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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 6 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VLTO VERALTO CORP COM SHS Industrials 2,727.0 $241K 0.04% -11K -80.6% $88.42 -3.6%
102 ITW Illinois Tool Works Industrials 903.0 $235K 0.04% -5.0 -0.6% $260.29 -3.7%
103 FCFS Firstcash Hlds Inc Financial Services 1,234.0 $232K 0.04% -401.0 -24.5% $188.00 +21.0%
104 ELAN Elanco Animal Health Inc Healthcare 9,508.0 $228K 0.04% -366.0 -3.7% $23.93 -9.6%
105 SMMV iShares MSCI Usa 5,039.0 $220K 0.04% -38.0 -0.8% $43.62 +0.8%
106 TDG TranSDigm Industrials 181.0 $210K 0.03% -542.0 -75.0% $1158.96 +1.7%
107 ZTS Zoetis Inc Healthcare 1,697.0 $201K 0.03% -659.0 -28.0% $118.21 -36.1%
108 KOPN KOPIN CORP COM Technology 10,341.0 $23K 0.00% -36K -77.7% $2.25 +145.3%
Page 6 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%