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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 3 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 AMGN Amgen Healthcare 6,991.0 $2.5M 0.72% -70.0 -1.0% $351.85 +0.3%
42 UNH Unitedhealth Group Healthcare 8,889.0 $2.4M 0.70% $270.59 +53.6%
43 ABBV Abbvie Inc Healthcare 10,618.0 $2.3M 0.67% -172.0 -1.6% $217.49 +11.8%
44 MRK Merck & Co Inc Healthcare 18,788.0 $2.3M 0.66% $120.29 +4.3%
45 GEV GE Vernova LLC Utilities 2,572.0 $2.2M 0.65% -25.0 -1.0% $872.90 +24.4%
46 DE Deere & Company Industrials 3,860.0 $2.2M 0.63% $563.30 +12.0%
47 NEE Nextera Energy Utilities 22,575.0 $2.1M 0.61% $92.88 -5.6%
48 BX Blackstone Group Inc Financial Services 18,165.0 $2.1M 0.61% $114.99 -0.7%
49 CSCO Cisco Systems Technology 26,542.0 $2.1M 0.60% +355.0 +1.4% $77.59 +53.3%
50 MCD McDonalds Corp Consumer Cyclical 5,837.0 $1.8M 0.53% +43.0 +0.7% $310.79 -14.9%
51 CB Chubb Ltd Financial Services 5,507.0 $1.8M 0.52% -42.0 -0.8% $325.93 +1.5%
52 VLO Valero Energy Energy 7,074.0 $1.7M 0.51% -197.0 -2.7% $247.08 +3.2%
53 UNP Union Pacific Corp Industrials 7,160.0 $1.7M 0.51% -68.0 -0.9% $242.62 +10.3%
54 FICO Fair Isaac Corp Technology 1,619.0 $1.7M 0.50% $1067.54 +7.1%
55 VNQ Vanguard R/E ETF 19,024.0 $1.7M 0.49% +215.0 +1.1% $88.70 +9.6%
56 NFLX Netflix Inc Communication Services 17,541.0 $1.7M 0.49% +2K +15.3% $96.15 -26.3%
57 ISRG Intuitive Surgical Healthcare 3,580.0 $1.7M 0.48% +32.0 +0.9% $460.99 -13.3%
58 LIN Linde PLC Npv Basic Materials 3,266.0 $1.6M 0.47% -27.0 -0.8% $495.76 +5.3%
59 MCK Mckesson Corp Healthcare 1,819.0 $1.6M 0.46% -54.0 -2.9% $865.36 -11.7%
60 GE GE Aerospace Industrials 5,434.0 $1.5M 0.45% $283.77 +30.9%
Page 3 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%