Fund HoldingsFirst Bank & Trust

Total Portfolio Value
$414.24M
Total Bought
$34.06M
Total Sold
$26.27M
Net Transaction
+$7.79M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
Van Ttl Stk Mkt0221,380+221,380052,51612.68%+52,516
Vanguard FTSE Dev0809,348+809,348038,7689.36%+38,768
iShares Core0228,156+228,156022,6445.47%+22,644
Microsoft Corp (Wa)(MSFT)035,028+35,028013,1723.18%+13,172
Xcel Energy Inc(XEL)42,21770,404+28,1872,4164,3591.05%+1,943
iShares Core S&P Scp0108,449+108,449011,7402.83%+11,740
Verizon Comm(VZ)85,373102,747+17,3742,7673,8740.94%+1,107
AT&T Inc(T)0155,598+155,59802,6110.63%+2,611
Uber Technologies(UBER)14,99226,974+11,9826891,6610.40%+971
US Bancorp Del Com(USB)60,29267,242+6,9501,9932,9100.70%+917
Vanguard Sp 600 Val078,422+78,42206,9401.68%+6,940
Vanguard S&P 500 Val045,762+45,76207,6861.86%+7,686
Vanguard FTSE Emg0433,719+433,719017,8264.30%+17,826
Servicenow Inc(NOW)05,041+5,04103,5610.86%+3,561
Natl Grid Plc Npv(NGG)052,406+52,40603,5630.86%+3,563
S&P 500 Catholic
S&P 500 CATHOLIC
0123,222+123,22207,1461.73%+7,146
Amazon Com Inc(AMZN)18,63219,979+1,3472,3693,0360.73%+667
Sba Communications(SBAC)5,2036,727+1,5241,0411,7070.41%+665
Intuit Inc(INTU)5,6625,672+102,8933,5450.86%+652
Facebook Inc(META)4,0985,275+1,1771,2301,8670.45%+637
Lululemon Athletica(LULU)04,226+4,22602,1610.52%+2,161
Tc Energy Corp Com(TRP)057,637+57,63702,2530.54%+2,253
Progressive Corp Oh(PGR)9,90312,292+2,3891,3791,9580.47%+578
Immunogen Inc019,374+19,37405740.14%+574
PNC Financial Serv(PNC)15,45615,963+5071,8982,4720.60%+574
Truist Financial Cor(TFC)46,42450,269+3,8451,3281,8560.45%+528
Crown Castle Intl Co(CCI)20,59820,898+3001,8962,4070.58%+512
Cintas Corp(CTAS)04,295+4,29502,5880.62%+2,588
SP Global Inc USD(SPGI)03,786+3,78601,6680.40%+1,668
Costar Group Inc(CSGP)17,93420,838+2,9041,3791,8210.44%+442
Advanced Micro Devcs(AMD)04,576+4,57606750.16%+675
Duke Energy Corp NEw(DUK)40,87341,520+6473,6074,0290.97%+422
Costco Whsl Corp(COST)4,1764,177+12,3592,7570.67%+398
Adobe Systems Inc(ADBE)3,9854,060+752,0322,4220.58%+390
Apple Inc(AAPL)016,693+16,69303,2140.78%+3,214
Autodesk Inc6,5937,101+5081,3641,7290.42%+365
Expedia Inc(EXPE)02,328+2,32803530.09%+353
Can Imperial Bk Comm(CM)038,240+38,24001,8410.44%+1,841
Total Sa-Spon Adr(TTE)75,00677,817+2,8114,9325,2431.27%+311
The Southern Company(SO)057,800+57,80004,0530.98%+4,053
Taiwan Semiconductor(TSM)02,905+2,90503020.07%+302
Intuitive Surgical08,095+8,09502,7310.66%+2,731
Mastercard Inc Cl A(MA)7,4527,582+1302,9503,2340.78%+283
Alphabet Inc Class C(GOOG)28,34328,479+1363,7374,0140.97%+277
Enbridge Inc C(ENB)084,190+84,19003,0330.73%+3,033
Invesco Qqq Trust Et0603+60302470.06%+247
Netflix Com Inc(NFLX)0502+50202440.06%+244
Nvidia Corporation(NVDA)06,411+6,41103,1750.77%+3,175
Analog Devices(ADI)01,195+1,19502370.06%+237
Chubb Ltd Chf
COM
01,013+1,01302290.06%+229
Zoetis Inc(ZTS)10,59710,495-1021,8442,0710.50%+228
Vanguard FTSE ETF043,465+43,46503,1310.76%+3,131
Madison Square Garde(MSGS)01,211+1,21102200.05%+220
Dycom Industries(DY)01,905+1,90502190.05%+219
American Intl Corp03,186+3,18602160.05%+216
Blackstone Group Inc(BX)01,616+1,61602120.05%+212
Dover Corp(DOV)01,343+1,34302070.05%+207
Ppl Corporation(PPL)053,994+53,99401,4630.35%+1,463
Raymond James Financ(RJF)01,807+1,80702010.05%+201
Wells Fargo & Co(WFC)023,962+23,96201,1790.28%+1,179
WIlliams Cos Inc(WMB)101,890104,127+2,2373,4333,6270.88%+194
iShares Tr Core S&P033,528+33,52809,2922.24%+9,292
Visa, Inc(V)03,042+3,04207920.19%+792
Lyondellbasell Ind
SHS - A -
36,51738,232+1,7153,4583,6350.88%+177
Shopify Inc(SHOP)010,540+10,54008210.20%+821
SPDR Gold Trust ETF(GLD)08,940+8,94001,7090.41%+1,709
Kkr & Co Inc Cl A(KKR)4,8985,658+7603024690.11%+167
Vanguard FTSE Europe025,485+25,48501,6430.40%+1,643
Dominion Resources(D)38,25739,827+1,5701,7091,8720.45%+163
Paychex Inc(PAYX)5,4716,647+1,1766317920.19%+161
Nxp Semiconductors
COM
7,6407,345-2951,5271,6870.41%+160
RBC Bearings Inc(RBC)2,0762,265+1894866450.16%+159
MSCI Emg Mrkt China
MSCI EMRG CHN
27,89527,89501,3901,5460.37%+156
Merck(MRK)08,808+8,80809600.23%+960
Dick's Sporting Good(DKS)04,021+4,02105910.14%+591
Huntington Bancshrs(HBAN)0173,893+173,89302,2120.53%+2,212
Gilead Sciences In(GILD)035,700+35,70002,8920.70%+2,892
Alphabet Inc Class A(GOOG)9,1439,455+3121,1961,3210.32%+124
Pjt Partners Inc(PJT)5,2415,305+644165400.13%+124
Entergy Corp(ETR)18,90418,441-4631,7491,8660.45%+117
Abbvie Inc USD .01(ABBV)18,05718,125+682,6922,8090.68%+117
Jones Lang Lasalle I(JLL)2,3552,368+133324470.11%+115
United Rentals Inc(URI)636685+492833930.09%+110
JP Morgan Chase & Co(JPM)013,319+13,31902,2660.55%+2,266
Coca-Cola Co(KO)023,353+23,35301,3760.33%+1,376
Unitedhealth Group(UNH)9271,080+1534675690.14%+101
Procore Technologies(PCOR)4,6245,723+1,0993023960.10%+94
Discover Fincl Serv02,642+2,64202970.07%+297
Thermo Fisher Scient(TMO)03,609+3,60901,9160.46%+1,916
Watsco Inc(WSO)1,2631,303+404775580.13%+81
Medtronic Plc(MDT)019,097+19,09701,5730.38%+1,573
Bank Of America Corp08,474+8,47402850.07%+285
Berkshire Hathaway2,7482,893+1459631,0320.25%+69
Marriott Intl(MAR)1,4751,590+1152903590.09%+69
Amcor Plc(AMCR)098,236+98,23609470.23%+947
Goldman Sachs Group(GS)1,1061,090-163584200.10%+63
Meritage Homes Inc(MTH)01,572+1,57202740.07%+274
iShares MSCI Emging026,947+26,94701,0840.26%+1,084
Firstservice Corp01,733+1,73302810.07%+281
Anthem Inc(ELV)571650+792493070.07%+58
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