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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 9 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 DE DEERE AND COMPANY Industrials 3,732.0 $2.1M 0.08% -220.0 -5.6% $563.30 +2.0%
162 CTVA CORTEVA INC Basic Materials 24,669.0 $2.1M 0.08% -447.0 -1.8% $83.71 -0.5%
163 EEM MSCI EMG MKT IND ISH 36,257.0 $2.1M 0.08% +428.0 +1.2% $56.79 +14.6%
164 IJS S&P S/C 600 VAL ISHR 17,138.0 $2.0M 0.08% -1K -7.5% $118.45 +6.1%
165 VANGUARD DEV MKT ADM 97,660.0 $2.0M 0.08% -4K -4.3% $20.53
166 SETTLEMENT AGREEMENT 1,976,154.0 $2.0M 0.07% $1.00
167 RSP INVESCO S&P 500 9,912.0 $1.9M 0.07% -688.0 -6.5% $191.92 +5.0%
168 VANGD CONS DISC IDX 10,085.0 $1.9M 0.07% +236.0 +2.4% $185.80
169 IJT S&P S/C 600 GR ISHR 12,713.0 $1.8M 0.07% -2K -13.8% $144.71 +9.5%
170 KO COCA COLA CO, COMMON Consumer Defensive 23,744.0 $1.8M 0.07% -645.0 -2.6% $76.05 +5.8%
171 VANGUARD INT-TERM 167,193.0 $1.7M 0.07% -22K -11.4% $10.42
172 VANGUARD SM CAP VAL 18,612.0 $1.7M 0.07% $93.30
173 PSX PHILLIPS 66 Energy 9,457.0 $1.7M 0.07% -343.0 -3.5% $182.18 -5.9%
174 VANGUARD COMM SERVS 18,676.0 $1.7M 0.07% -2K -10.9% $91.74
175 VANGUARD FINL IDX 24,944.0 $1.5M 0.06% +4K +18.0% $60.56
176 HBAN HUNTINGTON BANCSHARE Financial Services 95,681.0 $1.5M 0.06% $15.65 -0.9%
177 VANGUARD PRIMECAP 8,199.0 $1.5M 0.06% -291.0 -3.4% $179.79
178 GATEWAY FUND 28,616.0 $1.4M 0.05% -590.0 -2.0% $49.40
179 VANGUARD RE INDEX 11,221.0 $1.4M 0.05% -737.0 -6.2% $125.67
180 AMERICAN CENTURY ULT 16,061.0 $1.4M 0.05% -500.0 -3.0% $85.84
Page 9 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%