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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 5 of 6  ·  113 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 FISV FISERV INC Technology 7,246.0 $487K 0.01% -116K -94.1% $67.17 -20.4%
82 IVE BLACKROCK 2,201.0 $467K 0.01% -215.0 -8.9% $212.07 +5.4%
83 ZBH ZIMMER BIOMET HOLDINGS INC Healthcare 5,060.0 $455K 0.01% -30.0 -0.6% $89.92 -8.1%
84 F FORD MOTOR COMPANY Consumer Cyclical 33,860.0 $444K 0.01% -2K -4.7% $13.12 +10.4%
85 WBD WARNER BROS DISCOVERY INC Communication Services 14,100.0 $406K 0.01% -484.0 -3.3% $28.82 -5.9%
86 SHW SHERWIN WILLIAMS CO Basic Materials 1,225.0 $397K 0.01% -132.0 -9.7% $324.03 -4.6%
87 SPGI S&P GLOBAL INC Financial Services 754.0 $394K 0.01% -8.0 -1.1% $522.59 -22.7%
88 D DOMINION ENERGY INC Utilities 6,563.0 $385K 0.01% -240.0 -3.5% $58.59 +7.5%
89 AMP AMERIPRISE FINANCIAL INC Financial Services 772.0 $379K 0.01% -96.0 -11.1% $490.34 -4.1%
90 NVS NOVARTIS AG Healthcare 2,509.0 $346K 0.01% -271.0 -9.8% $137.87 +8.6%
91 CRVL CORVEL CORP Financial Services 5,016.0 $339K 0.01% -663.0 -11.7% $67.67 -15.0%
92 GSLC GOLDMAN SACHS 2,559.0 $339K 0.01% -25.0 -1.0% $132.37 +5.8%
93 IJJ BLACKROCK 2,549.0 $335K 0.01% -15.0 -0.6% $131.59 +4.8%
94 IEI BLACKROCK INSTITUTIONAL TRUST CO 2,565.0 $306K 0.01% -25.0 -1.0% $119.35 -2.0%
95 VNQ VANGUARD 3,445.0 $305K 0.01% -129.0 -3.6% $88.49 +6.1%
96 SCHF CHARLES SCHWAB 12,390.0 $298K 0.01% -4K -23.4% $24.04 +11.1%
97 MET METLIFE INC Financial Services 3,254.0 $257K 0.01% -47.0 -1.4% $78.94 +0.3%
98 UAL UNITED AIRLS HLDGS INC Industrials 2,287.0 $256K 0.01% -47.0 -2.0% $111.82 -14.1%
99 PYPL PAYPAL HOLDINGS INC Financial Services 4,350.0 $254K 0.01% -229.0 -5.0% $58.38 -22.9%
100 TLT BLACKROCK 2,853.0 $249K 0.01% -71.0 -2.4% $87.16 -4.0%
Page 5 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%