Arkolith/Funds/Town & Country Bank & Trust CO dba First Bankers Trust CO

Town & Country Bank & Trust CO dba First Bankers Trust CO

CIK 1327944Bank / broker
Holdings as of Jun 30, 2026·disclosed Jul 9, 2026·~9-day 13F lag·13F-HR
Active Filer

Town & Country Bank & Trust CO dba First Bankers Trust CO holds a diversified book of 153 reported positions worth $321.1M as of Q2 2026 (disclosed Jul 9, 2026, a ~9-day 13F lag). This quarter Honeywell Aerospace Inc first appears in 13F filings, a listing rather than a purchase; they opened ASML Holding NV-NY Reg SHS and trimmed Broadcom Inc. Their largest long position is Broadcom Inc at 6% of the reported non-option book. Cloning the disclosed picks since 2024 would be +29% (+14.5%/yr). That is a simulation of the disclosed long book, not audited returns.

Town & Country Bank & Trust CO dba First Bankers Trust CO files as a bank or broker: much of this book is custody and client positions, not a proprietary portfolio.

Opened
12
bought for the first time
+9 more · largest first
1 newly reportable · first quarter we see the security in 13F filings, a listing not a purchase
Added to
45
already held, bought more
+42 more · largest first
Trimmed
79
sold some, still holds it
+76 more · largest first
Sold out
5
exited the position entirely
+2 more · largest first, by prior value

Growth of $10,000: cloning the disclosed book

If you'd copied them
+29.3%
+14.5%/yr · since Oct '24
Their reported book
+23.0%
held from quarter-end
S&P 500
+34.6%
same window
$9K$10K$11K$12K$14KOct '24Mar '25Jul '25Dec '25Apr '26Sep '26
Town & Country Bank & Trust CO dba First Bankers Trust CO (copied at disclosure) S&P 500

Following at the filing date actually beat the quarter-end book by 6.4 points over this window.

Growth of $10,000 cloning Town & Country Bank & Trust CO dba First Bankers Trust CO's disclosed long 13F book, rebalanced on each filing date (so it reflects each quarter's actual reporting lag, ~9 days for the latest filing, with no look-ahead), total-return basis (dividends reinvested), derived from end-of-day prices. “Their reported book” values the same picks from quarter-end, before they were public. S&P 500 is SPY total return over the same window. Excludes shorts, cash, options and non-13F holdings. Not investment advice.

How much sits in the biggest positions

Top-heavy: diversified book

Top 5 holdings
19%
Top 10 holdings
31%
Top 20 holdings
46%

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

Where the money is, by sector

98% mapped to company sectors

Information Technology
28%
Health Care
15%
Industrials
10%
Consumer Discretionary
8%
Materials
8%
Utilities
8%
Financials
8%
Consumer Staples
6%

+5 sectors below the cut, 10% together

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 (an exit at the prior quarter-end), no cost basis

Bought
Trimmed / exited
Newly reportable· first quarter we see the security in 13F filings · position value, not a trade

Funds with the most overlap

Other tracked managers holding the same core names as Town & Country Bank & Trust CO dba First Bankers Trust CO

Manager / fundShared namesTheir $ in those
BlueSpruce Investments, LP12 / 80$643.5M
Evelyn Partners Group Ltd60 / 80$44.8B
Ketron Financial18 / 80$279.2M
Harold Davidson & Associates Inc.31 / 80$192.2M
Draper Asset Management, LLC8 / 80$163.5M
Hoey Investments, Inc57 / 80$628.5M
Independent Investors Inc30 / 80$422.9M
New World Advisors LLC34 / 80$469.8M

Ranked by the share of each fund's own book sitting in the names it shares with Town & Country Bank & Trust CO dba First Bankers Trust CO: only funds sharing at least a tenth of the book qualify. Index giants, bank custody books and market makers are excluded. They hold everything, so their overlap says nothing.

Holdings: largest first

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

153 positions
#SecurityValueShares% PortLast moveHistory
1Broadcom Inc
COM
$18.3M48.4K
5.7%
−4.6%
Reduced · −2K sh
2Microsoft Corp
COM
$12.5M33.6K
3.9%
−0.5%
Reduced · −153 sh
3Eli Lilly & Co
COM
$10.9M9.0K
3.4%
+0.7%
Added · +66 sh
4Abbvie Inc
COM
$9.4M37.2K
2.9%
+18%
Added · +6K sh
5Johnson & Johnson
COM
$8.9M35.2K
2.8%
−1.4%
Reduced · −506 sh
6Apple Inc
COM
$8.8M30.3K
2.7%
−1.1%
Reduced · −329 sh
7Exxon Mobil Corp
COM
$7.6M55.9K
2.4%
−0.5%
Reduced · −292 sh
8Cisco Sys Inc
COM
$7.4M63.2K
2.3%
−10%
Reduced · −7K sh
9JPMorgan Chase & Co
COM
$7.4M22.7K
2.3%
−5.2%
Reduced · −1K sh
10Stryker Corporation
COM
$7.4M23.4K
2.3%
+46%
Added · +7K sh
11Philip Morris Intl Inc
COM
$7.3M40.3K
2.3%
−0.2%
Reduced · −86 sh
12Alphabet Inc
CAP STK CL A
$6.6M18.4K
2.1%
−0.2%
Reduced · −44 sh
13Chevron Corporation
COM
$5.8M35.1K
1.8%
+0.8%
Added · +273 sh
14Procter & Gamble Co
COM
$5.4M37.1K
1.7%
+2.1%
Added · +752 sh
15Corning Inc
COM
$4.7M18.6K
1.5%
−24%
Reduced · −6K sh
16Constellation Energy Corp
COM
$4.3M17.5K
1.4%
−1.0%
Reduced · −178 sh
17Visa Inc
COM CL A
$4.0M11.8K
1.3%
+1.7%
Added · +201 sh
18Target Corp
COM
$3.9M29.7K
1.2%
+33%
Added · +7K sh
19Micron Technology Inc
COM
$3.8M3.3K
1.2%
+42%
Added · +984 sh
20Pepsico Inc
COM
$3.8M28.2K
1.2%
+25%
Added · +6K sh
21American Elec PWR Co Inc
COM
$3.7M27.3K
1.2%
+0.1%
Added · +29 sh
22Automatic Data Processing In
COM
$3.7M16.6K
1.2%
+22%
Added · +3K sh
23Taiwan Semiconductor Manufac
SPONSORED ADS
$3.7M7.7K
1.1%
+28%
Added · +2K sh
24Marathon Pete Corp
COM
$3.6M14.3K
1.1%
−4.8%
Reduced · −724 sh
25Merck & Co Inc
COM
$3.6M28.2K
1.1%
−3.1%
Reduced · −920 sh
26L3harris Technologies Inc
COM
$3.6M12.5K
1.1%
+1.8%
Added · +220 sh
27Churchill Downs Inc
COM
$3.5M39.2K
1.1%
+3.0%
Added · +1K sh
28Vulcan Matls Co
COM
$3.4M11.5K
1.1%
+45%
Added · +4K sh
29Eaton Corp PLC
SHS
$3.3M7.8K
1.0%
+1.2%
Added · +95 sh
30Mondelez Intl Inc
CL A
$3.2M55.3K
1.0%
−1.8%
Reduced · −1K sh
31Texas Roadhouse Inc
COM
$3.2M16.5K
1.0%
−11%
Reduced · −2K sh
32Home Depot Inc
COM
$3.2M9.0K
1.0%
−3.7%
Reduced · −343 sh
33Marsh & McLennan Cos Inc
COM
$3.2M19.0K
1.0%
−9.1%
Reduced · −2K sh
34Linde PLC
SHS
$3.0M5.9K
0.9%
+2.0%
Added · +115 sh
35Alphabet Inc
CAP STK CL C
$3.0M8.6K
0.9%
+0.1%
Added · +10 sh
36Chesapeake Utils Corp
COM
$2.9M23.8K
0.9%
−2.8%
Reduced · −689 sh
37TJX Cos Inc New
COM
$2.9M19.1K
0.9%
−1.6%
Reduced · −322 sh
38Thermo Fisher Scientific Inc
COM
$2.8M5.7K
0.9%
+2.7%
Added · +151 sh
39Union Pac Corp
COM
$2.8M10.2K
0.9%
−1.5%
Reduced · −152 sh
40Lincoln Elec Hldgs Inc
COM
$2.8M10.4K
0.9%
+5.9%
Added · +579 sh
41Coca Cola Co
COM
$2.6M32.1K
0.8%
−1.1%
Reduced · −360 sh
42Chubb Limited
COM
$2.5M7.4K
0.8%
−3.9%
Reduced · −299 sh
43Crowdstrike Hldgs Inc
CL A
$2.5M3.3K
0.8%
−2.1%
Reduced · −71 sh
44Ishares TR
MSCI ACWI EX US
$2.5M32.4K
0.8%
+12%
Added · +3K sh
45Atmos Energy Corp
COM
$2.4M14.2K
0.8%
+6.0%
Added · +811 sh
46McKesson Corp
COM
$2.4M3.2K
0.7%
+4.0%
Added · +121 sh
47Agree Rlty Corp
COM
$2.4M31.0K
0.7%
+3.3%
Added · +1K sh
48Amazon Com Inc
COM
$2.3M9.7K
0.7%
−0.3%
Reduced · −26 sh
49Teradyne Inc
COM
$2.3M4.8K
0.7%
−42%
Reduced · −3K sh
50Analog Devices Inc
COM
$2.2M5.7K
0.7%
−6.2%
Reduced · −377 sh
Showing 50 of 153 positions
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Filing history

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

$321.1M · Q2 2026Q3 2024 · $260.1MQ2 2026 · $321.1M

Reported 13F total per quarter. Raw filing totals can include option notional.

QuarterAs ofFiledLagPositionsValueForm
Q2 2026Jun 30, 2026Jul 9, 20269d153$321.1M13F-HR
Q1 2026Mar 31, 2026Apr 16, 202616d146$296.0M13F-HR
Q4 2025Dec 31, 2025Jan 20, 202620d144$297.5M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202534d143$287.1M13F-HR
Q2 2025Jun 30, 2025Jul 15, 202515d139$270.2M13F-HR
Q1 2025Mar 31, 2025Apr 7, 20257d137$253.6M13F-HR
Q4 2024Dec 31, 2024Jan 22, 202522d132$256.1M13F-HR
Q3 2024Sep 30, 2024Oct 16, 202416d130$260.1M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. Book totals and portfolio weights cover reported non-option positions, which can include notes and warrants. Disclosed put/call options are listed separately and excluded from those totals. The performance line is a simulation of the disclosed long book, not an audited return.