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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 13 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 LEVI Levi Strauss & CO Consumer Cyclical 300.0 $6K 0.00% $18.49 +34.5%
242 MRNA Moderna Inc Healthcare 100.0 $5K 0.00% $50.80 +34.4%
243 VMO Invesco Mun Tr Financial Services 492.0 $5K 0.00% NEW $9.51 +3.6%
244 Ralliant Corp Usd 100.0 $4K 0.00% $41.59
245 Z Zillow Group Communication Services 100.0 $4K 0.00% $41.38 -25.2%
246 KD Kyndryl Hldgs Inc Technology 300.0 $4K 0.00% $13.12 -15.3%
247 GNRC Generac Hldgs Inc Industrials 20.0 $4K 0.00% $195.35 +44.4%
248 INCY Incyte Corp Healthcare 30.0 $3K 0.00% NEW $94.13 +22.1%
249 EW Edwards Lifesciences Healthcare 35.0 $3K 0.00% $80.09 +15.0%
250 ULTA Ulta Beauty Inc Consumer Cyclical 5.0 $3K 0.00% $522.80 -7.0%
251 KSS Kohl's Corp Consumer Cyclical 200.0 $3K 0.00% $12.90 +47.8%
252 UBER Uber Tech Inc Technology 35.0 $3K 0.00% $71.94 +4.6%
253 OKTA Okta Inc Technology 30.0 $2K 0.00% $78.70 +55.7%
254 MET Metlife Inc Financial Services 27.0 $2K 0.00% NEW $70.70 +22.4%
255 VTRS Viatris Inc Npv Healthcare 141.0 $2K 0.00% $13.51 +20.9%
256 SOLV Solventum Corp Healthcare 25.0 $2K $65.32 +22.6%
257 ZM Zoom Communications Technology 20.0 $2K $80.40 +6.2%
258 APPN Appian Corp Technology 50.0 $1K $24.12 -10.9%
259 CBRL Cracker Barrel Consumer Cyclical 15.0 $422.0 $28.13 +77.9%
260 Occidental Pete Wts 9.0 $386.0 $42.89
Page 13 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%