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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 5 of 6  ·  108 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PCOR Procore Technologies Technology 6,264.0 $357K 0.06% -242.0 -3.7% $57.00 -18.3%
82 TMO Thermo Fisher Scient Healthcare 714.0 $351K 0.06% -57.0 -7.4% $491.53 -8.8%
83 AMTM AMENTUM HOLDINGS INC COM Industrials 13,418.0 $350K 0.06% -748.0 -5.3% $26.08 -11.9%
84 CHRW C H Robinson Ww Industrials 2,061.0 $342K 0.06% -14.0 -0.7% $166.07 -1.5%
85 COF Capital ONE Financia Financial Services 1,864.0 $340K 0.06% -51.0 -2.7% $182.43 +1.8%
86 ABT Abbott Laboratories Healthcare 3,209.0 $329K 0.05% -107.0 -3.2% $102.67 -17.7%
87 BMY Bristol Myers Squibb Healthcare 5,390.0 $327K 0.05% -658.0 -10.9% $60.65 -6.0%
88 SANM Sanmina Corp Technology 2,485.0 $322K 0.05% -266.0 -9.7% $129.64 +86.7%
89 ATLANTA BRAVES HLDGS INC COM SE 7,445.0 $318K 0.05% -114.0 -1.5% $42.70
90 TEMPUR SEALY INTL INC COM 4,233.0 $313K 0.05% -32.0 -0.8% $73.92
91 DHR Danaher Corp Healthcare 1,626.0 $308K 0.05% -3K -64.7% $189.60 -13.2%
92 GXO Gxo Logistics Inc Industrials 5,475.0 $284K 0.05% -221.0 -3.9% $51.85 -3.7%
93 D Dominion Resources Utilities 4,532.0 $280K 0.04% -887.0 -16.4% $61.82 +1.9%
94 TROW T Rowe Price Group Financial Services 3,107.0 $280K 0.04% -1K -24.4% $90.14 +13.6%
95 QXO QXO INC COM NEW Industrials 14,021.0 $272K 0.04% -942.0 -6.3% $19.42 -10.2%
96 FLS Flowserve Corp Industrials 3,696.0 $272K 0.04% -131.0 -3.4% $73.51 -7.5%
97 DOV Dover Corp Industrials 1,214.0 $253K 0.04% -50.0 -4.0% $208.45 +2.8%
98 SPY SPDR SandP 500 ETF Tr Financial Services 384.0 $250K 0.04% -18.0 -4.5% $650.34 +13.7%
99 MPWR Monolithic Power Sys Technology 226.0 $247K 0.04% -56.0 -19.9% $1093.35 +47.6%
100 ALLE ALLEGION PLC ORD SHS Industrials 1,672.0 $243K 0.04% -140.0 -7.7% $145.29 -13.5%
Page 5 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%