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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 10 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 HRZN HORIZON TECHNOLOGY CORP Financial Services 65,573.0 $276K 0.02% $4.21 -4.8%
182 PARTNERS GROUP 123,170.0 $274K 0.02% +4K +3.4% $2.23
183 ELV ELEVANCE HEALTH, INC. Healthcare 916.0 $268K 0.02% -9.0 -1.0% $292.75 +34.8%
184 FIDELITY 3,113.0 $268K 0.02% +78.0 +2.6% $86.04
185 IJT ISHARES 1,844.0 $267K 0.02% $144.71 +11.9%
186 YUM YUM BRANDS INC Consumer Cyclical 1,702.0 $265K 0.02% -469.0 -21.6% $155.48 -0.7%
187 ACWX ISHARES 3,758.0 $257K 0.02% +104.0 +2.9% $68.47 +9.7%
188 PAYX PAYCHEX INC Industrials 2,771.0 $255K 0.02% -414.0 -13.0% $92.12 +5.3%
189 SYY SYSCO CORP Consumer Defensive 3,407.0 $243K 0.02% $71.33 +7.0%
190 TPB TURNING POINT BRANDS INC Consumer Defensive 2,780.0 $241K 0.02% $86.79 +3.7%
191 OSK OSHKOSH TRUCK CORP Industrials 1,612.0 $237K 0.02% -39.0 -2.4% $147.21 -12.7%
192 KMB KIMBERLY-CLARK CORP Consumer Defensive 2,454.0 $237K 0.02% $96.47 +2.8%
193 MKL MARKEL CORP Financial Services 120.0 $230K 0.02% $1914.07 -2.9%
194 SCHD SCHWAB 7,278.0 $223K 0.02% -350.0 -4.6% $30.68 +7.0%
195 MDLZ MONDELEZ INTERNATIONAL INC Consumer Defensive 3,763.0 $217K 0.02% -2K -35.7% $57.64 +7.1%
196 TRV TRAVELERS COS INC Financial Services 724.0 $211K 0.02% -57.0 -7.3% $291.68 +5.1%
197 SLS SELLAS LIFE SCIENCES GROUP, INC. Healthcare 10,000.0 $42K 0.00% NEW $4.23 +83.9%
Page 10 of 10  ·  197 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%