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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 2 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABT Abbot Laboratories Healthcare 14,521.0 $1.3M 0.46% -1K -8.8% $90.74 +20.8%
22 JCI Johnson Controls International Industrials 7,882.0 $1.2M 0.40% -392.0 -4.7% $146.11 -1.4%
23 AVUV Avantis US Small Cap 8,312.0 $1.0M 0.36% -260.0 -3.0% $124.76 +1.6%
24 LIN Linde PLC Basic Materials 1,875.0 $973K 0.34% -19.0 -1.0% $518.94 -7.4%
25 COST Costco Wholesale Corp Consumer Defensive 924.0 $864K 0.30% -10.0 -1.1% $935.47 -2.2%
26 VDE Vanguard Energy ETF 5,289.0 $794K 0.28% -342.0 -6.1% $150.13 +20.3%
27 VPU Vanguard Utilities ETF 3,945.0 $772K 0.27% -87.0 -2.2% $195.73 -4.6%
28 VNQ Vanguard Real Estate ETF 7,994.0 $771K 0.27% -290.0 -3.5% $96.43 +0.3%
29 MDLZ Mondelez International Inc Consumer Defensive 12,846.0 $743K 0.26% -352.0 -2.7% $57.84 +6.6%
30 DIA SPDR Dow Jones Industrial Aver Financial Services 1,397.0 $730K 0.25% -203.0 -12.7% $522.39 +2.3%
31 STX Seagate Technology Holdings Technology 684.0 $660K 0.23% -10.0 -1.4% $965.00 -12.7%
32 VAW Vanguard Materials ETF 2,864.0 $655K 0.23% -85.0 -2.9% $228.79 +3.1%
33 MCD McDonald's Corp Consumer Cyclical 2,356.0 $637K 0.22% -29.0 -1.2% $270.31 -5.0%
34 BHP BHP Billiton Ltd ADR Basic Materials 7,637.0 $636K 0.22% -257.0 -3.3% $83.31 +9.1%
35 KO Coca-Cola Co Consumer Defensive 7,388.0 $600K 0.21% -400.0 -5.1% $81.27 +8.6%
36 SCHD Schwab US Dividend Equity ETF 18,917.0 $600K 0.21% -1K -5.3% $31.71 +10.1%
37 IWD iShares Russell 1000 Value ETF 2,444.0 $592K 0.20% -1K -30.6% $242.43 +6.4%
38 SU Suncor Energy Inc Energy 10,535.0 $566K 0.20% -527.0 -4.8% $53.68 +25.7%
39 UNH UnitedHealth Group Inc Healthcare 1,338.0 $556K 0.19% -8.0 -0.6% $415.63 -4.3%
40 MPC Marathon Petroleum Corporation Energy 2,149.0 $549K 0.19% -50.0 -2.3% $255.67 +52.0%
Page 2 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%