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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 14 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 EMR EMERSON ELEC CO, COM Industrials 3,634.0 $476K 0.02% -382.0 -9.5% $131.02 +5.2%
262 PFE PFIZER INC Healthcare 16,917.0 $475K 0.02% -4K -19.5% $28.08 -8.3%
263 IMPAX INTER SUST ECONOMY FUND I 38,870.0 $471K 0.02% +5K +16.3% $12.11
264 CNI CAN NATL RAILWAY Industrials 4,537.0 $466K 0.02% -49.0 -1.1% $102.77 +9.4%
265 INGERSOLL RAND 5.314 6/15/31 450,000.0 $462K 0.02% $1.03
266 LZB LA-Z BOY Consumer Cyclical 14,162.0 $455K 0.02% -500.0 -3.4% $32.14 +8.7%
267 MCHP MICROCHIP TECH Technology 6,987.0 $451K 0.02% -6K -45.1% $64.61 +50.2%
268 CAH CARDINAL HEALTH INC Healthcare 2,132.0 $451K 0.02% $211.31 -7.6%
269 VANGUARD BAL IND ADM 8,981.0 $448K 0.02% -1K -11.3% $49.86
270 GLD SPDR GOLD Financial Services 1,031.0 $444K 0.02% $430.29 -0.7%
271 SLB SCHLUMBERGER LTD Energy 8,608.0 $442K 0.02% -1K -11.4% $51.39 +8.5%
272 KMI KINDER MORGAN Energy 13,082.0 $439K 0.02% NEW $33.53 -0.4%
273 IDV ISHARES TR 10,080.0 $429K 0.02% -279.0 -2.7% $42.56 +4.3%
274 MTUM ISHARES MSCI US MTUM 1,745.0 $419K 0.02% -107.0 -5.8% $239.99 +24.3%
275 MPC MARATHON PETROLEUM Energy 1,703.0 $416K 0.02% $244.18 +1.9%
276 BDX BECTON DICKINSON Healthcare 2,591.0 $407K 0.01% -521.0 -16.7% $157.23 -8.8%
277 ROGERS MARKETS INC 1,743.0 $401K 0.01% $230.00
278 VTI VG TOT STK MTK IDX 1,237.0 $397K 0.01% +388.0 +45.7% $320.81 +13.1%
279 VANGUARD EMERG MKTS 8,842.0 $394K 0.01% -473.0 -5.1% $44.51
280 GS EQU DIV & PREM I 22,318.0 $391K 0.01% -1K -5.3% $17.51
Page 14 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%