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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 9 of 14  ·  261 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VUG Vanguard Growth ETF 170.0 $74K 0.02% $436.79 -81.1%
162 RF Regions Finl Financial Services 2,750.0 $72K 0.02% $26.12 +15.1%
163 SUB iShares Nat Muni ETF 651.0 $69K 0.02% $106.50 -0.1%
164 ALL Allstate Corp Financial Services 325.0 $67K 0.02% $207.34 +15.6%
165 SCHW Schwab Charles Corp Financial Services 700.0 $66K 0.02% $93.98 -3.5%
166 ITW Illinois Tool Works Industrials 250.0 $65K 0.02% $260.29 +2.8%
167 LOW Lowes Companies Inc Consumer Cyclical 274.0 $65K 0.02% $236.28 -5.9%
168 GD General Dynamics Industrials 180.0 $62K 0.02% $343.22 +1.0%
169 MMM Mmm CO Industrials 425.0 $62K 0.02% $145.23 +12.9%
170 CARR Carrier Global Corp Industrials 1,085.0 $61K 0.02% $56.31 +30.7%
171 IYM iShares US Basic Mat 321.0 $56K 0.02% +6.0 +1.9% $175.92 +2.5%
172 AMT American Tower Corp Real Estate 300.0 $52K 0.01% $172.58 +1.7%
173 EA Electronic Arts Inc Communication Services 250.0 $51K 0.01% -50.0 -16.7% $203.87 +0.7%
174 DPZ Domino'S Pizza Inc Consumer Cyclical 140.0 $50K 0.01% $358.79 -16.9%
175 CSL Carlisle Companies Inc Industrials 150.0 $50K 0.01% $333.62 +16.4%
176 PAYX Paychex Industrials 520.0 $48K 0.01% -630.0 -54.8% $92.12 +8.4%
177 DVN Devon Energy Corp Energy 880.0 $44K 0.01% -75.0 -7.8% $50.32 -16.1%
178 CTAS Cintas Corp Industrials 260.0 $44K 0.01% $169.14 +1.6%
179 PFGC Performance Food Gr Consumer Defensive 500.0 $43K 0.01% $85.66 +28.9%
180 VWO Vanguard Emer Mkt 785.0 $42K 0.01% -135.0 -14.7% $54.05 +8.4%
Page 9 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%