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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 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 USMV ISHARES 8,836.0 $852K 0.06% -629.0 -6.7% $96.46 +4.9%
42 CBOE CBOE Financial Services 3,221.0 $782K 0.06% -15K -82.0% $242.67 +23.9%
43 VZ VERIZON COMMUNICATIONS INC. Communication Services 18,032.0 $763K 0.05% -601.0 -3.2% $42.34 +16.8%
44 BP BP PLC Energy 20,192.0 $746K 0.05% -221.0 -1.1% $36.95 +21.1%
45 CL COLGATE-PALMOLIVE COMPANY Consumer Defensive 7,660.0 $702K 0.05% -294.0 -3.7% $91.68 -0.7%
46 GEV GE VERNOVA Utilities 530.0 $623K 0.04% -18.0 -3.3% $1174.86 -18.6%
47 NKE NIKE INCORPORATED CLASS B Consumer Cyclical 14,672.0 $602K 0.04% -3K -15.5% $41.05 -0.7%
48 EFX EQUIFAX INCORPORATED Industrials 3,197.0 $507K 0.04% -82.0 -2.5% $158.72 +21.4%
49 ACN ACCENTURE PLC Technology 3,918.0 $488K 0.04% -79.0 -2.0% $124.44 +48.9%
50 EMR EMERSON ELECTRIC COMPANY Industrials 3,274.0 $469K 0.03% -62.0 -1.9% $143.15 +9.8%
51 CNI CANADIAN NATIONAL RAILWAY CA Industrials 3,709.0 $442K 0.03% -57.0 -1.5% $119.24 +8.9%
52 DGX QUEST DIAGNOSTICS Healthcare 1,726.0 $366K 0.03% -27.0 -1.5% $211.95 +15.3%
53 ELV ELEVANCE HEALTH, INC. Healthcare 828.0 $320K 0.02% -88.0 -9.6% $386.73 +3.6%
54 UPS UNITED PARCEL SERVICE, INC. Industrials 2,598.0 $279K 0.02% -266.0 -9.3% $107.50 -5.1%
55 CMCSA COMCAST CORPORATION Communication Services 9,987.0 $245K 0.02% -1K -9.8% $24.55 +9.4%
56 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,114.0 $232K 0.02% -340.0 -13.8% $109.77 -0.4%
57 RCL ROYAL CARIBBEAN CRUISES Consumer Cyclical 691.0 $219K 0.02% -2K -68.7% $317.53 -8.0%
Page 3 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%