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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 3 of 4  ·  62 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 JNJ Johnson & Johnson Healthcare 2,095.0 $532K 0.18% -20.0 -0.9% $253.97 +8.8%
42 VBK Vanguard Small-Cap Growth ETF 1,444.0 $528K 0.18% -206.0 -12.5% $365.70 -4.5%
43 SYY Sysco Corp Consumer Defensive 5,990.0 $501K 0.17% -1K -14.3% $83.58 -3.3%
44 PEP PepsiCo Inc Consumer Defensive 2,630.0 $356K 0.12% -200.0 -7.1% $135.40 +2.1%
45 PFE Pfizer Inc Healthcare 10,210.0 $246K 0.09% -100.0 -1.0% $24.08 +18.8%
46 EFG iShares MSCI EAFE Growth ETF 1,929.0 $240K 0.08% -23.0 -1.2% $124.42 +0.2%
47 IBM IBM Technology 832.0 $234K 0.08% -25.0 -2.9% $281.21 -16.3%
48 DVY iShares Select Dividend ETF 1,200.0 $188K 0.07% -11.0 -0.9% $156.30 +5.5%
49 VZ Verizon Communications Inc Communication Services 4,383.0 $186K 0.06% -42.0 -0.9% $42.34 +19.0%
50 FPF First Trust Inter Duration Pfd Financial Services 5,806.0 $105K 0.04% -127.0 -2.1% $18.17 -3.9%
51 SBUX Starbucks Corp Consumer Cyclical 830.0 $85K 0.03% -56.0 -6.3% $102.19 +3.2%
52 CAG Conagra Brands Consumer Defensive 4,132.0 $56K 0.02% -43.0 -1.0% $13.46 +16.4%
53 CMCSA Comcast Corp Communication Services 2,239.0 $55K 0.02% -146.0 -6.1% $24.55 +8.0%
54 SPYX Spdr S&p 500 Fossil Fuel Free 843.0 $52K 0.02% -44.0 -5.0% $61.10 +3.3%
55 NKE NIKE Inc Consumer Cyclical 1,241.0 $51K 0.02% -46.0 -3.6% $41.05 -6.2%
56 GIS General Mills Inc Consumer Defensive 1,153.0 $40K 0.01% -100.0 -8.0% $34.80 +11.2%
57 SCHW Charles Schwab Corp Financial Services 418.0 $39K 0.01% -55.0 -11.6% $92.27 +18.6%
58 ONB Old National Bancorp Financial Services 1,400.0 $36K 0.01% -100.0 -6.7% $25.90 +0.7%
59 USHY iShares Broad USD High Yield C 515.0 $19K 0.01% -187.0 -26.6% $37.02 -1.1%
60 EMB iShares JP Morgan Emerging Mar 145.0 $14K 0.01% -47.0 -24.5% $96.44 -2.0%
Page 3 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%