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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 6 of 16  ·  303 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 MOO VanEck Agribusiness ETF 4,000.0 $338K 0.13% $84.50 -4.8%
102 ORCL Oracle Corporation Technology 2,286.0 $336K 0.13% -134.0 -5.5% $147.11 +29.8%
103 IWP iShares Russell Mid-Cap Growth 2,520.0 $323K 0.13% $128.12 +9.8%
104 TXN Texas Instruments Inc Technology 1,649.0 $320K 0.13% $194.14 +63.5%
105 INTC Intel Corp Technology 6,850.0 $302K 0.12% -300.0 -4.2% $44.13 +175.9%
106 PFE Pfizer Inc Healthcare 10,310.0 $290K 0.11% +100.0 +1.0% $28.08 -6.7%
107 LOW Lowe's Companies, Inc Consumer Cyclical 1,213.0 $287K 0.11% $236.28 -8.2%
108 ELV Elevance Health Inc Healthcare 971.0 $284K 0.11% $292.75 +33.7%
109 WM Waste Management Inc Industrials 1,231.0 $283K 0.11% $229.79 -6.2%
110 STX Seagate Technology Holdings Technology 694.0 $272K 0.11% -10.0 -1.4% $391.76 +122.2%
111 MO Altria Group Inc Consumer Defensive 3,974.0 $262K 0.10% $65.99 +9.3%
112 ACN Accenture PLC - A Technology 1,260.0 $250K 0.10% $198.29 -11.1%
113 GD General Dynamics Industrials 725.0 $249K 0.10% -13.0 -1.8% $343.22 -0.2%
114 RWK Invesco S&P MidCap 400 Revenue 1,881.0 $241K 0.10% $128.26 +10.4%
115 EPD Enterprise Products Partners L Energy 6,349.0 $240K 0.09% $37.84 +0.4%
116 NVO Novo-Nordisk ADR Healthcare 6,470.0 $238K 0.09% $36.75 +21.2%
117 HCA HCA Healthcare Inc Healthcare 500.0 $237K 0.09% $473.24 -17.1%
118 IJR iShares Core S&P Small-Cap ETF 1,834.0 $228K 0.09% +16.0 +0.9% $124.31 +12.3%
119 DUK Duke Energy Corp Utilities 1,720.0 $225K 0.09% -50.0 -2.8% $130.94 -4.3%
120 VZ Verizon Communications Inc Communication Services 4,425.0 $222K 0.09% +50.0 +1.1% $50.20 -3.9%
Page 6 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%