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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 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MRK MERCK & CO INC Healthcare 29,163.0 $3.5M 1.19% -3K -8.8% $120.29 +6.7%
22 V VISA INC Financial Services 11,575.0 $3.5M 1.18% +4K +60.7% $302.24 +11.2%
23 PEP PEPSICO INC Consumer Defensive 22,468.0 $3.5M 1.18% +7K +46.1% $155.29 -9.0%
24 CHDN CHURCHILL DOWNS INC Consumer Cyclical 38,078.0 $3.4M 1.16% +9K +29.2% $89.83 -1.0%
25 GLW CORNING INC Technology 24,556.0 $3.3M 1.13% -27K -52.0% $135.97 +64.0%
26 MDLZ MONDELEZ INTL INC Consumer Defensive 56,321.0 $3.2M 1.10% +4K +7.0% $57.64 +5.5%
27 TJX TJX COS INC NEW Consumer Cyclical 19,406.0 $3.1M 1.05% -7K -25.2% $159.70 -2.8%
28 CPK CHESAPEAKE UTILS CORP Utilities 24,448.0 $3.1M 1.04% +4K +18.1% $126.37 -0.4%
29 HD HOME DEPOT INC Consumer Cyclical 9,367.0 $3.1M 1.04% -125.0 -1.3% $328.89 +6.1%
30 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 18,574.0 $3.1M 1.04% $165.14 +19.0%
31 LIN LINDE PLC Basic Materials 5,744.0 $2.8M 0.96% +1K +24.6% $495.76 +4.8%
32 ETN EATON CORP PLC Industrials 7,740.0 $2.8M 0.94% -434.0 -5.3% $357.67 +12.6%
33 ADP AUTOMATIC DATA PROCESSING IN Industrials 13,591.0 $2.8M 0.93% +492.0 +3.8% $203.18 +10.0%
34 TGT TARGET CORP Consumer Defensive 22,444.0 $2.7M 0.92% +10K +75.8% $121.20 +15.8%
35 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,515.0 $2.7M 0.92% +601.0 +12.2% $491.53 +4.4%
36 MCK MCKESSON CORP Healthcare 3,048.0 $2.6M 0.89% -16.0 -0.5% $865.36 -11.8%
37 UNP UNION PAC CORP Industrials 10,381.0 $2.5M 0.85% -523.0 -4.8% $242.62 +10.6%
38 CB CHUBB LTD SWITZ Financial Services 7,685.0 $2.5M 0.85% -973.0 -11.2% $325.93 +4.8%
39 ATO ATMOS ENERGY CORP Utilities 13,389.0 $2.5M 0.83% +648.0 +5.1% $184.72 -5.2%
40 KO COCA COLA CO Consumer Defensive 32,501.0 $2.5M 0.83% -373.0 -1.1% $76.05 +8.7%
Page 2 of 8  ·  146 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%