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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 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IBM IBM Technology 17,304.0 $4.2M 1.22% +495.0 +2.9% $242.39 +11.7%
22 AMD Advanced Micro Dev Technology 19,644.0 $4.0M 1.16% -258.0 -1.3% $203.43 +153.5%
23 META Meta Platforms Inc Communication Services 6,977.0 $4.0M 1.16% $572.13 -2.8%
24 XOM Exxon Mobil Corp Energy 23,278.0 $3.9M 1.15% $169.66 -19.6%
25 PG Proctor & Gamble Consumer Defensive 26,463.0 $3.8M 1.11% $144.44 +3.7%
26 CVX Chevron Corp Energy 18,118.0 $3.7M 1.09% -280.0 -1.5% $206.90 -17.5%
27 GS Goldman Sachs Financial Services 4,317.0 $3.7M 1.06% -87.0 -2.0% $845.99 +21.8%
28 Berkshire Hathaway B 7,603.0 $3.6M 1.06% -49.0 -0.6% $479.20
29 RTX Rtx Corporation Industrials 18,157.0 $3.5M 1.02% -308.0 -1.7% $192.90 -1.4%
30 HON Honeywell Int'l Industrials 15,318.0 $3.5M 1.01% -87.0 -0.6% $226.03 +1.1%
31 KO Coca Cola CO Consumer Defensive 45,391.0 $3.5M 1.00% $76.05 +7.5%
32 ETN Eaton Corp PLC Industrials 8,402.0 $3.0M 0.87% -177.0 -2.1% $357.67 +12.1%
33 PANW Palo Alto Networks Technology 18,675.0 $3.0M 0.87% +350.0 +1.9% $160.32 +86.1%
34 ORCL Oracle Systems Technology 20,165.0 $3.0M 0.86% +400.0 +2.0% $147.11 +2.2%
35 DIS Disney (Walt) CO Communication Services 30,517.0 $2.9M 0.86% -158.0 -0.5% $96.38 +3.1%
36 TMUS T-Mobile US Inc Communication Services 13,911.0 $2.9M 0.85% -125.0 -0.9% $210.03 -13.4%
37 TJX TJX CO., Inc. Consumer Cyclical 17,160.0 $2.7M 0.80% +315.0 +1.9% $159.70 -2.2%
38 PEP Pepsico Consumer Defensive 17,519.0 $2.7M 0.79% $155.29 -8.6%
39 WM Waste Management Industrials 11,375.0 $2.6M 0.76% -195.0 -1.7% $229.79 -1.1%
40 MRVL Marvell Technology Technology 25,775.0 $2.6M 0.74% $99.05 +168.5%
Page 2 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%