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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 7 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 EOG EOG RES INC Energy 68,267.0 $8.9M 0.18% NEW $129.73 +13.2%
122 TROW PRICE T ROWE GROUP INC Financial Services 76,917.0 $8.7M 0.17% NEW $113.69 -0.7%
123 PINNACLE FINL PARTNERS INC 86,310.0 $8.7M 0.17% NEW $100.88
124 ZS ZSCALER INC Technology 60,696.0 $8.6M 0.17% NEW $141.15 +19.3%
125 PEP PEPSICO INC Consumer Defensive 62,241.0 $8.4M 0.17% NEW $135.40 +5.1%
126 MPC MARATHON PETE CORP Energy 32,812.0 $8.4M 0.17% NEW $255.67 +38.8%
127 HD HOME DEPOT INC Consumer Cyclical 23,356.0 $8.2M 0.16% NEW $352.68 -4.2%
128 XLC SELECT SECTOR SPDR TR 76,063.0 $8.1M 0.16% NEW $107.13 +5.6%
129 BERKSHIRE HATHAWAY INC DEL 16,024.0 $8.0M 0.16% NEW $500.39
130 VEEV VEEVA SYS INC Healthcare 44,367.0 $7.9M 0.16% NEW $177.47 +39.1%
131 FNF FIDELITY NATL FINL INC Financial Services 166,421.0 $7.8M 0.16% NEW $47.16 +0.5%
132 XLE SELECT SECTOR SPDR TR 146,911.0 $7.8M 0.15% NEW $53.11 +16.8%
133 PANW PALO ALTO NETWORKS INC Technology 22,754.0 $7.8M 0.15% NEW $341.02 -0.4%
134 WMT WALMART INC Consumer Defensive 67,904.0 $7.7M 0.15% NEW $113.26 -7.0%
135 HDV ISHARES TR 273,540.0 $7.5M 0.15% NEW $27.41 +8.8%
136 LMT LOCKHEED MARTIN CORP Industrials 14,688.0 $7.5M 0.15% NEW $509.46 +9.3%
137 UBSI UNITED BANKSHARES INC WEST V Financial Services 162,535.0 $7.4M 0.15% NEW $45.83 +3.4%
138 IDEV ISHARES TR 82,655.0 $7.4M 0.15% NEW $89.01 +5.4%
139 TJX TJX COS INC NEW Consumer Cyclical 47,613.0 $7.2M 0.14% NEW $151.50 -7.9%
140 PG PROCTER & GAMBLE CO Consumer Defensive 48,386.0 $7.1M 0.14% NEW $146.64 -0.9%
Page 7 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%