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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 7 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MU Micron Technology Technology 753.0 $254K 0.07% NEW $337.84 +238.7%
122 TT Trane Tech PLC Industrials 586.0 $244K 0.07% -29.0 -4.7% $416.74 +14.7%
123 VOO Vanguard S&P 500 ETF 387.0 $231K 0.07% +65.0 +20.2% $597.55 +12.7%
124 QQQ Invesco QQQ Tr ETF Financial Services 400.0 $231K 0.07% $577.18 +22.9%
125 ZBH Zimmer Biomet Hldgs Healthcare 2,535.0 $229K 0.07% $90.42 +2.3%
126 TEL TE Connectivity Technology 1,095.0 $229K 0.07% $209.02 -6.0%
127 QCOM Qualcomm Inc Technology 1,665.0 $214K 0.06% +70.0 +4.4% $128.78 +52.6%
128 SBUX Starbucks Corp Consumer Cyclical 2,290.0 $205K 0.06% +95.0 +4.3% $89.59 +16.6%
129 MKC Mccormick & CO., Inc Consumer Defensive 3,490.0 $176K 0.05% -175.0 -4.8% $50.44 +0.6%
130 VST Vistra Corp Utilities 1,143.0 $172K 0.05% +25.0 +2.2% $150.33 +9.6%
131 GEHC GE Healthcare Tech Healthcare 2,257.0 $161K 0.05% -30.0 -1.3% $71.18 -8.4%
132 MO Altria Group Inc Consumer Defensive 2,400.0 $158K 0.05% $65.99 +11.3%
133 PPG PPG Industries Inc. Basic Materials 1,481.0 $158K 0.05% -25.0 -1.7% $106.88 +14.4%
134 ADP Auto Data Processing Industrials 750.0 $152K 0.04% -65.0 -8.0% $203.18 +9.7%
135 RCL Royal Caribbean Consumer Cyclical 510.0 $140K 0.04% +122.0 +31.4% $275.18 +16.8%
136 NTRS Northern Trust Corp Financial Services 1,000.0 $140K 0.04% $139.57 +24.0%
137 AXP American Express CO Financial Services 453.0 $137K 0.04% $302.48 +12.6%
138 VBR Vanguard Small-Cap Value ETF 600.0 $130K 0.04% $217.25 +11.2%
139 TSM Taiwan Semiconductor Technology 379.0 $128K 0.04% $337.95 +27.6%
140 KR Kroger Company Consumer Defensive 1,770.0 $128K 0.04% -60.0 -3.3% $72.36 -19.9%
Page 7 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%