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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL BANK - TRUST DIVISION

· CIK 0001315339
13F Portfolio $1.2B AUM 392 positions Filed Apr 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 69 Added 92 Reduced 11 Exited
Page 1 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 PG PROCTER & GAMBLE COMPANY Consumer Defensive 222,186.0 $32.1M 2.58% -7K -3.0% $144.44 +0.0%
2 AAPL APPLE, INC. Technology 121,784.0 $30.9M 2.49% -847.0 -0.7% $253.79 +21.7%
3 FFBC FIRST FINANCIAL BANCORP Financial Services 821,372.0 $22.9M 1.84% -27K -3.1% $27.88 +10.2%
4 CINF CINCINNATI FINANCIAL CORPORATION Financial Services 115,190.0 $18.1M 1.46% -765.0 -0.7% $157.35 +6.8%
5 CAT CATERPILLAR Industrials 18,527.0 $13.1M 1.06% -572.0 -3.0% $708.46 +24.2%
6 GLW CORNING INC. Technology 89,083.0 $12.1M 0.97% -46K -33.9% $135.97 +42.7%
7 IBM IBM Technology 44,951.0 $10.9M 0.88% -6K -11.4% $242.39 +4.7%
8 XOM EXXON MOBIL Energy 61,738.0 $10.5M 0.84% -1K -1.6% $169.66 -8.7%
9 MDY SPDR S&P MIDCAP 400 ETF TR UNIT Financial Services 16,286.0 $10.0M 0.81% -363.0 -2.2% $616.76 +8.7%
10 EFA ISHARES 97,564.0 $9.5M 0.76% -2K -2.4% $97.13 +7.1%
11 HIG HARTFORD FINL SVCS GRP COM STK Financial Services 69,411.0 $9.4M 0.76% -5K -6.5% $135.23 +0.6%
12 ITOT ISHARES 54,248.0 $7.7M 0.62% -2K -2.8% $142.43 +14.4%
13 ROST ROSS STORES INC. Consumer Cyclical 35,504.0 $7.7M 0.62% -4K -11.1% $216.63 +8.4%
14 CVX CHEVRON Energy 35,768.0 $7.4M 0.60% -575.0 -1.6% $206.90 -7.5%
15 EEM ISHARES 117,284.0 $6.7M 0.54% -3K -2.6% $56.79 +16.0%
16 GM GENERAL MOTORS CO Consumer Cyclical 74,403.0 $5.5M 0.45% -13K -14.6% $74.50 +5.8%
17 VTV VANGUARD 23,600.0 $4.6M 0.37% -738.0 -3.0% $196.20 +7.5%
18 JNJ JOHNSON & JOHNSON Healthcare 18,373.0 $4.5M 0.36% -815.0 -4.2% $244.44 -4.1%
19 XLK SPDR 33,775.0 $4.5M 0.36% -5K -12.8% $132.90 +35.7%
20 VMBS VANGUARD 88,800.0 $4.2M 0.34% -4K -4.4% $46.95 -0.8%
Page 1 of 5  ·  92 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 29.9%
Technology 21.2%
Industrials 10.7%
Healthcare 8.5%
Consumer Defensive 8.5%
Consumer Cyclical 8.3%
Communication Services 5.7%
Energy 3.9%
Basic Materials 2.6%
Real Estate 0.5%