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Portfolio (Quarterly) Guide ↗

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

· CIK 0001327944
13F Portfolio $321M AUM 153 positions Filed Jul 9, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 13 New 41 Added 74 Reduced 6 Exited
Page 2 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AEP AMERICAN ELEC PWR CO INC Utilities 27,281.0 $3.7M 1.16% $136.81 -10.1%
22 ADP AUTOMATIC DATA PROCESSING IN Industrials 16,569.0 $3.7M 1.16% +3K +21.9% $223.95 +26.6%
23 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,703.0 $3.7M 1.15% +2K +28.3% $477.57 -13.3%
24 MPC MARATHON PETE CORP Energy 14,254.0 $3.6M 1.14% -724.0 -4.8% $255.67 +49.8%
25 MRK MERCK & CO INC Healthcare 28,243.0 $3.6M 1.13% -920.0 -3.1% $128.50 +16.7%
26 LHX L3HARRIS TECHNOLOGIES INC Industrials 12,454.0 $3.6M 1.13% +220.0 +1.8% $290.59 -9.3%
27 CHDN CHURCHILL DOWNS INC Consumer Cyclical 39,203.0 $3.5M 1.09% +1K +3.0% $89.64 -3.3%
28 VMC VULCAN MATLS CO Basic Materials 11,475.0 $3.4M 1.05% +4K +45.3% $295.01 -12.0%
29 ETN EATON CORP PLC Industrials 7,835.0 $3.3M 1.04% +95.0 +1.2% $426.12 -8.3%
30 MDLZ MONDELEZ INTL INC Consumer Defensive 55,304.0 $3.2M 1.00% -1K -1.8% $57.84 +6.5%
31 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 16,517.0 $3.2M 0.99% -2K -11.1% $193.23 -0.9%
32 HD HOME DEPOT INC Consumer Cyclical 9,024.0 $3.2M 0.99% -343.0 -3.7% $352.68 -9.3%
33 MRSH MARSH & MCLENNAN COS INC Financial Services 18,952.0 $3.2M 0.98% -2K -9.1% $166.67 +12.5%
34 LIN LINDE PLC Basic Materials 5,859.0 $3.0M 0.95% +115.0 +2.0% $518.94 -6.2%
35 GOOG ALPHABET INC 8,574.0 $3.0M 0.94% $353.33
36 CPK CHESAPEAKE UTILS CORP Utilities 23,759.0 $2.9M 0.91% -689.0 -2.8% $122.48 +8.0%
37 TJX TJX COS INC NEW Consumer Cyclical 19,084.0 $2.9M 0.90% -322.0 -1.7% $151.50 -12.0%
38 TMO THERMO FISHER SCIENTIFIC INC Healthcare 5,666.0 $2.8M 0.89% +151.0 +2.7% $501.36 +19.8%
39 UNP UNION PAC CORP Industrials 10,229.0 $2.8M 0.87% -152.0 -1.5% $272.00 +6.8%
40 LECO LINCOLN ELEC HLDGS INC Industrials 10,382.0 $2.8M 0.86% +579.0 +5.9% $265.51 +1.2%
Page 2 of 8  ·  153 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 23.8%
Healthcare 17.4%
Industrials 11.7%
Consumer Defensive 10.9%
Energy 7.4%
Financial Services 7.2%
Utilities 6.9%
Consumer Cyclical 5.6%
Basic Materials 3.9%
Communication Services 3.4%