343 MPLX MPLX LP Energy 200.0 $11K NEW $56.33 +5.5%
344 ARKQ ARK ETF TR 84.0 $11K NEW $132.21 -3.8%
345 B BARRICK MNG CORP Basic Materials 302.0 $11K NEW $36.73 +14.0%
346 BMO BANK MONTREAL MEDIUM Financial Services 62.0 $11K NEW $176.69 +3.0%
347 SFLR INNOVATOR ETFS TRUST 280.0 $11K NEW $38.58 +1.0%
348 DECK DECKERS OUTDOOR CORP Consumer Cyclical 108.0 $11K NEW $99.29 -8.0%
349 SNPS SYNOPSYS INC Technology 24.0 $11K NEW $446.08 -8.8%
350 FCX FREEPORT MCMORAN INC Basic Materials 165.0 $10K NEW $62.89 +4.6%
351 HIG HARTFORD INSURANCE GROUP INC Financial Services 78.0 $10K NEW $132.53 +4.6%
352 RDDT REDDIT INC Communication Services 59.0 $10K NEW $173.58 -5.5%
353 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 100.0 $10K NEW $100.07 +7.5%
354 USO UNITED STS OIL FD LP Financial Services 94.0 $10K NEW $106.44 +23.3%
355 IEF ISHARES TR 105.0 $10K NEW $94.57 -1.7%
356 HOG HARLEY DAVIDSON INC Consumer Cyclical 400.0 $10K NEW $24.46 +12.0%
357 AIG AMERICAN INTL GROUP INC Financial Services 130.0 $10K NEW $74.53 +2.6%
358 MPWR MONOLITHIC PWR SYS INC Technology 7.0 $10K NEW $1382.43 -5.2%
359 ONEY SPDR SERIES TRUST 75.0 $10K NEW $128.11 +5.1%
360 APG API GROUP CORP Industrials 225.0 $10K NEW $42.35 +3.0%
Page 18 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%