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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 15 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 CGDV Capital Group Dividend Value E 111.0 $5K 0.00% $42.54 +13.4%
282 CGGR Capital Group Growth ETF 105.0 $4K 0.00% $40.19 +17.2%
283 VOE Vanguard Mid-Cap Value ETF 21.0 $4K 0.00% $184.29 +5.7%
284 CTVA Corteva Inc Basic Materials 40.0 $3K 0.00% $83.70 -4.6%
285 VOT Vanguard Mid-Cap Growth ETF 13.0 $3K 0.00% $257.38 +13.8%
286 ZBH Zimmer Biomet Holdings, Inc Healthcare 37.0 $3K 0.00% $90.43 -6.7%
287 APD Air Products & Chemicals Inc Basic Materials 10.0 $3K 0.00% -4.0 -28.6% $290.50 -1.6%
288 OGN Organon & Co. Healthcare 450.0 $3K 0.00% $5.99 +123.3%
289 ITW Illinois Tool Works Industrials 10.0 $3K 0.00% $260.30 -3.8%
290 CCL Carnival Corp Consumer Cyclical 100.0 $3K 0.00% $25.88 +8.1%
291 LABU Direxion Daily S&P Biotech Bul 15.0 $2K 0.00% $166.07 +12.0%
292 VTRS Viatris Inc Healthcare 182.0 $2K 0.00% $13.51 +20.6%
293 NCLH Norwegian Cruse Line Holdings Consumer Cyclical 100.0 $2K 0.00% $18.70 -2.9%
294 UPS United Parcel Service Inc Industrials 18.0 $2K 0.00% -11.0 -37.9% $98.39 +6.2%
295 Newsmax Inc. 206.0 $1K $5.22
296 Occiden Pete Warrant 25.0 $1K $42.92
297 SWKS Skyworks Solutions Inc Technology 20.0 $1K $53.55 +46.9%
298 RC Ready Capital Corp Real Estate 520.0 $842.0 $1.62 +13.0%
299 GEHC GE Healthcare Technology Healthcare 2.0 $142.0 $71.00 -10.0%
300 SOLV Solventum Corp Healthcare 2.0 $131.0 $65.50 +15.9%
Page 15 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%