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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 4 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LIN LINDE PLC Basic Materials 8,244.0 $4.3M 0.30% +361.0 +4.6% $518.95 -6.0%
62 XLV SPDR 26,415.0 $4.2M 0.30% +2K +8.1% $158.67 +10.1%
63 CHKP CHECK POINT SOFTWARE TECH Technology 31,447.0 $4.1M 0.29% -4K -11.3% $131.43 -0.7%
64 TEL TE CONNECTIVITY PLC Technology 19,989.0 $4.0M 0.29% +17K +550.9% $201.61 +1.0%
65 ORCL ORACLE CORPORATION Technology 27,203.0 $4.0M 0.28% $146.55 -0.1%
66 PFE PFIZER Healthcare 164,898.0 $4.0M 0.28% +6K +3.9% $24.08 +16.6%
67 INTC INTEL Technology 27,576.0 $3.9M 0.28% -2K -5.9% $139.63 -35.5%
68 XLI SPDR 20,556.0 $3.8M 0.27% +777.0 +3.9% $185.22 -2.7%
69 XLP SPDR 41,993.0 $3.5M 0.25% +3K +7.5% $83.07 +3.5%
70 DLTR DOLLAR TREE INC Consumer Defensive 28,648.0 $3.5M 0.25% +4K +15.1% $120.95 +8.7%
71 SOXX ISHARES 5,349.0 $3.4M 0.24% $640.76 -18.8%
72 MRK MERCK & CO Healthcare 26,128.0 $3.4M 0.24% $128.50 +18.7%
73 EQT EQT CORPORATION Energy 62,690.0 $3.3M 0.24% -2K -2.5% $53.17 +1.0%
74 PM PHILIP MORRIS INTERNATIONAL INC. Consumer Defensive 18,396.0 $3.3M 0.24% +4K +30.5% $180.91 +4.0%
75 FRME FIRST MERCHANTS CORP Financial Services 75,779.0 $3.3M 0.24% $43.69 -3.8%
76 DE DEERE AND COMPANY Industrials 5,165.0 $3.3M 0.23% $634.33 +2.1%
77 O REALTY INCOME CORP Real Estate 52,724.0 $3.3M 0.23% +5K +9.4% $61.96 +1.0%
78 FCX FREEPORT-MCMORAN Basic Materials 50,871.0 $3.2M 0.23% +2K +4.8% $62.89 +21.9%
79 TJX TJX COS INC Consumer Cyclical 20,717.0 $3.1M 0.22% -220.0 -1.1% $151.50 -7.3%
80 CSCO CISCO SYSTEMS, INC. Technology 26,524.0 $3.1M 0.22% -7K -21.0% $117.46 -5.5%
Page 4 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%