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Portfolio (Quarterly) Guide ↗

First Bank & Trust

· CIK 0001692632
13F Portfolio $620.8B AUM 397 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 24 New 86 Added 108 Reduced 27 Exited
Page 2 of 5  ·  86 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TRP Tc Energy Corp Com Energy 59,983.0 $3.8M 0.60% +841.0 +1.4% $62.60 +8.8%
22 PLD Prologis Inc Real Estate 27,263.0 $3.6M 0.58% +939.0 +3.6% $132.18 +7.9%
23 TFC Truist Financial Cor Financial Services 66,018.0 $3.0M 0.49% +4K +6.5% $45.97 +2.5%
24 PEP Pepsico Inc Consumer Defensive 19,261.0 $3.0M 0.48% +2K +14.9% $155.29 -4.3%
25 O Realty Income Corp Real Estate 41,008.0 $2.5M 0.40% +639.0 +1.6% $61.18 +1.3%
26 Berkshire Hathaway 5,153.0 $2.5M 0.40% +640.0 +14.2% $479.20
27 BMO BANK MONTREAL QUE COM Financial Services 17,295.0 $2.3M 0.38% +160.0 +0.9% $135.34 +12.7%
28 CME Cme Group Inc Financial Services 7,299.0 $2.2M 0.35% +2K +50.4% $295.35 +1.2%
29 TSM Taiwan Semiconductor Technology 5,975.0 $2.0M 0.33% +1K +29.6% $337.95 +23.6%
30 KO Coca-Cola Co Consumer Defensive 24,870.0 $1.9M 0.30% +128.0 +0.5% $76.05 +5.8%
31 FE Firstenergy Corp Utilities 37,093.0 $1.9M 0.30% +7K +22.7% $50.66 -12.2%
32 PPL Ppl Corporation Utilities 45,807.0 $1.7M 0.28% +896.0 +2.0% $38.20 -6.3%
33 RWJ INVESCO EXCH TRADED FD TR II Sand 31,078.0 $1.6M 0.25% +9K +38.1% $50.48 +6.3%
34 PAYX Paychex Inc Industrials 16,730.0 $1.5M 0.25% +9K +125.5% $92.12 -3.6%
35 V Visa, Inc Financial Services 5,078.0 $1.5M 0.25% +1K +29.6% $302.24 +6.7%
36 FBND FIDELITY MERRIMACK STR TR TOTAL 33,526.0 $1.5M 0.25% +15K +80.9% $45.62 -0.9%
37 UNILEVER PLC SPON ADR NEW 25,985.0 $1.5M 0.24% +7K +37.8% $56.97
38 IMCG iShares Tr Mrg Grw 18,199.0 $1.4M 0.23% +5K +38.5% $78.77 +13.4%
39 DIVI FRANKLIN TEMPLETON ETF TR INTL 34,746.0 $1.4M 0.22% +10K +39.8% $39.81 +5.7%
40 JIRE J P MORGAN EXCHANGE TRADED FD I 17,469.0 $1.3M 0.21% +5K +43.6% $75.74 +3.9%
Page 2 of 5  ·  86 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 20.5%
Financial Services 16.5%
Healthcare 12.9%
Utilities 9.1%
Consumer Defensive 8.6%
Energy 8.3%
Communication Services 8.0%
Industrials 6.3%
Consumer Cyclical 4.3%
Basic Materials 2.8%