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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 12 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 DELL Dell Technologies - C Technology 187.0 $31K 0.01% $164.13 +85.8%
222 DE Deere & Company Industrials 54.0 $30K 0.01% -14.0 -20.6% $563.30 -6.0%
223 Millrose Properties Inc. 1,059.0 $30K 0.01% -50.0 -4.5% $28.00
224 AMD Advanced Micro Devices Technology 142.0 $29K 0.01% $203.43 +143.6%
225 HAL Halliburton Co Energy 700.0 $27K 0.01% $38.99 +1.6%
226 XMMO Invesco S&P MidCap Momentum ET 185.0 $27K 0.01% $145.02 +16.2%
227 NFLX Netflix Inc Communication Services 270.0 $26K 0.01% $96.15 -9.2%
228 USHY iShares Broad USD High Yield C 702.0 $26K 0.01% $36.84 +0.7%
229 TAP Molson Coors Beverage Company Consumer Defensive 600.0 $26K 0.01% $43.06 -2.8%
230 BKNG Booking Holdings Inc Consumer Cyclical 6.0 $25K 0.01% $4210.33 -96.0%
231 EXC Exelon Corporation Utilities 500.0 $25K 0.01% $49.02 -5.8%
232 MCK McKesson Corp Healthcare 28.0 $24K 0.01% $865.36 -12.6%
233 YUM YUM! Brands, Inc. Consumer Cyclical 155.0 $24K 0.01% $155.48 -0.9%
234 DG Dollar General Corp Consumer Defensive 202.0 $24K 0.01% -64.0 -24.1% $118.73 -12.1%
235 ORLY O'Reilly Automotive Inc Consumer Cyclical 255.0 $24K 0.01% $92.31 -3.6%
236 MSBI Midland States Bancorp Inc Financial Services 1,035.0 $23K 0.01% $22.31 +24.7%
237 HWM Howmet Aerospace Inc Industrials 100.0 $23K 0.01% $230.46 +12.0%
238 TROW T. Rowe Price Group Inc. Financial Services 250.0 $23K 0.01% $90.14 +15.9%
239 TMUS T-Mobile US Inc Communication Services 105.0 $22K 0.01% $210.03 -9.2%
240 AZO Autozone Inc Consumer Cyclical 6.0 $20K 0.01% $3377.83 -10.4%
Page 12 of 16  ·  303 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%