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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL CORP /IN/

· CIK 0000714562
13F Portfolio $289M AUM 404 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 2 New 26 Added 62 Reduced 10 Exited
Page 1 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 THFF First Financial Corp Financial Services 631,112.0 $48.9M 16.91% -9K -1.4% $77.44 +2.6%
2 VOO Vanguard S&P 500 ETF 52,235.0 $35.9M 12.41% -1K -2.8% $686.81 +3.0%
3 MSFT Microsoft Corp Technology 16,710.0 $6.2M 2.16% -235.0 -1.4% $373.02 +34.3%
4 VB Vanguard Small-Cap ETF 19,278.0 $5.8M 2.02% -114.0 -0.6% $303.12 -1.0%
5 AAPL Apple Inc Technology 19,477.0 $5.6M 1.95% -226.0 -1.1% $289.36 +10.4%
6 LLY Eli Lilly & Co Healthcare 4,212.0 $5.1M 1.75% -78.0 -1.8% $1199.43 -4.7%
7 NVDA NVIDIA Corporation Technology 20,776.0 $4.2M 1.44% -308.0 -1.5% $200.09 +15.8%
8 VFH Vanguard Financial ETF 27,365.0 $3.6M 1.25% -467.0 -1.7% $131.60 +7.7%
9 JPM JPMorgan Chase & Co Financial Services 10,030.0 $3.3M 1.14% -79.0 -0.8% $327.33 +8.6%
10 QQQM Invesco NASDAQ 100 ETF 10,295.0 $3.1M 1.08% -98.0 -0.9% $302.97 -2.5%
11 VIS Vanguard Industrials ETF 8,171.0 $2.9M 1.02% -198.0 -2.4% $360.38 -6.8%
12 VCR Vanguard Consumer Discretionar 7,277.0 $2.9M 1.00% -259.0 -3.4% $396.61 -2.6%
13 VHT Vanguard Health Care ETF 8,837.0 $2.6M 0.91% -98.0 -1.1% $299.01 +7.7%
14 AMZN Amazon.Com Inc Consumer Cyclical 10,041.0 $2.4M 0.83% -58.0 -0.6% $238.34 +7.4%
15 PANW Palo Alto Networks Inc Technology 6,218.0 $2.1M 0.73% -245.0 -3.8% $341.02 -3.1%
16 XOM Exxon Mobil Corporation Energy 14,516.0 $2.0M 0.69% -94.0 -0.6% $136.72 +17.4%
17 QQQ Invesco QQQ Trust Series 1 Financial Services 2,154.0 $1.6M 0.55% -167.0 -7.2% $736.40 -2.6%
18 XSOE WisdomTree Emerg Mkts ex-St-Ow 28,602.0 $1.4M 0.49% -838.0 -2.9% $49.18 -1.8%
19 LMT Lockheed Martin Corp Industrials 2,733.0 $1.4M 0.48% -50.0 -1.8% $509.46 +3.4%
20 NEE NextEra Energy, Inc Utilities 15,187.0 $1.3M 0.46% -197.0 -1.3% $87.77 -4.6%
Page 1 of 4  ·  62 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 44.3%
Technology 19.4%
Healthcare 10.2%
Industrials 6.2%
Consumer Cyclical 4.9%
Consumer Defensive 4.4%
Communication Services 3.6%
Energy 3.6%
Utilities 1.6%
Basic Materials 1.3%