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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 2 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 JPM JP Morgan Chase and Co Financial Services 9,618.0 $2.8M 0.46% -846.0 -8.1% $294.16 +1.6%
22 GSK GSK PLC SPONSORED ADR Healthcare 47,771.0 $2.6M 0.42% -9K -15.2% $55.19 -9.7%
23 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 8,338.0 $2.5M 0.41% -2K -19.6% $304.08 +4.2%
24 Entergy Corp 21,686.0 $2.4M 0.39% -998.0 -4.4% $112.36
25 CTAS Cintas Corp Industrials 13,188.0 $2.2M 0.36% -2K -13.4% $169.14 +0.5%
26 IEFA iShares Trust Core 20,865.0 $1.9M 0.30% -157.0 -0.8% $90.53 +5.9%
27 T ATandT Inc Communication Services 62,950.0 $1.8M 0.29% -10K -13.6% $28.99 -17.0%
28 PGR Progressive Corp Oh Financial Services 8,702.0 $1.7M 0.28% -2K -22.0% $198.24 +0.6%
29 INTU Intuit Inc Technology 3,864.0 $1.7M 0.27% -2K -28.1% $432.38 -9.4%
30 WFC Wells Fargo and Co Financial Services 20,050.0 $1.6M 0.26% -2K -7.2% $79.61 -7.5%
31 ISRG Intuitive Surgical Healthcare 3,430.0 $1.6M 0.26% -3K -42.7% $460.99 -8.0%
32 CM Can Imperial Bk Comm Financial Services 14,678.0 $1.4M 0.22% -1K -9.2% $94.75 +18.0%
33 MRVL Marvell Technology Inc Technology 13,914.0 $1.4M 0.22% -11K -43.1% $99.05 +80.1%
34 WMT Wal-Mart Stores, Inc Consumer Defensive 10,901.0 $1.4M 0.22% -706.0 -6.1% $124.28 +5.8%
35 AXP American Express Co Financial Services 4,334.0 $1.3M 0.21% -2K -28.5% $302.48 +3.0%
36 UBER Uber Technologies Technology 18,007.0 $1.3M 0.21% -18K -49.9% $71.93 +3.7%
37 NFLX Netflix Com Inc Communication Services 12,971.0 $1.2M 0.20% -9K -41.1% $96.15 -9.1%
38 TJX Tjx Companies Inc Consumer Cyclical 6,932.0 $1.1M 0.18% -254.0 -3.5% $159.70 -6.9%
39 RBC RBC Bearings Inc Industrials 1,975.0 $1.1M 0.17% -148.0 -7.0% $543.12 +5.5%
40 CASY Caseys Gen Store Consumer Cyclical 1,393.0 $1.0M 0.16% -121.0 -8.0% $727.86 +18.3%
Page 2 of 6  ·  108 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%