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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 3 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BDX BECTON DICKINSON AND CO Healthcare 19,002.0 $3.7M 0.10% -48K -71.6% $194.07 -26.1%
42 SPAB SSGA ACTIVE TRUST 117,257.0 $3.0M 0.08% -9K -7.3% $25.75 -1.8%
43 T AT&T INC Communication Services 101,141.0 $2.5M 0.07% -4K -3.8% $24.84 -0.7%
44 BLK BLACKROCK, INC. Financial Services 2,257.0 $2.4M 0.06% -26.0 -1.1% $1070.34 +1.1%
45 INTC INTEL CORP Technology 64,025.0 $2.4M 0.06% -874.0 -1.4% $36.90 +214.2%
46 BMY BRISTOL MYERS SQUIBB CO Healthcare 41,830.0 $2.3M 0.06% -3K -5.7% $53.94 +5.7%
47 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,580.0 $2.2M 0.06% -71.0 -2.7% $862.34 +20.7%
48 VZ VERIZON COMMUNICATIONS INC Communication Services 51,772.0 $2.1M 0.06% -3K -6.0% $40.73 +15.5%
49 MS MORGAN STANLEY Financial Services 9,165.0 $1.6M 0.04% -148.0 -1.6% $177.53 +9.6%
50 ITW ILLINOIS TOOL WORKS INC Industrials 6,184.0 $1.5M 0.04% -71.0 -1.1% $246.30 +1.8%
51 CSX CSX CORP Industrials 40,072.0 $1.5M 0.04% -210.0 -0.5% $36.25 +26.7%
52 NKE NIKE INC Consumer Cyclical 19,979.0 $1.3M 0.03% -1K -6.1% $63.71 -34.0%
53 MLM MARTIN MARIETTA MATERIALS INC Basic Materials 1,834.0 $1.1M 0.03% -53.0 -2.8% $622.66 -7.6%
54 CENCORA INC 3,263.0 $1.1M 0.03% -121.0 -3.6% $337.75
55 AEE AMEREN CORP Utilities 10,890.0 $1.1M 0.03% -374.0 -3.3% $99.86 +6.5%
56 BX BLACKSTONE GROUP INC Financial Services 6,304.0 $972K 0.03% -387.0 -5.8% $154.14 -23.5%
57 TSM TAIWAN SEMICONDUCTOR Technology 2,995.0 $910K 0.02% -261.0 -8.0% $303.89 +37.5%
58 REGN REGENERON PHARMACEUTICALS INC Healthcare 1,160.0 $895K 0.02% -34.0 -2.9% $771.87 -7.6%
59 COP CONOCOPHILLIPS INC Energy 9,413.0 $881K 0.02% -2K -19.7% $93.61 +27.1%
60 VEU VANGUARD 11,554.0 $850K 0.02% -343.0 -2.9% $73.56 +10.1%
Page 3 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%