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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 13 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 TRGP Targa Res Corp Energy 908.0 $228K 0.04% NEW $250.73 +6.7%
242 ELAN Elanco Animal Health Inc Healthcare 9,508.0 $228K 0.04% -366.0 -3.7% $23.93 -9.6%
243 TTAN SERVICETITAN INC SHS CL A Technology 3,564.0 $226K 0.04% NEW $63.46 -9.9%
244 HWC HANCOCK WHITNEY CORPORATION COM Financial Services 3,545.0 $225K 0.04% $63.59 +3.5%
245 SMMV iShares MSCI Usa 5,039.0 $220K 0.04% -38.0 -0.8% $43.62 +0.8%
246 MYRG MYR GROUP INC DEL COM Industrials 760.0 $215K 0.04% NEW $282.32 +67.6%
247 TDG TranSDigm Industrials 181.0 $210K 0.03% -542.0 -75.0% $1158.96 +1.7%
248 VTV Vang Indx Funds 1,064.0 $209K 0.03% $196.20 +5.3%
249 RGA Reinsurance Group Financial Services 1,015.0 $207K 0.03% $204.16 +3.4%
250 PFG Principal Com Financial Services 2,282.0 $206K 0.03% NEW $90.11 +11.8%
251 MDY SPDR SandP Midcap 400 ETF Tr Financial Services 332.0 $205K 0.03% $616.76 +6.9%
252 ZTS Zoetis Inc Healthcare 1,697.0 $201K 0.03% -659.0 -28.0% $118.21 -36.1%
253 EXTR EXTREME NETWORKS COM Technology 12,885.0 $194K 0.03% +761.0 +6.3% $15.08 +63.9%
254 UTZ Utz Brands Cl A Ord Consumer Defensive 23,699.0 $188K 0.03% +6K +31.8% $7.92 -10.5%
255 NOMD Nomad Foods Limited Consumer Defensive 11,856.0 $114K 0.02% NEW $9.61 +1.9%
256 INDI INDIE SEMICONDUCTOR INC CLASS A Technology 15,977.0 $51K 0.01% $3.22 +34.2%
257 KOPN KOPIN CORP COM Technology 10,341.0 $23K 0.00% -36K -77.7% $2.25 +145.3%
Page 13 of 13  ·  257 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%