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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 4 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GUNR FlexShares Global Natural Reso 13,565.0 $748K 0.29% -12K -47.8% $55.16 -2.4%
62 MCD McDonald's Corp Consumer Cyclical 2,385.0 $741K 0.29% -60.0 -2.5% $310.79 -9.6%
63 DIA SPDR Dow Jones Industrial Aver Financial Services 1,600.0 $741K 0.29% $463.26 +9.4%
64 VNQ Vanguard Real Estate ETF 8,284.0 $735K 0.29% -737.0 -8.2% $88.70 +9.3%
65 CMG Chipotle Mexican Grill Inc Consumer Cyclical 22,858.0 $732K 0.29% +620.0 +2.8% $32.01 +2.1%
66 SU Suncor Energy Inc Energy 11,062.0 $731K 0.29% -3K -20.0% $66.11 -3.2%
67 CSCO Cisco Systems Inc Technology 9,360.0 $726K 0.28% $77.59 +54.2%
68 RTX RTX Corp Industrials 3,758.0 $725K 0.28% $192.90 -8.5%
69 CAT Caterpillar Inc Industrials 987.0 $699K 0.28% -21.0 -2.1% $708.46 +28.4%
70 VAW Vanguard Materials ETF 2,949.0 $665K 0.26% -351.0 -10.6% $225.34 +3.0%
71 SCHD Schwab US Dividend Equity ETF 19,986.0 $613K 0.24% +410.0 +2.1% $30.68 +6.1%
72 PYPL PayPal Holdings Inc Financial Services 13,523.0 $612K 0.24% -256.0 -1.9% $45.23 -3.3%
73 KO Coca-Cola Co Consumer Defensive 7,788.0 $592K 0.23% -100.0 -1.3% $76.05 +7.3%
74 MGC Vanguard Mega Cap ETF 2,500.0 $591K 0.23% -500.0 -16.7% $236.35 +16.8%
75 BHP BHP Billiton Ltd ADR Basic Materials 7,894.0 $574K 0.23% -1K -12.2% $72.74 +20.7%
76 IWR iShares Russell Mid-Cap ETF 5,891.0 $573K 0.23% $97.23 +9.7%
77 RSG Republic Services Inc Industrials 2,564.0 $562K 0.22% $219.02 -6.1%
78 AMT American Tower Corp Real Estate 3,114.0 $537K 0.21% -120.0 -3.7% $172.58 +7.2%
79 MPC Marathon Petroleum Corporation Energy 2,199.0 $537K 0.21% $244.18 +1.2%
80 BMY Bristol-Myers Squibb Healthcare 8,635.0 $524K 0.21% $60.65 -5.2%
Page 4 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%