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Portfolio (Quarterly) Guide ↗

Busey Bank

· CIK 0001427202
13F Portfolio $3.8B AUM 628 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 28 New 126 Added 113 Reduced 17 Exited
Page 1 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IGSB BLACKROCK INSTITUTIONAL TRUST CO 1,802,175.0 $95.3M 2.51% -15K -0.8% $52.88 -1.2%
2 CAT CATERPILLAR INC Industrials 91,750.0 $52.6M 1.39% -3K -2.8% $572.87 +55.1%
3 AMAT APPLIED MATERIALS Technology 172,798.0 $44.4M 1.17% -2K -1.2% $256.99 +69.9%
4 IVW BLACKROCK 334,971.0 $41.3M 1.09% -2K -0.5% $123.26 +10.9%
5 ORCL ORACLE CORP Technology 204,994.0 $40.0M 1.05% -1K -0.5% $194.91 +0.4%
6 CEG CONSTELLATION ENERGY CORP Utilities 78,240.0 $27.6M 0.73% -1K -1.3% $353.27 -24.4%
7 QCOM QUALCOMM INC Technology 157,527.0 $26.9M 0.71% -2K -1.4% $171.05 +17.0%
8 PG PROCTER AND GAMBLE CO Consumer Defensive 182,107.0 $26.1M 0.69% -5K -2.7% $143.31 -0.4%
9 XOM EXXON MOBIL CORP Energy 211,996.0 $25.5M 0.67% -3K -1.5% $120.34 +27.0%
10 CVX CHEVRON CORP Energy 166,255.0 $25.3M 0.67% -2K -1.3% $152.41 +22.5%
11 IWM BLACKROCK 100,189.0 $24.7M 0.65% -1K -1.2% $246.16 +12.8%
12 COF CAPITAL ONE FINANCIAL CORP Financial Services 96,874.0 $23.5M 0.62% -819.0 -0.8% $242.36 -23.3%
13 DIS WALT DISNEY CO Communication Services 187,267.0 $21.3M 0.56% -997.0 -0.5% $113.77 -7.3%
14 ACN ACCENTURE PLC Technology 74,153.0 $19.9M 0.52% -489.0 -0.7% $268.30 -37.1%
15 APH AMPHENOL CORP Technology 139,300.0 $18.8M 0.50% -1K -0.8% $135.14 -7.5%
16 ABBV ABBVIE INC Healthcare 78,929.0 $18.0M 0.47% -1K -1.7% $228.49 -7.9%
17 NUE NUCOR CORP Basic Materials 110,161.0 $18.0M 0.47% -2K -1.8% $163.11 +42.8%
18 PNR PENTAIR PLC Industrials 162,713.0 $16.9M 0.45% -913.0 -0.6% $104.14 -28.1%
19 NVT NVENT ELECTRIC PLC Industrials 150,340.0 $15.3M 0.40% -55K -26.9% $101.97 +70.6%
20 EXPD EXPEDITORS INTERNATIONAL OF Industrials 97,212.0 $14.5M 0.38% -861.0 -0.9% $149.01 +3.1%
Page 1 of 6  ·  113 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
Technology 34.1%
Financial Services 13.9%
Communication Services 11.8%
Healthcare 10.1%
Industrials 9.5%
Consumer Cyclical 7.7%
Consumer Defensive 4.5%
Energy 2.9%
Utilities 2.4%
Real Estate 1.6%