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Funds / First Bank & Trust
Institutional Fund

First Bank & Trust

Brookings, SDCIK 16926325 filings on record

Portfolio Value
$620.80M
Q1 2026
Holdings
257
Reported positions
New Buys
24
Opened this quarter
QoQ Change
+1.1%
from $613.88M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds11.0%
  • Vanguard Tax-Managed Fds8.0%
  • Ishares Tr5.7%
  • Vanguard Index Fds4.0%
  • Vanguard Intl Equity Index F3.8%
  • Apple Inc2.6%
  • Other65.0%

Portfolio Holdings

257 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds212.4K$68.13M11.0%545Reduced
2Vanguard Tax-Managed Fds776.6K$49.77M8.0%17.8KReduced
3Ishares Tr357.7K$35.51M5.7%+52.6KAdded
4Vanguard Index Fds41.1K$24.57M4.0%+6.1KAdded
5Vanguard Intl Equity Index F430.9K$23.29M3.8%+13.5KAdded
6Apple Inc62.5K$15.86M2.6%+7.9KAdded
7Ishares Tr122.9K$15.28M2.5%+2.1KAdded
8Ishares Tr210.6K$14.22M2.3%+11.4KAdded
9Microsoft Corp34.0K$12.58M2.0%580Reduced
10Nvidia Corporation70.3K$12.26M2.0%+29.0KAdded

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