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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 12 of 19  ·  370 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 GGG GRACO INC Industrials 9,639.0 $790K 0.03% NEW $81.97 -7.6%
222 MZTI LANCASTER COLONY Consumer Defensive 4,700.0 $773K 0.03% NEW $164.42 -30.7%
223 13600 SINGING HILLS TRAIL 1.0 $756K 0.03% NEW $756127.00
224 BKNG BOOKING Consumer Cyclical 138.0 $739K 0.03% NEW $5355.33 -97.1%
225 VANGUARD INDUSTRIALS 4,815.0 $738K 0.03% NEW $153.23
226 VZ VERIZON COMM Communication Services 17,107.0 $697K 0.03% NEW $40.73 +13.8%
227 PANW PALO ALTO NETWORKS Technology 3,764.0 $693K 0.03% NEW $184.20 +31.8%
228 VANGUARD TOTAL STOCK 4,201.0 $686K 0.03% NEW $163.22
229 PARNASSUS CORE EQ-IN 12,177.0 $681K 0.03% NEW $55.90
230 ELV ELEVANCE HEALTH Healthcare 1,914.0 $671K 0.03% NEW $350.55 +12.0%
231 TSLA TESLA MOTORS Consumer Cyclical 1,490.0 $670K 0.03% NEW $449.72 -6.1%
232 ROP ROPER INDUSTRIES INC Industrials 1,504.0 $669K 0.03% NEW $445.13 -27.9%
233 IWF RUSSELL 1000 GR ISHR 1,400.0 $663K 0.03% NEW $473.30 -73.8%
234 CENCORA, INC 1,950.0 $659K 0.02% NEW $337.75
235 MFS INT'L NEW DISC 19,235.0 $648K 0.02% NEW $33.67
236 SHW SHERWIN-WILLIAMS CO Basic Materials 1,984.0 $643K 0.02% NEW $324.03 -7.4%
237 ETN EATON CORPORATION Industrials 2,005.0 $639K 0.02% NEW $318.51 +25.4%
238 T ROWE PRICE MID CAP 6,524.0 $637K 0.02% NEW $97.57
239 MORGAN STANLEY 4.431 1/23/30 630,000.0 $634K 0.02% NEW $1.01
240 MFS VALUE FUND CLI 12,423.0 $626K 0.02% NEW $50.38
Page 12 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%