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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 2 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVW S&P 500 GR ISHR 255,627.0 $28.9M 1.10% -6K -2.2% $113.11 +20.7%
22 AMZN AMAZON Consumer Cyclical 136,028.0 $28.3M 1.08% +5K +3.9% $208.27 +26.7%
23 VGT VG INFO TECH ETF 39,254.0 $27.4M 1.04% +286.0 +0.7% $697.72 -83.7%
24 IJR S&P S/C 600 CR ISHR 212,491.0 $26.4M 1.00% -6K -2.6% $124.31 +8.0%
25 JANUS ENTERPRISE 192,510.0 $25.9M 0.98% +11K +6.1% $134.37
26 PZENA EMERGING MKT 1,574,366.0 $25.2M 0.96% +320K +25.6% $16.03
27 APH AMPHENOL CORPORATION Technology 190,281.0 $24.0M 0.92% -18K -8.8% $126.35 -3.1%
28 VANGUARD SMALLCAP AD 190,251.0 $23.9M 0.91% -10K -5.0% $125.46
29 VANGUARD INTL GR ADM 220,321.0 $23.8M 0.91% +23K +11.7% $108.15
30 MFS MIDCAP VALUE R6 740,400.0 $23.4M 0.89% +61K +9.0% $31.60
31 JPM J P MORGAN CHASE Financial Services 79,087.0 $23.3M 0.89% -2K -1.9% $294.16 +1.6%
32 BIV VAN INTER-TERM 300,213.0 $23.2M 0.88% +6K +2.2% $77.18 -1.4%
33 LRCX LAM RESEARCH Technology 103,767.0 $22.2M 0.84% -34K -24.8% $213.66 +36.2%
34 WMT WAL MART STORES INC Consumer Defensive 173,983.0 $21.6M 0.82% -3K -1.5% $124.28 +5.8%
35 AVUV AVANTIS US SMALL CAP 188,387.0 $20.8M 0.79% +13K +7.6% $110.47 +6.4%
36 FRME FIRST MERCHANTS CORP Financial Services 525,158.0 $20.3M 0.77% -10K -1.8% $38.73 +1.7%
37 V VISA Financial Services 61,476.0 $18.6M 0.71% $302.24 +7.7%
38 VANGUARD TAX EXEMPT 1,351,821.0 $18.5M 0.70% +89K +7.0% $13.66
39 IVE S&P 500 VAL ISHR 86,659.0 $18.3M 0.70% $211.15 +5.8%
40 SYK STRYKER CORP Healthcare 54,786.0 $18.0M 0.69% -1K -2.6% $328.59 -6.6%
Page 2 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%