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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 18 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
341 RICHARD G HALSTEAD 4.77 DUE 12 88,089.0 $88K 0.00% -2K -1.7% $1.00
342 MORGAN STANLEY BANK 4.800 DUE 75,000.0 $76K 0.00% $1.01
343 FMB CK A/C #1484931 62,424.0 $62K 0.00% -33K -34.8% $1.00
344 FEDERATED KAUFMANN 10,902.0 $56K 0.00% $5.16
345 PERSIMMONS INC 29,664.0 $50K 0.00% $1.69
346 ABI FMB CL 3543986 6,000,000.0 $5.0 $0.00
347 ABI FMB LOC #5471834 405,000.0 $2.0 $0.00
348 ABI FM CL 1228820100 1,000,000.0 $1.0 $0.00
349 ASSIGN. OF BEN. INT. 100,000.0 $1.0 $0.00
350 LOC #3243385 3,750,000.0 $1.0 $0.00
351 FMB LOC #5306272 800,000.0 $1.0 $0.00
352 DEL LIFE REGATTA 350,810.0 $1.0 $0.00
353 ABI FMB LN #5463327 39,254.0 $1.0 $0.00
354 FMB LOC 5478936 500,000.0 $1.0 $0.00
355 ABI FMB LOC 5831458 600,000.0 $1.0 $0.00
356 A/B/I-LOC#5299624 1,000,000.0 $1.0 $0.00
357 LOC5299934 395,000.0 $1.0 $0.00
358 ABI LN #3448746 50,000.0
359 FMB LOC 5814715 500,000.0
Page 18 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%