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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 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMCSA Comcast Corp Communication Services 2,385.0 $68K 0.03% -6K -72.7% $28.71 -12.2%
82 NKE NIKE Inc Consumer Cyclical 1,287.0 $68K 0.03% -416.0 -24.4% $52.82 -12.8%
83 AMGN Amgen Inc Healthcare 173.0 $61K 0.02% -6.0 -3.4% $351.85 -4.8%
84 GIS General Mills Inc Consumer Defensive 1,253.0 $47K 0.02% -270.0 -17.7% $37.22 -9.0%
85 SCHW Charles Schwab Corp Financial Services 473.0 $44K 0.02% -277.0 -36.9% $93.98 -9.6%
86 BX Blackstone Inc. Financial Services 380.0 $44K 0.02% -71.0 -15.7% $114.99 +0.7%
87 SJM J M Smucker Co Consumer Defensive 350.0 $34K 0.01% -50.0 -12.5% $96.44 +7.0%
88 CVS CVS Health Corp Healthcare 450.0 $32K 0.01% -50.0 -10.0% $71.82 +30.4%
89 ADI Analog Devices Inc Technology 99.0 $31K 0.01% -16.0 -13.9% $318.14 +28.3%
90 DE Deere & Company Industrials 54.0 $30K 0.01% -14.0 -20.6% $563.30 -6.6%
91 Millrose Properties Inc. 1,059.0 $30K 0.01% -50.0 -4.5% $28.00
92 DG Dollar General Corp Consumer Defensive 202.0 $24K 0.01% -64.0 -24.1% $118.73 -7.4%
93 EMB iShares JP Morgan Emerging Mar 192.0 $18K 0.01% -60.0 -23.8% $93.93 +2.1%
94 COF Capital One Financial Corporat Financial Services 97.0 $18K 0.01% -229.0 -70.2% $182.43 +2.3%
95 MDT Medtronic PLC Healthcare 191.0 $17K 0.01% -200.0 -51.1% $86.65 -12.4%
96 ALLY Ally Financial Inc Financial Services 342.0 $13K 0.01% -200.0 -36.9% $39.23 +7.9%
97 IJH iShares Core S&P Mid-Cap ETF 183.0 $12K 0.01% -2K -91.1% $67.53 +9.3%
98 EOG EOG Resources Inc Energy 69.0 $10K 0.00% -117.0 -62.9% $144.57 -6.0%
99 TSLA Tesla Inc. Consumer Cyclical 20.0 $7K 0.00% -50.0 -71.4% $371.75 +18.6%
100 GILD Gilead Sciences Inc Healthcare 42.0 $6K 0.00% -35.0 -45.5% $139.38 -4.1%
Page 5 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%