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Portfolio (Quarterly) Guide ↗

Town & Country Bank & Trust CO dba First Bankers Trust CO

· CIK 0001327944
13F Portfolio $296M AUM 146 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 35 Added 72 Reduced 7 Exited
Page 2 of 2  ·  35 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ADC AGREE RLTY CORP Real Estate 30,034.0 $2.3M 0.77% +3K +10.4% $75.38 +2.2%
22 VMC VULCAN MATLS CO Basic Materials 7,896.0 $2.2M 0.73% +1K +22.7% $272.30 +14.3%
23 AMZN AMAZON COM INC Consumer Cyclical 9,711.0 $2.0M 0.68% +287.0 +3.0% $208.27 +11.7%
24 KMI KINDER MORGAN INC DEL Energy 58,047.0 $1.9M 0.66% +6K +11.9% $33.53 -1.0%
25 J JACOBS SOLUTIONS INC Industrials 12,456.0 $1.6M 0.54% +81.0 +0.7% $127.28 -1.2%
26 ODFL OLD DOMINION FREIGHT LINE IN Industrials 7,892.0 $1.5M 0.52% +1K +20.2% $195.40 +12.0%
27 ECL ECOLAB INC Basic Materials 5,647.0 $1.5M 0.51% +622.0 +12.4% $266.02 +6.6%
28 UNH UNITEDHEALTH GROUP INC Healthcare 4,898.0 $1.3M 0.45% +290.0 +6.3% $270.59 +58.1%
29 CRWD CROWDSTRIKE HLDGS INC Technology 3,331.0 $1.3M 0.44% +962.0 +40.6% $390.41 +79.6%
30 AWK AMERICAN WTR WKS CO INC NEW Utilities 6,122.0 $833K 0.28% +75.0 +1.2% $136.09 -2.5%
31 BTAL AGF INVTS TR 35,622.0 $497K 0.17% +10K +40.0% $13.96 -18.6%
32 SH PROSHARES TR 11,710.0 $444K 0.15% +5K +67.4% $37.93 -10.9%
33 AXP AMERICAN EXPRESS CO Financial Services 1,096.0 $332K 0.11% +103.0 +10.4% $302.48 +12.5%
34 RKLB ROCKET LAB CORP Industrials 3,725.0 $239K 0.08% +100.0 +2.8% $64.22 +31.6%
35 SHW SHERWIN WILLIAMS CO Basic Materials 728.0 $233K 0.08% +18.0 +2.5% $320.55 +7.3%
Page 2 of 2  ·  35 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
Technology 19.9%
Healthcare 17.3%
Industrials 12.1%
Consumer Defensive 11.0%
Energy 9.4%
Utilities 7.5%
Financial Services 6.9%
Consumer Cyclical 6.6%
Communication Services 3.9%
Basic Materials 3.9%