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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 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CAT CATERPILLAR Industrials 18,527.0 $13.1M 1.06% -572.0 -3.0% $708.46 +24.2%
22 ETN EATON CORPORATION PLC IE IRELAND Industrials 35,001.0 $12.5M 1.01% $357.67 +9.4%
23 RTX RAYTHEON TECHNOLOGIES CORP Industrials 64,192.0 $12.4M 1.00% +2K +3.1% $192.90 -8.2%
24 GLW CORNING INC. Technology 89,083.0 $12.1M 0.97% -46K -33.9% $135.97 +42.7%
25 AVGO BROADCOM, INC. Technology 37,697.0 $11.7M 0.94% +1K +3.6% $309.51 +33.8%
26 IVW ISHARES 102,690.0 $11.6M 0.94% +4K +4.5% $113.11 +20.8%
27 NVDA NVIDIA CORP COM Technology 66,355.0 $11.6M 0.93% +56K +532.7% $174.40 +23.5%
28 SYK STRYKER CORPORATION Healthcare 34,441.0 $11.3M 0.91% +473.0 +1.4% $328.59 -3.7%
29 V VISA INC CL A Financial Services 37,065.0 $11.2M 0.90% +480.0 +1.3% $302.24 +8.8%
30 IBM IBM Technology 44,951.0 $10.9M 0.88% -6K -11.4% $242.39 +4.7%
31 XOM EXXON MOBIL Energy 61,738.0 $10.5M 0.84% -1K -1.6% $169.66 -8.7%
32 RSP INVESCO 53,815.0 $10.3M 0.83% +3K +5.3% $191.92 +7.6%
33 ABT ABBOTT LABORATORIES Healthcare 98,897.0 $10.2M 0.82% +529.0 +0.5% $102.67 -14.9%
34 MDY SPDR S&P MIDCAP 400 ETF TR UNIT Financial Services 16,286.0 $10.0M 0.81% -363.0 -2.2% $616.76 +8.7%
35 IEI ISHARES 83,937.0 $10.0M 0.80% +1K +1.8% $118.60 -1.2%
36 BAC BANK OF AMERICA CORP. Financial Services 194,976.0 $9.5M 0.77% +2K +1.1% $48.75 +6.3%
37 EFA ISHARES 97,564.0 $9.5M 0.76% -2K -2.4% $97.13 +7.1%
38 VLUE ISHARES 66,489.0 $9.5M 0.76% +3K +4.6% $142.19 +31.7%
39 HIG HARTFORD FINL SVCS GRP COM STK Financial Services 69,411.0 $9.4M 0.76% -5K -6.5% $135.23 +0.6%
40 PEP PEPSICO Consumer Defensive 58,994.0 $9.2M 0.74% $155.29 -3.0%
Page 2 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%