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Portfolio (Quarterly) Guide ↗

OLD NATIONAL BANCORP /IN/

· CIK 0000707179
13F Portfolio $5.0B AUM 990 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 625 New
Page 11 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 AXP AMERICAN EXPRESS CO Financial Services 8,552.0 $2.9M 0.06% NEW $338.25 -0.7%
202 ADBE ADOBE INC Technology 13,933.0 $2.9M 0.06% NEW $205.02 +33.6%
203 RSP INVESCO EXCHANGE TRADED FD T 13,285.0 $2.8M 0.06% NEW $212.77 +4.2%
204 WSM WILLIAMS SONOMA INC Consumer Cyclical 11,959.0 $2.8M 0.06% NEW $233.10 +0.7%
205 J JACOBS SOLUTIONS INC Industrials 21,794.0 $2.7M 0.06% NEW $126.00 +19.7%
206 CAH CARDINAL HEALTH INC Healthcare 11,225.0 $2.7M 0.05% NEW $237.56 +0.2%
207 MMM 3M CO Industrials 16,319.0 $2.6M 0.05% NEW $161.91 +10.8%
208 SYK STRYKER CORPORATION Healthcare 8,310.0 $2.6M 0.05% NEW $314.84 +5.0%
209 KMI KINDER MORGAN INC DEL Energy 81,564.0 $2.6M 0.05% NEW $31.97 -3.2%
210 IAU ISHARES GOLD TR Financial Services 33,693.0 $2.5M 0.05% NEW $75.51 +16.2%
211 CENCORA INC 8,955.0 $2.5M 0.05% NEW $282.98
212 PKG PACKAGING CORP AMER Consumer Cyclical 10,426.0 $2.5M 0.05% NEW $238.28 +3.5%
213 SCHG SCHWAB STRATEGIC TR 72,707.0 $2.5M 0.05% NEW $33.84 +4.4%
214 IHDG WISDOMTREE TR 46,578.0 $2.4M 0.05% NEW $52.38 +2.4%
215 URI UNITED RENTALS INC Industrials 2,139.0 $2.4M 0.05% NEW $1132.89 -7.0%
216 FIRST TR EXCH TRADED FD III 32,681.0 $2.4M 0.05% NEW $73.80
217 SHM SPDR SERIES TRUST 49,556.0 $2.4M 0.05% NEW $47.97 -0.4%
218 PWR QUANTA SVCS INC Industrials 3,260.0 $2.3M 0.05% NEW $720.04 -16.1%
219 EW EDWARDS LIFESCIENCES CORP Healthcare 25,327.0 $2.3M 0.05% NEW $90.46 +0.5%
220 MLN VANECK ETF TRUST 123,990.0 $2.2M 0.04% NEW $17.78 -2.3%
Page 11 of 32  ·  625 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
Healthcare 33.5%
Financial Services 17.6%
Technology 13.8%
Communication Services 8.2%
Consumer Cyclical 7.2%
Industrials 7.2%
Consumer Defensive 5.1%
Energy 3.7%
Real Estate 2.4%
Basic Materials 1.0%