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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 8 of 20  ·  388 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 WFC WELLS FARGO & COMPANY Financial Services 22,895.0 $2.1M 0.06% +4K +19.2% $93.20 -20.8%
142 EFA BLACKROCK 22,113.0 $2.1M 0.06% +710.0 +3.3% $96.03 +5.9%
143 XLP SPDR/SSGA FUNDS 27,208.0 $2.1M 0.06% +311.0 +1.2% $77.68 +9.0%
144 VZ VERIZON COMMUNICATIONS INC Communication Services 51,772.0 $2.1M 0.06% -3K -6.0% $40.73 +15.5%
145 ADM ARCHER DANIELS MIDLAND Consumer Defensive 36,349.0 $2.1M 0.06% +268.0 +0.7% $57.49 +39.9%
146 MMM 3M CO Industrials 13,038.0 $2.1M 0.06% $160.10 -9.4%
147 MPC MARATHON PETE CORP Energy 12,336.0 $2.0M 0.05% $162.63 +53.0%
148 GRMN GARMIN LTD Technology 9,844.0 $2.0M 0.05% NEW $202.85 +15.6%
149 GEV GE VERNOVA INC Utilities 2,993.0 $2.0M 0.05% +107.0 +3.7% $653.57 +66.9%
150 NSC NORFOLK SOUTHERN Industrials 6,104.0 $1.8M 0.05% $288.72 +10.0%
151 VTEB VANGUARD 35,027.0 $1.8M 0.05% +986.0 +2.9% $50.29 -0.9%
152 LRCX LAM RESEARCH CORP Technology 10,239.0 $1.8M 0.05% +464.0 +4.8% $171.18 +74.8%
153 GLD SPDR/SSGA FUNDS Financial Services 4,264.0 $1.7M 0.04% +71.0 +1.7% $396.31 +7.8%
154 UNP UNION PACIFIC CORP Industrials 7,224.0 $1.7M 0.04% +164.0 +2.3% $231.32 +16.4%
155 VCR VANGUARD 4,178.0 $1.6M 0.04% +2K +59.6% $393.92 -2.3%
156 MS MORGAN STANLEY Financial Services 9,165.0 $1.6M 0.04% -148.0 -1.6% $177.53 +9.6%
157 BA BOEING CO Industrials 7,074.0 $1.5M 0.04% +116.0 +1.7% $217.12 +1.6%
158 ITW ILLINOIS TOOL WORKS INC Industrials 6,184.0 $1.5M 0.04% -71.0 -1.1% $246.30 +1.8%
159 BIV VANGUARD 18,685.0 $1.5M 0.04% +700.0 +3.9% $77.88 -2.3%
160 CSX CSX CORP Industrials 40,072.0 $1.5M 0.04% -210.0 -0.5% $36.25 +26.7%
Page 8 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%