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Portfolio (Quarterly) Guide ↗

First Bank & Trust

· CIK 0001692632
13F Portfolio $620.8B AUM 397 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 86 Added 108 Reduced 27 Exited
Page 5 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 RJF Raymond James Financ Financial Services 1,832.0 $265K 0.04% +23.0 +1.3% $144.79 +6.5%
82 ATRC Atricure Inc Healthcare 9,282.0 $265K 0.04% +477.0 +5.4% $28.53 +0.2%
83 AVTR Avantor, Inc Healthcare 32,719.0 $257K 0.04% +12K +59.5% $7.84 -2.2%
84 STVN Stevanato Group Healthcare 17,814.0 $245K 0.04% +705.0 +4.1% $13.75 +30.3%
85 EXTR EXTREME NETWORKS COM Technology 12,885.0 $194K 0.03% +761.0 +6.3% $15.08 +64.9%
86 UTZ Utz Brands Cl A Ord Consumer Defensive 23,699.0 $188K 0.03% +6K +31.8% $7.92 -8.6%
Page 5 of 5  ·  86 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 20.5%
Financial Services 16.5%
Healthcare 12.9%
Utilities 9.1%
Consumer Defensive 8.6%
Energy 8.3%
Communication Services 8.0%
Industrials 6.3%
Consumer Cyclical 4.3%
Basic Materials 2.8%