1y return+17.9%S&P 500 +20.9%
3y return+44.8%S&P 500 +68.5%
5y return+37.9%S&P 500 +74.5%
10y return+136.1%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $236 against $357 in the S&P 500.2
First Financial Bank - Trust DivisionS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| IEFAIshares | $135.9M | 9.7% | +2.6% |
| IWMIshares | $73.0M | 5.2% | −7.5% |
| IVVIshares | $70.3M | 5.0% | +9.1% |
| SPYS&p 500 Depositary Receipts | $67.2M | 4.8% | −1.4% |
| IJRIshares | $54.3M | 3.9% | +7.5% |
| IEMGIshares | $43.0M | 3.1% | +1.3% |
| JIREJp Morgan | $41.8M | 3.0% | +1.3% |
| JEPIJp Morgan | $41.3M | 2.9% | +14.8% |
| IEFIshares | $36.3M | 2.6% | +8.8% |
| AAPLApple Inc. | $35.5M | 2.5% | |
| DFEMDimensional | $33.2M | 2.4% | −9.7% |
| PGProcter & Gamble Company | $31.6M | 2.3% | −3.1% |
| FFBCFirst Financial Bancorp | $28.3M | 2.0% | +1.8% |
| GOOGLAlphabet Inc. | $28.2M | 2.0% | −2.4% |
| MSFTMicrosoft Corporation | $26.4M | 1.9% | +2.7% |
| JPMJp Morgan | $23.6M | 1.7% | −3.1% |
| GLWCorning Inc. | $22.8M | 1.6% | |
| CINFCincinnati Financial Corporation | $21.0M | 1.5% | −1.8% |
| CATCaterpillar | $19.7M | 1.4% | |
| XLUSpdr | $18.4M | 1.3% | +3.8% |
| AMZNAmazon.com, Inc. | $17.7M | 1.3% | +5.2% |
| NVDANvidia Corporation | $17.5M | 1.2% | +31.8% |
| Eaton Corporation PLCCUSIP G29183103 | $15.2M | 1.1% | +2.0% |
| AVGOBroadcom, Inc. | $14.7M | 1.1% | +3.5% |
| MUBIshares | $14.7M | 1.0% | −3.5% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| CATCaterpillar | September 30, 2020 | +614.0% | $19.7M |
| GLWCorning Inc. | June 30, 2024 | +557.5% | $22.8M |
| GOOGLAlphabet Inc. | June 30, 2020 | +404.0% | $28.2M |
| Eaton Corporation PLCCUSIP G29183103 | June 30, 2020 | +387.1% | $15.2M |
| JPMJp Morgan | June 30, 2020 | +248.0% | $23.6M |
| RTXRaytheon Technologies Corp | September 30, 2020 | +229.7% | $12.7M |
| AAPLApple Inc. | June 30, 2020 | +217.3% | $35.5M |
| Exxon MobilCUSIP 30231G102 | June 30, 2020 | +205.7% | $8.6M |
| CINFCincinnati Financial Corporation | June 30, 2020 | +189.1% | $21.0M |
| FFBCFirst Financial Bancorp | June 30, 2020 | +143.6% | $28.3M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $8.4M
- QQQInvesco was $509K
- IHEIshares was $439K
- SCHDSchwab was $223K
- MDLZMondelez International Inc was $217K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.2% | +14.8% |
| March 31, 2026 | −0.7% | −4.6% |
| December 31, 2025 | +1.7% | +2.4% |
| September 30, 2025 | +6.0% | +7.8% |
| June 30, 2025 | +6.7% | +10.5% |
| March 31, 2025 | −0.7% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +6.7% | +5.4% |
| June 30, 2024 | −1.0% | +4.0% |
| March 31, 2024 | +6.6% | +10.0% |
| December 31, 2023 | +9.3% | +11.2% |
| September 30, 2023 | −4.5% | −3.6% |
| June 30, 2023 | +2.8% | +8.3% |
| March 31, 2023 | +2.3% | +7.0% |
| December 31, 2022 | +11.0% | +7.1% |
| September 30, 2022 | −6.5% | −5.3% |
| June 30, 2022 | −13.8% | −16.5% |
| March 31, 2022 | −6.3% | −4.9% |
| December 31, 2021 | +8.7% | +10.7% |
| September 30, 2021 | −0.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: First Financial Bank - Trust Division Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1315339&type=13F-HR&dateb=&owner=include&count=40CIK 1315339
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1315339/000131533926000003/Filed July 1, 2026 · accession 0001315339-26-000003