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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 17 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 HWM HOWMET AEROSPACE INC Industrials 1,379.0 $283K 0.01% $205.02 +25.3%
322 AMT AMERICAN TOWER CORPORATION Real Estate 1,599.0 $281K 0.01% +193.0 +13.7% $175.57 +4.2%
323 RLI RLI CORP Financial Services 4,300.0 $275K 0.01% $63.98 -17.2%
324 MELI MERCADOLIBRE INC Consumer Cyclical 136.0 $274K 0.01% $2014.26 -21.3%
325 INDA BLACKROCK INSTITUTIONAL TRUST CO 4,981.0 $269K 0.01% $54.05 -12.5%
326 TD TORONTO DOMINION BANK Financial Services 2,782.0 $262K 0.01% NEW $94.20 +15.1%
327 SCHD CHARLES SCHWAB 9,552.0 $262K 0.01% +2K +21.8% $27.43 +17.0%
328 IMO IMPERIAL OIL LIMITED Energy 2,990.0 $258K 0.01% NEW $86.31 +60.3%
329 WAL WESTERN ALLIANCE BANCORP Financial Services 3,065.0 $258K 0.01% $84.07 -8.9%
330 MET METLIFE INC Financial Services 3,254.0 $257K 0.01% -47.0 -1.4% $78.94 +3.1%
331 PFG PRINCIPAL FINL GROUP INC Financial Services 2,904.0 $256K 0.01% $88.21 +16.1%
332 UAL UNITED AIRLS HLDGS INC Industrials 2,287.0 $256K 0.01% -47.0 -2.0% $111.82 -17.2%
333 THG HANOVER INSURANCE GROUP, INC Financial Services 1,395.0 $255K 0.01% $182.77 +8.1%
334 PYPL PAYPAL HOLDINGS INC Financial Services 4,350.0 $254K 0.01% -229.0 -5.0% $58.38 -24.0%
335 ANET ARISTA NETWORKS INC Technology 1,921.0 $252K 0.01% $131.03 +8.1%
336 MRSH MARSH & MCLENNAN COS INC Financial Services 1,346.0 $250K 0.01% +141.0 +11.7% $185.52 -10.5%
337 TLT BLACKROCK 2,853.0 $249K 0.01% -71.0 -2.4% $87.16 -4.7%
338 ISRG INTUITIVE SURGICAL INC COM NEW Healthcare 436.0 $247K 0.01% NEW $566.36 -22.3%
339 FMBH FIRST MID-ILLINOIS BANCSHARES, Financial Services 6,303.0 $246K 0.01% NEW $39.00 +9.2%
340 WMB WILLIAMS COMPANIES INC Energy 4,062.0 $244K 0.01% +59.0 +1.5% $60.11 +29.2%
Page 17 of 20  ·  388 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%