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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 3 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IWD iShares 1000 Value 4,521.0 $966K 0.16% -88.0 -1.9% $213.67 +8.7%
42 ADSK Autodesk Inc Technology 3,864.0 $925K 0.15% -5K -53.9% $239.40 -1.2%
43 DE Deere and Co Industrials 1,637.0 $922K 0.15% -73.0 -4.3% $563.30 +2.0%
44 NOW Servicenow Inc Technology 8,796.0 $920K 0.15% -11K -55.6% $104.55 -13.4%
45 GS Goldman Sachs Group Financial Services 1,030.0 $871K 0.14% -30.0 -2.8% $845.99 +14.5%
46 IWM iShares Russell 2000 3,505.0 $869K 0.14% -45.0 -1.3% $248.00 +11.9%
47 CCB Coastal Financial Co Financial Services 11,382.0 $866K 0.14% -188.0 -1.6% $76.10 -10.1%
48 KMB Kimberly Clark Corp Consumer Defensive 8,599.0 $830K 0.13% -233.0 -2.6% $96.47 +0.2%
49 DDOG Cl A Com Technology 6,928.0 $818K 0.13% -3K -30.9% $118.05 +71.8%
50 IEMG iShares Core MSCI 11,278.0 $787K 0.13% -299.0 -2.6% $69.75 +14.0%
51 MS Morgan Stanley Financial Services 4,546.0 $748K 0.12% -705.0 -13.4% $164.57 +18.2%
52 GNRC GENERAC HLDGS INC COM Industrials 3,569.0 $697K 0.11% -7K -66.6% $195.33 +41.6%
53 AMP Ameriprise Financial Financial Services 1,553.0 $690K 0.11% -300.0 -16.2% $444.40 +5.8%
54 DELL Dell Technologies In Technology 4,072.0 $668K 0.11% -64.0 -1.6% $164.13 +51.0%
55 DY Dycom Industries Industrials 1,929.0 $654K 0.10% -177.0 -8.4% $338.82 +33.1%
56 VIRT Virtu Fincl Inc Financial Services 14,731.0 $648K 0.10% -1K -8.7% $43.98 +25.0%
57 SPGI SandP Global Inc USD Financial Services 1,520.0 $647K 0.10% -657.0 -30.2% $425.34 -5.0%
58 BBIO BRIDGEBIO PHARMA INC COM Healthcare 8,655.0 $643K 0.10% -151.0 -1.7% $74.26 -10.9%
59 JLL Jones Lang Lasalle I Real Estate 2,103.0 $640K 0.10% -126.0 -5.7% $304.32 -5.1%
60 PJT Pjt Partners Inc Financial Services 4,477.0 $626K 0.10% -65.0 -1.4% $139.72 +14.2%
Page 3 of 6  ·  108 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%