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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 8 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 TGT TARGET Consumer Defensive 4,279.0 $559K 0.04% $130.61 +26.7%
142 NSC NORFOLK SOUTHERN CORPORATION Industrials 1,748.0 $550K 0.04% $314.59 +11.5%
143 SPYV SPDR 8,993.0 $547K 0.04% $60.79 +4.5%
144 SNDK SANDISK CORPORATION Technology 240.0 $546K 0.04% NEW $2273.73 -29.8%
145 VV VANGUARD 1,529.0 $526K 0.04% $343.91 +2.5%
146 GD GENERAL DYNAMICS CORP Industrials 1,452.0 $514K 0.04% +10.0 +0.7% $354.24 +8.5%
147 COP CONOCOPHILLIPS Energy 4,922.0 $512K 0.04% $103.96 +29.7%
148 EFX EQUIFAX INCORPORATED Industrials 3,197.0 $507K 0.04% -82.0 -2.5% $158.72 +21.4%
149 PNC PNC Financial Services 2,035.0 $501K 0.04% $246.22 -1.3%
150 STLD STEEL DYNAMICS Basic Materials 2,177.0 $500K 0.04% $229.46 -0.3%
151 WAT WATERS CORP COM Healthcare 1,330.0 $499K 0.04% $375.04 +9.5%
152 AGG ISHARES 4,988.0 $494K 0.04% +444.0 +9.8% $98.98 -1.6%
153 ACN ACCENTURE PLC Technology 3,918.0 $488K 0.04% -79.0 -2.0% $124.44 +48.9%
154 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 8,455.0 $487K 0.04% +101.0 +1.2% $57.62 +16.3%
155 TT INGERSOLL RAND INC. Industrials 956.0 $470K 0.03% $491.16 -7.7%
156 EMR EMERSON ELECTRIC COMPANY Industrials 3,274.0 $469K 0.03% -62.0 -1.9% $143.15 +9.8%
157 DAL DELTA AIR LINES INC Industrials 4,949.0 $464K 0.03% +228.0 +4.8% $93.66 -12.0%
158 IJT ISHARES 2,591.0 $463K 0.03% +747.0 +40.5% $178.60 -2.6%
159 TOLZ PROSHARES 7,752.0 $459K 0.03% +425.0 +5.8% $59.27 -0.5%
160 SYBT STOCK YARDS BANCORP, INC. Financial Services 5,866.0 $449K 0.03% $76.47 +7.1%
Page 8 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%