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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 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VMBS VANGUARD 88,800.0 $4.2M 0.34% -4K -4.4% $46.95 -0.8%
62 EQT EQT CORPORATION Energy 64,292.0 $4.1M 0.33% +5K +8.6% $63.64 -9.0%
63 ORCL ORACLE Technology 27,320.0 $4.0M 0.32% -954.0 -3.4% $147.11 +30.6%
64 LIN LINDE PLC Basic Materials 7,883.0 $3.9M 0.32% +1K +20.7% $495.76 +4.4%
65 XLF SPDR 78,368.0 $3.9M 0.31% +4K +6.0% $49.37 +5.2%
66 CRM SALESFORCE, INC. Technology 20,541.0 $3.8M 0.31% +530.0 +2.6% $186.67 -3.5%
67 XLV SPDR 24,433.0 $3.6M 0.29% +1K +4.4% $146.61 +2.2%
68 TJX TJX COS INC Consumer Cyclical 20,937.0 $3.3M 0.27% -752.0 -3.5% $159.70 -0.9%
69 XLP SPDR 39,068.0 $3.2M 0.26% +2K +4.9% $81.99 +3.4%
70 XLI SPDR 19,779.0 $3.2M 0.26% +850.0 +4.5% $161.73 +6.2%
71 MCD MC DONALDS CORPORATION Consumer Cyclical 10,100.0 $3.1M 0.25% -891.0 -8.1% $310.79 -9.2%
72 MRK MERCK & CO Healthcare 26,081.0 $3.1M 0.25% -2K -7.9% $120.29 +1.8%
73 INTU INTUIT COM Technology 7,223.0 $3.1M 0.25% +889.0 +14.0% $432.38 -26.0%
74 O REALTY INCOME CORP Real Estate 48,212.0 $2.9M 0.24% +2K +4.3% $61.18 +1.4%
75 FRME FIRST MERCHANTS CORP Financial Services 75,779.0 $2.9M 0.24% $38.73 +3.6%
76 DE DEERE AND COMPANY Industrials 5,165.0 $2.9M 0.23% -55.0 -1.1% $563.30 -6.1%
77 FCX FREEPORT-MCMORAN Basic Materials 48,554.0 $2.9M 0.23% +3K +7.4% $58.78 +5.5%
78 XYL XYLEM Industrials 23,619.0 $2.8M 0.23% +4K +23.5% $119.51 -9.0%
79 DLTR DOLLAR TREE INC Consumer Defensive 24,883.0 $2.7M 0.22% +4K +21.4% $109.51 -13.3%
80 CSCO CISCO Technology 33,587.0 $2.6M 0.21% -3K -7.2% $77.59 +55.2%
Page 4 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%