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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL BANK - TRUST DIVISION

· CIK 0001315339
13F Portfolio $1.2B AUM 392 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 69 Added 92 Reduced 11 Exited
Page 3 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XLF SPDR 78,368.0 $3.9M 0.31% +4K +6.0% $49.37 +5.1%
42 CRM SALESFORCE, INC. Technology 20,541.0 $3.8M 0.31% +530.0 +2.6% $186.67 -4.1%
43 XLV SPDR 24,433.0 $3.6M 0.29% +1K +4.4% $146.61 +1.3%
44 XLP SPDR 39,068.0 $3.2M 0.26% +2K +4.9% $81.99 +2.0%
45 XLI SPDR 19,779.0 $3.2M 0.26% +850.0 +4.5% $161.73 +7.8%
46 INTU INTUIT COM Technology 7,223.0 $3.1M 0.25% +889.0 +14.0% $432.38 -29.6%
47 O REALTY INCOME CORP Real Estate 48,212.0 $2.9M 0.24% +2K +4.3% $61.18 +2.1%
48 FCX FREEPORT-MCMORAN Basic Materials 48,554.0 $2.9M 0.23% +3K +7.4% $58.78 +9.5%
49 XYL XYLEM Industrials 23,619.0 $2.8M 0.23% +4K +23.5% $119.51 -7.7%
50 DLTR DOLLAR TREE INC Consumer Defensive 24,883.0 $2.7M 0.22% +4K +21.4% $109.51 -14.4%
51 JMUB JP MORGAN 48,643.0 $2.4M 0.20% +22K +81.5% $49.99 +0.5%
52 PM PHILIP MORRIS INTERNATIONAL INC. Consumer Defensive 14,100.0 $2.3M 0.19% +12K +478.1% $165.34 +9.8%
53 ADBE ADOBE INC. Technology 9,194.0 $2.2M 0.18% +2K +24.2% $243.07 -1.1%
54 MDT MEDTRONIC PLC IE IRELAND Healthcare 25,769.0 $2.2M 0.18% +23K +705.3% $86.65 -10.4%
55 GVI ISHARES 18,295.0 $2.0M 0.16% +4K +27.5% $106.68 -0.6%
56 GE GENERAL ELECTRIC Industrials 6,376.0 $1.8M 0.15% +1K +20.8% $283.77 +10.8%
57 SPAB SPDR 54,345.0 $1.4M 0.11% +700.0 +1.3% $25.62 -0.7%
58 VOO VANGUARD 2,034.0 $1.2M 0.10% +14.0 +0.7% $597.55 +15.5%
59 NUE NUCOR CORPORATION Basic Materials 4,892.0 $827K 0.07% +66.0 +1.4% $169.10 +42.1%
60 IJH ISHARES 11,916.0 $805K 0.07% +5K +64.7% $67.53 +10.5%
Page 3 of 4  ·  69 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 29.9%
Technology 21.2%
Industrials 10.7%
Healthcare 8.5%
Consumer Defensive 8.5%
Consumer Cyclical 8.3%
Communication Services 5.7%
Energy 3.9%
Basic Materials 2.6%
Real Estate 0.5%