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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 7 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VANGUARD TOTAL STOCK 4,043.0 $632K 0.02% -158.0 -3.8% $156.21
122 GGG GRACO INC Industrials 7,281.0 $616K 0.02% -2K -24.5% $84.65 -10.6%
123 IWF RUSSELL 1000 GR ISHR 1,342.0 $572K 0.02% -58.0 -4.1% $426.40 -70.9%
124 T ROWE PRICE MID CAP 5,999.0 $562K 0.02% -525.0 -8.1% $93.62
125 AM NEW WORLD FD F3 5,612.0 $516K 0.02% -102.0 -1.8% $91.90
126 PANW PALO ALTO NETWORKS Technology 3,164.0 $507K 0.02% -600.0 -15.9% $160.32 +48.9%
127 MS MRGAN, DN WTTR, DISC Financial Services 3,040.0 $500K 0.02% -4K -54.4% $164.57 +17.3%
128 PH PARKER HANNIFIN CORP Industrials 540.0 $483K 0.02% -50.0 -8.5% $895.24 -3.7%
129 ROP ROPER INDUSTRIES INC Industrials 1,361.0 $482K 0.02% -143.0 -9.5% $353.86 -9.0%
130 SYY SYSCO CORP Consumer Defensive 6,742.0 $481K 0.02% -346.0 -4.9% $71.33 +2.2%
131 EMR EMERSON ELEC CO, COM Industrials 3,634.0 $476K 0.02% -382.0 -9.5% $131.02 +1.0%
132 PFE PFIZER INC Healthcare 16,917.0 $475K 0.02% -4K -19.5% $28.08 -10.2%
133 CNI CAN NATL RAILWAY Industrials 4,537.0 $466K 0.02% -49.0 -1.1% $102.77 +9.1%
134 LZB LA-Z BOY Consumer Cyclical 14,162.0 $455K 0.02% -500.0 -3.4% $32.14 +6.5%
135 MCHP MICROCHIP TECH Technology 6,987.0 $451K 0.02% -6K -45.1% $64.61 +46.4%
136 VANGUARD BAL IND ADM 8,981.0 $448K 0.02% -1K -11.3% $49.86
137 SLB SCHLUMBERGER LTD Energy 8,608.0 $442K 0.02% -1K -11.4% $51.39 +7.5%
138 IDV ISHARES TR 10,080.0 $429K 0.02% -279.0 -2.7% $42.56 +5.4%
139 MTUM ISHARES MSCI US MTUM 1,745.0 $419K 0.02% -107.0 -5.8% $239.99 +25.0%
140 BDX BECTON DICKINSON Healthcare 2,591.0 $407K 0.01% -521.0 -16.7% $157.23 -8.8%
Page 7 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%