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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL BANK - TRUST DIVISION

· CIK 0001315339
13F Portfolio $1.2B AUM 405 positions Filed Jan 2, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 205 New
Page 3 of 11  ·  205 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DIS WALT DISNEY CO. Communication Services 67,419.0 $7.7M 0.63% NEW $113.77 -9.5%
42 XOM EXXON MOBIL Energy 62,738.0 $7.5M 0.62% NEW $120.34 +28.7%
43 GILD GILEAD SCIENCES Healthcare 60,331.0 $7.4M 0.61% NEW $122.74 +9.5%
44 ROST ROSS STORES INC. Consumer Cyclical 39,953.0 $7.2M 0.59% NEW $180.14 +30.3%
45 HON HONEYWELL INTERNATIONAL INC Industrials 36,601.0 $7.1M 0.59% NEW $195.09 +16.8%
46 GM GENERAL MOTORS CO Consumer Cyclical 87,166.0 $7.1M 0.58% NEW $81.32 -3.1%
47 EEM ISHARES 120,363.0 $6.6M 0.54% NEW $54.71 +20.4%
48 CHKP CHECK POINT SOFTWARE TECH Technology 35,003.0 $6.5M 0.53% NEW $185.56 -28.0%
49 QCOM QUALCOMM INCORPORATED Technology 35,268.0 $6.0M 0.50% NEW $171.05 +39.2%
50 ECL ECOLAB INC Basic Materials 22,373.0 $5.9M 0.48% NEW $262.52 -3.5%
51 XLK SPDR 38,754.0 $5.6M 0.46% NEW $143.97 +25.3%
52 CVX CHEVRON Energy 36,343.0 $5.5M 0.46% NEW $152.41 +25.6%
53 ORCL ORACLE Technology 28,274.0 $5.5M 0.45% NEW $194.91 -1.5%
54 ABBV ABBVIE INC Healthcare 24,100.0 $5.5M 0.45% NEW $228.49 -5.6%
55 CRM SALESFORCE.COM Technology 20,011.0 $5.3M 0.43% NEW $264.91 -32.0%
56 INTC INTEL Technology 134,319.0 $5.0M 0.41% NEW $36.90 +224.8%
57 DRI DARDEN RESTAURANTS INC. Consumer Cyclical 26,302.0 $4.8M 0.40% NEW $184.02 +10.6%
58 VTV VANGUARD 24,338.0 $4.6M 0.38% NEW $190.99 +10.4%
59 CBOE CBOE Financial Services 17,713.0 $4.4M 0.36% NEW $251.00 +42.4%
60 VMBS VANGUARD 92,851.0 $4.4M 0.36% NEW $47.08 -1.1%
Page 3 of 11  ·  205 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
Financial Services 30.6%
Technology 23.2%
Industrials 9.6%
Consumer Cyclical 8.7%
Healthcare 8.3%
Consumer Defensive 8.1%
Communication Services 6.1%
Energy 2.9%
Basic Materials 1.9%
Real Estate 0.5%