Portfolio (Quarterly)
Guide ↗
FIRST FINANCIAL CORP /IN/
· CIK 0000714562| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | VGT | Vanguard Information Technolog | — | 154,898.0 | $18.5M | 6.41% | +135K | +670.8% | $119.52 | +1.3% |
| 2 | VEA | Vanguard FTSE Developed Market | — | 158,651.0 | $11.3M | 3.91% | +1K | +0.8% | $71.25 | +2.0% |
| 3 | VO | Vanguard Mid-Cap ETF | — | 81,406.0 | $6.6M | 2.27% | +61K | +299.5% | $80.57 | +0.6% |
| 4 | EFA | iShares MSCI EAFE ETF | — | 25,099.0 | $2.6M | 0.90% | +823.0 | +3.4% | $103.88 | +2.7% |
| 5 | IYR | iShares U.S. Real Estate ETF | — | 20,648.0 | $2.1M | 0.73% | +252.0 | +1.2% | $102.25 | -1.5% |
| 6 | META | Meta Platforms Inc | Communication Services | 2,964.0 | $1.7M | 0.58% | +23.0 | +0.8% | $563.29 | +15.0% |
| 7 | — | Riddell National Bank Stock | — | 29,016.0 | $1.6M | 0.56% | +29K | +10000.0% | $56.00 | — |
| 8 | V | Visa Inc - A | Financial Services | 4,392.0 | $1.5M | 0.52% | +24.0 | +0.6% | $343.09 | +8.0% |
| 9 | HD | Home Depot Inc | Consumer Cyclical | 4,216.0 | $1.5M | 0.51% | +47.0 | +1.1% | $352.68 | -12.5% |
| 10 | VWO | Vanguard FTSE Emerging Markets | — | 21,663.0 | $1.3M | 0.45% | +131.0 | +0.6% | $59.69 | +1.1% |
| 11 | VDC | Vanguard Consumer Staple ETF | — | 4,929.0 | $1.1M | 0.39% | +241.0 | +5.1% | $225.49 | -0.1% |
| 12 | CVX | Chevron Corp | Energy | 5,272.0 | $874K | 0.30% | +63.0 | +1.2% | $165.76 | +29.1% |
| 13 | IWF | iShares Russell 1000 Income ET | — | 6,864.0 | $852K | 0.29% | +4K | +186.1% | $124.17 | -1.5% |
| 14 | CMG | Chipotle Mexican Grill Inc | Consumer Cyclical | 24,229.0 | $824K | 0.28% | +1K | +6.0% | $34.00 | +6.5% |
| 15 | KLAC | KLA Corp | Technology | 2,720.0 | $821K | 0.28% | +2K | +900.0% | $301.71 | -40.1% |
| 16 | ICE | Intercontinental Exchange Inc | Financial Services | 6,336.0 | $780K | 0.27% | +217.0 | +3.5% | $123.11 | +27.9% |
| 17 | PYPL | PayPal Holdings Inc | Financial Services | 13,666.0 | $590K | 0.20% | +143.0 | +1.1% | $43.18 | +24.4% |
| 18 | AMT | American Tower Corp | Real Estate | 3,200.0 | $523K | 0.18% | +86.0 | +2.8% | $163.57 | +8.7% |
| 19 | IJR | iShares Core S&P Small-Cap ETF | — | 1,860.0 | $276K | 0.10% | +26.0 | +1.4% | $148.31 | -4.1% |
| 20 | VUG | Vanguard Growth ETF | — | 1,944.0 | $167K | 0.06% | +2K | +458.6% | $86.14 | +2.2% |
① 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
Financial Services
44.3%
Technology
19.4%
Healthcare
10.2%
Industrials
6.2%
Consumer Cyclical
4.9%
Consumer Defensive
4.4%
Communication Services
3.6%
Energy
3.6%
Utilities
1.6%
Basic Materials
1.3%