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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 22 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
421 NEM NEWMONT CORP Basic Materials 4,579.0 $428K 0.01% NEW $93.40 +44.7%
422 BP BP PLC Energy 11,566.0 $427K 0.01% NEW $36.95 +16.0%
423 DOV DOVER CORP Industrials 1,904.0 $427K 0.01% NEW $224.28 -9.9%
424 BNP PARIBAS 7,244.0 $423K 0.01% NEW $58.39
425 NTRS NORTHERN TR CORP Financial Services 2,405.0 $418K 0.01% NEW $173.84 +7.5%
426 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,433.0 $416K 0.01% NEW $290.59 -9.8%
427 CI THE CIGNA GROUP Healthcare 1,505.0 $415K 0.01% NEW $275.68 +1.3%
428 QQQE DIREXION SHARES ETF TRUST 3,400.0 $415K 0.01% NEW $122.01 +0.3%
429 DRI DARDEN RESTAURANTS INC Consumer Cyclical 2,007.0 $413K 0.01% NEW $206.01 +7.0%
430 NTAP NETAPP INC Technology 2,671.0 $413K 0.01% NEW $154.76 +21.1%
431 SCHD SCHWAB STRATEGIC TR 12,942.0 $410K 0.01% NEW $31.71 +10.7%
432 SAN BANCO SANTANDER SA Financial Services 29,735.0 $410K 0.01% NEW $13.80 +6.0%
433 FFIV F5 INC Technology 983.0 $409K 0.01% NEW $415.96 -8.0%
434 COHR COHERENT CORP Technology 1,010.0 $398K 0.01% NEW $394.47 -27.0%
435 SCHE SCHWAB STRATEGIC TR 10,985.0 $398K 0.01% NEW $36.26 +2.3%
436 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 7,454.0 $392K 0.01% NEW $52.65 +18.8%
437 USFD US FOODS HLDG CORP Consumer Defensive 3,770.0 $385K 0.01% NEW $102.25 +6.5%
438 DSI ISHARES TR 2,694.0 $384K 0.01% NEW $142.39 +3.0%
439 AMG AFFILIATED MANAGERS GROUP Financial Services 1,129.0 $382K 0.01% NEW $338.40 +7.9%
440 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 3,085.0 $380K 0.01% NEW $123.11 +31.4%
Page 22 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%