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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 13 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 T ROWE PRICE MID CAP 5,999.0 $562K 0.02% -525.0 -8.1% $93.62
242 ELV ELEVANCE HEALTH Healthcare 1,914.0 $560K 0.02% $292.75 +35.5%
243 AFL AFLAC INC Financial Services 5,083.0 $558K 0.02% $109.71 +6.5%
244 TSLA TESLA MOTORS Consumer Cyclical 1,490.0 $554K 0.02% $371.75 +19.2%
245 DUK DUKE ENERGY CORP Utilities 4,129.0 $541K 0.02% $130.94 -5.1%
246 MFS MID CAP GRWTH FD 20,273.0 $540K 0.02% $26.63
247 MFS GROWTH FD CL I 3,020.0 $533K 0.02% +686.0 +29.4% $176.34
248 AM NEW WORLD FD F3 5,612.0 $516K 0.02% -102.0 -1.8% $91.90
249 VG COMMDTY FUND 16,636.0 $510K 0.02% +2K +10.1% $30.64
250 VXF VAN EXT MKT 2,469.0 $508K 0.02% $205.80 +9.1%
251 PANW PALO ALTO NETWORKS Technology 3,164.0 $507K 0.02% -600.0 -15.9% $160.32 +48.6%
252 CME CME Financial Services 1,706.0 $504K 0.02% $295.35 +1.2%
253 MS MRGAN, DN WTTR, DISC Financial Services 3,040.0 $500K 0.02% -4K -54.4% $164.57 +18.2%
254 OPP STL PATH 43,140.0 $499K 0.02% $11.56
255 LINCOLN NATL LIFE 1.0 $493K 0.02% $492993.00
256 VANGUARD ENRGY IDX 5,678.0 $491K 0.02% +194.0 +3.5% $86.49
257 PH PARKER HANNIFIN CORP Industrials 540.0 $483K 0.02% -50.0 -8.5% $895.24 -1.7%
258 ROP ROPER INDUSTRIES INC Industrials 1,361.0 $482K 0.02% -143.0 -9.5% $353.86 -10.1%
259 SYY SYSCO CORP Consumer Defensive 6,742.0 $481K 0.02% -346.0 -4.9% $71.33 +2.4%
260 GS GOLDMAN SACHS Financial Services 564.0 $477K 0.02% $845.99 +14.5%
Page 13 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%