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Portfolio (Quarterly) Guide ↗

FIRST MERCHANTS CORP

· CIK 0000712534
13F Portfolio $2.7B AUM Filed Jan 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 370 New
Page 14 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EVV EATON VANCE LIMITED DURATION IN Financial Services 51,000.0 $505K 0.02% NEW $9.91 -7.3%
262 AMAT APPLIED MATLS INC Technology 1,941.0 $499K 0.02% NEW $256.99 +60.9%
263 GS GOLDMAN SACHS Financial Services 564.0 $496K 0.02% NEW $879.00 +7.9%
264 LINCOLN NATL LIFE 1.0 $493K 0.02% NEW $492993.00
265 FIDELITY GROWTH 10,136.0 $485K 0.02% NEW $47.82
266 DUK DUKE ENERGY CORP Utilities 4,132.0 $484K 0.02% NEW $117.21 +3.2%
267 INGERSOLL RAND 5.314 6/15/31 450,000.0 $471K 0.02% NEW $1.05
268 CME CME Financial Services 1,706.0 $466K 0.02% NEW $273.08 +11.7%
269 MTUM ISHARES MSCI US MTUM 1,852.0 $464K 0.02% NEW $250.31 +17.6%
270 MFS GROWTH FD CL I 2,334.0 $459K 0.02% NEW $196.57
271 CNI CAN NATL RAILWAY Industrials 4,586.0 $453K 0.02% NEW $98.85 +13.1%
272 ARTISAN DEV WORLD FD 19,446.0 $451K 0.02% NEW $23.21
273 UNH UNITEDHEALTH GROUP Healthcare 1,357.0 $448K 0.02% NEW $330.11 +19.3%
274 VANGUARD UTIL IDX 4,752.0 $441K 0.02% NEW $92.75
275 CAH CARDINAL HEALTH INC Healthcare 2,132.0 $438K 0.02% NEW $205.50 -2.8%
276 GS EQU DIV & PREM I 23,567.0 $428K 0.02% NEW $18.16
277 OPP STL PATH 43,140.0 $422K 0.02% NEW $9.79
278 NORTHERN GLOBAL SUST 16,274.0 $422K 0.02% NEW $25.95
279 JPC NUVEEN PRE COM Financial Services 51,643.0 $419K 0.02% NEW $8.11 -5.2%
280 VANGUARD EMERG MKTS 9,315.0 $415K 0.01% NEW $44.60
Page 14 of 19  ·  370 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 30.8%
Financial Services 17.1%
Healthcare 13.0%
Consumer Cyclical 10.0%
Communication Services 8.9%
Industrials 7.4%
Consumer Defensive 6.2%
Energy 2.8%
Basic Materials 1.9%
Utilities 1.8%