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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 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CM Can Imperial Bk Comm Financial Services 14,678.0 $1.4M 0.22% -1K -9.2% $94.75 +17.5%
82 DIVI FRANKLIN TEMPLETON ETF TR INTL 34,746.0 $1.4M 0.22% +10K +39.8% $39.81 +5.7%
83 MRVL Marvell Technology Inc Technology 13,914.0 $1.4M 0.22% -11K -43.1% $99.05 +84.3%
84 WMT Wal-Mart Stores, Inc Consumer Defensive 10,901.0 $1.4M 0.22% -706.0 -6.1% $124.28 +6.6%
85 JIRE J P MORGAN EXCHANGE TRADED FD I 17,469.0 $1.3M 0.21% +5K +43.6% $75.74 +3.9%
86 AXP American Express Co Financial Services 4,334.0 $1.3M 0.21% -2K -28.5% $302.48 +3.6%
87 AMCOR PLC COM NEW R/S 32,973.0 $1.3M 0.21% NEW $39.75
88 UBER Uber Technologies Technology 18,007.0 $1.3M 0.21% -18K -49.9% $71.93 +3.8%
89 MRK Merck Healthcare 10,559.0 $1.3M 0.20% +5K +75.9% $120.29 -5.7%
90 NFLX Netflix Com Inc Communication Services 12,971.0 $1.2M 0.20% -9K -41.1% $96.15 -9.6%
91 IAU ISHARES GOLD TR ISHARES NEW Financial Services 13,985.0 $1.2M 0.20% +428.0 +3.2% $88.16 -3.0%
92 WEC Wec Energy Group Utilities 10,434.0 $1.2M 0.20% +7K +174.6% $115.77 -3.6%
93 TJX Tjx Companies Inc Consumer Cyclical 6,932.0 $1.1M 0.18% -254.0 -3.5% $159.70 -7.7%
94 IWF iShares 1000 Grwth 2,594.0 $1.1M 0.18% $426.40 -70.8%
95 RBC RBC Bearings Inc Industrials 1,975.0 $1.1M 0.17% -148.0 -7.0% $543.12 +12.7%
96 MO Altria Group Inc Consumer Defensive 15,868.0 $1.0M 0.17% +2K +15.4% $65.99 +9.7%
97 TSLA Tesla Motors, Inc Consumer Cyclical 2,796.0 $1.0M 0.17% NEW $371.75 +19.2%
98 CB Chubb Ltd Chf Financial Services 3,147.0 $1.0M 0.17% $325.93 -0.5%
99 CASY Caseys Gen Store Consumer Cyclical 1,393.0 $1.0M 0.16% -121.0 -8.0% $727.86 +17.2%
100 GEV GE VERNOVA LLC COM Utilities 1,138.0 $993K 0.16% +264.0 +30.2% $872.90 +24.9%
Page 5 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%