Portfolio (Quarterly)
Guide ↗
FIRST FINANCIAL CORP /IN/
· CIK 0000714562| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | THFF | First Financial Corp | Financial Services | 638,899.0 | $38.6M | 14.57% | NEW | — | $60.42 | +14.4% |
| 2 | VOO | Vanguard S&P 500 ETF | — | 53,249.0 | $33.4M | 12.60% | NEW | — | $627.13 | +10.0% |
| 3 | VGT | Vanguard Information Technolog | — | 20,612.0 | $15.5M | 5.86% | NEW | — | $753.78 | -84.4% |
| 4 | VEA | Vanguard FTSE Developed Market | — | 144,395.0 | $9.0M | 3.40% | NEW | — | $62.47 | +14.3% |
| 5 | IVV | iShares S&P Core S&P | — | 12,380.0 | $8.5M | 3.20% | NEW | — | $684.94 | +10.1% |
| 6 | MSFT | Microsoft Corp | Technology | 17,115.0 | $8.3M | 3.12% | NEW | — | $483.62 | -14.7% |
| 7 | VO | Vanguard Mid-Cap ETF | — | 19,541.0 | $5.7M | 2.14% | NEW | — | $290.22 | -73.0% |
| 8 | AAPL | Apple Inc | Technology | 20,267.0 | $5.5M | 2.08% | NEW | — | $271.86 | +14.3% |
| 9 | VB | Vanguard Small-Cap ETF | — | 19,134.0 | $4.9M | 1.86% | NEW | — | $257.95 | +13.4% |
| 10 | LLY | Eli Lilly & Co | Healthcare | 4,525.0 | $4.9M | 1.83% | NEW | — | $1074.68 | +0.8% |
| 11 | VOX | Vanguard Communication Service | — | 23,095.0 | $4.5M | 1.69% | NEW | — | $193.63 | +2.7% |
| 12 | NVDA | NVIDIA Corporation | Technology | 22,492.0 | $4.2M | 1.58% | NEW | — | $186.50 | +14.0% |
| 13 | VFH | Vanguard Financial ETF | — | 29,133.0 | $3.9M | 1.47% | NEW | — | $133.49 | -5.4% |
| 14 | AVGO | Broadcom Inc | Technology | 10,110.0 | $3.5M | 1.32% | NEW | — | $346.10 | +21.9% |
| 15 | JPM | JPMorgan Chase & Co | Financial Services | 10,452.0 | $3.4M | 1.27% | NEW | — | $322.22 | -7.1% |
| 16 | VCR | Vanguard Consumer Discretionar | — | 8,361.0 | $3.3M | 1.24% | NEW | — | $393.92 | +2.4% |
| 17 | IQDF | FlexShares Intl Quality Div In | — | 104,470.0 | $3.2M | 1.20% | NEW | — | $30.40 | +15.0% |
| 18 | VHT | Vanguard Health Care ETF | — | 10,093.0 | $2.9M | 1.10% | NEW | — | $287.85 | -3.5% |
| 19 | EMXC | iShares MSCI Emerging Markets | — | 38,236.0 | $2.8M | 1.05% | NEW | — | $72.68 | +38.2% |
| 20 | VIS | Vanguard Industrials ETF | — | 9,250.0 | $2.8M | 1.04% | NEW | — | $298.38 | +14.7% |
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
40.5%
Technology
19.9%
Healthcare
11.1%
Industrials
6.5%
Consumer Cyclical
5.3%
Consumer Defensive
5.0%
Communication Services
4.4%
Energy
3.7%
Utilities
1.6%
Basic Materials
1.3%