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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 3 of 32  ·  625 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VRT VERTIV HOLDINGS CO Industrials 61,727.0 $20.7M 0.41% NEW $334.82 -23.8%
42 CFG CITIZENS FINL GROUP INC Financial Services 285,425.0 $20.0M 0.40% NEW $70.07 +0.2%
43 CNH INDL N V 1,751,726.0 $19.7M 0.39% NEW $11.23
44 CPRT COPART INC Industrials 697,442.0 $19.7M 0.39% NEW $28.19 +18.0%
45 IVOO VANGUARD ADMIRAL FDS INC 148,192.0 $19.3M 0.39% NEW $130.40 -1.1%
46 MRK MERCK & CO INC Healthcare 145,489.0 $18.7M 0.37% NEW $128.50 +17.3%
47 SLB SLB LIMITED Energy 373,840.0 $17.4M 0.35% NEW $46.49 +16.2%
48 VMBS VANGUARD SCOTTSDALE FDS 360,149.0 $16.9M 0.34% NEW $46.81 -1.2%
49 BBWI BATH & BODY WORKS INC Consumer Cyclical 718,792.0 $16.6M 0.33% NEW $23.13 -17.1%
50 XOM EXXON MOBIL CORP Energy 118,856.0 $16.2M 0.32% NEW $136.72 +20.0%
51 GOOG ALPHABET INC 45,485.0 $16.1M 0.32% NEW $353.33
52 FLIN FRANKLIN TEMPLETON ETF TR 443,413.0 $15.8M 0.31% NEW $35.57 -0.1%
53 IBM INTERNATIONAL BUSINESS MACHS Technology 55,114.0 $15.5M 0.31% NEW $281.21 -17.8%
54 GIS GENERAL MILLS INC Consumer Defensive 435,509.0 $15.2M 0.30% NEW $34.80 +17.6%
55 DHR DANAHER CORP DEL Healthcare 79,058.0 $15.1M 0.30% NEW $190.48 +13.0%
56 ROCHE HLDGS AG BASEL 287,612.0 $14.8M 0.29% NEW $51.57
57 VOT VANGUARD INDEX FDS 48,213.0 $14.8M 0.29% NEW $306.30 -1.3%
58 T AT&T INC Communication Services 710,211.0 $14.7M 0.29% NEW $20.70 +24.1%
59 AGG ISHARES TR 148,288.0 $14.7M 0.29% NEW $98.98 -1.4%
60 CVX CHEVRON CORPORATION Energy 84,242.0 $14.0M 0.28% NEW $165.76 +22.5%
Page 3 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%