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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 2 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ORCL ORACLE Technology 27,320.0 $4.0M 0.32% -954.0 -3.4% $147.11 +30.6%
22 TJX TJX COS INC Consumer Cyclical 20,937.0 $3.3M 0.27% -752.0 -3.5% $159.70 -0.9%
23 MCD MC DONALDS CORPORATION Consumer Cyclical 10,100.0 $3.1M 0.25% -891.0 -8.1% $310.79 -9.2%
24 MRK MERCK & CO Healthcare 26,081.0 $3.1M 0.25% -2K -7.9% $120.29 +1.8%
25 DE DEERE AND COMPANY Industrials 5,165.0 $2.9M 0.23% -55.0 -1.1% $563.30 -6.1%
26 CSCO CISCO Technology 33,587.0 $2.6M 0.21% -3K -7.2% $77.59 +55.2%
27 WMT WAL-MART Consumer Defensive 16,678.0 $2.1M 0.17% -1K -6.6% $124.28 -3.2%
28 ESGD ISHARES 20,157.0 $1.9M 0.15% -178.0 -0.9% $95.62 +7.5%
29 BERKSHIRE HATHAWAY, INC. 3,871.0 $1.9M 0.15% -196.0 -4.8% $479.20
30 GOOG ALPHABET INC. Communication Services 6,235.0 $1.8M 0.14% -59.0 -0.9% $286.86 +32.3%
31 SOXX ISHARES 5,349.0 $1.8M 0.14% -338.0 -5.9% $328.66 +63.5%
32 BLK BLACKROCK, INC. Financial Services 1,641.0 $1.6M 0.13% -157.0 -8.7% $961.71 +11.6%
33 GS GOLDMAN Financial Services 1,852.0 $1.6M 0.13% -275.0 -12.9% $845.99 +17.8%
34 VNQ VANGUARD 17,058.0 $1.5M 0.12% -2K -8.3% $88.70 +9.1%
35 LMT LOCKHEED MARTIN GROUP Industrials 2,464.0 $1.5M 0.12% -13.0 -0.5% $604.39 -11.8%
36 WFC WELLS FARGO Financial Services 18,600.0 $1.5M 0.12% -2K -8.2% $79.61 -4.0%
37 FAST FASTENAL CO. Industrials 29,526.0 $1.4M 0.11% -4K -11.9% $46.40 -5.3%
38 INTC INTEL Technology 29,311.0 $1.3M 0.10% -105K -78.2% $44.13 +171.6%
39 USB US BANCORP Financial Services 23,960.0 $1.2M 0.10% -975.0 -3.9% $52.01 +5.4%
40 BA BOEING COMPANY Industrials 6,173.0 $1.2M 0.10% -325.0 -5.0% $199.03 +10.0%
Page 2 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%