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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 4 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BLK Blackrock Inc Financial Services 1,495.0 $1.4M 0.42% +11.0 +0.7% $961.71 +1.8%
62 CMI Cummins Inc Industrials 2,595.0 $1.4M 0.41% +142.0 +5.8% $538.02 +28.7%
63 PGF Invesco Ex Finl Pfd 96,677.0 $1.3M 0.39% -5K -4.7% $13.76 -0.9%
64 BAC Bank Amer Corp Financial Services 25,030.0 $1.2M 0.35% +525.0 +2.1% $48.75 +19.0%
65 DUK Duke Energy Hldg Cor Utilities 9,108.0 $1.2M 0.35% $130.94 -2.1%
66 C Citigroup Inc Financial Services 10,493.0 $1.2M 0.35% +260.0 +2.5% $113.41 +25.9%
67 VZ Verizon Comm Communication Services 23,507.0 $1.2M 0.34% +1K +4.6% $50.20 -7.8%
68 CRM Salesforce Inc Technology 6,265.0 $1.2M 0.34% -852.0 -12.0% $186.67 -16.4%
69 MA Mastercard Inc Financial Services 2,225.0 $1.1M 0.32% $499.66 +0.1%
70 LRCX Lam Research Corp Technology 5,155.0 $1.1M 0.32% +540.0 +11.7% $213.66 +78.0%
71 ABT Abbott Laboratories Healthcare 10,358.0 $1.1M 0.31% -65.0 -0.6% $102.67 -7.4%
72 GOOG Alphabet Inc Cls C Communication Services 3,610.0 $1.0M 0.30% $286.86 +19.0%
73 AMAT Applied Materials Technology 3,025.0 $1.0M 0.30% $341.79 +87.1%
74 PNC PNC Finl Svcs Group Financial Services 4,915.0 $1.0M 0.30% $208.09 +17.5%
75 SO Southern CO Utilities 10,150.0 $980K 0.28% -65.0 -0.6% $96.52 +0.6%
76 NUE Nucor Corp Basic Materials 5,714.0 $966K 0.28% -77.0 -1.3% $169.10 +42.5%
77 TMO Thermo Fisher Sci Healthcare 1,805.0 $887K 0.26% -72.0 -3.8% $491.53 +2.4%
78 MDLZ Mondelez Int'l Inc Consumer Defensive 15,020.0 $866K 0.25% $57.64 +7.5%
79 T AT&T Inc. Communication Services 29,495.0 $855K 0.25% +400.0 +1.4% $28.99 -22.5%
80 ORLY Oreilly Automotive Consumer Cyclical 9,245.0 $853K 0.25% +90.0 +1.0% $92.31 -2.8%
Page 4 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%