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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 5 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 JMUB JP MORGAN 57,674.0 $2.9M 0.21% +9K +18.6% $50.66 -1.9%
82 XYL XYLEM INC. Industrials 23,684.0 $2.8M 0.20% $118.21 -4.1%
83 MDT MEDTRONIC PLC Healthcare 35,657.0 $2.8M 0.20% +10K +38.4% $78.23 +19.3%
84 CRM SALESFORCE, INC. Technology 17,315.0 $2.7M 0.19% -3K -15.7% $156.66 +33.5%
85 MCD MC DONALDS CORPORATION Consumer Cyclical 9,692.0 $2.6M 0.19% -408.0 -4.0% $270.31 +0.2%
86 FIX COMFORT SYSTEMS USA, INC. Industrials 1,204.0 $2.4M 0.17% NEW $1981.95 -16.5%
87 GE GENERAL ELECTRIC Industrials 6,351.0 $2.4M 0.17% $373.73 -6.8%
88 GOOG ALPHABET INC. 6,088.0 $2.2M 0.15% -147.0 -2.4% $353.33
89 ESGD ISHARES 20,018.0 $2.1M 0.15% -139.0 -0.7% $102.81 +4.4%
90 SHW SHERWIN-WILLIAMS COMPANY Basic Materials 5,665.0 $2.0M 0.14% -868.0 -13.3% $344.32 +0.7%
91 BERKSHIRE HATHAWAY, INC. 3,828.0 $1.9M 0.14% -43.0 -1.1% $500.39
92 ADBE ADOBE INC. Technology 9,323.0 $1.9M 0.14% +129.0 +1.4% $205.01 +34.3%
93 GS GOLDMAN SACHS GROUP, INC. Financial Services 1,856.0 $1.9M 0.13% $1011.37 +2.8%
94 WMT WALMART INC. Consumer Defensive 16,516.0 $1.9M 0.13% -162.0 -1.0% $113.26 -8.4%
95 SPAB SPDR 68,719.0 $1.8M 0.12% +14K +26.4% $25.52 -1.7%
96 INTU INTUIT COM Technology 6,611.0 $1.7M 0.12% -612.0 -8.5% $261.00 +40.6%
97 BLK BLACKROCK, INC. Financial Services 1,657.0 $1.6M 0.11% +16.0 +1.0% $961.56 +20.3%
98 VNQ VANGUARD 16,389.0 $1.6M 0.11% -669.0 -3.9% $96.43 +2.1%
99 LLY ELI LILLY & Healthcare 1,303.0 $1.6M 0.11% +87.0 +7.2% $1199.43 +4.6%
100 IWR ISHARES 13,698.0 $1.5M 0.11% -275.0 -2.0% $110.32 +2.8%
Page 5 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%