Arkolith/Funds/First Bank & Trust

First Bank & Trust

CIK 1692632Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

First Bank & Trust holds a focused book of 270 stocks worth $680.0M as of Q2 2026 (disclosed Jul 9, 2026, a ~45-day 13F lag). This quarter they opened Medtronic PLC and trimmed Vanguard Total Stock MKT ETF. Their largest long position is Vanguard Total Stock MKT ETF at 11% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
22
new positions
Added to
108
existing
Trimmed
103
reduced
Sold out
9
exited

Concentration

Top-heavy: focused book

Top 5 holdings
33%
Top 10 holdings
45%
Top 20 holdings
55%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

51% mapped to company sectors

ETF / fund or unclassified
49%
Information Technology
15%
Financials
8%
Health Care
6%
Utilities
5%
Consumer Discretionary
4%
Industrials
4%
Consumer Staples
3%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

270 positions
#SecurityValueShares% PortLast moveHistory
1Van Ttl Stk Mkt
Equities
$77.1M208.3K
11.3%
−1.9%
Reduced · −4K sh
2Vanguard FTSE Dev
Equities
$55.3M776.7K
8.1%
~0%
Added · +95 sh
3iShares Core
Equities
$36.3M366.8K
5.3%
+2.5%
Added · +9K sh
4Vanguard Index Fd Et
Equities
$28.2M41.1K
4.2%
Held
5Vanguard FTSE Emg
Equities
$25.7M430.9K
3.8%
~0%
Added · +69 sh
6Apple Inc
Equities
$18.2M63.1K
2.7%
+0.9%
Added · +585 sh
7iShares Core S and P Scp
Equities
$18.2M122.9K
2.7%
~0%
Added · +8 sh
8iShares Tr Core S and P
Equities
$16.2M210.1K
2.4%
−0.2%
Reduced · −434 sh
9Nvidia Corporation
Equities
$14.3M71.7K
2.1%
+1.9%
Added · +1K sh
10Microsoft Corp (Wa)
Equities
$12.9M34.7K
1.9%
+2.0%
Added · +673 sh
11Vanguard S and P 500 Val
Equities
$10.0M45.8K
1.5%
Held
12Vanguard Sp 600 Val
Equities
$9.2M78.4K
1.4%
Held
13iShares Core S and P
Equities
$8.7M11.6K
1.3%
+25%
Added · +2K sh
14Alphabet Inc Class A
Equities
$6.9M19.2K
1.0%
−1.8%
Reduced · −355 sh
15S and P 500 Catholic
Equities
$6.5M74.0K
1.0%
−13%
Reduced · −11K sh
16Pfizer Inc
Equities
$6.4M265.8K
0.9%
+3.3%
Added · +8K sh
17Facebook Inc
Equities
$6.2M11.0K
0.9%
~0%
Reduced · −2 sh
18Alphabet Inc Class C
Equities
$6.2M17.6K
0.9%
−0.3%
Reduced · −53 sh
19Costco Whsl Corp
Equities
$5.8M6.2K
0.9%
−22%
Reduced · −2K sh
20US Bancorp Del Com
Equities
$5.7M93.6K
0.8%
+4.9%
Added · +4K sh
21Phillip Morris Intl
Equities
$5.6M30.9K
0.8%
−1.3%
Reduced · −404 sh
22Totalenergies SE Act
Equities
$5.6M71.5K
0.8%
−8.0%
Reduced · −6K sh
23PNC Financial Serv
Equities
$5.4M21.8K
0.8%
+5.1%
Added · +1K sh
24Amazon Com Inc
Equities
$5.4M22.5K
0.8%
−3.1%
Reduced · −723 sh
25Enbridge Inc C
Equities
$5.3M97.3K
0.8%
+1.1%
Added · +1K sh
26Abbvie Inc USD .01
Equities
$5.2M20.8K
0.8%
+3.1%
Added · +626 sh
27Vanguard FTSE ETF
Equities
$5.0M43.5K
0.7%
Held
28British American Tob
Equities
$4.9M78.6K
0.7%
+7.2%
Added · +5K sh
29Duke Energy Corp NEw
Equities
$4.6M36.4K
0.7%
+0.3%
Added · +113 sh
30Gevo Inc
Equities
$4.6M3.06M
0.7%
Held
31Xcel Energy Inc
Equities
$4.1M51.1K
0.6%
−10.0%
Reduced · −6K sh
32Tc Energy Corp Com
Equities
$4.0M60.8K
0.6%
+1.4%
Added · +860 sh
33Amgen Inc
Equities
$4.0M11.0K
0.6%
−15%
Reduced · −2K sh
34Natl Grid Plc Npv
Equities
$4.0M48.1K
0.6%
−11%
Reduced · −6K sh
35Broadcom In
Equities
$4.0M10.5K
0.6%
+17%
Added · +2K sh
36Verizon Comm
Equities
$3.8M90.6K
0.6%
+10%
Added · +9K sh
37Prologis Inc
Equities
$3.8M28.1K
0.6%
+3.1%
Added · +850 sh
38Marvell Technology Inc
Equities
$3.6M12.1K
0.5%
−13%
Reduced · −2K sh
39Chevron Corp
Equities
$3.6M21.7K
0.5%
−10%
Reduced · −3K sh
40The Southern Company
Equities
$3.6M37.5K
0.5%
−4.0%
Reduced · −2K sh
41Sanofi
Equities
$3.6M83.9K
0.5%
+23%
Added · +16K sh
42Mastercard Inc Cl A
Equities
$3.6M6.9K
0.5%
−4.5%
Reduced · −325 sh
43Truist Financial Cor
Equities
$3.4M69.2K
0.5%
+4.8%
Added · +3K sh
44WIlliams Cos Inc
Equities
$3.4M45.9K
0.5%
−17%
Reduced · −9K sh
45Exxon Mobil Corp
Equities
$3.3M23.9K
0.5%
−30%
Reduced · −10K sh
46JP Morgan Chase and Co
Equities
$3.1M9.5K
0.5%
−0.8%
Reduced · −80 sh
47Paychex Inc
Equities
$3.0M30.6K
0.4%
+83%
Added · +14K sh
48Huntington Bancshrs
Equities
$2.9M165.2K
0.4%
−12%
Reduced · −22K sh
49Advanced Micro Devcs
Equities
$2.9M5.0K
0.4%
+20%
Added · +844 sh
50Daktronics Inc.
Equities
$2.9M148.3K
0.4%
+0.2%
Added · +321 sh
Showing 50 of 270 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 2026416$680.0M13F-HR
Q1 2026Mar 31, 2026Apr 10, 2026397$620.8M13F-HR
Q4 2025Dec 31, 2025Jan 12, 2026408$613.9M13F-HR
Q3 2025Sep 30, 2025Oct 10, 2025399$594.2M13F-HR
Q2 2025Jun 30, 2025Jul 9, 2025364$560.8M13F-HR
Q1 2025Mar 31, 2025Apr 28, 2025354$516.6M13F-HR
Q4 2024Dec 31, 2024Feb 3, 2025362$521.0M13F-HR
Q3 2024Sep 30, 2024Oct 24, 2024368$527.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.