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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 4 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA MOTORS INC Consumer Cyclical 1,687.0 $627K 0.05% -72.0 -4.1% $371.75 +14.6%
62 UNP UNION PACIFIC Industrials 2,542.0 $617K 0.05% -189.0 -6.9% $242.62 +9.6%
63 RCL ROYAL CARIBBEAN CRUISES Consumer Cyclical 2,210.0 $608K 0.05% -11K -83.1% $275.18 -6.9%
64 EFX EQUIFAX INCORPORATED Industrials 3,279.0 $590K 0.05% -625.0 -16.0% $180.07 -8.9%
65 TGT TARGET Consumer Defensive 4,279.0 $519K 0.04% -279.0 -6.1% $121.20 +3.6%
66 BMY BRISTOL-MYERS SQUIBB COMPANY Healthcare 8,354.0 $507K 0.04% -2K -20.4% $60.65 -2.0%
67 NSC NORFOLK SOUTHERN CORPORATION Industrials 1,748.0 $502K 0.04% -77.0 -4.2% $287.00 +9.6%
68 GD GENERAL DYNAMICS CORP Industrials 1,442.0 $495K 0.04% -192.0 -11.8% $343.22 -0.1%
69 TOLZ PROSHARES 7,327.0 $439K 0.04% -921.0 -11.2% $59.98 +3.1%
70 IHE ISHARES 5,069.0 $439K 0.04% -1K -20.8% $86.68 +5.6%
71 T AT&T, INC. Communication Services 14,637.0 $424K 0.03% -2K -11.9% $28.99 -12.9%
72 PNC PNC Financial Services 2,035.0 $423K 0.03% -50.0 -2.4% $208.09 +5.4%
73 TT INGERSOLL RAND INC. Industrials 956.0 $398K 0.03% -286.0 -23.0% $416.74 +8.2%
74 STLD STEEL DYNAMICS Basic Materials 2,177.0 $392K 0.03% -223.0 -9.3% $180.00 +33.4%
75 CNI CANADIAN NATIONAL RAILWAY CA Industrials 3,766.0 $387K 0.03% -615.0 -14.0% $102.77 +11.2%
76 AXP AMERICAN EXPRESS COMPANY Financial Services 1,274.0 $385K 0.03% -87.0 -6.4% $302.48 +3.1%
77 JCI JOHNSON CONTROLS INTL Industrials 2,933.0 $384K 0.03% -370.0 -11.2% $130.95 +5.7%
78 MO ALTRIA GROUP, INC. Consumer Defensive 5,686.0 $375K 0.03% -427.0 -7.0% $65.99 +12.0%
79 CHD CHURCH & DWIGHT INC Consumer Defensive 3,884.0 $362K 0.03% -856.0 -18.1% $93.32 +3.1%
80 DGX QUEST DIAGNOSTICS Healthcare 1,753.0 $344K 0.03% -787.0 -31.0% $195.98 -0.4%
Page 4 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%