Fund HoldingsBank & Trust Co

Total Portfolio Value
$123.27M
Total Bought
$1.65M
Total Sold
$5.37M
Net Transaction
-$3.72M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
Ameren Corp Com(AEE)31,59431,832+2382,2472,7842.26%+537
Old Rep Intl Corp Com(ORI)92,31992,31902,8533,2702.65%+417
Walmart Inc Com(WMT)32,88832,418-4702,2272,6182.12%+391
Duke Energy Corp New Com New(DUK)23,77923,674-1052,3832,7302.21%+346
McDonalds Corp Com(MCD)6,6016,599-21,6822,0091.63%+327
Allstate Corp Com(ALL)10,16010,16001,6221,9271.56%+305
Apple Inc Com(AAPL)12,82412,812-122,7012,9852.42%+284
The Travelers Companies Inc.(TRV)8,5138,51301,7311,9931.62%+262
Mercury Genl Corp New Com(MCY)25,66625,66601,3641,6161.31%+253
Illinois Tool Wks Inc Com(ITW)10,77210,633-1392,5532,7872.26%+234
Home Depot Inc Com(HD)3,7833,78301,3021,5331.24%+231
Caterpillar Inc Del Com(CAT)3,9053,90501,3011,5271.24%+227
Bristol Myers Squibb Co Com(BMY)21,39021,39008881,1070.90%+218
WEC Energy Group Inc Com(WEC)9,5339,53307489170.74%+169
Johnson & Johnson Com(JNJ)10,08410,135+511,4741,6421.33%+169
Southern Co Com(SO)15,26514,950-3151,1841,3481.09%+164
KeyCorp New Com(KEY)63,43263,43209011,0620.86%+161
Coca Cola Co Com(KO)19,22319,22301,2241,3811.12%+158
Cisco Sys Inc Com(CSCO)26,98626,98601,2821,4361.17%+154
Abbvie Inc Com(ABBV)5,9225,92201,0161,1690.95%+154
Alliant Energy Corp Com(LNT)15,67015,67007989510.77%+153
AT&T Inc Com(T)55,00554,107-8981,0511,1900.97%+139
Constellation Energy Corp COMMON(CEG)2,3242,32404656040.49%+139
Starbucks Corp Com(SBUX)7,0477,04705496870.56%+138
Oracle Corp Com(ORCL)4,5894,58906487820.63%+134
Verizon Communications Com(VZ)41,07940,683-3961,6941,8271.48%+133
Automatic Data Processing Incom3,2753,27507829060.74%+125
PPL Corp Com(PPL)25,55925,094-4657078300.67%+123
Enbridge Inc Com(ENB)25,93825,720-2189231,0440.85%+121
Fifth Third Bancorp Com(FITB)20,38320,194-1897448650.70%+121
American Elec Pwr Inc Com6,7806,78005956960.56%+101
Paychex Inc Com(PAYX)6,1296,12907278220.67%+96
Truist Financial Corp COMMON(TFC)22,42922,609+1808719670.78%+96
Regions Finl Corp New Com(RF)27,46627,46605506410.52%+90
TXNM ENERGY, INC.(TXNM)13,20713,20704885780.47%+90
Gilead Sciences Inc Com(GILD)6,0005,965-354125000.41%+88
3M Co Com(MMM)2,5432,54302603480.28%+88
Cincinnati Finl Corp Com(CINF)4,9374,867-705836620.54%+79
Meta Platforms, Inc.(META)90990904585200.42%+62
Spire Inc Com(SR)9,2819,28105646250.51%+61
Sysco Corp Com(SYY)8,9378,93706386980.57%+60
Capital One Finl Corp Com(COF)5,2295,22907247830.64%+59
Williams Cos Inc Del Com(WMB)18,67118,67107948520.69%+59
United Therapeutics Corp Delcom(UTHR)1,3191,31904204730.38%+52
British American Tobacco Plc ADR(BTI)7,7227,951+2292392910.24%+52
CF Inds Hldgs Inc Com(CF)3,6303,734+1042693200.26%+51
Berkshire Hathaway Inc Del Cl B New1,0731,057-164364860.39%+50
OGE Energy Corp Com(OGE)9,0149,01403223700.30%+48
Exelon Corp Com(EXC)7,0277,147+1202432900.24%+47
Pfizer Inc Com(PFE)36,72536,952+2271,0281,0690.87%+42
Royal Caribbean Cruises LTD Com
COM
2,2242,22403553940.32%+40
Evergy Inc(EVRG)4,4064,40602332730.22%+40
Trinity Inds Inc Com(TRN)7,0807,08002122470.20%+35
Te Connectivity Plc Registered Shares(TEL)0233+2330340.03%+34
Medtronic PLC Shs(MDT)3,0083,00802372710.22%+34
UNUM Group Com(UNM)2,8342,989+1551451780.14%+33
Procter and Gamble Co Com(PG)4,2284,214-146977300.59%+33
Exxon Mobil Corp Com20,03519,935-1002,3062,3371.90%+30
Entergy Corp.(ETR)0795+79501050.08%+105
Globe Life Inc01,213+1,21301280.10%+128
Parker Hannifin Corp Com(PH)0220+22001390.11%+139
Northwest Bancshares Inc MD Com(NWBI)14,87214,87201721990.16%+27
Arcosa Inc2,3542,35401962230.18%+27
Pepsico Inc Com(PEP)5,9305,908-229781,0050.82%+27
Abbott Labs Com2,4712,47102572820.23%+25
Paypal Holdings INC CORP COMMON(PYPL)01,346+1,34601050.09%+105
VanEck Preferred Securities Ex Financials ETF
PREFERRED SECURT
25,26425,26404374610.37%+24
Dominion Energy INC CORP COMMON(D)01,101+1,1010640.05%+64
Kimberly Clark Corp Com(KMB)5,5105,51007617840.64%+22
Darden Restaurants Inc Com(DRI)1,7381,73802632850.23%+22
Broadcom Ltd CORP COMMON(AVGO)951,005+9101531730.14%+21
Lockheed Martin Corp.(LMT)0175+17501020.08%+102
Firstenergy Corp Com(FE)02,827+2,82701250.10%+125
Accenture PLC Ireland Shs Class A
SHS CLASS A
0397+39701400.11%+140
Mastercard Incorporated Cl A(MA)37037001631830.15%+19
International Business MacHscom(IBM)0376+3760830.07%+83
AFLAC Inc Com(AFL)0800+8000890.07%+89
First Citizens Bancshares INC (Delaware) CLASS A CORP COMMON(FCNCA)11411401922100.17%+18
Whirlpool Corp Com(WHR)1,8561,939+831902070.17%+18
VF Corp COMMON(VFC)02,613+2,6130520.04%+52
IShares Trust, IShares Preferred and Income Securities ETF9,3749,37402963110.25%+16
Solventum Corp COMMON(SOLV)0941+9410660.05%+66
Sanofi Sa ADR Rep 1 1/2 CORP COMMON(SNY)01,644+1,6440950.08%+95
Bank of America Corporation19119102282430.20%+15
Welltower Inc Com(WELL)0550+5500700.06%+70
JPMorgan Chase & Co Com(JPM)3,4723,391-817027150.58%+13
General Dynamics Corp. Ordinary Shares(GD)042+420130.01%+13
M & T BK Corp Com(MTB)0462+4620820.07%+82
Leggett & Platt Inc Com(LEG)05,512+5,5120750.06%+75
Norfolk Southern Corp Com(NSC)0342+3420850.07%+85
Trade Desk INC CLASS A CORP COMMON(TTD)0960+96001050.09%+105
Marriott International INC CLASS A CORP COMMON(MAR)0565+56501400.11%+140
Best Buy Inc Com(BBY)0586+5860610.05%+61
Generac Hldgs Inc Com(GNRC)0400+4000640.05%+64
Dow, Inc.(DOW)6,3956,39503393490.28%+10
RTX Corporation(RTX)0677+6770820.07%+82
CME Group Inc Com Cl A(CME)0386+3860850.07%+85
Brookfield Infrast Partners LP Int Unit
LP INT UNIT
01,125+1,1250390.03%+39
Union Pac Corp Com(UNP)717692-251621710.14%+8
Midland States Bancorp, Inc.0934+9340210.02%+21
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