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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 9 of 10  ·  197 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 CNI CANADIAN NATIONAL RAILWAY CA Industrials 3,766.0 $387K 0.03% -615.0 -14.0% $102.77 +11.2%
162 AXP AMERICAN EXPRESS COMPANY Financial Services 1,274.0 $385K 0.03% -87.0 -6.4% $302.48 +3.1%
163 JCI JOHNSON CONTROLS INTL Industrials 2,933.0 $384K 0.03% -370.0 -11.2% $130.95 +5.7%
164 MO ALTRIA GROUP, INC. Consumer Defensive 5,686.0 $375K 0.03% -427.0 -7.0% $65.99 +12.0%
165 VWO VANGUARD 6,780.0 $366K 0.03% $54.05 +9.1%
166 CHD CHURCH & DWIGHT INC Consumer Defensive 3,884.0 $362K 0.03% -856.0 -18.1% $93.32 +3.1%
167 TPL TEXAS PACIFIC LAND CORPORATION Energy 751.0 $356K 0.03% NEW $474.56 -15.3%
168 DGX QUEST DIAGNOSTICS Healthcare 1,753.0 $344K 0.03% -787.0 -31.0% $195.98 -0.4%
169 COST COSTCO WHOLESALE Consumer Defensive 343.0 $342K 0.03% -81.0 -19.1% $996.43 +3.2%
170 FSK FS KKR CAPITAL CORP. Financial Services 33,534.0 $341K 0.03% $10.18 +5.9%
171 VEA VANGUARD 5,322.0 $341K 0.03% $64.08 +10.0%
172 VO VANGUARD 1,177.0 $338K 0.03% $287.18 -72.8%
173 NFLX NETFLIX.COM INC Communication Services 3,510.0 $337K 0.03% -109.0 -3.0% $96.15 -7.9%
174 RMBI RICHMOND MUTUAL BANCORPORATION Financial Services 24,859.0 $337K 0.03% $13.57 +7.7%
175 J JACOBS ENGINEERING GROUP INC Industrials 2,571.0 $327K 0.03% $127.28 -9.9%
176 CATH GLOBAL X 4,166.0 $326K 0.03% +570.0 +15.8% $78.15 +14.0%
177 CMCSA COMCAST CORP Communication Services 11,075.0 $318K 0.03% -2K -14.6% $28.71 -12.2%
178 DAL DELTA AIR LINES INC Industrials 4,721.0 $314K 0.03% $66.48 +14.5%
179 CSX CSX CORPORATION Industrials 7,458.0 $306K 0.03% -90.0 -1.2% $41.05 +10.9%
180 UPS UNITED PARCEL SERVICE Industrials 2,864.0 $282K 0.02% -163.0 -5.4% $98.38 +2.7%
Page 9 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%