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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 15 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 ADBE ADOBE SYSTEMS INC Technology 1,553.0 $378K 0.01% -4K -69.4% $243.08 +1.9%
282 ARTISAN DEV WORLD FD 19,446.0 $373K 0.01% $19.20
283 IYF ISHARES TR 3,165.0 $372K 0.01% $117.66 +3.5%
284 VEU VG FTSE AW EX US ETF 4,957.0 $372K 0.01% +334.0 +7.2% $75.10 +7.9%
285 NSC NORFOLK SOUTHERN Industrials 1,293.0 $371K 0.01% $287.00 +10.7%
286 UNH UNITEDHEALTH GROUP Healthcare 1,367.0 $370K 0.01% +10.0 +0.7% $270.59 +47.5%
287 EXR EXTRA SPACE STO Real Estate 2,818.0 $370K 0.01% $131.13 +8.4%
288 BMO BANK OF MONTREAL Financial Services 2,716.0 $368K 0.01% $135.34 +12.7%
289 VCIT VAN INT-TERM CORP 4,375.0 $362K 0.01% $82.75 -0.9%
290 EPD ENTERPRISE PROD LTD Energy 8,924.0 $338K 0.01% $37.84 +3.7%
291 T AT&T Communication Services 11,271.0 $327K 0.01% -1K -10.0% $28.99 -14.9%
292 TMO THERMO FISHER SCI Healthcare 648.0 $319K 0.01% $491.53 -8.8%
293 COMMUNITY FINANCIAL CORP 2,000.0 $316K 0.01% $158.00
294 IBB BIOTECH INDEX ISHR 1,837.0 $310K 0.01% -168.0 -8.4% $168.85 -1.2%
295 CL COLGATE PALMOLIVE, C Consumer Defensive 3,600.0 $307K 0.01% -450.0 -11.1% $85.23 +3.4%
296 STLD STEEL DYNAMICS Basic Materials 1,675.0 $302K 0.01% $180.00 +30.4%
297 RSG REPUBLIC SERVICES Industrials 1,353.0 $296K 0.01% $219.02 -4.7%
298 JPC NUVEEN PRE COM Financial Services 39,283.0 $296K 0.01% -12K -23.9% $7.54 +3.2%
299 VANGUARD UTIL IDX 2,961.0 $294K 0.01% -2K -37.7% $99.42
300 OEF S&P 100 ISHR 915.0 $291K 0.01% $318.07 +16.1%
Page 15 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%