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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 7 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VB VAN SMALL-CAP ETF 17,779.0 $4.7M 0.18% -376.0 -2.1% $261.92 +7.6%
122 CDM ASSOC LLC 40.0 $4.6M 0.17% $114333.32
123 CPRT COPART INC Industrials 133,396.0 $4.4M 0.17% +2K +1.7% $33.20 -1.7%
124 FPA NEW INCOME 436,510.0 $4.4M 0.17% $9.99
125 SNPS SYNOPSYS INC Technology 10,881.0 $4.3M 0.16% +383.0 +3.6% $396.48 +28.6%
126 BALL BALL CORP, COMMON Consumer Cyclical 71,209.0 $4.2M 0.16% -4K -5.8% $59.11 -6.6%
127 ABT ABBOTT LABS COMMON Healthcare 40,389.0 $4.1M 0.16% -3K -7.2% $102.67 -17.7%
128 XLE ENERGY SPDR 65,781.0 $4.0M 0.15% -8K -10.7% $61.26 -2.9%
129 XLI INDUSTRIAL SPDR 23,810.0 $3.9M 0.15% -608.0 -2.5% $161.73 +6.0%
130 NFLX NETFLIX Communication Services 39,129.0 $3.8M 0.14% +36K +1312.6% $96.15 -9.6%
131 IWM RUSSELL 2000 ISHR 15,106.0 $3.7M 0.14% +1K +7.5% $248.00 +11.9%
132 VANGUARD SH TX ADM 233,385.0 $3.7M 0.14% +6K +2.9% $15.85
133 DIS DISNEY WALT COMPANY Communication Services 38,354.0 $3.7M 0.14% +4K +12.8% $96.38 +9.4%
134 ADP AUTO DATA PROCESSING Industrials 17,862.0 $3.6M 0.14% -27K -59.9% $203.18 +5.6%
135 DODGE & COX INTL FD 211,215.0 $3.5M 0.13% -8K -3.5% $16.58
136 AMP AMERIPRISE FINL Financial Services 7,719.0 $3.4M 0.13% -3K -30.1% $444.34 +5.9%
137 VANGUARD WNDSR AD II 39,859.0 $3.3M 0.12% -1K -2.6% $82.49
138 FIDELITY INTRMD TRS 321,867.0 $3.1M 0.12% -15K -4.5% $9.76
139 AMGN AMGEN INC Healthcare 8,872.0 $3.1M 0.12% -741.0 -7.7% $351.85 -7.3%
140 QUICKSILVER ENT LLC 100.0 $3.1M 0.12% $31200.00
Page 7 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%