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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 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IWM ISHARES 242,975.0 $73.0M 5.21% -20K -7.5% $300.45 -0.2%
2 SPY S&P 500 DEPOSITARY RECEIPTS Financial Services 89,927.0 $67.2M 4.79% -1K -1.4% $746.77 +2.5%
3 DFEM DIMENSIONAL 817,938.0 $33.2M 2.37% -88K -9.7% $40.64 -1.7%
4 PG PROCTER & GAMBLE COMPANY Consumer Defensive 215,249.0 $31.6M 2.25% -7K -3.1% $146.64 -1.3%
5 GOOGL ALPHABET INC. Communication Services 79,016.0 $28.2M 2.02% -2K -2.4% $357.37 -3.5%
6 JPM JP MORGAN Financial Services 72,092.0 $23.6M 1.68% -2K -3.1% $327.33 +7.4%
7 CINF CINCINNATI FINANCIAL CORPORATION Financial Services 113,165.0 $21.0M 1.50% -2K -1.8% $185.14 -9.1%
8 MUB ISHARES 136,174.0 $14.7M 1.05% -5K -3.5% $107.62 -2.1%
9 IVW ISHARES 95,463.0 $13.1M 0.94% -7K -7.0% $137.53 +0.9%
10 VLUE ISHARES 60,249.0 $12.0M 0.86% -6K -9.4% $199.81 +1.4%
11 EFA ISHARES 96,771.0 $10.1M 0.72% -793.0 -0.8% $103.88 +4.2%
12 ITOT ISHARES 51,889.0 $8.5M 0.61% -2K -4.3% $164.27 +2.3%
13 EEM ISHARES 116,004.0 $7.9M 0.57% -1K -1.1% $68.41 -1.9%
14 ROST ROSS STORES INC. Consumer Cyclical 34,972.0 $7.4M 0.53% -532.0 -1.5% $212.85 +12.3%
15 XLK SPDR 33,215.0 $6.3M 0.45% -560.0 -1.7% $190.52 -3.8%
16 GM GENERAL MOTORS CO Consumer Cyclical 64,606.0 $5.0M 0.35% -10K -13.2% $77.08 +14.1%
17 VTV VANGUARD 22,681.0 $4.9M 0.35% -919.0 -3.9% $217.93 +3.9%
18 JNJ JOHNSON & JOHNSON Healthcare 17,878.0 $4.5M 0.32% -495.0 -2.7% $253.97 +6.4%
19 CHKP CHECK POINT SOFTWARE TECH Technology 31,447.0 $4.1M 0.29% -4K -11.3% $131.43 -0.7%
20 INTC INTEL Technology 27,576.0 $3.9M 0.28% -2K -5.9% $139.63 -35.5%
Page 1 of 3  ·  57 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%