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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 12 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SLB Schlumberger Ltd Energy 753.0 $35K 0.01% $46.49 +22.6%
222 ATO Atmos Energy Corp Utilities 200.0 $34K 0.01% $172.27 -2.1%
223 MSBI Midland States Bancorp Inc Financial Services 1,035.0 $32K 0.01% $31.14 +8.5%
224 Millrose Properties Inc. 1,059.0 $32K 0.01% $30.05
225 IJH iShares Core S&P Mid-Cap ETF 395.0 $30K 0.01% +212.0 +115.8% $77.11 -1.4%
226 TROW T. Rowe Price Group Inc. Financial Services 250.0 $28K 0.01% $113.69 -3.0%
227 HWM Howmet Aerospace Inc Industrials 100.0 $27K 0.01% $268.86 -3.3%
228 BKNG Booking Holdings Inc Consumer Cyclical 150.0 $27K 0.01% +144.0 +2400.0% $178.24 +9.0%
229 ASML ASML Holding N.V. - NY Technology 13.0 $26K 0.01% $1989.46 -14.1%
230 EAPR Innovator Emerging Markets Pow 754.0 $25K 0.01% NEW $32.91 +3.8%
231 YUM YUM! Brands, Inc. Consumer Cyclical 155.0 $25K 0.01% $159.86 -4.6%
232 IAPR Innovator International Develo 728.0 $24K 0.01% NEW $33.21 +3.2%
233 HAL Halliburton Co Energy 700.0 $24K 0.01% $33.95 +9.5%
234 ORLY O'Reilly Automotive Inc Consumer Cyclical 255.0 $23K 0.01% $92.09 -4.6%
235 TAP Molson Coors Beverage Company Consumer Defensive 600.0 $23K 0.01% $38.96 +4.7%
236 EXC Exelon Corporation Utilities 500.0 $23K 0.01% $46.62 -5.6%
237 GS Goldman Sachs Group Inc Financial Services 23.0 $23K 0.01% $1011.39 +2.2%
238 DG Dollar General Corp Consumer Defensive 202.0 $23K 0.01% $115.11 +15.5%
239 ITOT iShares Core S&P Total US Stoc 140.0 $23K 0.01% $164.27 +2.7%
240 MCHP Microchip Technology Inc. Technology 250.0 $23K 0.01% $91.20 -18.7%
Page 12 of 15  ·  295 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%