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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 3 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 KO COCA-COLA Consumer Defensive 15,720.0 $1.2M 0.10% -437.0 -2.7% $76.05 +7.1%
42 LLY ELI LILLY & Healthcare 1,216.0 $1.1M 0.09% -231.0 -16.0% $919.77 +15.8%
43 QUAL ISHARES 5,790.0 $1.1M 0.09% -817.0 -12.4% $191.81 +11.8%
44 VTHR VANGUARD 3,743.0 $1.1M 0.09% -45.0 -1.2% $287.57 +14.1%
45 ALL ALLSTATE CORPORATION Financial Services 4,844.0 $1.0M 0.08% -497.0 -9.3% $207.34 +4.5%
46 OMC OMNICOM GROUP INCORPORATED Communication Services 13,291.0 $1.0M 0.08% -576.0 -4.2% $75.31 -0.5%
47 BP BP PLC Energy 20,413.0 $959K 0.08% -741.0 -3.5% $47.00 -5.6%
48 VZ VERIZON Communication Services 18,633.0 $935K 0.07% -464.0 -2.4% $50.20 -3.7%
49 HD HOME DEPOT Consumer Cyclical 2,800.0 $921K 0.07% -176.0 -5.9% $328.89 -4.8%
50 NKE NIKE INCORPORATED CLASS B Consumer Cyclical 17,370.0 $917K 0.07% -518.0 -2.9% $52.82 -15.4%
51 USMV ISHARES 9,465.0 $878K 0.07% -626.0 -6.2% $92.74 +4.5%
52 MMM 3M COMPANY Industrials 6,026.0 $875K 0.07% -212.0 -3.4% $145.23 +5.0%
53 GLD SPDR GOLD TRUST Financial Services 2,025.0 $871K 0.07% -24.0 -1.2% $430.29 -3.8%
54 ACN ACCENTURE PLC Technology 3,997.0 $793K 0.06% -3K -41.2% $198.29 -9.6%
55 ADP AUTOMATIC DATA PROCESSING, INC. Industrials 3,847.0 $782K 0.06% -156.0 -3.9% $203.18 +10.9%
56 CMI CUMMINS ENGINE COMPANY, Industrials 1,418.0 $763K 0.06% -55.0 -3.7% $538.02 +18.9%
57 META META PLATFORMS Communication Services 1,241.0 $710K 0.06% -78.0 -5.9% $572.13 +6.7%
58 MS MORGAN STANLEY Financial Services 4,253.0 $700K 0.06% -449.0 -9.6% $164.57 +22.2%
59 COP CONOCOPHILLIPS Energy 4,922.0 $650K 0.05% -306.0 -5.8% $132.00 -8.7%
60 TEL TE CONNECTIVITY PLC Technology 3,071.0 $642K 0.05% -342.0 -10.0% $209.02 -3.0%
Page 3 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%