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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 13 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
241 ACN ACCENTURE PLC IRELAND Technology 14,598.0 $1.8M 0.04% NEW $124.44 +50.2%
242 ISRG INTUITIVE SURGICAL INC Healthcare 4,550.0 $1.8M 0.04% NEW $397.68 -6.5%
243 DIS DISNEY WALT CO Communication Services 18,296.0 $1.8M 0.04% NEW $96.25 +15.6%
244 KR KROGER CO Consumer Defensive 30,981.0 $1.7M 0.03% NEW $55.53 +5.3%
245 UMBF UMB FINL CORP Financial Services 12,030.0 $1.7M 0.03% NEW $142.76 +0.6%
246 MGC VANGUARD WORLD FD 6,185.0 $1.7M 0.03% NEW $273.63 +2.5%
247 GD GENERAL DYNAMICS CORP Industrials 4,738.0 $1.7M 0.03% NEW $354.24 +6.3%
248 VO VANGUARD INDEX FDS 20,686.0 $1.7M 0.03% NEW $80.57 +2.8%
249 MS MORGAN STANLEY Financial Services 7,970.0 $1.7M 0.03% NEW $209.04 +3.7%
250 CTVA CORTEVA INC Basic Materials 19,094.0 $1.6M 0.03% NEW $84.69 -1.9%
251 NOC NORTHROP GRUMMAN CORP Industrials 3,155.0 $1.6M 0.03% NEW $509.31 +6.5%
252 KMX CARMAX INC Consumer Cyclical 30,165.0 $1.6M 0.03% NEW $52.89 +21.4%
253 ITM VANECK ETF TRUST 33,235.0 $1.6M 0.03% NEW $46.99 -2.1%
254 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,606.0 $1.5M 0.03% NEW $965.00 -14.9%
255 NVS NOVARTIS AG Healthcare 9,844.0 $1.5M 0.03% NEW $156.72 +2.1%
256 AZO AUTOZONE INC Consumer Cyclical 472.0 $1.5M 0.03% NEW $3195.94 -5.3%
257 WM WASTE MGMT INC DEL Industrials 6,762.0 $1.5M 0.03% NEW $222.88 -0.3%
258 BA BOEING CO Industrials 6,763.0 $1.5M 0.03% NEW $216.47 -2.5%
259 FLOT ISHARES TR 28,656.0 $1.5M 0.03% NEW $51.05 -0.1%
260 PSX PHILLIPS 66 Energy 8,403.0 $1.4M 0.03% NEW $169.05 +40.1%
Page 13 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%