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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 12 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 MRK MERCK & CO INC, COM Healthcare 5,770.0 $694K 0.03% -69.0 -1.2% $120.29 -5.7%
222 NOC NORTHROP GRUMMAN Industrials 1,010.0 $689K 0.03% $682.24 -19.6%
223 VZ VERIZON COMM Communication Services 13,675.0 $686K 0.03% -3K -20.1% $50.20 -6.3%
224 VANG CONS STAP IDX 6,100.0 $675K 0.03% -4K -36.9% $110.72
225 NORTHERN GLOBAL SUST 26,866.0 $666K 0.03% +11K +65.1% $24.79
226 MZTI LANCASTER COLONY Consumer Defensive 4,700.0 $650K 0.03% $138.33 -17.3%
227 INTC INTEL CORP Technology 14,584.0 $644K 0.02% $44.13 +162.7%
228 MFS INT'L NEW DISC 19,235.0 $636K 0.02% $33.04
229 VANGUARD TOTAL STOCK 4,043.0 $632K 0.02% -158.0 -3.8% $156.21
230 MFS VALUE FUND CLI 12,395.0 $627K 0.02% $50.61
231 FIDELITY MAGELLAN 45,043.0 $622K 0.02% +11K +30.5% $13.82
232 GGG GRACO INC Industrials 7,281.0 $616K 0.02% -2K -24.5% $84.65 -9.6%
233 CENCORA, INC 1,950.0 $613K 0.02% $314.14
234 FED MDT L/C VAL 17,237.0 $603K 0.02% $35.00
235 FIDELITY GROWTH 12,712.0 $592K 0.02% +3K +25.4% $46.53
236 IWF RUSSELL 1000 GR ISHR 1,342.0 $572K 0.02% -58.0 -4.1% $426.40 -70.8%
237 TROWE PRICE OVERSEAS 35,484.0 $572K 0.02% $16.12
238 F FORD MOTOR CO Consumer Cyclical 49,442.0 $571K 0.02% +26K +110.9% $11.54 +25.5%
239 INVESCO BAL RISK CMMDTY FUND 64,465.0 $564K 0.02% +5K +8.0% $8.75
240 AUNT DIANA FUDGE 900.0 $563K 0.02% $625.78
Page 12 of 18  ·  359 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%