Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

First Bank & Trust 13F Holdings -- Portfolio & Top Positions (2026-03-31)

First Bank & Trust (CIK 1692632) reported $620.8M across 257 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VTI ($68.1M, 10.97%), VEA ($49.8M, 8.02%), AGG ($35.5M, 5.72%), VOO ($24.6M, 3.96%), VWO ($23.3M, 3.75%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1VTIVan Ttl Stk Mkt$68.1M10.97%212,363Trimmed
2VEAVanguard FTSE Dev$49.8M8.02%776,648Trimmed
3AGGiShares Core$35.5M5.72%357,684Added
4VOOVanguard Index Fd Et$24.6M3.96%41,114Added
5VWOVanguard FTSE Emg$23.3M3.75%430,864Added
6AAPLApple Inc$15.9M2.55%62,479Added
7IJRiShares Core SandP Scp$15.3M2.46%122,880Added
8IJHiShares Tr Core SandP$14.2M2.29%210,554Added
9MSFTMicrosoft Corp (Wa)$12.6M2.03%33,982Trimmed
10NVDANvidia Corporation$12.3M1.98%70,313Added
11VOOVVanguard SandP 500 Val$9.3M1.50%45,762Hold
12GEVOGevo Inc$8.4M1.35%3.1MHold
13VIOVVanguard Sp 600 Val$8.0M1.29%78,422Hold
14COSTCostco Whsl Corp$7.9M1.27%7,916Trimmed
15PFEPfizer Inc$7.2M1.16%257,382Added
16TTFNFTOTALENERGIES SE ACT$7.1M1.14%77,709Added
17CATHSandP 500 Catholic$6.6M1.07%84,766Trimmed
18METAFacebook Inc$6.3M1.02%11,028Added
19IVViShares Core SandP$6.1M0.98%9,268Added
20XOMExxon Mobil Corp$5.8M0.93%34,149Trimmed
21GOOGLAlphabet Inc Class A$5.6M0.90%19,535Added
22ENBEnbridge Inc C$5.2M0.84%96,209Added
23PMPhillip Morris Intl$5.2M0.83%31,332Added
24CVXChevron Corp$5.0M0.81%24,200Added
25GOOGAlphabet Inc Class C$5.1M0.81%17,606Trimmed

Source: SEC Form 13F filings · as of 2026-03-31