Fund Holdings

First Bank & Trust

Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Van Ttl Stk Mkt212,363208,332-4,03168,128,17477,091,17311.34%+8,962,999
Vanguard FTSE Dev776,648776,743+9549,767,62155,342,9588.14%+5,575,337
Vanguard Index Fd Et41,11441,114024,567,64928,237,4824.15%+3,669,833
iShares Core S and P Scp122,880122,888+815,275,19218,225,4952.68%+2,950,303
iShares Core S and P9,26811,562+2,2946,053,9508,658,6661.27%+2,604,716
Vanguard FTSE Emg430,864430,933+6923,288,17325,722,3613.78%+2,434,188
Apple Inc(AAPL)62,47963,064+58515,856,54518,248,1992.68%+2,391,654
Marvell Technology Inc(MRVL)13,91412,092-1,8221,378,1823,602,0850.53%+2,223,903
Nvidia Corporation(NVDA)70,31371,668+1,35512,262,58714,340,0512.11%+2,077,464
Advanced Micro Devcs(AMD)4,1605,004+844846,2692,906,8740.43%+2,060,605
iShares Tr Core S and P210,554210,120-43414,218,72316,202,3652.38%+1,983,642
Medtronic Plc(MDT)024,967+24,96701,953,1680.29%+1,953,168
Micron Technology(MU)1,2591,776+517425,3412,050,0190.30%+1,624,678
Paychex Inc(PAYX)16,73030,635+13,9051,541,1673,012,3390.44%+1,471,172
Alphabet Inc Class A(GOOG)19,53519,180-3555,617,4846,854,3571.01%+1,236,873
Vanguard Sp 600 Val78,42278,42207,978,6549,201,2531.35%+1,222,599
Broadcom In(AVGO)8,95810,503+1,5452,772,5913,967,5080.58%+1,194,917
Alphabet Inc Class C(GOOG)17,60617,553-535,050,4576,202,0010.91%+1,151,544
Kimco Realty Corp(KIM)10,30352,228+41,925231,5081,323,9800.19%+1,092,472
Dell Technologies In(DELL)4,0723,991-81668,3371,721,9570.25%+1,053,620
PNC Financial Serv(PNC)20,77221,832+1,0604,322,4465,375,4750.79%+1,053,029
US Bancorp Del Com(USB)89,19993,586+4,3874,639,2405,652,5950.83%+1,013,355
American Tower Corp(AMT)9,16915,374+6,2051,582,3862,514,7260.37%+932,340
Abbvie Inc USD .01(ABBV)20,12720,753+6264,377,4215,222,2850.77%+844,864
VICOR CORP COM(VICR)3,7243,713-11599,5641,410,1230.21%+810,559
iShares Core357,684366,803+9,11935,507,26936,306,1395.34%+798,870
Vanguard FTSE ETF43,46543,46504,247,8345,028,4660.74%+780,632
Kla Corporation(KLAC)3954,450+4,055581,6021,342,6100.20%+761,008
iShares Tr Mrg Grw18,19922,163+3,9641,433,5352,178,6230.32%+745,088
Taiwan Semiconductor(TSM)5,9755,769-2062,019,2512,755,1010.41%+735,850
Mondelez Intl Inc(MDLZ)9,56022,084+12,524551,0381,277,3390.19%+726,301
Vanguard S and P 500 Val45,76245,76209,325,83810,031,4881.48%+705,650
MSCI Emg Mrkt China27,89527,89502,194,2212,853,6590.42%+659,438
INVESCO EXCH TRADED FD TR II S and31,07836,569+5,4911,568,8172,175,8560.32%+607,039
DARDEN RESTAURANTS INC COM(DRI)02,822+2,8220581,3600.09%+581,360
Principal Com(PFG)2,2827,216+4,934205,631777,7410.11%+572,110
British American Tob(BTI)73,27278,564+5,2924,284,1554,852,0510.71%+567,896
Aut Data Processing02,422+2,4220542,4070.08%+542,407
Eli Lilly and Company(LLY)1,0091,213+204928,0481,454,9090.21%+526,861
Amazon Com Inc(AMZN)23,17822,455-7234,827,2835,351,9250.79%+524,642
J P MORGAN EXCHANGE TRADED FD I11,23221,575+10,343537,1141,043,1510.15%+506,037
Putnam Large Cap Value ETF09,737+9,7370496,1000.07%+496,100
Altria Group Inc(MO)15,86821,165+5,2971,047,1291,522,8220.22%+475,693
Caterpillar Inc(CAT)626849+223443,496904,1010.13%+460,605
Kimberly Clark Corp(KMB)8,59911,616+3,017829,5461,275,0880.19%+445,542
J P MORGAN EXCHANGE TRADED FD I17,46921,125+3,6561,323,1021,742,6010.26%+419,499
Phillip Morris Intl(PM)31,33230,928-4045,180,4335,595,1840.82%+414,751
Truist Financial Cor(TFC)66,01869,208+3,1903,034,8473,447,9420.51%+413,095
GE VERNOVA LLC COM(GEV)1,1381,195+57993,3601,403,9580.21%+410,598
FIDELITY MERRIMACK STR TR TOTAL33,52642,396+8,8701,529,4561,928,5940.28%+399,138
Regions Financial Co(RF)012,931+12,9310390,5160.06%+390,516
J P MORGAN EXCHANGE TRADED FD A18,93821,427+2,489985,3441,368,7570.20%+383,413
FRANKLIN TEMPLETON ETF TR INTL34,74641,254+6,5081,383,2381,762,3710.26%+379,133
Applied Materials745858+113254,634620,3340.09%+365,700
United Rentals Inc(URI)1,068999-69778,1021,131,7570.17%+353,655
Unitedhealth Group(UNH)2,5352,501-34685,9461,039,4910.15%+353,545
Microsoft Corp (Wa)(MSFT)33,98234,655+67312,579,11712,927,0081.90%+347,891
Dycom Industries(DY)1,9291,919-10653,584970,2280.14%+316,644
iShares MSCI Emging26,94726,94701,530,3201,843,4440.27%+313,124
Sanmina Corp(SANM)2,4852,4850322,156628,9040.09%+306,748
Sanofi(SNY)67,99683,933+15,9373,276,0483,580,5820.53%+304,534
Merck(MRK)10,55912,183+1,6241,270,1421,565,5160.23%+295,374
JP Morgan Chase and Co(JPM)9,6189,538-802,829,2303,122,0730.46%+292,843
FERGUSON ENTERPRISES INC COMMON01,184+1,1840280,9990.04%+280,999
Gen Elec Co USD .06(GE)3,4483,369-79978,4391,259,0960.19%+280,657
Tc Energy Corp Com(TRP)59,98360,843+8603,754,9364,033,2820.59%+278,346
ARM HOLDINGS PLC SPONSORED ADR0773+7730274,0830.04%+274,083
AMCOR PLC COM NEW R/S32,97336,514+3,5411,310,6771,582,8820.23%+272,205
Watsco Inc(WSO)1,2521,739+487455,465724,6930.11%+269,228
TOLL BROTHERS INC COM(TOL)01,615+1,6150266,0710.04%+266,071
Home Depot Inc(HD)0726+7260256,0460.04%+256,046
ADVANCED DRAIN SYS INC DEL COM(WMS)01,579+1,5790247,8400.04%+247,840
Cl A Com(DDOG)6,9284,091-2,837817,8501,065,1330.16%+247,283
ARISTA NETWORKS INC COM SHS(ANET)01,448+1,4480245,9860.04%+245,986
SAP SE SPON ADR(SAP)01,587+1,5870244,5730.04%+244,573
TTM TECHNOLOGIES INC COM(TTMI)01,295+1,2950242,1910.04%+242,191
F5 NEtworks Inc(FFIV)0577+5770240,0090.04%+240,009
Amphenol Corp New01,335+1,3350235,3870.03%+235,387
Bank New York01,611+1,6110232,9660.03%+232,966
EXTREME NETWORKS COM(EXTR)12,88513,191+306194,306426,9930.06%+232,687
Nextera ENergy Inc(NEE)02,646+2,6460232,2390.03%+232,239
Meritage Homes Inc(MTH)02,666+2,6660223,5440.03%+223,544
Cisco Systems Inc(CSCO)6,2546,023-231485,248707,4610.10%+222,213
Vang Indx Growth02,556+2,5560220,1740.03%+220,174
iShares MSCI Usa2,0792,0790498,939712,7440.10%+213,805
Virtu Fincl Inc(VIRT)14,73114,456-275647,869861,1440.13%+213,275
Can Imperial Bk Comm(CM)14,67813,933-7451,390,7411,602,2950.24%+211,554
Moog Inc-Class A(MOG-A)1,6511,634-17483,148692,5550.10%+209,407
HONEYWELL INTL INC COM0931+9310207,5550.03%+207,555
HILTON WORLDWIDE HLDGS INC COM(HLT)8,3388,294-442,535,4192,740,8350.40%+205,416
HONEYWELL AEROSPACE INC COM0931+9310204,9410.03%+204,941
Prologis Inc(PLD)27,26328,113+8503,603,6233,808,4680.56%+204,845
MERCURY SYS INC COM(MRCY)01,674+1,6740204,7800.03%+204,780
Casella Waste System(CWST)02,079+2,0790201,6010.03%+201,601
Nxp Semiconductors2,7312,621-110537,625736,5790.11%+198,954
Tesla Motors, Inc(TSLA)2,7962,943+1471,039,4131,237,8250.18%+198,412
Visa, Inc(V)5,0785,043-351,534,7751,730,2030.25%+195,428
Owens Corning(OC)4,7304,438-292511,881705,4650.10%+193,584
BANK MONTREAL QUE COM17,29514,338-2,9572,340,7052,533,5240.37%+192,819
Timken Company(TKR)4,4074,336-71443,212630,1080.09%+186,896
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