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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 5 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TSCO Tractor Supply CO Consumer Cyclical 18,825.0 $853K 0.25% $45.30 -30.7%
82 ANET Arista Networks Inc Technology 6,870.0 $843K 0.24% NEW $122.78 +28.4%
83 MAR Marriott Intl Inc Consumer Cyclical 2,528.0 $827K 0.24% -55.0 -2.1% $327.07 +15.0%
84 EOG Eog Res Inc Energy 5,528.0 $799K 0.23% -152.0 -2.7% $144.57 -7.7%
85 NOW Servicenow Inc Technology 7,450.0 $779K 0.23% -3K -28.2% $104.55 -7.7%
86 WFC Wells Fargo & Co Financial Services 8,867.0 $706K 0.20% -100.0 -1.1% $79.61 +6.4%
87 ACN Accenture PLC Technology 3,553.0 $705K 0.20% -2K -33.3% $198.29 -36.2%
88 Entergy Corp 6,205.0 $697K 0.20% +55.0 +0.9% $112.36
89 PLTR Palantir Tech Technology 4,610.0 $674K 0.20% +360.0 +8.5% $146.28 -23.0%
90 PSX Phillips 66 Energy 3,302.0 $602K 0.17% -212.0 -6.0% $182.18 -5.1%
91 BMY Bristol Myers Squibb Healthcare 9,546.0 $579K 0.17% +640.0 +7.2% $60.65 -5.1%
92 USB US Bancorp Del CO Financial Services 11,050.0 $575K 0.17% +875.0 +8.6% $52.01 +17.5%
93 MPC Marathon Pete Corp Energy 2,345.0 $573K 0.17% -45.0 -1.9% $244.18 +4.2%
94 MNST Monster Beverage Cor Consumer Defensive 7,900.0 $572K 0.17% $72.46 +34.5%
95 OTIS Otis Worldwide Corp Industrials 7,406.0 $571K 0.17% -150.0 -2.0% $77.08 -4.7%
96 SHW Sherwin Williams CO Basic Materials 1,758.0 $564K 0.16% -86.0 -4.7% $320.55 +6.8%
97 VTI Vanguard Total Stock Market ETF 1,745.0 $560K 0.16% $320.81 +13.4%
98 PM Phillip Morris Consumer Defensive 3,300.0 $546K 0.16% $165.34 +10.4%
99 ELV Elevance Health Inc Healthcare 1,858.0 $544K 0.16% -76.0 -3.9% $292.75 +34.4%
100 JBL Jabil Inc Technology 2,012.0 $534K 0.15% +315.0 +18.6% $265.63 +37.0%
Page 5 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%