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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 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EQT EQT CORPORATION Energy 62,690.0 $3.3M 0.24% -2K -2.5% $53.17 +1.0%
22 TJX TJX COS INC Consumer Cyclical 20,717.0 $3.1M 0.22% -220.0 -1.1% $151.50 -7.3%
23 CSCO CISCO SYSTEMS, INC. Technology 26,524.0 $3.1M 0.22% -7K -21.0% $117.46 -5.5%
24 CRM SALESFORCE, INC. Technology 17,315.0 $2.7M 0.19% -3K -15.7% $156.66 +33.5%
25 MCD MC DONALDS CORPORATION Consumer Cyclical 9,692.0 $2.6M 0.19% -408.0 -4.0% $270.31 +0.2%
26 GOOG ALPHABET INC. 6,088.0 $2.2M 0.15% -147.0 -2.4% $353.33
27 ESGD ISHARES 20,018.0 $2.1M 0.15% -139.0 -0.7% $102.81 +4.4%
28 SHW SHERWIN-WILLIAMS COMPANY Basic Materials 5,665.0 $2.0M 0.14% -868.0 -13.3% $344.32 +0.7%
29 BERKSHIRE HATHAWAY, INC. 3,828.0 $1.9M 0.14% -43.0 -1.1% $500.39
30 WMT WALMART INC. Consumer Defensive 16,516.0 $1.9M 0.13% -162.0 -1.0% $113.26 -8.4%
31 INTU INTUIT COM Technology 6,611.0 $1.7M 0.12% -612.0 -8.5% $261.00 +40.6%
32 VNQ VANGUARD 16,389.0 $1.6M 0.11% -669.0 -3.9% $96.43 +2.1%
33 IWR ISHARES 13,698.0 $1.5M 0.11% -275.0 -2.0% $110.32 +2.8%
34 GVI ISHARES 13,908.0 $1.5M 0.10% -4K -24.0% $106.10 -0.8%
35 WFC WELLS FARGO Financial Services 17,824.0 $1.5M 0.10% -776.0 -4.2% $82.64 +1.5%
36 FAST FASTENAL CO. Industrials 28,328.0 $1.4M 0.10% -1K -4.1% $48.03 +6.7%
37 QUAL ISHARES 5,512.0 $1.2M 0.09% -278.0 -4.8% $219.43 +1.7%
38 CMI CUMMINS ENGINE COMPANY, Industrials 1,382.0 $986K 0.07% -36.0 -2.5% $713.21 -17.6%
39 MMM 3M COMPANY Industrials 5,935.0 $961K 0.07% -91.0 -1.5% $161.91 +10.5%
40 OMC OMNICOM GROUP INCORPORATED Communication Services 12,693.0 $924K 0.07% -598.0 -4.5% $72.83 +20.2%
Page 2 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%