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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 4 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BALL BALL CORP, COMMON Consumer Cyclical 71,209.0 $4.2M 0.16% -4K -5.8% $59.11 -5.8%
62 ABT ABBOTT LABS COMMON Healthcare 40,389.0 $4.1M 0.16% -3K -7.2% $102.67 -17.3%
63 XLE ENERGY SPDR 65,781.0 $4.0M 0.15% -8K -10.7% $61.26 -4.0%
64 XLI INDUSTRIAL SPDR 23,810.0 $3.9M 0.15% -608.0 -2.5% $161.73 +5.6%
65 ADP AUTO DATA PROCESSING Industrials 17,862.0 $3.6M 0.14% -27K -59.9% $203.18 +6.7%
66 DODGE & COX INTL FD 211,215.0 $3.5M 0.13% -8K -3.5% $16.58
67 AMP AMERIPRISE FINL Financial Services 7,719.0 $3.4M 0.13% -3K -30.1% $444.34 +5.8%
68 VANGUARD WNDSR AD II 39,859.0 $3.3M 0.12% -1K -2.6% $82.49
69 FIDELITY INTRMD TRS 321,867.0 $3.1M 0.12% -15K -4.5% $9.76
70 AMGN AMGEN INC Healthcare 8,872.0 $3.1M 0.12% -741.0 -7.7% $351.85 -8.4%
71 DFA SMALL CAP VALUE 55,899.0 $3.1M 0.12% -4K -7.4% $54.97
72 VANGD TX MNGD S/C 29,095.0 $3.0M 0.11% -1K -4.3% $101.49
73 VANGUARD L/C INDEX ADM 18,829.0 $2.8M 0.11% -178.0 -0.9% $150.92
74 XLU UTILITIES SPDR 57,901.0 $2.7M 0.10% -8K -12.4% $45.89 -4.1%
75 GOOG ALPHABET INC CL C Communication Services 9,161.0 $2.6M 0.10% -1K -12.2% $286.86 +37.4%
76 T ROWE BLUE CHIP 13,747.0 $2.6M 0.10% -458.0 -3.2% $188.22
77 VLO VALERO ENERGY NEW Energy 9,297.0 $2.3M 0.09% -1K -12.8% $247.08 +0.5%
78 SCHY SCHWAB INT DVD 69,283.0 $2.2M 0.08% -8K -10.4% $31.66 +2.2%
79 IVV S&P 500 INDEX 3,302.0 $2.2M 0.08% -25.0 -0.8% $653.21 +13.6%
80 DE DEERE AND COMPANY Industrials 3,732.0 $2.1M 0.08% -220.0 -5.6% $563.30 +0.0%
Page 4 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%