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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 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AMZN AMAZON.COM, INC. Consumer Cyclical 74,462.0 $17.7M 1.27% +4K +5.2% $238.34 +8.5%
22 NVDA NVIDIA CORPORATION Technology 87,484.0 $17.5M 1.25% +21K +31.8% $200.09 +7.3%
23 ETN EATON CORPORATION PLC Industrials 35,696.0 $15.2M 1.08% +695.0 +2.0% $426.12 -1.6%
24 AVGO BROADCOM, INC. Technology 39,029.0 $14.7M 1.05% +1K +3.5% $377.75 -2.5%
25 MUB ISHARES 136,174.0 $14.7M 1.05% -5K -3.5% $107.62 -2.1%
26 IVW ISHARES 95,463.0 $13.1M 0.94% -7K -7.0% $137.53 +0.9%
27 IBM IBM Technology 45,865.0 $12.9M 0.92% +914.0 +2.0% $281.21 -16.2%
28 V VISA INC CL A Financial Services 37,454.0 $12.9M 0.92% +389.0 +1.1% $343.09 +8.1%
29 RTX RAYTHEON TECHNOLOGIES CORP Industrials 66,810.0 $12.7M 0.90% +3K +4.1% $189.73 +10.6%
30 RSP INVESCO 57,022.0 $12.1M 0.87% +3K +6.0% $212.77 +4.2%
31 VLUE ISHARES 60,249.0 $12.0M 0.86% -6K -9.4% $199.81 +1.4%
32 MDY SPDR S&P MIDCAP 400 ETF TR UNIT Financial Services 17,093.0 $12.0M 0.86% +807.0 +5.0% $703.34 -0.5%
33 BAC BANK OF AMERICA CORP. Financial Services 201,418.0 $11.5M 0.82% +6K +3.3% $56.98 +8.3%
34 SYK STRYKER CORPORATION Healthcare 35,165.0 $11.1M 0.79% +724.0 +2.1% $314.84 +4.6%
35 IEI ISHARES 89,830.0 $10.6M 0.75% +6K +7.0% $117.45 -0.9%
36 EFA ISHARES 96,771.0 $10.1M 0.72% -793.0 -0.8% $103.88 +4.2%
37 HIG HARTFORD INSURANCE GROUP, INC. Financial Services 72,903.0 $9.7M 0.69% +3K +5.0% $132.52 +2.7%
38 ABT ABBOTT LABORATORIES Healthcare 100,303.0 $9.1M 0.65% +1K +1.4% $90.74 +28.5%
39 VANGUARD 87,055.0 $8.8M 0.63% +12K +15.6% $100.97
40 XOM EXXON MOBIL Energy 62,776.0 $8.6M 0.61% +1K +1.7% $136.72 +20.8%
Page 2 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%