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Portfolio (Quarterly) Guide ↗

FIRST MERCHANTS CORP

· CIK 0000712534
13F Portfolio $2.6B AUM 501 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 88 Added 160 Reduced 18 Exited
Page 3 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RTX RAYTHEON TECH Industrials 37,158.0 $7.2M 0.27% -2K -5.2% $192.90 -8.9%
42 CAT CATERPILLAR Industrials 10,019.0 $7.1M 0.27% -556.0 -5.3% $708.46 +25.4%
43 CVX CHEVRON CORP Energy 34,192.0 $7.1M 0.27% -2K -5.0% $206.90 -9.8%
44 TXN TEXAS INSTRS INC Technology 35,468.0 $6.9M 0.26% -3K -8.2% $194.14 +57.8%
45 BERKSHIRE HATHAWAY 13,897.0 $6.7M 0.25% -972.0 -6.5% $479.20
46 T ROWE PRICE DIVID 81,073.0 $6.6M 0.25% -1K -1.4% $80.87
47 SCHD SCHW ST US DIV EQ 206,661.0 $6.3M 0.24% -3K -1.6% $30.68 +3.4%
48 LHX L3HARRIS TECH Industrials 18,117.0 $6.3M 0.24% -1K -6.7% $345.15 -10.9%
49 XLY CONSUMER DISC SPDR 55,328.0 $6.0M 0.23% -1K -2.2% $108.98 +6.9%
50 XLP CONSUMER STAPLE SPDR 72,734.0 $6.0M 0.23% -7K -9.3% $81.98 +3.2%
51 ECL ECOLAB Basic Materials 21,083.0 $5.6M 0.21% -690.0 -3.2% $266.02 -6.4%
52 VANGUARD INFOTEC IDX 15,317.0 $5.5M 0.21% -1K -7.1% $357.27
53 VO VAN MID-CAP ETF 18,965.0 $5.4M 0.21% -154.0 -0.8% $287.18 -73.4%
54 CFR CULLEN FROST BANKERS Financial Services 38,766.0 $5.3M 0.20% -2K -3.8% $137.08 -1.7%
55 IJH S&P M/C 400 ISHR 77,912.0 $5.3M 0.20% -2K -3.0% $67.53 +6.9%
56 IWS RUSSELL MC VI IN ISH 35,242.0 $5.1M 0.20% -4K -9.6% $145.74 +6.6%
57 CSCO CISCO SYSTEMS Technology 63,689.0 $4.9M 0.19% -8K -11.0% $77.59 +48.9%
58 XLC COMM SERVICES 44,115.0 $4.9M 0.19% -3K -5.9% $110.86 +4.7%
59 XLB MATERIALS SPDR 97,060.0 $4.9M 0.18% -5K -4.8% $49.97 +0.7%
60 VB VAN SMALL-CAP ETF 17,779.0 $4.7M 0.18% -376.0 -2.1% $261.92 +7.6%
Page 3 of 8  ·  160 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 28.3%
Financial Services 17.0%
Healthcare 12.6%
Consumer Cyclical 10.6%
Communication Services 8.7%
Industrials 7.5%
Consumer Defensive 7.2%
Energy 4.1%
Basic Materials 2.2%
Utilities 1.9%