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Busey Trust Company
Zachary E. Hillard · Asset Manager · Growth
Busey Trust Company is the wealth management and fiduciary division of First Busey Corporation, a diversified financial holding company founded in 1868. Based in Champaign, Illinois, the firm provides a wide range of investment management, estate planning, and trust services to individuals, families, and organizations. It maintains a community-focused approach, emphasizing personalized service and long-term financial stability across its footprint in Illinois, Missouri, Florida, and Indiana. As a long-standing financial institution, it combines traditional trust services with modern asset management strategies to serve multi-generational clients.
Simulated Performance
| Metric | Value |
|---|---|
| Total return | +19.6% |
| YTD return | +12.4% |
| Sharpe ratio | 4.49 |
| Win rate | 61% |
| AUM | $2.0B |
| Inception | Oct 1, 2025 |
| Updated | Sep 3, 2026 |
Institution Status
| Field | Value |
|---|---|
| AUM | $2.0B |
| Turnover | Low (<15%) |
| Avg holding | 18 Months |
| Inception | Oct 1, 2025 |
| Website | https://www.busey.com |
Current Holdings
Updated on Sep 3, 2026.
| Ticker | Name | Portfolio % | Return |
|---|---|---|---|
| AAPL | Apple Inc | 14.5% | +26.3% |
| GOOGL | Alphabet Inc Class A | 12.0% | +33.4% |
| MSFT | Microsoft Corporation | 11.7% | +3.5% |
| NVDA | NVIDIA Corporation | 10.6% | +19.1% |
| AMZN | Amazon.com Inc | 7.5% | +14.9% |
| AVGO | Broadcom Inc | 5.5% | +4.5% |
| BRK-A | Berkshire Hathaway Inc | 4.4% | +3.6% |
| JPM | JPMorgan Chase & Co | 3.9% | +16.8% |
| JNJ | Johnson & Johnson | 3.7% | +41.2% |
| META | Meta Platforms Inc. | 3.6% | -11.3% |
| CAT | Caterpillar Inc | 3.6% | +42.6% |
| AMAT | Applied Materials Inc | 3.3% | +53.5% |
| MA | Mastercard Inc | 2.5% | +5.1% |
| RTX | Raytheon Technologies Corp | 2.2% | +15.4% |
| LLY | Eli Lilly and Company | 2.0% | +17.6% |
| GS | Goldman Sachs Group Inc | 1.9% | +25.3% |
| CMI | Cummins Inc | 1.9% | +15.7% |
| MU | Micron Technology Inc | 1.9% | -1.0% |
| AMGN | Amgen Inc | 1.7% | +8.3% |
| XOM | Exxon Mobil Corp | 1.7% | +9.8% |
Recent activity
| Date | Action | Ticker | Weight |
|---|---|---|---|
| Aug 24, 2026 | SELL | MSFT | 11.9% → 11.7% |
| Aug 24, 2026 | SELL | XOM | 1.6% → 1.7% |
| Aug 24, 2026 | SELL | GOOGL | 11.9% → 12.0% |
| Aug 24, 2026 | SELL | AMAT | 4.2% → 3.3% |
| Aug 24, 2026 | SELL | CVX | 1.6% → 0.0% |
Investment Style Analysis
Busey Trust Company is widely recognized for employing a Growth strategy. As of Sep 3, 2026, the firm oversees approximately $2.0B in assets under management (AUM). The portfolio demonstrates a clear preference for the Semiconductors and Internet Content & Information sectors, reflecting a high-conviction approach to capital allocation.
Recent Market Moves
During the latest rebalancing period ending Aug 24, Busey Trust Company made a significant move by reducing the position in MSFT. This adjustment aligns with the fund's dynamic approach to risk management and capital deployment in current market conditions.
Investment Philosophy
Busey Trust Company's investment philosophy focuses on disciplined asset allocation and long-term compounding to help clients achieve their financial objectives. The firm emphasizes a holistic approach that integrates investment management with tax planning and estate advisory services. By leveraging a diversified range of asset classes and focusing on high-quality securities, Busey aims to provide sustainable growth while managing risk according to each client's unique profile and time horizon. The strategy is built on the core principle of minimizing volatility through diversification while identifying long-term growth opportunities in global markets.
Disclaimer
The content provided on this page, including the simulated portfolio performance, holdings analysis, and AI-generated insights, is for informational and educational purposes only. It does not constitute financial advice, investment recommendations, or an offer to buy or sell any securities. All data is derived from historical SEC 13F filings and other public disclosures, which have a reporting lag. The "Simulated Performance" is a hypothetical reconstruction based on past disclosures and does not represent the actual returns of the institution. Past performance is not indicative of future results. Tritonix.ai is not affiliated with Busey Trust Company.
Similar Investment Style
Based on Growth.
- Jaunty Global Limited — Alvin Jiang · 3M +30.1%
- Summit Partners, L.P. — Peter Y. Chung · 3M +42.1%
- Oberweis Asset Management, Inc. — James W. Oberweis · 3M -18.5%
- Hartline Investment Corporation — Brian W. Hart · 3M +1.8%
Frequently asked questions
How is the simulated portfolio for Busey Trust Company constructed?
This simulation is powered by Tritonix AI using official SEC filings. We focus on the "Best Ideas" by filtering for only the Top 20 largest holdings and rebalancing them to 100%. The simulation tracks performance starting from Oct 1, 2025. Our AI monitors for updates every Monday to capture major shifts. This concentrated approach highlights the manager's true stock-picking skill and mirrors their actual investment returns.
What is Busey Trust Company's largest holding?
As of the latest filing, Busey Trust Company's top position is Apple Inc (AAPL), representing 14.5% of the portfolio. This reflects a high-conviction bet by the institution.
What is Busey Trust Company's historical performance and risk profile?
Our simulation indicates a total return of +19.6% with a win rate of 61%. Notably, the portfolio maintains a Sharpe Ratio of 4.49, suggesting an exceptional level of risk-adjusted returns compared to the broader market.
What sectors does Busey Trust Company primarily invest in?
Busey Trust Company has a strong preference for the Semiconductors sector, which makes up 18.0% of their disclosed assets. The portfolio also has exposure to Internet Content & Information, indicating a specific thematic focus.
Is Busey Trust Company's portfolio concentrated or diversified?
Busey Trust Company runs a moderately concentrated portfolio with 20 disclosed positions. The top 3 holdings alone account for 38.2% of the total portfolio weight, suggesting a strategy that favors broader market exposure.
How has Busey Trust Company performed in 2026?
Our AI-simulated model portfolio for Busey Trust Company tracks a Year-to-Date (YTD) return of +12.4%. This metric helps investors gauge the institution's effectiveness in the current market environment.
Does Zachary E. Hillard manage Busey Trust Company directly?
Yes, Zachary E. Hillard serves as the key portfolio manager for Busey Trust Company, overseeing the investment strategy and final capital allocation decisions.