Fund HoldingsFirst Bank & Trust

Total Portfolio Value
$490.97M
Total Bought
$20.71M
Total Sold
$26.16M
Net Transaction
-$5.45M
Filing Period:
Securities
SharesValue ($K)
Q1 2024
Q2 2024
Change
Q1 2024
Q2 2024
Weight (%)
Change
Daktronics Inc.(DAKT)997,216882,642-114,5749,93212,3132.51%+2,381
iShares Core245,836264,943+19,10724,07725,7185.24%+1,641
Van Ttl Stk Mkt220,885219,682-1,20357,40858,76711.97%+1,359
Vanguard FTSE Emg461,529467,574+6,04519,27820,4614.17%+1,183
Amazon Com Inc(AMZN)21,07525,546+4,4713,8024,9371.01%+1,135
HILTON WORLDWIDE HLDGS INC COM(HLT)3,0227,680+4,6586451,6760.34%+1,031
Sanofi(SNY)35,85556,466+20,6111,7432,7400.56%+997
Marvell Technology Inc(MRVL)014,073+14,07309840.20%+984
Realty Income Corp(O)030,162+30,16201,5930.32%+1,593
TranSDigm(TDG)0649+64908290.17%+829
Alphabet Inc Class C(GOOG)28,60427,949-6554,3555,1261.04%+771
Microsoft Corp (Wa)(MSFT)35,24234,847-39514,82715,5753.17%+748
Vanguard Index Fd Et31,47231,630+15815,12915,8193.22%+691
Gilead Sciences In(GILD)050,005+50,00503,4310.70%+3,431
Amgen Inc(AMGN)010,960+10,96003,4240.70%+3,424
Vanguard FTSE Dev834,603858,631+24,02841,87242,4348.64%+562
Apple Inc(AAPL)015,986+15,98603,3670.69%+3,367
Xcel Energy Inc(XEL)058,667+58,66703,1330.64%+3,133
Workday Inc(WDAY)02,306+2,30605160.11%+516
Cadence Design Sys(CDNS)01,653+1,65305090.10%+509
Costco Whsl Corp(COST)4,1414,132-93,0343,5120.72%+478
Phillip Morris Intl(PM)45,41744,478-9394,1614,5070.92%+346
Nvidia Corporation(NVDA)6,45049,767+43,3175,8286,1481.25%+320
iShares Core S&P02,041+2,04101,1170.23%+1,117
The Southern Company(SO)054,775+54,77504,2490.87%+4,249
Impinj Inc(PI)01,713+1,71302690.05%+269
Alphabet Inc Class A(GOOG)09,502+9,50201,7310.35%+1,731
WIlliams Cos Inc(WMB)103,840101,493-2,3474,0474,3130.88%+267
Duke Energy Corp NEw(DUK)45,70646,675+9694,4204,6780.95%+258
Formfactor Inc(FORM)03,998+3,99802420.05%+242
GENERAC HLDGS INC COM(GNRC)10,12411,466+1,3421,2771,5160.31%+239
Monolithic Power Sys(MPWR)0281+28102310.05%+231
Paypal Holdgs Inc(PYPL)03,845+3,84502230.05%+223
American Elec Pwr29,75231,569+1,8172,5622,7700.56%+208
VERALTO CORP COM SHS(VLTO)13,74614,933+1,1871,2191,4260.29%+207
Bank New York03,429+3,42902050.04%+205
iShares S&P 500 Grth02,184+2,18402020.04%+202
Chevron Corp(CVX)15,55916,962+1,4032,4542,6530.54%+199
Intuitive Surgical7,9367,559-3773,1673,3630.68%+195
AT&T Inc(T)162,656159,544-3,1122,8633,0490.62%+186
Autodesk Inc07,870+7,87001,9470.40%+1,947
Conagra Foods Inc(CAG)54,86363,242+8,3791,6261,7970.37%+171
Facebook Inc(META)8,5758,597+224,1644,3350.88%+171
EXTREME NETWORKS COM(EXTR)011,633+11,63301560.03%+156
Coastal Financial Co021,514+21,51409930.20%+993
iShares Tr Core S&P173,120182,192+9,07210,51510,6622.17%+147
Adobe Systems Inc(ADBE)03,907+3,90702,1700.44%+2,170
Taiwan Semiconductor(TSM)03,279+3,27905700.12%+570
S&P 500 Catholic
S&P 500 CATHOLIC
079,722+79,72205,2141.06%+5,214
Nxp Semiconductors
COM
06,691+6,69101,8000.37%+1,800
Broadcom In(AVGO)212258+462814140.08%+133
SUNOPTA INC COM
COM
023,553+23,55301270.03%+127
Bristol Myers Squibb(BMY)20,20729,157+8,9501,0961,2110.25%+115
Pfizer Inc(PFE)71,78575,236+3,4511,9922,1050.43%+113
Caseys Gen Store(CASY)01,771+1,77106760.14%+676
Dell Technologies In(DELL)04,588+4,58806330.13%+633
Progressive Corp Oh(PGR)12,73013,105+3752,6332,7220.55%+89
SPDR Gold Trust ETF(GLD)08,940+8,94001,9220.39%+1,922
Zoetis Inc(ZTS)09,919+9,91901,7200.35%+1,720
iShares 1000 Grwth2,9092,907-29801,0600.22%+79
Amcor Plc(AMCR)0111,667+111,66701,0920.22%+1,092
Pjt Partners Inc(PJT)05,337+5,33705760.12%+576
SP Global Inc USD(SPGI)03,803+3,80301,6960.35%+1,696
Eli Lilly & Company(LLY)54654604254940.10%+70
Dominion Resources(D)51,51353,106+1,5932,5342,6020.53%+68
Wal-Mart Stores, Inc(WMT)08,987+8,98706090.12%+609
Truist Financial Cor(TFC)52,16853,862+1,6942,0342,0930.43%+59
FRESHPET INC COM(FRPT)3,9223,926+44545080.10%+54
Coca-Cola Co(KO)27,98427,718-2661,7121,7640.36%+52
GuideWire Software I(GWRE)02,455+2,45503390.07%+339
NEWPARK RES INC COM PAR $.01NEW(NPKI)019,739+19,73901640.03%+164
Dycom Industries(DY)02,013+2,01303400.07%+340
T Mobile Us Inc(TMUS)2,1142,246+1323453960.08%+51
Oracle Corp(ORCL)03,187+3,18704500.09%+450
iShares Russell 20001,8932,200+3073984460.09%+48
Bookings Holdings(BKNG)0127+12705030.10%+503
MSCI Emg Mrkt China
MSCI EMRG CHN
027,895+27,89501,6510.34%+1,651
Kkr & Co Inc Cl A(KKR)6,4326,536+1046476880.14%+41
Analog Devices(ADI)01,277+1,27702910.06%+291
iShares MSCI Emging026,947+26,94701,1480.23%+1,148
Spx Corp USD2,0772,07702562950.06%+39
Entergy Corp(ETR)20,42420,540+1162,1582,1980.45%+39
Goldman Sachs Group(GS)01,133+1,13305120.10%+512
Cintas Corp(CTAS)4,1424,114-282,8462,8810.59%+35
Palo Alto Net(PANW)786762-242232580.05%+35
Virtu Fincl Inc(VIRT)019,455+19,45504370.09%+437
Carrier Global Corp(CARR)03,947+3,94702490.05%+249
C H Robinson Ww(CHRW)04,035+4,03503560.07%+356
Watsco Inc(WSO)01,263+1,26305850.12%+585
Anthem Inc(ELV)0705+70503820.08%+382
Suncor Energy Inc(SU)08,654+8,65403300.07%+330
Tjx Companies Inc(TJX)02,918+2,91803210.07%+321
Owens Corning(OC)03,585+3,58506230.13%+623
Humana Inc(HUM)0621+62102320.05%+232
Edwards Lifesciences20,98021,936+9562,0052,0260.41%+21
Houlihan Lokey Inc(HLI)03,105+3,10504190.09%+419
Servicenow Inc(NOW)04,649+4,64903,6570.74%+3,657
Evercore PartNErs(EVR)01,549+1,54903230.07%+323
HoNEywell Int'L Inc(HON)01,927+1,92704110.08%+411
Commerce Bancshares(CBSH)05,628+5,62803140.06%+314
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