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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 8 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 IWP ISHARES TR 47,759.0 $7.0M 0.14% NEW $146.41 -3.1%
142 TSLA TESLA INC Consumer Cyclical 16,464.0 $6.9M 0.14% NEW $420.60 -16.7%
143 TT TRANE TECHNOLOGIES PLC Industrials 14,062.0 $6.9M 0.14% NEW $491.16 -7.3%
144 QUAL ISHARES TR 30,979.0 $6.8M 0.14% NEW $219.43 +2.1%
145 WU WESTERN UN CO Financial Services 872,148.0 $6.7M 0.13% NEW $7.70 -4.7%
146 UNP UNION PAC CORP Industrials 24,054.0 $6.5M 0.13% NEW $272.00 +13.8%
147 SCI SERVICE CORP INTL Consumer Cyclical 85,190.0 $6.5M 0.13% NEW $75.96 +11.2%
148 VTI VANGUARD INDEX FDS 17,294.0 $6.4M 0.13% NEW $370.04 +2.2%
149 WSO WATSCO INC Industrials 14,185.0 $5.9M 0.12% NEW $416.73 -27.5%
150 VTV VANGUARD INDEX FDS 26,730.0 $5.8M 0.12% NEW $217.93 +4.1%
151 IWD ISHARES TR 23,933.0 $5.8M 0.12% NEW $242.43 +6.5%
152 NFLX NETFLIX INC. Communication Services 80,996.0 $5.8M 0.12% NEW $71.40 +15.2%
153 PM PHILIP MORRIS INTL INC Consumer Defensive 31,443.0 $5.7M 0.11% NEW $180.91 +7.2%
154 SCHF SCHWAB STRATEGIC TR 204,631.0 $5.7M 0.11% NEW $27.70 +3.2%
155 IVE ISHARES TR 24,404.0 $5.5M 0.11% NEW $227.06 +4.6%
156 HST HOST HOTELS & RESORTS INC Real Estate 232,961.0 $5.5M 0.11% NEW $23.71 -3.0%
157 AMP AMERIPRISE FINL INC Financial Services 11,855.0 $5.4M 0.11% NEW $458.76 +22.1%
158 XLP SELECT SECTOR SPDR TR 65,435.0 $5.4M 0.11% NEW $83.07 +4.2%
159 CAG CONAGRA BRANDS INC Consumer Defensive 394,165.0 $5.3M 0.11% NEW $13.46 +20.8%
160 BBY BEST BUY INC Consumer Cyclical 69,536.0 $5.3M 0.10% NEW $75.88 +12.4%
Page 8 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%