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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 2 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FORTINET INC 218,118.0 $33.5M 0.67% NEW $153.62
22 CVS CVS HEALTH CORP Healthcare 323,457.0 $33.5M 0.67% NEW $103.45 -9.9%
23 IEFA ISHARES TR 341,806.0 $33.0M 0.66% NEW $96.58 +4.8%
24 JPM JPMORGAN CHASE & CO Financial Services 98,543.0 $32.3M 0.64% NEW $327.33 +8.7%
25 ABBV ABBVIE INC Healthcare 126,179.0 $31.8M 0.63% NEW $251.64 +5.7%
26 VCIT VANGUARD SCOTTSDALE FDS 379,883.0 $31.4M 0.62% NEW $82.65 -1.5%
27 SCHA SCHWAB STRATEGIC TR 838,856.0 $30.3M 0.60% NEW $36.13 -4.3%
28 VGIT VANGUARD SCOTTSDALE FDS 464,632.0 $27.4M 0.55% NEW $58.98 -0.8%
29 OEF ISHARES TR 74,354.0 $27.2M 0.54% NEW $365.87 +3.3%
30 VYM VANGUARD WHITEHALL FDS 166,645.0 $26.3M 0.52% NEW $158.03 +4.4%
31 SUB ISHARES TR 244,497.0 $26.0M 0.52% NEW $106.47 -0.1%
32 WFC WELLS FARGO & CO Financial Services 313,193.0 $25.9M 0.52% NEW $82.64 +2.1%
33 USB US BANCORP Financial Services 423,598.0 $25.6M 0.51% NEW $60.40 +3.3%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 27,104.0 $25.4M 0.51% NEW $935.47 +3.0%
35 JNJ JOHNSON & JOHNSON Healthcare 99,264.0 $25.2M 0.50% NEW $253.97 +7.3%
36 VIOO VANGUARD ADMIRAL FDS INC 172,006.0 $23.7M 0.47% NEW $137.54 -1.3%
37 UNH UNITEDHEALTH GROUP INC Healthcare 52,077.0 $21.6M 0.43% NEW $415.63 -4.3%
38 TMO THERMO FISHER SCIENTIFIC INC Healthcare 42,190.0 $21.2M 0.42% NEW $501.36 +24.8%
39 IWM ISHARES TR 70,355.0 $21.1M 0.42% NEW $300.45 -0.5%
40 VTR VENTAS INC Real Estate 235,114.0 $20.9M 0.42% NEW $88.80 +5.6%
Page 2 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%