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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 5 of 5  ·  92 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 COST COSTCO WHOLESALE Consumer Defensive 343.0 $342K 0.03% -81.0 -19.1% $996.43 +3.2%
82 NFLX NETFLIX.COM INC Communication Services 3,510.0 $337K 0.03% -109.0 -3.0% $96.15 -7.9%
83 CMCSA COMCAST CORP Communication Services 11,075.0 $318K 0.03% -2K -14.6% $28.71 -12.2%
84 CSX CSX CORPORATION Industrials 7,458.0 $306K 0.03% -90.0 -1.2% $41.05 +10.9%
85 UPS UNITED PARCEL SERVICE Industrials 2,864.0 $282K 0.02% -163.0 -5.4% $98.38 +2.7%
86 ELV ELEVANCE HEALTH, INC. Healthcare 916.0 $268K 0.02% -9.0 -1.0% $292.75 +34.8%
87 YUM YUM BRANDS INC Consumer Cyclical 1,702.0 $265K 0.02% -469.0 -21.6% $155.48 -0.7%
88 PAYX PAYCHEX INC Industrials 2,771.0 $255K 0.02% -414.0 -13.0% $92.12 +5.3%
89 OSK OSHKOSH TRUCK CORP Industrials 1,612.0 $237K 0.02% -39.0 -2.4% $147.21 -12.7%
90 SCHD SCHWAB 7,278.0 $223K 0.02% -350.0 -4.6% $30.68 +7.0%
91 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 3,763.0 $217K 0.02% -2K -35.7% $57.64 +7.1%
92 TRV TRAVELERS COS INC Financial Services 724.0 $211K 0.02% -57.0 -7.3% $291.68 +5.1%
Page 5 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%