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Portfolio (Quarterly) Guide ↗

COUNTRY TRUST BANK

· CIK 0001209324
13F Portfolio $5.7B AUM 742 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 628 New
Page 11 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 DKNG DRAFTKINGS INC NEW Consumer Cyclical 2,097.0 $53K 0.00% NEW $25.26 -3.0%
202 CEMB ISHARES INC 1,150.0 $52K 0.00% NEW $45.65 -0.8%
203 WBD WARNER BROS DISCOVERY INC Communication Services 1,966.0 $52K 0.00% NEW $26.66 +6.5%
204 VTV VANGUARD INDEX FDS 234.0 $51K 0.00% NEW $217.93 +4.0%
205 C CITIGROUP INC Financial Services 364.0 $51K 0.00% NEW $139.96 -1.8%
206 AVUV AMERICAN CENTY ETF TR 399.0 $50K 0.00% NEW $124.76 +1.9%
207 PNC PNC FINL SVCS GROUP INC Financial Services 201.0 $49K 0.00% NEW $246.22 +3.6%
208 HWM HOWMET AEROSPACE INC Industrials 183.0 $49K 0.00% NEW $268.86 +7.3%
209 NFLX NETFLIX INC. Communication Services 682.0 $49K 0.00% NEW $71.40 +10.0%
210 IJR ISHARES TR 328.0 $49K 0.00% NEW $148.31 -0.1%
211 QQQM INVESCO EXCH TRADED FD TR II 159.0 $48K 0.00% NEW $302.97 -2.5%
212 DIS DISNEY WALT CO Communication Services 477.0 $46K 0.00% NEW $96.25 +8.9%
213 SCHW SCHWAB CHARLES CORP Financial Services 497.0 $46K 0.00% NEW $92.27 +20.9%
214 CI THE CIGNA GROUP Healthcare 165.0 $45K 0.00% NEW $275.68 +1.7%
215 CMG CHIPOTLE MEXICAN GRILL INC Consumer Cyclical 1,299.0 $44K 0.00% NEW $34.00 -1.0%
216 CME CME GROUP INC Financial Services 200.0 $44K 0.00% NEW $220.83 +23.3%
217 PSX PHILLIPS 66 Energy 260.0 $44K 0.00% NEW $169.05 +42.8%
218 SRE SEMPRA Utilities 474.0 $44K 0.00% NEW $92.71 -6.1%
219 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 92.0 $44K 0.00% NEW $477.57 -13.6%
220 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 4,000.0 $44K 0.00% NEW $10.92 -7.2%
Page 11 of 32  ·  628 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 38.4%
Financial Services 12.5%
Communication Services 11.3%
Consumer Cyclical 9.2%
Healthcare 8.4%
Industrials 7.7%
Consumer Defensive 4.1%
Energy 3.2%
Utilities 2.6%
Basic Materials 1.4%