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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL BANK - TRUST DIVISION

· CIK 0001315339
13F Portfolio $1.4B AUM 411 positions Filed Jul 1, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 16 New 76 Added 57 Reduced 5 Exited
Page 1 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IEFA ISHARES 1,406,650.0 $135.9M 9.69% +36K +2.6% $96.58 +4.4%
2 IVV ISHARES 93,877.0 $70.3M 5.02% +8K +9.1% $748.89 +2.7%
3 IJR ISHARES 366,175.0 $54.3M 3.88% +26K +7.5% $148.31 -0.7%
4 IEMG ISHARES 519,675.0 $43.0M 3.07% +7K +1.4% $82.84 -1.5%
5 JIRE JP MORGAN 506,500.0 $41.8M 2.98% +7K +1.3% $82.49 +3.4%
6 JEPI JP MORGAN 731,100.0 $41.3M 2.95% +94K +14.8% $56.48 +2.5%
7 IEF ISHARES 384,021.0 $36.3M 2.59% +31K +8.8% $94.57 -1.9%
8 AAPL APPLE INC. Technology 122,587.0 $35.5M 2.53% +803.0 +0.7% $289.36 +6.9%
9 FFBC FIRST FINANCIAL BANCORP Financial Services 836,135.0 $28.3M 2.02% +15K +1.8% $33.83 -2.4%
10 MSFT MICROSOFT CORPORATION Technology 70,664.0 $26.4M 1.88% +2K +2.7% $373.02 +29.5%
11 XLU SPDR 406,679.0 $18.4M 1.32% +15K +3.8% $45.34 -5.7%
12 AMZN AMAZON.COM, INC. Consumer Cyclical 74,462.0 $17.7M 1.27% +4K +5.2% $238.34 +8.5%
13 NVDA NVIDIA CORPORATION Technology 87,484.0 $17.5M 1.25% +21K +31.8% $200.09 +7.3%
14 ETN EATON CORPORATION PLC Industrials 35,696.0 $15.2M 1.08% +695.0 +2.0% $426.12 -1.6%
15 AVGO BROADCOM, INC. Technology 39,029.0 $14.7M 1.05% +1K +3.5% $377.75 -2.5%
16 IBM IBM Technology 45,865.0 $12.9M 0.92% +914.0 +2.0% $281.21 -16.2%
17 V VISA INC CL A Financial Services 37,454.0 $12.9M 0.92% +389.0 +1.1% $343.09 +8.1%
18 RTX RAYTHEON TECHNOLOGIES CORP Industrials 66,810.0 $12.7M 0.90% +3K +4.1% $189.73 +10.6%
19 RSP INVESCO 57,022.0 $12.1M 0.87% +3K +6.0% $212.77 +4.2%
20 MDY SPDR S&P MIDCAP 400 ETF TR UNIT Financial Services 17,093.0 $12.0M 0.86% +807.0 +5.0% $703.34 -0.5%
Page 1 of 4  ·  76 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
Financial Services 30.2%
Technology 24.1%
Industrials 10.5%
Healthcare 7.9%
Consumer Defensive 7.8%
Consumer Cyclical 7.7%
Communication Services 5.6%
Energy 2.9%
Basic Materials 2.6%
Real Estate 0.5%