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Portfolio (Quarterly) Guide ↗

Field & Main Bank

· CIK 0001594492
13F Portfolio $347M AUM Filed Jan 28, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 260 New
Page 5 of 13  ·  260 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MDLZ Mondelez Int'l Inc Consumer Defensive 14,990.0 $807K 0.23% NEW $53.83 +14.2%
82 MAR Marriott Intl Inc Consumer Cyclical 2,583.0 $801K 0.23% NEW $310.24 +21.6%
83 LRCX Lam Research Corp Technology 4,615.0 $790K 0.23% NEW $171.18 +122.2%
84 AMAT Applied Materials Technology 3,040.0 $781K 0.23% NEW $256.99 +150.3%
85 PLTR Palantir Tech Technology 4,250.0 $755K 0.22% NEW $177.75 -36.6%
86 T AT&T Inc. Communication Services 29,095.0 $723K 0.21% NEW $24.84 -9.2%
87 IVV iShares Core S&P 500 1,015.0 $695K 0.20% NEW $684.94 +7.5%
88 ELV Elevance Health Inc Healthcare 1,934.0 $678K 0.20% NEW $350.55 +11.5%
89 OTIS Otis Worldwide Corp Industrials 7,556.0 $660K 0.19% NEW $87.35 -15.9%
90 MNST Monster Beverage Cor Consumer Defensive 7,900.0 $606K 0.17% NEW $76.67 +26.2%
91 SHW Sherwin Williams CO Basic Materials 1,844.0 $598K 0.17% NEW $324.03 +6.3%
92 EOG Eog Res Inc Energy 5,680.0 $596K 0.17% NEW $105.01 +26.3%
93 VTI Vanguard Total Stock Market ETF 1,745.0 $585K 0.17% NEW $335.27 +8.2%
94 Entergy Corp 6,150.0 $568K 0.16% NEW $92.43
95 USB US Bancorp Del CO Financial Services 10,175.0 $543K 0.16% NEW $53.36 +14.3%
96 PM Phillip Morris Consumer Defensive 3,300.0 $529K 0.15% NEW $160.40 +12.7%
97 ADBE Adobe Systems Inc Technology 1,385.0 $485K 0.14% NEW $349.99 -42.6%
98 BMY Bristol Myers Squibb Healthcare 8,906.0 $480K 0.14% NEW $53.94 +5.9%
99 SYY Sysco Corp Consumer Defensive 6,335.0 $467K 0.14% NEW $73.69 +11.9%
100 DG Dollar General Corp Consumer Defensive 3,505.0 $465K 0.13% NEW $132.77 -10.4%
Page 5 of 13  ·  260 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 35.5%
Healthcare 13.1%
Financial Services 11.8%
Consumer Defensive 10.3%
Industrials 8.2%
Communication Services 7.9%
Consumer Cyclical 7.0%
Energy 3.0%
Utilities 1.9%
Basic Materials 1.2%