First Bank & Trust

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, First Bank & Trust maintained a portfolio of 284 distinct positions. They heavily accumulated shares in iShares Core, increasing their position by 17.2%. Conversely, First Bank & Trust completely exited their position in SAMSARA INC COM CL A.
PCA Score Concentration Risk
Risk ENB
Total Positions
284
Quarter
2026 Q1
Top Holding
VTI (11.0%)
Top 10 Concentration
43.7%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-25 of 284
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
VTI
Van Ttl Stk Mkt
Unknown 10.97% 11.63% #1
Prev: #1
6.5 -545 -0.3%
P
S
212,363 $68,128,174 2021 Q1 13F Filing 2026-03-31 2026-04-10
VEA
Vanguard FTSE D...
ETF 8.02% 8.08% #2
Prev: #2
5.2 -17,796 -2.2%
P
S
776,648 $49,767,621 2019 Q2 13F Filing 2026-03-31 2026-04-10
AGG
iShares Core
ETF 5.72% 4.96% #3
Prev: #3
5.3 52,599 17.2%
P
S
357,684 $35,507,269 2021 Q3 13F Filing 2026-03-31 2026-04-10
VOO
Vanguard Index ...
ETF 3.96% 3.58% #4 1
Prev: #5
4.1 6,056 17.3%
P
S
41,114 $24,567,649 2019 Q4 13F Filing 2026-03-31 2026-04-10
VWO
Vanguard FTSE E...
ETF 3.75% 3.65% #5 1
Prev: #4
2.5 13,543 3.2%
P
S
430,864 $23,288,173 2016 Q4 13F Filing 2026-03-31 2026-04-10
AAPL
Apple Inc
Technology 2.55% 2.42% #6 1
Prev: #7
3.0 7,912 14.5%
P
S
62,479 $15,856,545 2016 Q4 13F Filing 2026-03-31 2026-04-10
IJR
iShares Core Sa...
ETF 2.46% 2.37% #7 1
Prev: #8
1.5 2,059 1.7%
P
S
122,880 $15,275,192 2021 Q1 13F Filing 2026-03-31 2026-04-10
IJH
iShares Tr Core...
ETF 2.29% 2.14% #8 1
Prev: #9
2.9 11,396 5.7%
P
S
210,554 $14,218,723 2021 Q3 13F Filing 2026-03-31 2026-04-10
MSFT
Microsoft Corp ...
Technology 2.03% 2.72% #9 3
Prev: #6
1.3 -580 -1.7%
P
S
33,982 $12,579,117 2016 Q4 13F Filing 2026-03-31 2026-04-10
NVDA
Nvidia Corporat...
Technology 1.98% 1.25% #10 1
Prev: #11
3.8 29,032 70.3%
P
S
70,313 $12,262,587 2021 Q4 13F Filing 2026-03-31 2026-04-10
VOOV
Vanguard SandP ...
ETF 1.50% 1.53% #11 1
Prev: #10
1.6 no change no change
P
S
45,762 $9,325,838 2020 Q2 13F Filing 2026-03-31 2026-04-10
GEVO
Gevo Inc
Basic Materials 1.35% 1.00% #12 6
Prev: #18
1.5 no change no change
P
S
3,064,948 $8,367,308 2025 Q3 13F Filing 2026-03-31 2026-04-10
VIOV
Vanguard Sp 600...
ETF 1.29% 1.25% #13 1
Prev: #12
1.5 no change no change
P
S
78,422 $7,978,654 2021 Q1 13F Filing 2026-03-31 2026-04-10
COST
Costco Whsl Cor...
Consumer Defensive 1.27% 1.23% #14
Prev: #14
1.0 -866 -9.9%
P
S
7,916 $7,887,740 2016 Q4 13F Filing 2026-03-31 2026-04-10
PFE
Pfizer Inc
Healthcare 1.16% 0.75% #15 9
Prev: #24
3.0 73,242 39.8%
P
S
257,382 $7,227,287 2017 Q3 13F Filing 2026-03-31 2026-04-10
TTFNF
TOTALENERGIES S...
Unknown 1.14% 0.79% #16 5
Prev: #21
1.0 3,254 4.4%
P
S
77,709 $7,069,874 2025 Q4 13F Filing 2026-03-31 2026-04-10
CATH
SandP 500 Catho...
ETF 1.07% 1.20% #17 2
Prev: #15
0.9 -4,796 -5.4%
P
S
84,766 $6,624,463 2021 Q3 13F Filing 2026-03-31 2026-04-10
META
Facebook Inc
Communication Services 1.02% 1.08% #18 2
Prev: #16
2.4 1,022 10.2%
P
S
11,028 $6,309,450 2016 Q4 13F Filing 2026-03-31 2026-04-10
IVV
iShares Core Sa...
ETF 0.98% 0.76% #19 4
Prev: #23
2.9 2,459 36.1%
P
S
9,268 $6,053,950 2019 Q4 13F Filing 2026-03-31 2026-04-10
XOM
Exxon Mobil Cor...
Energy 0.93% 0.68% #20 12
Prev: #32
0.9 -624 -1.8%
P
S
34,149 $5,793,719 2016 Q4 13F Filing 2026-03-31 2026-04-10
GOOGL
Alphabet Inc Cl...
Communication Services 0.90% 0.46% #21 36
Prev: #57
3.4 10,446 114.9%
P
S
19,535 $5,617,484 2016 Q4 13F Filing 2026-03-31 2026-04-10
ENB
Enbridge Inc C
Energy 0.84% 0.73% #22 4
Prev: #26
0.8 3,135 3.4%
P
S
96,209 $5,208,755 2018 Q1 13F Filing 2026-03-31 2026-04-10
PM
Phillip Morris ...
Consumer Defensive 0.83% 0.79% #23 3
Prev: #20
0.8 909 3.0%
P
S
31,332 $5,180,433 2016 Q4 13F Filing 2026-03-31 2026-04-10
GOOG
Alphabet Inc Cl...
Communication Services 0.81% 0.93% #24 5
Prev: #19
0.8 -632 -3.5%
P
S
17,606 $5,050,457 2016 Q4 13F Filing 2026-03-31 2026-04-10
CVX
Chevron Corp
Energy 0.81% 0.58% #25 13
Prev: #38
0.8 836 3.6%
P
S
24,200 $5,006,980 2016 Q4 13F Filing 2026-03-31 2026-04-10
IOT
SAMSARA INC COM...
Technology 0.00% 0.23%
Sold All 😨
(Was: #79)
0.0 -40,446 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-04-10
CSGP
Costar Group In...
Real Estate 0.00% 0.22%
Sold All 😨
(Was: #85)
0.0 -20,028 -100.0%
CLOSED
$— 2023 Q2 13F Filing 2026-03-31 2026-04-10
FICO
FAIR ISAAC CORP...
Technology 0.00% 0.21%
Sold All 😨
(Was: #88)
0.0 -778 -100.0%
CLOSED
$— 2025 Q2 13F Filing 2026-03-31 2026-04-10
AMCR
Amcor Plc
Consumer Cyclical 0.00% 0.19%
Sold All 😨
(Was: #93)
0.0 -138,234 -100.0%
CLOSED
$— 2019 Q3 13F Filing 2026-03-31 2026-04-10
CDNS
Cadence Design ...
Technology 0.00% 0.16%
Sold All 😨
(Was: #100)
0.0 -3,174 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-03-31 2026-04-10
DKNG
DRAFTKINGS INC ...
Consumer Cyclical 0.00% 0.14%
Sold All 😨
(Was: #117)
0.0 -24,265 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-04-10
VEEV
Veeva Systems
Healthcare 0.00% 0.12%
Sold All 😨
(Was: #126)
0.0 -3,392 -100.0%
CLOSED
$— 2018 Q1 13F Filing 2026-03-31 2026-04-10
DEO
Diageo Plc-Spon...
Consumer Defensive 0.00% 0.12%
Sold All 😨
(Was: #129)
0.0 -8,299 -100.0%
CLOSED
$— 2017 Q4 13F Filing 2026-03-31 2026-04-10
TTD
The Trade Desk ...
Communication Services 0.00% 0.09%
Sold All 😨
(Was: #145)
0.0 -14,619 -100.0%
CLOSED
$— 2024 Q4 13F Filing 2026-03-31 2026-04-10
TMUS
T Mobile Us Inc
Communication Services 0.00% 0.08%
Sold All 😨
(Was: #159)
0.0 -2,474 -100.0%
CLOSED
$— 2021 Q1 13F Filing 2026-03-31 2026-04-10
CWST
Casella Waste S...
Industrials 0.00% 0.05%
Sold All 😨
(Was: #203)
0.0 -3,173 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2026-03-31 2026-04-10
PI
Impinj Inc
Technology 0.00% 0.05%
Sold All 😨
(Was: #208)
0.0 -1,712 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-03-31 2026-04-10
ROP
Roper Industrie...
Technology 0.00% 0.05%
Sold All 😨
(Was: #210)
0.0 -659 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2026-03-31 2026-04-10
SMCI
SUPER MICRO COM...
Technology 0.00% 0.04%
Sold All 😨
(Was: #225)
0.0 -8,969 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2026-03-31 2026-04-10
DIS
Disney (Walt) C...
Communication Services 0.00% 0.04%
Sold All 😨
(Was: #230)
0.0 -2,214 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2026-03-31 2026-04-10
VUG
Vang Indx Growt...
Unknown 0.00% 0.04%
Sold All 😨
(Was: #234)
0.0 -490 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2026-03-31 2026-04-10
PNFP
PINNACLE FINL P...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #236)
0.0 -2,462 -100.0%
CLOSED
$— 2024 Q1 13F Filing 2026-03-31 2026-04-10
ARM
ARM HOLDINGS PL...
Technology 0.00% 0.04%
Sold All 😨
(Was: #237)
0.0 -2,116 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-04-10
SBUX
Starbucks Corp
Consumer Cyclical 0.00% 0.04%
Sold All 😨
(Was: #238)
0.0 -2,730 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2026-03-31 2026-04-10
PEGA
Pegasystems Inc
Technology 0.00% 0.04%
Sold All 😨
(Was: #240)
0.0 -3,751 -100.0%
CLOSED
$— 2025 Q3 13F Filing 2026-03-31 2026-04-10
CWAN
CLEARWATER ANAL...
Technology 0.00% 0.04%
Sold All 😨
(Was: #243)
0.0 -9,227 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-04-10
PSN
Parsons Corpora...
Technology 0.00% 0.04%
Sold All 😨
(Was: #244)
0.0 -3,561 -100.0%
CLOSED
$— 2021 Q2 13F Filing 2026-03-31 2026-04-10
SF
Stifel Financia...
Financial Services 0.00% 0.04%
Sold All 😨
(Was: #246)
0.0 -1,732 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2026-03-31 2026-04-10
MTH
Meritage Homes ...
Consumer Cyclical 0.00% 0.03%
Sold All 😨
(Was: #249)
0.0 -3,144 -100.0%
CLOSED
$— 2019 Q2 13F Filing 2026-03-31 2026-04-10
BK
Bank New York
Financial Services 0.00% 0.03%
Sold All 😨
(Was: #253)
0.0 -1,733 -100.0%
CLOSED
$— 2016 Q4 13F Filing 2026-03-31 2026-04-10
AWF
Alliance World ...
Financial Services 0.00% 0.02%
Sold All 😨
(Was: #257)
0.0 -12,287 -100.0%
CLOSED
$— 2025 Q4 13F Filing 2026-03-31 2026-04-10
STKL
SUNOPTA INC COM
Consumer Defensive 0.00% 0.01%
Sold All 😨
(Was: #259)
0.0 -20,668 -100.0%
CLOSED
$— 2024 Q2 13F Filing 2026-03-31 2026-04-10
Showing 1-25 of 284 holdings

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