Fund HoldingsBank & Trust Co

Total Portfolio Value
$158.43M
Total Bought
$3.52M
Total Sold
$12.31M
Net Transaction
-$8.80M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
Lilly Eli & Co Com(LLY)011,001+11,001013,1958.33%+13,195
Intel Corp Com(INTC)15,58014,159-1,4216881,9771.25%+1,289
Cisco Sys Inc Com(CSCO)025,843+25,84303,0361.92%+3,036
Alphabet Inc Cap Stk Cl A(GOOG)013,346+13,34604,7693.01%+4,769
Citigroup Inc Com New(C)032,263+32,26304,5162.85%+4,516
Caterpillar Inc Del Com(CAT)3,2362,835-4012,2933,0191.91%+726
Apple Inc Com(AAPL)012,810+12,81003,7072.34%+3,707
Nucor Corp Com(NUE)6,6256,62501,1201,4760.93%+355
Otter Tail Corp Com(OTTR)119,236119,641+40510,46510,7656.79%+300
The Travelers Companies Inc.(TRV)07,895+7,89502,6061.65%+2,606
Allstate Corp Com(ALL)09,992+9,99202,3771.50%+2,377
Advanced Micro Devices Inc Com(AMD)58258201183380.21%+220
Vaneck Etf Trust Semiconductor
SEMICONDUCTR ETF
80080003075250.33%+218
Fifth Third Bancorp Com(FITB)21,91621,91601,0181,2350.78%+217
Amazon Com Inc Com(AMZN)07,370+7,37001,7571.11%+1,757
KeyCorp New Com(KEY)068,575+68,57501,5811.00%+1,581
Abbvie Inc Com(ABBV)05,923+5,92301,4900.94%+1,490
Valero Energy Corp New Com(VLO)14,34814,249-993,5453,7112.34%+166
Truist Financial Corp COMMON(TFC)31,77132,403+6321,4611,6141.02%+154
Mercury Genl Corp New Com(MCY)019,412+19,41202,0701.31%+2,070
JPMorgan Chase & Co Com(JPM)03,438+3,43801,1250.71%+1,125
Regions Finl Corp New Com(RF)033,338+33,33801,0070.64%+1,007
Nvidia Corp Com(NVDA)06,389+6,38901,2780.81%+1,278
Marathon Pete Corp Com(MPC)11,28811,28802,7562,8861.82%+130
US Bancorp Del Com New(USB)10,32810,912+5845376590.42%+122
Merck & Co Inc Com(MRK)14,50014,439-611,7441,8551.17%+111
Old Rep Intl Corp Com(ORI)0101,729+101,72904,1632.63%+4,163
Cincinnati Finl Corp Com(CINF)04,012+4,01207430.47%+743
Coca Cola Co Com(KO)20,11820,092-261,5301,6331.03%+103
Sysco Corp Com(SYY)08,599+8,59907190.45%+719
Bank of America Corp Com011,853+11,85306750.43%+675
Illinois Tool Wks Inc Com(ITW)10,13910,116-232,6392,7361.73%+97
Broadcom Ltd CORP COMMON(AVGO)01,293+1,29304880.31%+488
Johnson & Johnson Com(JNJ)10,13410,126-82,4772,5721.62%+95
Home Depot Inc Com(HD)03,790+3,79001,3370.84%+1,337
Arcosa Inc02,354+2,35403420.22%+342
Automatic Data Processing Incom03,908+3,90808750.55%+875
Dominion Energy INC CORP COMMON(D)3,8234,794+9712363270.21%+91
Starbucks Corp Com(SBUX)7,1937,170-236447330.46%+88
Royal Caribbean Cruises LTD Com
COM
2,4072,355-526627480.47%+85
Ford Mtr Co Del Com Par $0.01(F)031,665+31,66504400.28%+440
Alphabet Inc Cap Stk Cl C(GOOG)01,476+1,47605220.33%+522
Capital One Finl Corp Com(COF)05,112+5,11201,0260.65%+1,026
Kimberly Clark Corp Com(KMB)06,112+6,11206710.42%+671
Alliant Energy Corp Com(LNT)15,67015,67001,1241,1950.75%+71
Avnet Inc Com2,5492,54901572260.14%+69
Ameren Corp Com(AEE)29,15428,956-1983,2053,2732.07%+69
Qualcomm Inc Com(QCOM)01,201+1,20102220.14%+222
Edison International Ordinary Shares(EIX)5,5926,285+6934094680.30%+59
Berkshire Hathaway Inc Del Cl B New1,2321,289+575906450.41%+55
UNUM Group Com(UNM)03,202+3,20202860.18%+286
Globe Life Inc01,213+1,21302170.14%+217
Waste Mgmt Inc Del Com(WM)0289+2890640.04%+64
Carnival Corporation Ltd. Ordinary Shares
COMMON SHARES
01,559+1,5590450.03%+45
Qnity Electronics Inc Ordinary Shares(Q)0261+2610430.03%+43
Generac Hldgs Inc Com(GNRC)4004000781170.07%+39
Northwest Bancshares Inc MD Com(NWBI)15,28715,28701942320.15%+38
Paychex Inc Com(PAYX)05,884+5,88405790.37%+579
American Elec Pwr Inc Com6,3716,37108358720.55%+37
Honeywell International Inc Ordinary Shares0159+1590360.02%+36
British American Tobacco Plc ADR(BTI)10,84010,84006346690.42%+36
Honeywell Aerospace Inc Ordinary Shares0159+1590350.02%+35
HF Sinclair Corporation(DINO)4,8204,82003013360.21%+35
Williams Cos Inc Del Com(WMB)17,62817,711+831,2831,3170.83%+34
Target Corp Com(TGT)3,5533,55304314640.29%+33
Eversource Energy Com(ES)7,3107,459+1495065390.34%+33
3M Co Com(MMM)01,929+1,92903120.20%+312
Ishares Trust Core S&p 500 Etf0333+33302490.16%+249
Best Buy Inc Com(BBY)2,5662,56601651950.12%+30
Texas Roadhouse INC CORP COMMON(TXRH)182306+12430590.04%+29
Archer Daniels Midland Co Com10,94510,755-1907968220.52%+26
Invesco Large Cap Growth Etf
LARG CAP GRO ETF
0144+1440240.02%+24
Marriott International INC CLASS A CORP COMMON(MAR)598593-51962200.14%+24
Microchip Technology Inc Com(MCHP)0908+9080830.05%+83
Dupont DE Nemours Inc Ordinary Shares0174+1740240.01%+24
Union Pac Corp Com(UNP)914898-162222440.15%+23
Echostar Corp Ordinary Shares - Class A(ECHO)0212+2120220.01%+22
First Citizens Bancshares INC (Delaware) CLASS A CORP COMMON(FCNCA)0108+10802250.14%+225
Fedex Freight Holding Company Inc. Ordinary Shares0137+1370210.01%+21
Tesla Inc Com(TSLA)0390+39001640.10%+164
Eaton Corporation Plc CORP COMMON(ETN)2742740981170.07%+19
United Parcel Service Inc Cl B(UPS)02,038+2,03802190.14%+219
Southwest Airls Co Com(LUV)01,296+1,2960670.04%+67
Darden Restaurants Inc Com(DRI)1,7381,73803413580.23%+17
Evergy Inc(EVRG)3,8093,80903123290.21%+17
T Rowe Price Group INC CORP COMMON(TROW)0314+3140360.02%+36
Trinity Inds Inc Com(TRN)7,0807,08002282450.15%+17
Welltower Inc Com(WELL)55055001091250.08%+16
Asml Holding Nv ADR Rep CORP COMMON
N Y REGISTRY SHS
08+80160.01%+16
John Hancock Multifactor Large Cap Etf Mltifactr Lrg CP
MLTFCTR LRG CAP
01,419+1,41901270.08%+127
Vanguard 500 Index Fund S&p Etf0172+17201180.07%+118
M & T BK Corp Com(MTB)0462+46201100.07%+110
Hewlett Packard Enterprise Ccom(HPE)0616+6160280.02%+28
Enbridge Inc Com(ENB)33,08333,276+1931,7911,8041.14%+13
Meta Platforms, Inc.(META)01,164+1,16406560.41%+656
Norfolk Southern Corp Com(NSC)0454+45401430.09%+143
VISA Inc Com Cl A(V)0306+30601050.07%+105
Morgan Stanley Com New(MS)0265+2650550.03%+55
Invesco Exchange-Traded Fund Trust Ii Nasdaq 100 Etf
NASDAQ 100 ETF
0180+1800550.03%+55
Midland States Bancorp, Inc.01,314+1,3140410.03%+41
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