Portfolio (Quarterly)
Guide ↗
FIRST FINANCIAL CORP /IN/
· CIK 0000714562| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 121 | EFG | iShares MSCI EAFE Growth ETF | — | 1,952.0 | $217K | 0.09% | +319.0 | +19.5% | $111.37 | +10.2% |
| 122 | VIG | Vanguard Dividend Appreciation | — | 1,000.0 | $215K | 0.08% | — | — | $215.06 | +8.4% |
| 123 | CRM | Salesforce Inc | Technology | 1,141.0 | $213K | 0.08% | -172.0 | -13.1% | $186.67 | -4.9% |
| 124 | IBM | IBM | Technology | 857.0 | $208K | 0.08% | -9.0 | -1.0% | $242.39 | +5.3% |
| 125 | AXP | American Express Co | Financial Services | 672.0 | $203K | 0.08% | -69.0 | -9.3% | $302.48 | +3.3% |
| 126 | T | AT&T Inc | Communication Services | 6,819.0 | $198K | 0.08% | -455.0 | -6.3% | $28.99 | -14.1% |
| 127 | LEN | Lennar Corp | Consumer Cyclical | 2,218.0 | $193K | 0.08% | — | — | $86.84 | +4.7% |
| 128 | TJX | TJX Companies Inc | Consumer Cyclical | 1,179.0 | $188K | 0.07% | — | — | $159.70 | -1.7% |
| 129 | DVY | iShares Select Dividend ETF | — | 1,211.0 | $183K | 0.07% | — | — | $151.41 | +2.6% |
| 130 | NTRS | Northern Trust Corp | Financial Services | 1,300.0 | $181K | 0.07% | — | — | $139.57 | +20.3% |
| 131 | IUSV | iShares Core S&P U.S. Value ET | — | 1,759.0 | $180K | 0.07% | — | — | $102.25 | +8.0% |
| 132 | CL | Colgate-Palmolive Co | Consumer Defensive | 2,090.0 | $178K | 0.07% | — | — | $85.23 | +7.1% |
| 133 | CMI | Cummins Inc | Industrials | 324.0 | $174K | 0.07% | -20.0 | -5.8% | $538.02 | +24.1% |
| 134 | VTI | Vanguard Total Stock Market ET | — | 531.0 | $170K | 0.07% | -12.0 | -2.2% | $320.81 | +15.1% |
| 135 | FXO | First Trust Financial AlphaDEX | — | 3,021.0 | $170K | 0.07% | -25.0 | -0.8% | $56.19 | +4.8% |
| 136 | QCOM | QUALCOMM Inc | Technology | 1,290.0 | $166K | 0.07% | — | — | $128.78 | +81.2% |
| 137 | ALL | The Allstate Corp. | Financial Services | 798.0 | $165K | 0.07% | — | — | $207.34 | +0.7% |
| 138 | CARR | Carrier Global Corp | Industrials | 2,912.0 | $164K | 0.06% | — | — | $56.31 | +14.6% |
| 139 | EMR | Emerson Electric Co | Industrials | 1,200.0 | $157K | 0.06% | — | — | $131.02 | +6.6% |
| 140 | IHDG | WisdomTree Intl Hedged Qual Di | — | 3,250.0 | $156K | 0.06% | — | — | $48.15 | +6.8% |
① 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%