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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 3 of 4  ·  76 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TEL TE CONNECTIVITY PLC Technology 19,989.0 $4.0M 0.29% +17K +550.9% $201.61 +1.0%
42 PFE PFIZER Healthcare 164,898.0 $4.0M 0.28% +6K +3.9% $24.08 +16.6%
43 XLI SPDR 20,556.0 $3.8M 0.27% +777.0 +3.9% $185.22 -2.7%
44 XLP SPDR 41,993.0 $3.5M 0.25% +3K +7.5% $83.07 +3.5%
45 DLTR DOLLAR TREE INC Consumer Defensive 28,648.0 $3.5M 0.25% +4K +15.1% $120.95 +8.7%
46 PM PHILIP MORRIS INTERNATIONAL INC. Consumer Defensive 18,396.0 $3.3M 0.24% +4K +30.5% $180.91 +4.0%
47 O REALTY INCOME CORP Real Estate 52,724.0 $3.3M 0.23% +5K +9.4% $61.96 +1.0%
48 FCX FREEPORT-MCMORAN Basic Materials 50,871.0 $3.2M 0.23% +2K +4.8% $62.89 +21.9%
49 JMUB JP MORGAN 57,674.0 $2.9M 0.21% +9K +18.6% $50.66 -1.9%
50 MDT MEDTRONIC PLC Healthcare 35,657.0 $2.8M 0.20% +10K +38.4% $78.23 +19.3%
51 ADBE ADOBE INC. Technology 9,323.0 $1.9M 0.14% +129.0 +1.4% $205.01 +34.3%
52 SPAB SPDR 68,719.0 $1.8M 0.12% +14K +26.4% $25.52 -1.7%
53 BLK BLACKROCK, INC. Financial Services 1,657.0 $1.6M 0.11% +16.0 +1.0% $961.56 +20.3%
54 LLY ELI LILLY & Healthcare 1,303.0 $1.6M 0.11% +87.0 +7.2% $1199.43 +4.6%
55 IJH ISHARES 14,619.0 $1.1M 0.08% +3K +22.7% $77.11 -0.4%
56 CNO CNO FINANCIAL GROUP INC Financial Services 20,337.0 $1.0M 0.07% +4K +21.3% $50.98 +5.0%
57 HD HOME DEPOT, INC. Consumer Cyclical 2,862.0 $1.0M 0.07% +62.0 +2.2% $352.68 -4.8%
58 MS MORGAN STANLEY Financial Services 4,348.0 $909K 0.07% +95.0 +2.2% $209.04 +2.5%
59 META META PLATFORMS, INC. Communication Services 1,316.0 $741K 0.05% +75.0 +6.0% $563.29 -2.4%
60 DUK DUKE ENERGY Utilities 5,579.0 $706K 0.05% +249.0 +4.7% $126.58 -5.3%
Page 3 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%