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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 20 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
381 IYW ISHARES TR 30.0 $8K NEW $252.23 -1.2%
382 EW EDWARDS LIFESCIENCES CORP Healthcare 83.0 $8K NEW $90.46 +1.3%
383 GEHC GE HEALTHCARE TECHNOLOGIES I Healthcare 117.0 $7K NEW $64.01 +14.4%
384 SLRC SLR INVESTMENT CORP Financial Services 600.0 $7K NEW $12.37 +2.7%
385 CAH CARDINAL HEALTH INC Healthcare 31.0 $7K NEW $237.55 -0.3%
386 MP MP MATERIALS CORP Basic Materials 130.0 $7K NEW $56.01 +0.5%
387 VTIP VANGUARD MALVERN FDS 144.0 $7K NEW $50.23 -1.0%
388 LKQ LKQ CORP Consumer Cyclical 274.0 $7K NEW $26.33 -3.4%
389 NWBI NORTHWEST BANCSHARES INC Financial Services 465.0 $7K NEW $15.16 +2.8%
390 KD KYNDRYL HLDGS INC Technology 621.0 $7K NEW $11.31 +10.4%
391 PPL PPL CORP Utilities 189.0 $7K NEW $36.35 +0.2%
392 NFG NATIONAL FUEL GAS CO Energy 88.0 $7K NEW $77.20 +8.6%
393 HEFA ISHARES TR 143.0 $7K NEW $46.92 +0.6%
394 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 132.0 $7K NEW $49.98 +6.9%
395 HSY HERSHEY CO Consumer Defensive 37.0 $6K NEW $175.46 +4.6%
396 HEI HEICO CORP NEW Industrials 18.0 $6K NEW $356.17 +3.2%
397 AMD ADVANCED MICRO DEVICES INC Technology 11.0 $6K NEW $580.91 -17.3%
398 KMB KIMBERLY-CLARK CORP Consumer Defensive 58.0 $6K NEW $109.78 -0.5%
399 BURL BURLINGTON STORES INC Consumer Cyclical 20.0 $6K NEW $316.80 +5.9%
400 EGO ELDORADO GOLD CORP NEW Basic Materials 200.0 $6K NEW $31.09 +25.1%
Page 20 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%