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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL CORP /IN/

· CIK 0000714562
13F Portfolio $265M AUM 420 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 309 New
Page 11 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 CHRW C.H. Robinson Worldwide, Inc. Industrials 300.0 $48K 0.02% NEW $160.76 +9.1%
202 TD Toronto-Dominion Corp Financial Services 500.0 $47K 0.02% NEW $94.20 +20.3%
203 ETN Eaton Corp PLC Industrials 145.0 $46K 0.02% NEW $318.51 +26.2%
204 AVB AvalonBay Communities Inc Real Estate 250.0 $45K 0.02% NEW $181.31 +1.9%
205 FANG Diamondback Energy Energy 300.0 $45K 0.02% NEW $150.33 +29.1%
206 PNW Pinnacle West Capital Corp Utilities 500.0 $44K 0.02% NEW $88.70 +13.7%
207 AMP Ameriprise Financial Inc Financial Services 90.0 $44K 0.02% NEW $490.34 -10.3%
208 ES Eversource Energy Utilities 600.0 $40K 0.01% NEW $67.33 +2.6%
209 CVS CVS Health Corp Healthcare 500.0 $40K 0.01% NEW $79.36 +17.1%
210 MET MetLife Inc Financial Services 500.0 $39K 0.01% NEW $78.94 +3.8%
211 SJM J M Smucker Co Consumer Defensive 400.0 $39K 0.01% NEW $97.81 +6.6%
212 VTEB Vanguard Tax-Exempt Bond Index 775.0 $39K 0.01% NEW $50.29 -0.0%
213 MDT Medtronic PLC Healthcare 391.0 $38K 0.01% NEW $96.06 -21.3%
214 IUSB iShares Core Toal USD Bond Mar 767.0 $36K 0.01% NEW $46.54 -0.8%
215 CI Cigna Corp Healthcare 129.0 $36K 0.01% NEW $275.23 +3.3%
216 DG Dollar General Corp Consumer Defensive 266.0 $35K 0.01% NEW $132.77 -17.2%
217 AMAT Applied Materials Inc Technology 136.0 $35K 0.01% NEW $256.99 +75.0%
218 ATO Atmos Energy Corp Utilities 200.0 $34K 0.01% NEW $167.63 +3.2%
219 ONB Old National Bancorp Financial Services 1,500.0 $33K 0.01% NEW $22.31 +7.6%
220 KMB Kimberly-Clark Corp Consumer Defensive 330.0 $33K 0.01% NEW $100.89 -0.7%
Page 11 of 16  ·  309 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
Financial Services 40.5%
Technology 19.9%
Healthcare 11.1%
Industrials 6.5%
Consumer Cyclical 5.3%
Consumer Defensive 5.0%
Communication Services 4.4%
Energy 3.7%
Utilities 1.6%
Basic Materials 1.3%