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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 8 of 32  ·  628 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FTEC FIDELITY COVINGTON TRUST 500.0 $143K 0.00% NEW $285.58 +2.4%
142 TXN TEXAS INSTRS INC Technology 470.0 $140K 0.00% NEW $298.07 -5.1%
143 CTVA CORTEVA INC Basic Materials 1,640.0 $139K 0.00% NEW $84.69 -10.2%
144 UNP UNION PAC CORP Industrials 486.0 $132K 0.00% NEW $272.00 +10.3%
145 ENB ENBRIDGE INC Energy 2,438.0 $132K 0.00% NEW $54.21 -6.7%
146 USB US BANCORP Financial Services 2,184.0 $132K 0.00% NEW $60.40 +7.4%
147 DIA STATE STR SPDR DOW JONES IND Financial Services 248.0 $130K 0.00% NEW $522.39 +2.3%
148 ROK ROCKWELL AUTOMATION INC Industrials 254.0 $126K 0.00% NEW $495.08 -10.2%
149 MA MASTERCARD INCORPORATED Financial Services 243.0 $125K 0.00% NEW $513.60 +9.5%
150 PGR PROGRESSIVE CORP Financial Services 558.0 $122K 0.00% NEW $218.45 -6.7%
151 WFC WELLS FARGO & CO Financial Services 1,422.0 $118K 0.00% NEW $82.64 +5.9%
152 ADBE ADOBE INC Technology 554.0 $114K 0.00% NEW $205.02 +23.9%
153 SBUX STARBUCKS CORP Consumer Cyclical 1,096.0 $112K 0.00% NEW $102.19 +5.6%
154 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 350.0 $111K 0.00% NEW $317.53 -5.0%
155 SHYG ISHARES TR 2,609.0 $111K 0.00% NEW $42.41 -0.5%
156 FULC FULCRUM THERAPEUTICS INC Healthcare 30,041.0 $110K 0.00% NEW $3.66 +4.9%
157 COF CAPITAL ONE FINL CORP Financial Services 543.0 $109K 0.00% NEW $200.62 +10.4%
158 BLV VANGUARD BD INDEX FDS 1,560.0 $108K 0.00% NEW $68.93 -5.1%
159 MDLZ MONDELEZ INTL INC Consumer Defensive 1,820.0 $105K 0.00% NEW $57.84 +7.5%
160 ONEQ FIDELITY COMWLTH TR 1,000.0 $103K 0.00% NEW $103.22 +1.8%
Page 8 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%