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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL CORP /IN/

· CIK 0000714562
13F Portfolio $255M AUM 413 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 Added 102 Reduced 6 Exited
Page 2 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 QQQ Invesco QQQ Trust Series 1 Financial Services 2,321.0 $1.3M 0.53% -28.0 -1.2% $577.18 +26.4%
22 V Visa Inc - A Financial Services 4,368.0 $1.3M 0.52% -147.0 -3.3% $302.24 +8.4%
23 WMT Walmart Inc Consumer Defensive 10,440.0 $1.3M 0.51% -359.0 -3.3% $124.28 -4.6%
24 TMO Thermo Fisher Scientific Inc Healthcare 2,373.0 $1.2M 0.46% -110.0 -4.4% $491.53 -7.2%
25 VWO Vanguard FTSE Emerging Markets 21,532.0 $1.2M 0.46% -837.0 -3.7% $54.05 +11.5%
26 PG Proctor & Gamble Co Consumer Defensive 7,864.0 $1.1M 0.45% -1K -12.5% $144.44 +2.1%
27 QDF FlexShares Quality Dividend In 14,273.0 $1.1M 0.44% -12K -46.7% $79.09 +12.3%
28 JCI Johnson Controls International Industrials 8,274.0 $1.1M 0.43% -2K -18.2% $130.95 +5.5%
29 CVX Chevron Corp Energy 5,209.0 $1.1M 0.42% -88.0 -1.7% $206.90 -11.8%
30 VDE Vanguard Energy ETF 5,631.0 $974K 0.38% -2K -21.6% $173.04 -7.1%
31 ICE Intercontinental Exchange Inc Financial Services 6,119.0 $962K 0.38% -44.0 -0.7% $157.28 -4.8%
32 AVUV Avantis US Small Cap 8,572.0 $947K 0.37% -2K -15.6% $110.47 +9.6%
33 LIN Linde PLC Basic Materials 1,894.0 $939K 0.37% -74.0 -3.8% $495.76 +2.4%
34 VPU Vanguard Utilities ETF 4,032.0 $799K 0.31% -524.0 -11.5% $198.14 -1.2%
35 MDLZ Mondelez International Inc Consumer Defensive 13,198.0 $761K 0.30% -2K -15.0% $57.64 +8.0%
36 IWD iShares Russell 1000 Value ETF 3,522.0 $753K 0.30% -81.0 -2.2% $213.67 +11.4%
37 GUNR FlexShares Global Natural Reso 13,565.0 $748K 0.29% -12K -47.8% $55.16 -2.4%
38 MCD McDonald's Corp Consumer Cyclical 2,385.0 $741K 0.29% -60.0 -2.5% $310.79 -9.6%
39 VNQ Vanguard Real Estate ETF 8,284.0 $735K 0.29% -737.0 -8.2% $88.70 +9.3%
40 SU Suncor Energy Inc Energy 11,062.0 $731K 0.29% -3K -20.0% $66.11 -3.2%
Page 2 of 6  ·  102 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 42.2%
Technology 17.6%
Healthcare 10.3%
Industrials 6.7%
Consumer Defensive 5.1%
Consumer Cyclical 5.1%
Energy 5.0%
Communication Services 4.0%
Utilities 1.8%
Basic Materials 1.4%