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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 2 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BAC BANK OF AMERICA CORP. Financial Services 201,418.0 $11.5M 0.82% +6K +3.3% $56.98 +8.3%
22 SYK STRYKER CORPORATION Healthcare 35,165.0 $11.1M 0.79% +724.0 +2.1% $314.84 +4.6%
23 IEI ISHARES 89,830.0 $10.6M 0.75% +6K +7.0% $117.45 -0.9%
24 HIG HARTFORD INSURANCE GROUP, INC. Financial Services 72,903.0 $9.7M 0.69% +3K +5.0% $132.52 +2.7%
25 ABT ABBOTT LABORATORIES Healthcare 100,303.0 $9.1M 0.65% +1K +1.4% $90.74 +28.5%
26 VANGUARD 87,055.0 $8.8M 0.63% +12K +15.6% $100.97
27 XOM EXXON MOBIL Energy 62,776.0 $8.6M 0.61% +1K +1.7% $136.72 +20.8%
28 PEP PEPSICO Consumer Defensive 60,478.0 $8.2M 0.58% +1K +2.5% $135.40 +6.0%
29 GILD GILEAD SCIENCES Healthcare 63,423.0 $8.0M 0.57% +2K +3.5% $126.34 +15.7%
30 LOW LOWES COMPANIES, INC. Consumer Cyclical 34,702.0 $7.7M 0.55% +553.0 +1.6% $220.49 -2.0%
31 QCOM QUALCOMM INCORPORATED Technology 37,029.0 $6.8M 0.49% +703.0 +1.9% $184.79 -13.0%
32 DIS WALT DISNEY CO. Communication Services 70,453.0 $6.8M 0.48% +2K +2.7% $96.25 +12.0%
33 ABBV ABBVIE INC. Healthcare 25,875.0 $6.5M 0.47% +983.0 +4.0% $251.64 +5.3%
34 ECL ECOLAB INC Basic Materials 22,963.0 $6.4M 0.46% +464.0 +2.1% $278.61 +1.1%
35 CVX CHEVRON Energy 36,540.0 $6.1M 0.43% +772.0 +2.2% $165.76 +23.8%
36 DRI DARDEN RESTAURANTS INC. Consumer Cyclical 27,553.0 $5.7M 0.41% +994.0 +3.7% $206.01 +7.6%
37 VMBS VANGUARD 119,048.0 $5.6M 0.40% +30K +34.1% $46.81 -1.4%
38 XLF SPDR 83,663.0 $4.5M 0.32% +5K +6.8% $53.61 +7.2%
39 LIN LINDE PLC Basic Materials 8,244.0 $4.3M 0.30% +361.0 +4.6% $518.95 -6.0%
40 XLV SPDR 26,415.0 $4.2M 0.30% +2K +8.1% $158.67 +10.1%
Page 2 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%