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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 2 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVW BLACKROCK 334,971.0 $41.3M 1.09% -2K -0.5% $123.26 +10.9%
22 ORCL ORACLE CORP Technology 204,994.0 $40.0M 1.05% -1K -0.5% $194.91 +0.4%
23 IWB BLACKROCK 104,713.0 $39.1M 1.03% $373.44 +7.8%
24 CMI CUMMINS INC Industrials 73,512.0 $37.5M 0.99% $510.45 +40.4%
25 RTX RAYTHEON TECHNOLOGIES CORP Industrials 200,091.0 $36.7M 0.97% $183.40 -4.2%
26 LLY ELI LILLY AND CO Healthcare 32,745.0 $35.2M 0.93% $1074.68 -6.3%
27 GS GOLDMAN SACHS GROUP INC Financial Services 36,924.0 $32.5M 0.85% $879.00 +10.2%
28 PEP PEPSICO INC Consumer Defensive 217,422.0 $31.2M 0.82% $143.52 +3.6%
29 CEG CONSTELLATION ENERGY CORP Utilities 78,240.0 $27.6M 0.73% -1K -1.3% $353.27 -24.4%
30 CBRE CBRE GROUP INC Real Estate 171,289.0 $27.5M 0.73% $160.79 -19.2%
31 QCOM QUALCOMM INC Technology 157,527.0 $26.9M 0.71% -2K -1.4% $171.05 +17.0%
32 PM PHILIP MORRIS INTL INC Consumer Defensive 166,803.0 $26.8M 0.70% $160.40 +19.6%
33 AMGN AMGEN INC Healthcare 80,935.0 $26.5M 0.70% +966.0 +1.2% $327.31 -0.3%
34 PG PROCTER AND GAMBLE CO Consumer Defensive 182,107.0 $26.1M 0.69% -5K -2.7% $143.31 -0.4%
35 SCHW CHARLES SCHWAB CORP Financial Services 258,962.0 $25.9M 0.68% +35K +15.5% $99.91 -10.5%
36 LOW LOWES COMPANIES INC Consumer Cyclical 106,395.0 $25.7M 0.68% $241.16 -7.3%
37 XOM EXXON MOBIL CORP Energy 211,996.0 $25.5M 0.67% -3K -1.5% $120.34 +27.0%
38 CVX CHEVRON CORP Energy 166,255.0 $25.3M 0.67% -2K -1.3% $152.41 +22.5%
39 IWM BLACKROCK 100,189.0 $24.7M 0.65% -1K -1.2% $246.16 +12.8%
40 VOO VANGUARD 38,487.0 $24.1M 0.64% +4K +12.2% $627.13 +8.3%
Page 2 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%