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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 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ITOT ISHARES 51,889.0 $8.5M 0.61% -2K -4.3% $164.27 +2.3%
42 PEP PEPSICO Consumer Defensive 60,478.0 $8.2M 0.58% +1K +2.5% $135.40 +6.0%
43 GILD GILEAD SCIENCES Healthcare 63,423.0 $8.0M 0.57% +2K +3.5% $126.34 +15.7%
44 EEM ISHARES 116,004.0 $7.9M 0.57% -1K -1.1% $68.41 -1.9%
45 LOW LOWES COMPANIES, INC. Consumer Cyclical 34,702.0 $7.7M 0.55% +553.0 +1.6% $220.49 -2.0%
46 ROST ROSS STORES INC. Consumer Cyclical 34,972.0 $7.4M 0.53% -532.0 -1.5% $212.85 +12.3%
47 QCOM QUALCOMM INCORPORATED Technology 37,029.0 $6.8M 0.49% +703.0 +1.9% $184.79 -13.0%
48 DIS WALT DISNEY CO. Communication Services 70,453.0 $6.8M 0.48% +2K +2.7% $96.25 +12.0%
49 ABBV ABBVIE INC. Healthcare 25,875.0 $6.5M 0.47% +983.0 +4.0% $251.64 +5.3%
50 ECL ECOLAB INC Basic Materials 22,963.0 $6.4M 0.46% +464.0 +2.1% $278.61 +1.1%
51 XLK SPDR 33,215.0 $6.3M 0.45% -560.0 -1.7% $190.52 -3.8%
52 CVX CHEVRON Energy 36,540.0 $6.1M 0.43% +772.0 +2.2% $165.76 +23.8%
53 DRI DARDEN RESTAURANTS INC. Consumer Cyclical 27,553.0 $5.7M 0.41% +994.0 +3.7% $206.01 +7.6%
54 VMBS VANGUARD 119,048.0 $5.6M 0.40% +30K +34.1% $46.81 -1.4%
55 GM GENERAL MOTORS CO Consumer Cyclical 64,606.0 $5.0M 0.35% -10K -13.2% $77.08 +14.1%
56 VTV VANGUARD 22,681.0 $4.9M 0.35% -919.0 -3.9% $217.93 +3.9%
57 JNJ JOHNSON & JOHNSON Healthcare 17,878.0 $4.5M 0.32% -495.0 -2.7% $253.97 +6.4%
58 XLF SPDR 83,663.0 $4.5M 0.32% +5K +6.8% $53.61 +7.2%
59 HONEYWELL AEROSPACE 19,176.0 $4.3M 0.31% NEW $226.43
60 HONEYWELL INTERNATIONAL INC 19,169.0 $4.3M 0.31% NEW $225.08
Page 3 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%