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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 12 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 PYPL Paypal Holdings Inc Financial Services 270.0 $12K 0.00% $45.23 -2.4%
222 MAA Mid-America Apt Comm Real Estate 100.0 $12K 0.00% $122.12 +14.7%
223 ZVIA Zevia Pbc Cl A Consumer Defensive 10,000.0 $12K 0.00% $1.17 +23.1%
224 IWP Ishare Russ MD Grow 90.0 $12K 0.00% $128.12 +10.6%
225 MRSH Marsh Financial Services 65.0 $11K 0.00% $173.45 -4.6%
226 IDXX Idexx Laboratories Healthcare 20.0 $11K 0.00% $561.90 -0.8%
227 NVG Nuveen Enhan Opp Financial Services 866.0 $11K 0.00% $12.33 +3.2%
228 WEN Wendy's CO Consumer Cyclical 1,500.0 $10K 0.00% $6.95 +12.5%
229 CHTR Charter Communicat A Communication Services 45.0 $10K 0.00% $215.89 -37.6%
230 XLF Financial Select SPDR ETF 190.0 $9K 0.00% $49.37 +9.0%
231 DLR Digital Reality Tr Inc Real Estate 50.0 $9K 0.00% $180.22 +6.3%
232 CMCSA Comcast Corp Communication Services 284.0 $8K 0.00% -100.0 -26.0% $28.71 -19.3%
233 LULU Lululemon Athletica Consumer Cyclical 50.0 $8K 0.00% $153.10 -24.5%
234 TM Toyota Mtr Corp Consumer Cyclical 35.0 $7K 0.00% $206.09 -16.6%
235 IYR iShares US Real Estate ETF 75.0 $7K 0.00% $94.56 +10.4%
236 OXY Occidental Petroleum Energy 100.0 $6K 0.00% $65.00 -22.4%
237 UPS United Parcel Servic Industrials 65.0 $6K 0.00% $98.38 +10.7%
238 CAH Cardinal Health Inc Healthcare 30.0 $6K 0.00% -10.0 -25.0% $211.30 +13.6%
239 LMND Lemonade Inc Financial Services 100.0 $6K 0.00% $62.68 -9.3%
240 ARCC Ares Capital Cor Financial Services 322.0 $6K 0.00% $18.02 +1.1%
Page 12 of 14  ·  261 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%