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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 7 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 OMC OMNICOM GROUP INCORPORATED Communication Services 12,693.0 $924K 0.07% -598.0 -4.5% $72.83 +20.2%
122 MS MORGAN STANLEY Financial Services 4,348.0 $909K 0.07% +95.0 +2.2% $209.04 +2.5%
123 ADP AUTOMATIC DATA PROCESSING, INC. Industrials 3,857.0 $864K 0.06% $223.95 +25.4%
124 USMV ISHARES 8,836.0 $852K 0.06% -629.0 -6.7% $96.46 +4.9%
125 CBOE CBOE Financial Services 3,221.0 $782K 0.06% -15K -82.0% $242.67 +23.9%
126 VZ VERIZON COMMUNICATIONS INC. Communication Services 18,032.0 $763K 0.05% -601.0 -3.2% $42.34 +16.8%
127 TRIN TRINITY CAPITAL, INC. Financial Services 42,623.0 $763K 0.05% $17.89 +2.6%
128 BP BP PLC Energy 20,192.0 $746K 0.05% -221.0 -1.1% $36.95 +21.1%
129 GLD SPDR GOLD TRUST Financial Services 2,025.0 $746K 0.05% $368.38 +14.9%
130 META META PLATFORMS, INC. Communication Services 1,316.0 $741K 0.05% +75.0 +6.0% $563.29 -2.4%
131 TSLA TESLA MOTORS INC Consumer Cyclical 1,687.0 $710K 0.05% $420.60 -13.7%
132 DUK DUKE ENERGY Utilities 5,579.0 $706K 0.05% +249.0 +4.7% $126.58 -5.3%
133 CL COLGATE-PALMOLIVE COMPANY Consumer Defensive 7,660.0 $702K 0.05% -294.0 -3.7% $91.68 -0.7%
134 ANNALY MORTGAGE MANAGEMENT, INC. 31,403.0 $702K 0.05% $22.36
135 UNP UNION PACIFIC Industrials 2,548.0 $693K 0.05% $272.00 +13.3%
136 GEV GE VERNOVA Utilities 530.0 $623K 0.04% -18.0 -3.3% $1174.86 -18.6%
137 CIM 613,621.0 $614K 0.04% +6K +1.0% $1.00
138 NKE NIKE INCORPORATED CLASS B Consumer Cyclical 14,672.0 $602K 0.04% -3K -15.5% $41.05 -0.7%
139 IJS ISHARES 4,336.0 $593K 0.04% $136.68 +1.3%
140 CLARION 592,314.0 $592K 0.04% +21K +3.7% $1.00
Page 7 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%