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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 9 of 11  ·  208 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CNI CANADIAN NATIONAL RAILWAY CA Industrials 3,709.0 $442K 0.03% -57.0 -1.5% $119.24 +8.9%
162 JCI JOHNSON CONTROLS INTL Industrials 2,952.0 $431K 0.03% +19.0 +0.7% $146.11 -2.1%
163 AXP AMERICAN EXPRESS COMPANY Financial Services 1,274.0 $431K 0.03% $338.25 -0.7%
164 MO ALTRIA GROUP, INC. Consumer Defensive 5,686.0 $409K 0.03% $71.95 -8.1%
165 VWO VANGUARD 6,780.0 $405K 0.03% $59.69 +1.3%
166 CATH GLOBAL X 4,522.0 $400K 0.03% +356.0 +8.6% $88.50 +2.9%
167 AZN ASTRAZENECA PLC Healthcare 2,098.0 $398K 0.03% NEW $189.62 -12.5%
168 RMBI RICHMOND MUTUAL BANCORPORATION Financial Services 24,859.0 $395K 0.03% $15.88 -0.3%
169 VO VANGUARD 4,708.0 $379K 0.03% +4K +300.0% $80.57 +3.0%
170 VEA VANGUARD 5,322.0 $379K 0.03% $71.25 +3.0%
171 CHD CHURCH & DWIGHT INC Consumer Defensive 3,884.0 $376K 0.03% $96.88 +2.0%
172 PSX PHILLIPS 66 Energy 2,205.0 $373K 0.03% +28.0 +1.3% $169.05 +43.7%
173 AMAT APPLIED MATERIALS, INC. Technology 506.0 $366K 0.03% NEW $723.00 -31.9%
174 DGX QUEST DIAGNOSTICS Healthcare 1,726.0 $366K 0.03% -27.0 -1.5% $211.95 +15.3%
175 CSX CSX CORPORATION Industrials 7,458.0 $354K 0.03% $47.53 +8.5%
176 FSK FS KKR CAPITAL CORP. Financial Services 33,534.0 $352K 0.03% $10.50 +13.4%
177 COST COSTCO WHOLESALE Consumer Defensive 362.0 $339K 0.02% +19.0 +5.5% $935.47 +1.3%
178 TPL TEXAS PACIFIC LAND CORPORATION Energy 751.0 $329K 0.02% $437.64 -12.3%
179 J JACOBS ENGINEERING GROUP INC Industrials 2,571.0 $324K 0.02% $126.00 +19.1%
180 ELV ELEVANCE HEALTH, INC. Healthcare 828.0 $320K 0.02% -88.0 -9.6% $386.73 +3.6%
Page 9 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%