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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL CORP /IN/

· CIK 0000714562
13F Portfolio $255M AUM 413 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 26 Added 102 Reduced 6 Exited
Page 1 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VGT Vanguard Information Technolog 20,097.0 $14.0M 5.51% -515.0 -2.5% $697.72 -82.9%
2 MSFT Microsoft Corp Technology 16,945.0 $6.3M 2.46% -170.0 -1.0% $370.17 +15.2%
3 AAPL Apple Inc Technology 19,703.0 $5.0M 1.96% -564.0 -2.8% $253.79 +22.7%
4 LLY Eli Lilly & Co Healthcare 4,290.0 $3.9M 1.55% -235.0 -5.2% $919.77 +23.0%
5 NVDA NVIDIA Corporation Technology 21,084.0 $3.7M 1.45% -1K -6.3% $174.40 +22.8%
6 VFH Vanguard Financial ETF 27,832.0 $3.4M 1.32% -1K -4.5% $120.81 +4.3%
7 AVGO Broadcom Inc Technology 10,050.0 $3.1M 1.22% -60.0 -0.6% $309.51 +37.8%
8 JPM JPMorgan Chase & Co Financial Services 10,109.0 $3.0M 1.17% -343.0 -3.3% $294.16 +0.7%
9 VCR Vanguard Consumer Discretionar 7,536.0 $2.7M 1.06% -825.0 -9.9% $359.03 +12.9%
10 VIS Vanguard Industrials ETF 8,369.0 $2.6M 1.03% -881.0 -9.5% $312.22 +9.7%
11 XOM Exxon Mobil Corporation Energy 14,610.0 $2.5M 0.97% -950.0 -6.1% $169.66 -13.3%
12 VHT Vanguard Health Care ETF 8,935.0 $2.4M 0.96% -1K -11.5% $272.33 +3.5%
13 EFA iShares MSCI EAFE ETF 24,276.0 $2.4M 0.93% -770.0 -3.1% $97.13 +7.8%
14 GOOGL Alphabet Inc - A Communication Services 7,484.0 $2.2M 0.84% -209.0 -2.7% $287.56 +36.1%
15 AMZN Amazon.Com Inc Consumer Cyclical 10,099.0 $2.1M 0.83% -184.0 -1.8% $208.27 +31.5%
16 ABBV Abbvie Inc Healthcare 9,288.0 $2.0M 0.79% -75.0 -0.8% $217.49 +0.4%
17 EMXC iShares MSCI Emerging Markets 22,236.0 $1.7M 0.69% -16K -41.9% $78.66 +28.4%
18 LMT Lockheed Martin Corp Industrials 2,783.0 $1.7M 0.66% -403.0 -12.7% $604.39 -11.2%
19 NEE NextEra Energy, Inc Utilities 15,384.0 $1.4M 0.56% -1K -6.3% $92.88 -6.0%
20 MRK Merck & Co. Inc Healthcare 11,730.0 $1.4M 0.55% -112.0 -0.9% $120.29 -0.3%
Page 1 of 6  ·  102 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
Financial Services 42.2%
Technology 17.6%
Healthcare 10.3%
Industrials 6.7%
Consumer Defensive 5.1%
Consumer Cyclical 5.1%
Energy 5.0%
Communication Services 4.0%
Utilities 1.8%
Basic Materials 1.4%