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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 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CTVA CORTEVA INC Basic Materials 24,669.0 $2.1M 0.08% -447.0 -1.8% $83.71 -2.3%
82 IJS S&P S/C 600 VAL ISHR 17,138.0 $2.0M 0.08% -1K -7.5% $118.45 +6.2%
83 VANGUARD DEV MKT ADM 97,660.0 $2.0M 0.08% -4K -4.3% $20.53
84 RSP INVESCO S&P 500 9,912.0 $1.9M 0.07% -688.0 -6.5% $191.92 +5.1%
85 IJT S&P S/C 600 GR ISHR 12,713.0 $1.8M 0.07% -2K -13.8% $144.71 +9.6%
86 KO COCA COLA CO, COMMON Consumer Defensive 23,744.0 $1.8M 0.07% -645.0 -2.6% $76.05 +5.8%
87 VANGUARD INT-TERM 167,193.0 $1.7M 0.07% -22K -11.4% $10.42
88 PSX PHILLIPS 66 Energy 9,457.0 $1.7M 0.07% -343.0 -3.5% $182.18 -5.0%
89 VANGUARD COMM SERVS 18,676.0 $1.7M 0.07% -2K -10.9% $91.74
90 VANGUARD PRIMECAP 8,199.0 $1.5M 0.06% -291.0 -3.4% $179.79
91 GATEWAY FUND 28,616.0 $1.4M 0.05% -590.0 -2.0% $49.40
92 VANGUARD RE INDEX 11,221.0 $1.4M 0.05% -737.0 -6.2% $125.67
93 AMERICAN CENTURY ULT 16,061.0 $1.4M 0.05% -500.0 -3.0% $85.84
94 VANGUARD HLTHCR IDX 9,792.0 $1.3M 0.05% -3K -22.8% $136.34
95 DFAC DIMENSIONAL ETF TR 34,177.0 $1.3M 0.05% -1K -3.5% $38.86 +10.6%
96 AWK AMERICAN WTR CO Utilities 9,188.0 $1.3M 0.05% -1K -13.5% $136.09 -7.6%
97 ORCL ORACLE SYSTEMS Technology 8,452.0 $1.2M 0.05% -135.0 -1.6% $147.11 +27.9%
98 LNT ALLIANT CORP Utilities 16,321.0 $1.2M 0.04% -3K -17.6% $71.76 +0.1%
99 VNQ VANGUARD REIT IN ETF 12,200.0 $1.1M 0.04% -2K -15.0% $88.70 +6.4%
100 NUE NUCOR CORP Basic Materials 6,231.0 $1.1M 0.04% -966.0 -13.4% $169.10 +34.6%
Page 5 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%