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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 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL Alphabet Inc Class A Communication Services 19,535.0 $5.6M 0.91% +10K +114.9% $287.56 +39.5%
22 ENB Enbridge Inc C Energy 96,209.0 $5.2M 0.84% +3K +3.4% $54.14 +3.8%
23 PM Phillip Morris Intl Consumer Defensive 31,332.0 $5.2M 0.83% +909.0 +3.0% $165.34 +16.0%
24 GOOG Alphabet Inc Class C Communication Services 17,606.0 $5.1M 0.81% -632.0 -3.5% $286.86 +38.5%
25 CVX Chevron Corp Energy 24,200.0 $5.0M 0.81% +836.0 +3.6% $206.90 -9.8%
26 AMZN Amazon Com Inc Consumer Cyclical 23,178.0 $4.8M 0.78% -4K -14.4% $208.27 +26.8%
27 DUK Duke Energy Corp NEw Utilities 36,237.0 $4.7M 0.76% -745.0 -2.0% $130.94 -5.1%
28 USB US Bancorp Del Com Financial Services 89,199.0 $4.6M 0.75% +7K +8.8% $52.01 +2.7%
29 AMGN Amgen Inc Healthcare 13,027.0 $4.6M 0.74% +98.0 +0.8% $351.85 -7.3%
30 NGG Natl Grid Plc Npv Utilities 53,949.0 $4.6M 0.73% -313.0 -0.6% $84.60 +3.3%
31 XEL Xcel Energy Inc Utilities 56,808.0 $4.5M 0.73% +290.0 +0.5% $79.44 +0.7%
32 ABBV Abbvie Inc USD .01 Healthcare 20,127.0 $4.4M 0.70% -287.0 -1.4% $217.49 -3.3%
33 PNC PNC Financial Serv Financial Services 20,772.0 $4.3M 0.70% +901.0 +4.5% $208.09 +2.6%
34 BTI British American Tob Consumer Defensive 73,272.0 $4.3M 0.69% +4K +5.1% $58.47 +11.3%
35 VPL Vanguard FTSE ETF 43,465.0 $4.2M 0.68% $97.73 +13.6%
36 VZ Verizon Comm Communication Services 82,038.0 $4.1M 0.66% -1K -1.4% $50.20 -6.3%
37 WMB WIlliams Cos Inc Energy 55,023.0 $4.0M 0.65% -2K -3.3% $72.78 +6.7%
38 GILD Gilead Sciences In Healthcare 28,009.0 $3.9M 0.63% -9K -23.4% $139.37 -5.2%
39 GLD SPDR Gold Trust ETF Financial Services 8,940.0 $3.8M 0.62% $430.29 -0.7%
40 SO The Southern Company Utilities 39,043.0 $3.8M 0.61% -4K -9.9% $96.52 -2.9%
Page 2 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%