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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 9 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 GABC German American Bancorp Inc Financial Services 2,863.0 $112K 0.04% NEW $39.18 +11.1%
162 NUE Nucor Corporation Basic Materials 682.0 $111K 0.04% NEW $163.11 +52.5%
163 ECL Ecolab Inc Basic Materials 422.0 $111K 0.04% NEW $262.52 -1.5%
164 BUSE First Busey Corp Financial Services 4,569.0 $109K 0.04% NEW $23.79 +14.8%
165 NKE NIKE Inc Consumer Cyclical 1,703.0 $108K 0.04% NEW $63.71 -26.4%
166 CFG Citizens Financial Group Inc Financial Services 1,800.0 $105K 0.04% NEW $58.41 +5.8%
167 CMS CMS Energy Corp Utilities 1,480.0 $103K 0.04% NEW $69.93 +3.9%
168 PKG Packaging Corp of America Consumer Cyclical 500.0 $103K 0.04% NEW $206.23 +5.4%
169 TRV Travelers Cos Inc Financial Services 351.0 $102K 0.04% NEW $290.06 +1.1%
170 MS Morgan Stanley Financial Services 554.0 $98K 0.04% NEW $177.53 +15.5%
171 OTIS Otis Worldwide Corporation Industrials 1,037.0 $91K 0.03% NEW $87.35 -18.4%
172 IEMG iShares Core MSCI Emerging Mar 1,297.0 $87K 0.03% NEW $67.22 +24.8%
173 IJT iShares S&P Small-Cap 600 Grow 600.0 $85K 0.03% NEW $141.16 +15.9%
174 FDL First Trust Morningstar Div Le 1,875.0 $83K 0.03% NEW $44.34 +12.8%
175 NVS Novartis AG - ADR Healthcare 599.0 $83K 0.03% NEW $137.87 +9.7%
176 SBUX Starbucks Corp Consumer Cyclical 968.0 $82K 0.03% NEW $84.21 +18.4%
177 COF Capital One Financial Corporat Financial Services 326.0 $79K 0.03% NEW $242.36 -22.7%
178 RYN Rayonier Inc Real Estate 3,630.0 $79K 0.03% NEW $21.65 -2.5%
179 SCHW Charles Schwab Corp Financial Services 750.0 $75K 0.03% NEW $99.91 -13.2%
180 GEV GE Vernova Inc Utilities 114.0 $75K 0.03% NEW $653.57 +50.5%
Page 9 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%