The Analysis of First Bank & Trust's Holdings & P&L


Currently, First Bank & Trust holds 257 types of securities in its portfolio with a total value $620.8M. In the most recent quarter, they have increased their positions in AGG (+52.6K shares, valued at $5.2M), NVDA (+29.0K shares, valued at $5.1M), N/A (+6.1K shares, valued at $3.6M); decreased their positions in DAKT (-238.0K shares, valued at $4.7M), GNRC (-7.1K shares, valued at $1.4M), UBER (-18.0K shares, valued at $1.3M); initiated new positions in AMT (+9.2K shares, valued at $1.6M), N/A (+33.0K shares, valued at $1.3M), TSLA (+2.8K shares, valued at $1.0M).


1M P&L
+13.2M+2.27%
3M P&L
+14.0M+2.41%
HY P&L
+51.5M+9.44%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A272.7M
49.6%
2Drug Manufacturers - General28.0M
5.1%
3Utilities - Regulated Electric19.4M
3.5%

Top Industries by Stock Count

1N/A48 stocks
20.3%
2Software - Application11 stocks
4.7%
3Utilities - Regulated Electric10 stocks
4.2%
Stock Holdings
VTI
Van Ttl Stk Mkt
-0.26%
Shares212.4K
Event2026-03-31
Filed2026-04-10
VEA
Vanguard FTSE Dev
-2.24%
Shares776.6K
Event2026-03-31
Filed2026-04-10
AGG
iShares Core
17.24%
Shares357.7K
Event2026-03-31
Filed2026-04-10
Vanguard Index Fd Et
Vanguard Index Fd Et
17.27%
Shares41.1K
Event2026-03-31
Filed2026-04-10
VWO
Vanguard FTSE Emg
3.25%
Shares430.9K
Event2026-03-31
Filed2026-04-10
AAPL
Apple Inc
14.50%
Shares62.5K
Event2026-03-31
Filed2026-04-10
IJR
iShares Core SandP Scp
1.70%
Shares122.9K
Event2026-03-31
Filed2026-04-10
IJH
iShares Tr Core SandP
5.72%
Shares210.6K
Event2026-03-31
Filed2026-04-10
MSFT
Microsoft Corp (Wa)
-1.68%
Shares34.0K
Event2026-03-31
Filed2026-04-10
NVDA
Nvidia Corporation
70.33%
Shares70.3K
Event2026-03-31
Filed2026-04-10
VOOV
Vanguard SandP 500 Val
0.00%
Shares45.8K
Event2026-03-31
Filed2026-04-10
GEVO
Gevo Inc
0.00%
Shares3.1M
Event2026-03-31
Filed2026-04-10
VIOV
Vanguard Sp 600 Val
0.00%
Shares78.4K
Event2026-03-31
Filed2026-04-10
COST
Costco Whsl Corp
-9.86%
Shares7.9K
Event2026-03-31
Filed2026-04-10
PFE
Pfizer Inc
39.78%
Shares257.4K
Event2026-03-31
Filed2026-04-10
TOTALENERGIES SE ACT
TOTALENERGIES SE ACT
4.37%
Shares77.7K
Event2026-03-31
Filed2026-04-10
CATH
SandP 500 Catholic
-5.35%
Shares84.8K
Event2026-03-31
Filed2026-04-10
META
Facebook Inc
10.21%
Shares11.0K
Event2026-03-31
Filed2026-04-10
IVV
iShares Core SandP
36.11%
Shares9.3K
Event2026-03-31
Filed2026-04-10
XOM
Exxon Mobil Corp
-1.79%
Shares34.1K
Event2026-03-31
Filed2026-04-10
Alphabet Inc Class A
Alphabet Inc Class A
114.93%
Shares19.5K
Event2026-03-31
Filed2026-04-10
ENB
Enbridge Inc C
3.37%
Shares96.2K
Event2026-03-31
Filed2026-04-10
PM
Phillip Morris Intl
2.99%
Shares31.3K
Event2026-03-31
Filed2026-04-10
Alphabet Inc Class C
Alphabet Inc Class C
-3.47%
Shares17.6K
Event2026-03-31
Filed2026-04-10
CVX
Chevron Corp
3.58%
Shares24.2K
Event2026-03-31
Filed2026-04-10
AMZN
Amazon Com Inc
-14.36%
Shares23.2K
Event2026-03-31
Filed2026-04-10
Duke Energy Corp NEw
Duke Energy Corp NEw
-2.01%
Shares36.2K
Event2026-03-31
Filed2026-04-10
USB
US Bancorp Del Com
8.77%
Shares89.2K
Event2026-03-31
Filed2026-04-10
AMGN
Amgen Inc
0.76%
Shares13.0K
Event2026-03-31
Filed2026-04-10
Natl Grid Plc Npv
Natl Grid Plc Npv
-0.58%
Shares53.9K
Event2026-03-31
Filed2026-04-10
XEL
Xcel Energy Inc
0.51%
Shares56.8K
Event2026-03-31
Filed2026-04-10
ABBV
Abbvie Inc USD .01
-1.41%
Shares20.1K
Event2026-03-31
Filed2026-04-10
PNC
PNC Financial Serv
4.53%
Shares20.8K
Event2026-03-31
Filed2026-04-10
BTI
British American Tob
5.08%
Shares73.3K
Event2026-03-31
Filed2026-04-10
VPL
Vanguard FTSE ETF
0.00%
Shares43.5K
Event2026-03-31
Filed2026-04-10
VZ
Verizon Comm
-1.35%
Shares82.0K
Event2026-03-31
Filed2026-04-10
WMB
WIlliams Cos Inc
-3.27%
Shares55.0K
Event2026-03-31
Filed2026-04-10
GILD
Gilead Sciences In
-23.43%
Shares28.0K
Event2026-03-31
Filed2026-04-10
GLD
SPDR Gold Trust ETF
0.00%
Shares8.9K
Event2026-03-31
Filed2026-04-10
SO
The Southern Company
-9.87%
Shares39.0K
Event2026-03-31
Filed2026-04-10
TRP
Tc Energy Corp Com
1.42%
Shares60.0K
Event2026-03-31
Filed2026-04-10
MA
Mastercard Inc Cl A
-6.05%
Shares7.3K
Event2026-03-31
Filed2026-04-10
PLD
Prologis Inc
3.57%
Shares27.3K
Event2026-03-31
Filed2026-04-10
JNJ
Johnson and Johnson
-18.85%
Shares13.8K
Event2026-03-31
Filed2026-04-10
SNY
Sanofi
-0.95%
Shares68.0K
Event2026-03-31
Filed2026-04-10
AEP
American Elec Pwr
-5.79%
Shares24.7K
Event2026-03-31
Filed2026-04-10
TFC
Truist Financial Cor
6.49%
Shares66.0K
Event2026-03-31
Filed2026-04-10
PEP
Pepsico Inc
14.89%
Shares19.3K
Event2026-03-31
Filed2026-04-10
HBAN
Huntington Bancshrs
-2.59%
Shares186.9K
Event2026-03-31
Filed2026-04-10
DAKT
Daktronics Inc.
-61.65%
Shares148.0K
Event2026-03-31
Filed2026-04-10
JPM
JP Morgan Chase and Co
-8.08%
Shares9.6K
Event2026-03-31
Filed2026-04-10
Broadcom In
Broadcom In
-0.34%
Shares9.0K
Event2026-03-31
Filed2026-04-10
GSK PLC SPONSORED ADR
GSK PLC SPONSORED ADR
-15.20%
Shares47.8K
Event2026-03-31
Filed2026-04-10
HLT
HILTON WORLDWIDE HLDGS INC COM
-19.55%
Shares8.3K
Event2026-03-31
Filed2026-04-10
O
Realty Income Corp
1.58%
Shares41.0K
Event2026-03-31
Filed2026-04-10
Berkshire Hathaway
Berkshire Hathaway
14.18%
Shares5.2K
Event2026-03-31
Filed2026-04-10
ETR
Entergy Corp
-4.40%
Shares21.7K
Event2026-03-31
Filed2026-04-10
BMO
BANK MONTREAL QUE COM
0.93%
Shares17.3K
Event2026-03-31
Filed2026-04-10
CTAS
Cintas Corp
-13.45%
Shares13.2K
Event2026-03-31
Filed2026-04-10
EMXC
MSCI Emg Mrkt China
0.00%
Shares27.9K
Event2026-03-31
Filed2026-04-10
CME
Cme Group Inc
50.43%
Shares7.3K
Event2026-03-31
Filed2026-04-10
VGK
Vanguard FTSE Europe
0.00%
Shares25.5K
Event2026-03-31
Filed2026-04-10
TSM
Taiwan Semiconductor
29.55%
Shares6.0K
Event2026-03-31
Filed2026-04-10
KO
Coca-Cola Co
0.52%
Shares24.9K
Event2026-03-31
Filed2026-04-10
IEFA
iShares Trust Core
-0.75%
Shares20.9K
Event2026-03-31
Filed2026-04-10
FE
Firstenergy Corp
22.73%
Shares37.1K
Event2026-03-31
Filed2026-04-10
T
ATandT Inc
-13.55%
Shares63.0K
Event2026-03-31
Filed2026-04-10
PPL
Ppl Corporation
2.00%
Shares45.8K
Event2026-03-31
Filed2026-04-10
PGR
Progressive Corp Oh
-22.03%
Shares8.7K
Event2026-03-31
Filed2026-04-10
INTU
Intuit Inc
-28.11%
Shares3.9K
Event2026-03-31
Filed2026-04-10
WFC
Wells Fargo and Co
-7.19%
Shares20.1K
Event2026-03-31
Filed2026-04-10
AMT
American Tower Corp
New
Shares9.2K
Event2026-03-31
Filed2026-04-10
ISRG
Intuitive Surgical
-42.72%
Shares3.4K
Event2026-03-31
Filed2026-04-10
RWJ
INVESCO EXCH TRADED FD TR II Sand
38.09%
Shares31.1K
Event2026-03-31
Filed2026-04-10
PAYX
Paychex Inc
125.53%
Shares16.7K
Event2026-03-31
Filed2026-04-10
V
Visa, Inc
29.64%
Shares5.1K
Event2026-03-31
Filed2026-04-10
EEM
iShares MSCI Emging
0.00%
Shares26.9K
Event2026-03-31
Filed2026-04-10
FBND
FIDELITY MERRIMACK STR TR TOTAL
80.89%
Shares33.5K
Event2026-03-31
Filed2026-04-10
UNILEVER PLC SPON ADR NEW
UNILEVER PLC SPON ADR NEW
37.84%
Shares26.0K
Event2026-03-31
Filed2026-04-10
IMCG
iShares Tr Mrg Grw
38.47%
Shares18.2K
Event2026-03-31
Filed2026-04-10
CM
Can Imperial Bk Comm
-9.19%
Shares14.7K
Event2026-03-31
Filed2026-04-10
DIVI
FRANKLIN TEMPLETON ETF TR INTL
39.79%
Shares34.7K
Event2026-03-31
Filed2026-04-10
Marvell Technology Inc
Marvell Technology Inc
-43.06%
Shares13.9K
Event2026-03-31
Filed2026-04-10
WMT
Wal-Mart Stores, Inc
-6.08%
Shares10.9K
Event2026-03-31
Filed2026-04-10
JIRE
J P MORGAN EXCHANGE TRADED FD I
43.61%
Shares17.5K
Event2026-03-31
Filed2026-04-10
AXP
American Express Co
-28.54%
Shares4.3K
Event2026-03-31
Filed2026-04-10
AMCOR PLC COM NEW R/S
AMCOR PLC COM NEW R/S
New
Shares33.0K
Event2026-03-31
Filed2026-04-10
UBER
Uber Technologies
-49.92%
Shares18.0K
Event2026-03-31
Filed2026-04-10
Merck
Merck
75.92%
Shares10.6K
Event2026-03-31
Filed2026-04-10
NFLX
Netflix Com Inc
-41.14%
Shares13.0K
Event2026-03-31
Filed2026-04-10
ISHARES GOLD TR ISHARES NEW
ISHARES GOLD TR ISHARES NEW
3.16%
Shares14.0K
Event2026-03-31
Filed2026-04-10
Wec Energy Group
Wec Energy Group
174.58%
Shares10.4K
Event2026-03-31
Filed2026-04-10
TJX
Tjx Companies Inc
-3.53%
Shares6.9K
Event2026-03-31
Filed2026-04-10
IWF
iShares 1000 Grwth
0.00%
Shares2.6K
Event2026-03-31
Filed2026-04-10
RBC
RBC Bearings Inc
-6.97%
Shares2.0K
Event2026-03-31
Filed2026-04-10
MO
Altria Group Inc
15.43%
Shares15.9K
Event2026-03-31
Filed2026-04-10
TSLA
Tesla Motors, Inc
New
Shares2.8K
Event2026-03-31
Filed2026-04-10
CB
Chubb Ltd Chf
0.03%
Shares3.1K
Event2026-03-31
Filed2026-04-10
CASY
Caseys Gen Store
-7.99%
Shares1.4K
Event2026-03-31
Filed2026-04-10
GEV
GE VERNOVA LLC COM
30.21%
Shares1.1K
Event2026-03-31
Filed2026-04-10
JEMA
J P MORGAN EXCHANGE TRADED FD A
40.53%
Shares18.9K
Event2026-03-31
Filed2026-04-10
Gen Elec Co USD .06
Gen Elec Co USD .06
11.48%
Shares3.4K
Event2026-03-31
Filed2026-04-10
IWD
iShares 1000 Value
-1.91%
Shares4.5K
Event2026-03-31
Filed2026-04-10
Kkr and Co Inc Cl A
Kkr and Co Inc Cl A
33.37%
Shares10.1K
Event2026-03-31
Filed2026-04-10
LLY
Eli Lilly and Company
259.07%
Shares1.0K
Event2026-03-31
Filed2026-04-10
ADSK
Autodesk Inc
-53.86%
Shares3.9K
Event2026-03-31
Filed2026-04-10
DE
Deere and Co
-4.27%
Shares1.6K
Event2026-03-31
Filed2026-04-10
SU
Suncor Energy Inc
20.29%
Shares13.9K
Event2026-03-31
Filed2026-04-10
NOW
Servicenow Inc
-55.58%
Shares8.8K
Event2026-03-31
Filed2026-04-10
GS
Goldman Sachs Group
-2.83%
Shares1.0K
Event2026-03-31
Filed2026-04-10
IWM
iShares Russell 2000
-1.27%
Shares3.5K
Event2026-03-31
Filed2026-04-10
CCB
Coastal Financial Co
-1.62%
Shares11.4K
Event2026-03-31
Filed2026-04-10
AMD
Advanced Micro Devcs
52.55%
Shares4.2K
Event2026-03-31
Filed2026-04-10
KMB
Kimberly Clark Corp
-2.64%
Shares8.6K
Event2026-03-31
Filed2026-04-10
DDOG
Cl A Com
-30.89%
Shares6.9K
Event2026-03-31
Filed2026-04-10
BKNG
Bookings Holdings
26.32%
Shares192
Event2026-03-31
Filed2026-04-10
IEMG
iShares Core MSCI
-2.58%
Shares11.3K
Event2026-03-31
Filed2026-04-10
MPC
Marathon Petroleum
0.66%
Shares3.2K
Event2026-03-31
Filed2026-04-10
URI
United Rentals Inc
27.60%
Shares1.1K
Event2026-03-31
Filed2026-04-10
MMM
3M Co Com
-0.08%
Shares5.2K
Event2026-03-31
Filed2026-04-10
MS
Morgan Stanley
-13.43%
Shares4.5K
Event2026-03-31
Filed2026-04-10
BRK.A
Berkshire Hathaway
0.00%
Shares1
Event2026-03-31
Filed2026-04-10
STIP
Ishares 0-5 Tips Bd
83.08%
Shares6.8K
Event2026-03-31
Filed2026-04-10
GNRC
GENERAC HLDGS INC COM
-66.57%
Shares3.6K
Event2026-03-31
Filed2026-04-10
AMP
Ameriprise Financial
-16.19%
Shares1.6K
Event2026-03-31
Filed2026-04-10
UNH
Unitedhealth Group
31.08%
Shares2.5K
Event2026-03-31
Filed2026-04-10
DELL
Dell Technologies In
-1.55%
Shares4.1K
Event2026-03-31
Filed2026-04-10
VXUS
Vanguard Ttl Intl St
0.00%
Shares8.6K
Event2026-03-31
Filed2026-04-10
DY
Dycom Industries
-8.40%
Shares1.9K
Event2026-03-31
Filed2026-04-10
ADI
Analog Devices
31.94%
Shares2.0K
Event2026-03-31
Filed2026-04-10
VIRT
Virtu Fincl Inc
-8.73%
Shares14.7K
Event2026-03-31
Filed2026-04-10
SPGI
SandP Global Inc USD
-30.18%
Shares1.5K
Event2026-03-31
Filed2026-04-10
BBIO
BRIDGEBIO PHARMA INC COM
-1.71%
Shares8.7K
Event2026-03-31
Filed2026-04-10
JLL
Jones Lang Lasalle I
-5.65%
Shares2.1K
Event2026-03-31
Filed2026-04-10
PJT
Pjt Partners Inc
-1.43%
Shares4.5K
Event2026-03-31
Filed2026-04-10
EW
Edwards Lifesciences
32.07%
Shares7.7K
Event2026-03-31
Filed2026-04-10
First Citizens Bcshs
First Citizens Bcshs
20.90%
Shares324
Event2026-03-31
Filed2026-04-10
VICR
VICOR CORP COM
-0.88%
Shares3.7K
Event2026-03-31
Filed2026-04-10
AEE
Ameren Corp
-1.59%
Shares5.4K
Event2026-03-31
Filed2026-04-10
LNT
Alliant Energy Corp
-0.12%
Shares8.2K
Event2026-03-31
Filed2026-04-10
BAC
Bank Of America Corp
19.30%
Shares11.9K
Event2026-03-31
Filed2026-04-10
KLAC
Kla Corporation
57.37%
Shares395
Event2026-03-31
Filed2026-04-10
SCHW
Charles Schwab Corp
-37.34%
Shares6.1K
Event2026-03-31
Filed2026-04-10
AS
AMER SPORTS INC COM SHS
31.04%
Shares17.2K
Event2026-03-31
Filed2026-04-10
MDLZ
Mondelez Intl Inc
New
Shares9.6K
Event2026-03-31
Filed2026-04-10
CARR
Carrier Global Corp
53.46%
Shares9.7K
Event2026-03-31
Filed2026-04-10
PLTR
PALANTIR TECHNOLOGIES INC CL A
New
Shares3.7K
Event2026-03-31
Filed2026-04-10
NXPI
Nxp Semiconductors
-12.58%
Shares2.7K
Event2026-03-31
Filed2026-04-10
JPIB
J P MORGAN EXCHANGE TRADED FD I
90.24%
Shares11.2K
Event2026-03-31
Filed2026-04-10
VO
Vanguard Mid Cap
-2.37%
Shares1.9K
Event2026-03-31
Filed2026-04-10
KORP
AMERICAN CENTY ETF TR DIVERSIFI
67.55%
Shares11.4K
Event2026-03-31
Filed2026-04-10
OC
Owens Corning
0.00%
Shares4.7K
Event2026-03-31
Filed2026-04-10
GWRE
GuideWire Software I
10.94%
Shares3.4K
Event2026-03-31
Filed2026-04-10
ATRO
ASTRONICS CORP COM
-2.33%
Shares7.6K
Event2026-03-31
Filed2026-04-10
MTUM
iShares MSCI Usa
-0.95%
Shares2.1K
Event2026-03-31
Filed2026-04-10
CSCO
Cisco Systems Inc
-12.98%
Shares6.3K
Event2026-03-31
Filed2026-04-10
RTX
Raytheon Technologie
34.60%
Shares2.5K
Event2026-03-31
Filed2026-04-10
MOG.A
Moog Inc-Class A
-2.08%
Shares1.7K
Event2026-03-31
Filed2026-04-10
DKS
Dick's Sporting Good
-22.86%
Shares2.3K
Event2026-03-31
Filed2026-04-10
AIG
American Intl Corp
0.54%
Shares6.1K
Event2026-03-31
Filed2026-04-10
WST
West Pharmaceuticals
-56.42%
Shares1.8K
Event2026-03-31
Filed2026-04-10
WSO
Watsco Inc
-6.78%
Shares1.3K
Event2026-03-31
Filed2026-04-10
EXPE
Expedia Inc
-3.33%
Shares2.0K
Event2026-03-31
Filed2026-04-10
ELV
Anthem Inc
57.51%
Shares1.5K
Event2026-03-31
Filed2026-04-10
TT
TRANE TECHNOLOGIES PLC SHS
-48.84%
Shares1.1K
Event2026-03-31
Filed2026-04-10
USMV
iShares MSCI USA Min Vol Factor
-0.66%
Shares4.9K
Event2026-03-31
Filed2026-04-10
MAR
Marriott Intl
-13.27%
Shares1.4K
Event2026-03-31
Filed2026-04-10
CAT
Caterpillar Inc
12.79%
Shares626
Event2026-03-31
Filed2026-04-10
TKR
Timken Company
-0.97%
Shares4.4K
Event2026-03-31
Filed2026-04-10
VIG
ETF Vanguard Div
-0.44%
Shares2.1K
Event2026-03-31
Filed2026-04-10
TXN
Texas Instruments
16.68%
Shares2.2K
Event2026-03-31
Filed2026-04-10
MU
Micron Technology
New
Shares1.3K
Event2026-03-31
Filed2026-04-10
CYTK
CYTOKINETICS INC COM NEW
-0.20%
Shares6.4K
Event2026-03-31
Filed2026-04-10
SPXC
Spx Corp USD
0.00%
Shares2.0K
Event2026-03-31
Filed2026-04-10
CSTL
Castle Biosciences
-1.21%
Shares16.5K
Event2026-03-31
Filed2026-04-10
ONEQ
FIDELITY COMWLTH TR NASDAQ COMP
14.97%
Shares4.6K
Event2026-03-31
Filed2026-04-10
HLI
Houlihan Lokey Inc
-11.03%
Shares2.7K
Event2026-03-31
Filed2026-04-10
HON
Honeywell Int'l Inc
-2.00%
Shares1.7K
Event2026-03-31
Filed2026-04-10
ORCL
Oracle Corp
24.06%
Shares2.6K
Event2026-03-31
Filed2026-04-10
SPOT
Spotify Technology S A
New
Shares785
Event2026-03-31
Filed2026-04-10
EVR
Evercore PartNErs
0.97%
Shares1.2K
Event2026-03-31
Filed2026-04-10
USFD
US FOODS HLDG CORP COM
New
Shares3.9K
Event2026-03-31
Filed2026-04-10
PCOR
Procore Technologies
-3.72%
Shares6.3K
Event2026-03-31
Filed2026-04-10
TMO
Thermo Fisher Scient
-7.39%
Shares714
Event2026-03-31
Filed2026-04-10
AMTM
AMENTUM HOLDINGS INC COM
-5.28%
Shares13.4K
Event2026-03-31
Filed2026-04-10
CHRW
C H Robinson Ww
-0.67%
Shares2.1K
Event2026-03-31
Filed2026-04-10
SOLV
SOLVENTUM CORP COM SHS
0.38%
Shares5.2K
Event2026-03-31
Filed2026-04-10
COF
Capital ONE Financia
-2.66%
Shares1.9K
Event2026-03-31
Filed2026-04-10
ILMN
Illuminia Inc
33.55%
Shares2.7K
Event2026-03-31
Filed2026-04-10
ABT
Abbott Laboratories
-3.23%
Shares3.2K
Event2026-03-31
Filed2026-04-10
BMY
Bristol Myers Squibb
-10.88%
Shares5.4K
Event2026-03-31
Filed2026-04-10
LOW
Lowes Companies Inc
26.49%
Shares1.4K
Event2026-03-31
Filed2026-04-10
SANM
Sanmina Corp
-9.67%
Shares2.5K
Event2026-03-31
Filed2026-04-10
ATLANTA BRAVES HLDGS INC COM SE
ATLANTA BRAVES HLDGS INC COM SE
-1.51%
Shares7.4K
Event2026-03-31
Filed2026-04-10
OGE
Oge Energy Co
0.00%
Shares6.6K
Event2026-03-31
Filed2026-04-10
IGSB
ETF Barclays 1-3 Yr
New
Shares6.0K
Event2026-03-31
Filed2026-04-10
SGI
TEMPUR SEALY INTL INC COM
-0.75%
Shares4.2K
Event2026-03-31
Filed2026-04-10
DHR
Danaher Corp
-64.73%
Shares1.6K
Event2026-03-31
Filed2026-04-10
EVLV
EVOLV TECHNOLOGIES HLDNGS INC C
3.01%
Shares50.7K
Event2026-03-31
Filed2026-04-10
POOL
Pool Corp
2.02%
Shares1.5K
Event2026-03-31
Filed2026-04-10
CBSH
Commerce Bancshares
0.00%
Shares6.2K
Event2026-03-31
Filed2026-04-10
FERGUSON ENTERPRISES INC COMMON
FERGUSON ENTERPRISES INC COMMON
35.18%
Shares1.3K
Event2026-03-31
Filed2026-04-10
VEU
Vanguard FTSE All Wo
0.00%
Shares4.0K
Event2026-03-31
Filed2026-04-10
ODFL
OLD DOMINION FREIGHT LINE INC C
New
Shares1.5K
Event2026-03-31
Filed2026-04-10
WSM
WIlliam Sonoma Inc
-0.25%
Shares1.6K
Event2026-03-31
Filed2026-04-10
IWR
Rus Mid Cap ETF
0.00%
Shares2.9K
Event2026-03-31
Filed2026-04-10
R
Ryder Systems
0.00%
Shares1.4K
Event2026-03-31
Filed2026-04-10
IAGG
Core Intl Aggr
New
Shares5.7K
Event2026-03-31
Filed2026-04-10
GXO
Gxo Logistics Inc
-3.88%
Shares5.5K
Event2026-03-31
Filed2026-04-10
APPF
APPFOLIO INC COM CL A
25.60%
Shares1.8K
Event2026-03-31
Filed2026-04-10
D
Dominion Resources
-16.37%
Shares4.5K
Event2026-03-31
Filed2026-04-10
TROW
T Rowe Price Group
-24.35%
Shares3.1K
Event2026-03-31
Filed2026-04-10
QXO
QXO INC COM NEW
-6.30%
Shares14.0K
Event2026-03-31
Filed2026-04-10
FLS
Flowserve Corp
-3.42%
Shares3.7K
Event2026-03-31
Filed2026-04-10
MSGS
Madison Square Garde
0.48%
Shares838
Event2026-03-31
Filed2026-04-10
GATX
Gatx Corp
0.00%
Shares1.6K
Event2026-03-31
Filed2026-04-10
RJF
Raymond James Financ
1.27%
Shares1.8K
Event2026-03-31
Filed2026-04-10
ATRC
Atricure Inc
5.42%
Shares9.3K
Event2026-03-31
Filed2026-04-10
ALGN
Align Technology
New
Shares1.5K
Event2026-03-31
Filed2026-04-10
USHY
iShares Tr Broad USD
New
Shares7.1K
Event2026-03-31
Filed2026-04-10
AVTR
Avantor, Inc
59.46%
Shares32.7K
Event2026-03-31
Filed2026-04-10
TLTW
ISHARES TR 20and YEAR TR BD
New
Shares11.3K
Event2026-03-31
Filed2026-04-10
AMAT
Applied Materials
New
Shares745
Event2026-03-31
Filed2026-04-10
DOV
Dover Corp
-3.96%
Shares1.2K
Event2026-03-31
Filed2026-04-10
PG
Procter and Gamble Co
0.06%
Shares1.7K
Event2026-03-31
Filed2026-04-10
SPY
SPDR SandP 500 ETF Tr
-4.48%
Shares384
Event2026-03-31
Filed2026-04-10
LXU
LSB INDS INC COM
0.00%
Shares16.7K
Event2026-03-31
Filed2026-04-10
AROC
Archrock Inc
New
Shares7.1K
Event2026-03-31
Filed2026-04-10
MPWR
Monolithic Power Sys
-19.86%
Shares226
Event2026-03-31
Filed2026-04-10
IVW
iShares SandP 500 Grth
0.00%
Shares2.2K
Event2026-03-31
Filed2026-04-10
KEY
Keycorp
0.00%
Shares12.3K
Event2026-03-31
Filed2026-04-10
STVN
Stevanato Group
4.12%
Shares17.8K
Event2026-03-31
Filed2026-04-10
ALLE
ALLEGION PLC ORD SHS
-7.73%
Shares1.7K
Event2026-03-31
Filed2026-04-10
VLTO
VERALTO CORP COM SHS
-80.58%
Shares2.7K
Event2026-03-31
Filed2026-04-10
ITW
Illinois Tool Works
-0.55%
Shares903
Event2026-03-31
Filed2026-04-10
FELE
Franklin Electric In
0.00%
Shares2.5K
Event2026-03-31
Filed2026-04-10
FCFS
Firstcash Hlds Inc
-24.53%
Shares1.2K
Event2026-03-31
Filed2026-04-10
KIM
Kimco Realty Corp
New
Shares10.3K
Event2026-03-31
Filed2026-04-10
CNI
Canadian Natl Railwa
New
Shares2.2K
Event2026-03-31
Filed2026-04-10
General Dynamics
General Dynamics
New
Shares665
Event2026-03-31
Filed2026-04-10
TRGP
Targa Res Corp
New
Shares908
Event2026-03-31
Filed2026-04-10
ELAN
Elanco Animal Health Inc
-3.71%
Shares9.5K
Event2026-03-31
Filed2026-04-10
TTAN
SERVICETITAN INC SHS CL A
New
Shares3.6K
Event2026-03-31
Filed2026-04-10
HWC
HANCOCK WHITNEY CORPORATION COM
-0.45%
Shares3.5K
Event2026-03-31
Filed2026-04-10
SMMV
iShares MSCI Usa
-0.75%
Shares5.0K
Event2026-03-31
Filed2026-04-10
MYRG
MYR GROUP INC DEL COM
New
Shares760
Event2026-03-31
Filed2026-04-10
TDG
TranSDigm
-74.97%
Shares181
Event2026-03-31
Filed2026-04-10
VTV
Vang Indx Funds
0.00%
Shares1.1K
Event2026-03-31
Filed2026-04-10
RGA
Reinsurance Group
0.00%
Shares1.0K
Event2026-03-31
Filed2026-04-10
PFG
Principal Com
New
Shares2.3K
Event2026-03-31
Filed2026-04-10
MDY
SPDR SandP Midcap 400 ETF Tr
0.00%
Shares332
Event2026-03-31
Filed2026-04-10
ZTS
Zoetis Inc
-27.97%
Shares1.7K
Event2026-03-31
Filed2026-04-10
EXTR
EXTREME NETWORKS COM
6.28%
Shares12.9K
Event2026-03-31
Filed2026-04-10
UTZ
Utz Brands Cl A Ord
31.76%
Shares23.7K
Event2026-03-31
Filed2026-04-10
NOMD
Nomad Foods Limited
New
Shares11.9K
Event2026-03-31
Filed2026-04-10
INDI
INDIE SEMICONDUCTOR INC CLASS A
0.08%
Shares16.0K
Event2026-03-31
Filed2026-04-10
KOPN
KOPIN CORP COM
-77.67%
Shares10.3K
Event2026-03-31
Filed2026-04-10

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available
First Bank & Trust Institutional Holdings, Portfolio & P&L β€” TradeFomo