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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 4 of 8  ·  153 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 WMT WALMART INC Consumer Defensive 15,702.0 $1.8M 0.55% -272.0 -1.7% $113.26 -6.5%
62 CSL CARLISLE COS INC Industrials 4,620.0 $1.7M 0.52% NEW $362.75 -7.7%
63 RGLD ROYAL GOLD INC Basic Materials 8,291.0 $1.7M 0.52% +505.0 +6.5% $199.61 +27.3%
64 UNH UNITEDHEALTH GROUP INC Healthcare 3,889.0 $1.6M 0.50% -1K -20.6% $415.63 -4.7%
65 SPGI S&P GLOBAL INC Financial Services 3,792.0 $1.5M 0.48% +327.0 +9.4% $407.26 +8.1%
66 MCD MCDONALDS CORP Consumer Cyclical 5,648.0 $1.5M 0.47% -213.0 -3.6% $270.31 -3.4%
67 PLD PROLOGIS INC. Real Estate 11,006.0 $1.5M 0.46% NEW $135.47 +3.1%
68 MOOG INC 3,438.0 $1.5M 0.45% -69.0 -2.0% $423.84
69 WWD WOODWARD INC Industrials 3,416.0 $1.5M 0.45% NEW $425.44 -20.9%
70 RTX RTX CORPORATION Industrials 7,638.0 $1.4M 0.45% -421.0 -5.2% $189.73 +8.1%
71 LNT ALLIANT ENERGY CORP Utilities 18,520.0 $1.4M 0.44% -400.0 -2.1% $76.29 -11.0%
72 DOV DOVER CORP Industrials 5,981.0 $1.3M 0.42% -69.0 -1.1% $224.28 -15.3%
73 NEE NEXTERA ENERGY INC Utilities 15,119.0 $1.3M 0.41% +277.0 +1.9% $87.77 -5.5%
74 NVDA NVIDIA CORPORATION Technology 6,573.0 $1.3M 0.41% +2K +35.0% $200.09 +8.7%
75 J JACOBS SOLUTIONS INC Industrials 10,358.0 $1.3M 0.41% -2K -16.8% $126.00 +16.1%
76 AZN ASTRAZENECA PLC Healthcare 6,717.0 $1.3M 0.40% -134.0 -2.0% $189.62 -14.3%
77 HSY HERSHEY CO Consumer Defensive 7,248.0 $1.3M 0.40% -164.0 -2.2% $175.45 +0.3%
78 O REALTY INCOME CORP Real Estate 19,255.0 $1.2M 0.37% -100.0 -0.5% $61.96 -1.0%
79 FIRST FARMERS BANK HOLDING CO CDT 19,826.0 $1.2M 0.36% $58.68
80 NTR NUTRIEN LTD Basic Materials 18,426.0 $1.2M 0.36% NEW $62.95 +23.4%
Page 4 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%