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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 10 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 BARON 12,917.0 $315K 0.02% NEW $24.40
182 FIDELITY 3,398.0 $311K 0.02% +285.0 +9.2% $91.67
183 HRZN HORIZON TECHNOLOGY CORP Financial Services 65,573.0 $310K 0.02% $4.73 +1.9%
184 T AT&T, INC. Communication Services 14,766.0 $306K 0.02% +129.0 +0.9% $20.70 +22.3%
185 ACWX ISHARES 3,758.0 $286K 0.02% $76.11 +2.4%
186 SYY SYSCO CORP Consumer Defensive 3,407.0 $285K 0.02% $83.58 +0.6%
187 CTAS CINTAS CORPORATION Industrials 1,658.0 $282K 0.02% NEW $170.08 +19.8%
188 UPS UNITED PARCEL SERVICE, INC. Industrials 2,598.0 $279K 0.02% -266.0 -9.3% $107.50 -5.1%
189 TXN TEXAS INSTRUMENTS INCORPORATED Technology 920.0 $274K 0.02% NEW $298.07 -11.3%
190 PAYX PAYCHEX INC Industrials 2,771.0 $272K 0.02% $98.33 +26.6%
191 YUM YUM BRANDS INC Consumer Cyclical 1,702.0 $272K 0.02% $159.86 -4.3%
192 PARTNERS GROUP 123,170.0 $272K 0.02% $2.20
193 NFLX NETFLIX.COM INC Communication Services 3,530.0 $252K 0.02% +20.0 +0.6% $71.40 +11.5%
194 OSK OSHKOSH TRUCK CORP Industrials 1,612.0 $247K 0.02% $153.48 +2.4%
195 CMCSA COMCAST CORPORATION Communication Services 9,987.0 $245K 0.02% -1K -9.8% $24.55 +9.4%
196 TRV TRAVELERS COS INC Financial Services 724.0 $239K 0.02% $330.12 +10.1%
197 TPB TURNING POINT BRANDS INC Consumer Defensive 2,780.0 $236K 0.02% $84.81 -1.7%
198 MKL MARKEL CORP Financial Services 120.0 $234K 0.02% $1953.01 -8.1%
199 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,114.0 $232K 0.02% -340.0 -13.8% $109.77 -0.4%
200 UNH UNITEDHEALTH GROUP, INC. Healthcare 556.0 $231K 0.02% NEW $415.63 -6.1%
Page 10 of 11  ·  208 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%