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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 4 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SCHW CHARLES SCHWAB CORP Financial Services 123,245.0 $11.6M 0.44% +3K +2.9% $93.98 -4.8%
62 BLK BLACKROCK Financial Services 11,373.0 $10.9M 0.42% +93.0 +0.8% $961.71 +12.5%
63 PG PROCTER & GAMBLE CO, Consumer Defensive 73,584.0 $10.6M 0.40% +4K +6.4% $144.44 -1.2%
64 VANGUARD VALUE 138,096.0 $10.6M 0.40% -8K -5.6% $76.55
65 SGOV ISHARES 0-3 MO TRS 102,484.0 $10.3M 0.39% NEW $100.66 -0.1%
66 LIN LINDE PLC Basic Materials 20,561.0 $10.2M 0.39% +1K +6.4% $495.76 +3.2%
67 GRANT COUNTY STATE 8,340.0 $10.2M 0.39% -231.0 -2.7% $1219.93
68 ORLY O'REILLY AUTO Consumer Cyclical 109,096.0 $10.1M 0.38% +4K +3.7% $92.31 -2.8%
69 MDY S&P 400 MID-CAP SPDR Financial Services 15,514.0 $9.6M 0.36% $616.76 +6.9%
70 FRANKLIN ELECTRIC 100,000.0 $9.2M 0.35% $92.17
71 XOM EXXON MOBIL CORP Energy 54,287.0 $9.2M 0.35% $169.66 -9.9%
72 VONV VANGUARD RUSSELL 1000 VALUE IND 97,100.0 $9.1M 0.35% +10K +11.0% $93.74 +8.7%
73 AME AMETEK INC Industrials 42,398.0 $9.1M 0.35% +4K +10.8% $214.36 +6.3%
74 XLK TECHNOLOGY SEL ISH 68,091.0 $9.0M 0.34% +3K +4.4% $132.90 +32.7%
75 VANGUARD LIMITED TAX 823,891.0 $9.0M 0.34% +17K +2.1% $10.94
76 ACN ACCENTURE PLC Technology 44,297.0 $8.8M 0.33% $198.29 -14.9%
77 NEE NEXTERA ENERGY Utilities 93,087.0 $8.6M 0.33% -493.0 -0.5% $92.88 +3.0%
78 IWP RUSSEL MC GR IN ISH 66,500.0 $8.5M 0.32% -2K -3.2% $128.12 +6.2%
79 XLV HEALTHCARE SPDR 57,781.0 $8.5M 0.32% -11K -15.5% $146.61 -1.0%
80 EOG EOG RESOURCES INC Energy 57,967.0 $8.4M 0.32% -1K -1.9% $144.57 -5.9%
Page 4 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%