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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 3 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TRP Tc Energy Corp Com Energy 59,983.0 $3.8M 0.60% +841.0 +1.4% $62.60 +8.8%
42 MA Mastercard Inc Cl A Financial Services 7,255.0 $3.6M 0.58% -467.0 -6.0% $499.66 -1.9%
43 PLD Prologis Inc Real Estate 27,263.0 $3.6M 0.58% +939.0 +3.6% $132.18 +7.9%
44 JNJ Johnson and Johnson Healthcare 13,850.0 $3.4M 0.55% -3K -18.9% $244.44 -5.6%
45 SNY Sanofi Healthcare 67,996.0 $3.3M 0.53% -653.0 -0.9% $48.18 -11.1%
46 AEP American Elec Pwr Utilities 24,698.0 $3.2M 0.52% -2K -5.8% $131.08 -4.5%
47 TFC Truist Financial Cor Financial Services 66,018.0 $3.0M 0.49% +4K +6.5% $45.97 +2.5%
48 PEP Pepsico Inc Consumer Defensive 19,261.0 $3.0M 0.48% +2K +14.9% $155.29 -4.3%
49 HBAN Huntington Bancshrs Financial Services 186,904.0 $2.9M 0.47% -5K -2.6% $15.65 -0.9%
50 DAKT Daktronics Inc. Technology 148,029.0 $2.9M 0.47% -238K -61.6% $19.55 +1.3%
51 JPM JP Morgan Chase and Co Financial Services 9,618.0 $2.8M 0.46% -846.0 -8.1% $294.16 +2.0%
52 AVGO Broadcom In Technology 8,958.0 $2.8M 0.45% $309.51 +37.4%
53 GSK GSK PLC SPONSORED ADR Healthcare 47,771.0 $2.6M 0.42% -9K -15.2% $55.19 -7.7%
54 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 8,338.0 $2.5M 0.41% -2K -19.6% $304.08 +4.1%
55 O Realty Income Corp Real Estate 41,008.0 $2.5M 0.40% +639.0 +1.6% $61.18 +1.3%
56 Berkshire Hathaway 5,153.0 $2.5M 0.40% +640.0 +14.2% $479.20
57 Entergy Corp 21,686.0 $2.4M 0.39% -998.0 -4.4% $112.36
58 BMO BANK MONTREAL QUE COM Financial Services 17,295.0 $2.3M 0.38% +160.0 +0.9% $135.34 +12.7%
59 CTAS Cintas Corp Industrials 13,188.0 $2.2M 0.36% -2K -13.4% $169.14 -1.9%
60 EMXC MSCI Emg Mrkt China 27,895.0 $2.2M 0.35% $78.66 +19.0%
Page 3 of 13  ·  257 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%