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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 2 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL Alphabet Inc - A Communication Services 7,693.0 $2.4M 0.91% NEW $313.00 +24.2%
22 EFA iShares MSCI EAFE ETF 25,046.0 $2.4M 0.91% NEW $96.03 +9.1%
23 AMZN Amazon.Com Inc Consumer Cyclical 10,283.0 $2.4M 0.90% NEW $230.82 +17.8%
24 QDF FlexShares Quality Dividend In 26,773.0 $2.2M 0.82% NEW $80.81 +9.9%
25 ABBV Abbvie Inc Healthcare 9,363.0 $2.1M 0.81% NEW $228.49 -5.7%
26 QQQM Invesco NASDAQ 100 ETF 8,267.0 $2.1M 0.79% NEW $252.92 +18.8%
27 ABT Abbot Laboratories Healthcare 15,837.0 $2.0M 0.75% NEW $125.29 -31.6%
28 META Meta Platforms Inc Communication Services 2,937.0 $1.9M 0.73% NEW $660.09 -3.8%
29 XOM Exxon Mobil Corporation Energy 15,560.0 $1.9M 0.71% NEW $120.34 +24.5%
30 IYR iShares U.S. Real Estate ETF 19,349.0 $1.8M 0.69% NEW $93.89 +9.5%
31 IWB iShares Russell 1000 ETF 4,597.0 $1.7M 0.65% NEW $373.44 +9.6%
32 WCN Waste Connections Inc Industrials 9,750.0 $1.7M 0.65% NEW $175.36 -12.4%
33 SPYG SPDR Portfolio S&P Growth ETF 15,032.0 $1.6M 0.60% NEW $106.70 +12.2%
34 V Visa Inc - A Financial Services 4,515.0 $1.6M 0.60% NEW $350.71 -6.6%
35 LMT Lockheed Martin Corp Industrials 3,186.0 $1.5M 0.58% NEW $483.67 +9.8%
36 QQQ Invesco QQQ Trust Series 1 Financial Services 2,349.0 $1.4M 0.55% NEW $614.31 +18.7%
37 TMO Thermo Fisher Scientific Inc Healthcare 2,483.0 $1.4M 0.54% NEW $579.45 -21.3%
38 HD Home Depot Inc Consumer Cyclical 4,159.0 $1.4M 0.54% NEW $344.10 -7.6%
39 NEE NextEra Energy, Inc Utilities 16,416.0 $1.3M 0.50% NEW $80.28 +9.2%
40 PG Proctor & Gamble Co Consumer Defensive 8,990.0 $1.3M 0.49% NEW $143.31 +2.9%
Page 2 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%