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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 8 of 13  ·  257 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BAC Bank Of America Corp Financial Services 11,936.0 $582K 0.09% +2K +19.3% $48.75 +2.7%
142 KLAC Kla Corporation Technology 395.0 $582K 0.09% +144.0 +57.4% $1472.41 +21.8%
143 SCHW Charles Schwab Corp Financial Services 6,124.0 $576K 0.09% -4K -37.3% $93.98 -2.7%
144 AMER SPORTS INC COM SHS 17,203.0 $566K 0.09% +4K +31.0% $32.92
145 MDLZ Mondelez Intl Inc Consumer Defensive 9,560.0 $551K 0.09% NEW $57.64 +5.8%
146 CARR Carrier Global Corp Industrials 9,680.0 $545K 0.09% +3K +53.5% $56.31 +14.5%
147 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 3,714.0 $543K 0.09% NEW $146.28 -9.3%
148 NXPI Nxp Semiconductors Technology 2,731.0 $538K 0.09% -393.0 -12.6% $196.86 +50.6%
149 JPIB J P MORGAN EXCHANGE TRADED FD I 11,232.0 $537K 0.09% +5K +90.2% $47.82 -0.2%
150 VO Vanguard Mid Cap 1,850.0 $531K 0.09% -45.0 -2.4% $287.18 -73.4%
151 KORP AMERICAN CENTY ETF TR DIVERSIFI 11,363.0 $530K 0.09% +5K +67.5% $46.61 -0.5%
152 OC Owens Corning Industrials 4,730.0 $512K 0.08% $108.22 +6.0%
153 GWRE GuideWire Software I Technology 3,396.0 $508K 0.08% +335.0 +10.9% $149.56 -13.1%
154 ATRO ASTRONICS CORP COM Industrials 7,596.0 $507K 0.08% -181.0 -2.3% $66.73 +16.9%
155 MTUM iShares MSCI Usa 2,079.0 $499K 0.08% -20.0 -0.9% $239.99 +25.0%
156 CSCO Cisco Systems Inc Technology 6,254.0 $485K 0.08% -933.0 -13.0% $77.59 +52.6%
157 RTX Raytheon Technologie Industrials 2,513.0 $485K 0.08% +646.0 +34.6% $192.90 -11.0%
158 Moog Inc-Class A 1,651.0 $483K 0.08% -35.0 -2.1% $292.64
159 DKS Dick's Sporting Good Consumer Cyclical 2,328.0 $462K 0.07% -690.0 -22.9% $198.29 +7.3%
160 AIG American Intl Corp Financial Services 6,123.0 $461K 0.07% +33.0 +0.5% $75.25 +1.6%
Page 8 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%