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Portfolio (Quarterly) Guide ↗

Field & Main Bank

· CIK 0001594492
13F Portfolio $344M AUM 326 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 6 New 37 Added 80 Reduced 5 Exited
Page 2 of 4  ·  80 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ETN Eaton Corp PLC Industrials 8,402.0 $3.0M 0.87% -177.0 -2.1% $357.67 +12.4%
22 DIS Disney (Walt) CO Communication Services 30,517.0 $2.9M 0.86% -158.0 -0.5% $96.38 +2.3%
23 TMUS T-Mobile US Inc Communication Services 13,911.0 $2.9M 0.85% -125.0 -0.9% $210.03 -12.6%
24 WM Waste Management Industrials 11,375.0 $2.6M 0.76% -195.0 -1.7% $229.79 -0.9%
25 AMGN Amgen Healthcare 6,991.0 $2.5M 0.72% -70.0 -1.0% $351.85 +1.2%
26 ABBV Abbvie Inc Healthcare 10,618.0 $2.3M 0.67% -172.0 -1.6% $217.49 +13.5%
27 GEV GE Vernova LLC Utilities 2,572.0 $2.2M 0.65% -25.0 -1.0% $872.90 +20.2%
28 CB Chubb Ltd Financial Services 5,507.0 $1.8M 0.52% -42.0 -0.8% $325.93 +3.8%
29 VLO Valero Energy Energy 7,074.0 $1.7M 0.51% -197.0 -2.7% $247.08 +5.2%
30 UNP Union Pacific Corp Industrials 7,160.0 $1.7M 0.51% -68.0 -0.9% $242.62 +11.1%
31 LIN Linde PLC Npv Basic Materials 3,266.0 $1.6M 0.47% -27.0 -0.8% $495.76 +5.1%
32 MCK Mckesson Corp Healthcare 1,819.0 $1.6M 0.46% -54.0 -2.9% $865.36 -11.2%
33 PGF Invesco Ex Finl Pfd 96,677.0 $1.3M 0.39% -5K -4.7% $13.76 -0.9%
34 CRM Salesforce Inc Technology 6,265.0 $1.2M 0.34% -852.0 -12.0% $186.67 -16.0%
35 ABT Abbott Laboratories Healthcare 10,358.0 $1.1M 0.31% -65.0 -0.6% $102.67 -8.1%
36 SO Southern CO Utilities 10,150.0 $980K 0.28% -65.0 -0.6% $96.52 +0.4%
37 NUE Nucor Corp Basic Materials 5,714.0 $966K 0.28% -77.0 -1.3% $169.10 +41.3%
38 TMO Thermo Fisher Sci Healthcare 1,805.0 $887K 0.26% -72.0 -3.8% $491.53 +2.7%
39 MAR Marriott Intl Inc Consumer Cyclical 2,528.0 $827K 0.24% -55.0 -2.1% $327.07 +15.3%
40 EOG Eog Res Inc Energy 5,528.0 $799K 0.23% -152.0 -2.7% $144.57 -8.3%
Page 2 of 4  ·  80 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 32.0%
Healthcare 13.0%
Consumer Defensive 11.6%
Financial Services 11.2%
Industrials 9.3%
Communication Services 7.8%
Consumer Cyclical 7.0%
Energy 4.3%
Utilities 2.4%
Basic Materials 1.3%