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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 3 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 XSOE WisdomTree Emerg Mkts ex-St-Ow 29,440.0 $1.2M 0.46% +1K +5.2% $40.10 +21.9%
42 TMO Thermo Fisher Scientific Inc Healthcare 2,373.0 $1.2M 0.46% -110.0 -4.4% $491.53 -7.2%
43 VWO Vanguard FTSE Emerging Markets 21,532.0 $1.2M 0.46% -837.0 -3.7% $54.05 +11.5%
44 PG Proctor & Gamble Co Consumer Defensive 7,864.0 $1.1M 0.45% -1K -12.5% $144.44 +2.1%
45 QDF FlexShares Quality Dividend In 14,273.0 $1.1M 0.44% -12K -46.7% $79.09 +12.3%
46 IGF iShares Tr Global Infrastruc 16,565.0 $1.1M 0.44% $67.00 +0.2%
47 IWM iShares Russell 2000 ETF 4,389.0 $1.1M 0.43% $248.00 +17.1%
48 JCI Johnson Controls International Industrials 8,274.0 $1.1M 0.43% -2K -18.2% $130.95 +5.5%
49 CVX Chevron Corp Energy 5,209.0 $1.1M 0.42% -88.0 -1.7% $206.90 -11.8%
50 VDC Vanguard Consumer Staple ETF 4,688.0 $1.1M 0.41% +630.0 +15.5% $224.59 +1.9%
51 PANW Palo Alto Networks Inc Technology 6,463.0 $1.0M 0.41% +177.0 +2.8% $160.32 +55.0%
52 IWF iShares Russell 1000 Income ET 2,399.0 $1.0M 0.40% $426.40 -70.5%
53 VDE Vanguard Energy ETF 5,631.0 $974K 0.38% -2K -21.6% $173.04 -7.1%
54 ICE Intercontinental Exchange Inc Financial Services 6,119.0 $962K 0.38% -44.0 -0.7% $157.28 -4.8%
55 AVUV Avantis US Small Cap 8,572.0 $947K 0.37% -2K -15.6% $110.47 +9.6%
56 LIN Linde PLC Basic Materials 1,894.0 $939K 0.37% -74.0 -3.8% $495.76 +2.4%
57 COST Costco Wholesale Corp Consumer Defensive 934.0 $931K 0.37% $996.43 +0.7%
58 VPU Vanguard Utilities ETF 4,032.0 $799K 0.31% -524.0 -11.5% $198.14 -1.2%
59 MDLZ Mondelez International Inc Consumer Defensive 13,198.0 $761K 0.30% -2K -15.0% $57.64 +8.0%
60 IWD iShares Russell 1000 Value ETF 3,522.0 $753K 0.30% -81.0 -2.2% $213.67 +11.4%
Page 3 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%