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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 15 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 DOW Dow Inc Basic Materials 136.0 $4K 0.00% $27.36 +11.0%
282 CTVA Corteva Inc Basic Materials 40.0 $3K 0.00% $84.70 +4.6%
283 ZBH Zimmer Biomet Holdings, Inc Healthcare 37.0 $3K 0.00% $86.08 +14.9%
284 APD Air Products & Chemicals Inc Basic Materials 10.0 $3K 0.00% $293.20 +3.8%
285 VTRS Viatris Inc Healthcare 182.0 $3K 0.00% $15.88 +6.7%
286 ITW Illinois Tool Works Industrials 10.0 $3K 0.00% $270.50 +0.4%
287 NCLH Norwegian Cruse Line Holdings Consumer Cyclical 100.0 $2K 0.00% $21.11 -26.1%
288 UPS United Parcel Service Inc Industrials 18.0 $2K 0.00% $107.50 -3.7%
289 Newsmax Inc. 206.0 $2K 0.00% $8.28
290 SWKS Skyworks Solutions Inc Technology 20.0 $1K $67.80 +5.5%
291 RC Ready Capital Corp Real Estate 520.0 $910.0 $1.75 +0.6%
292 Occiden Pete Warrant 25.0 $666.0 $26.64
293 GEHC GE Healthcare Technology Healthcare 2.0 $128.0 $64.00 +8.9%
294 Ready Capital Corp Contingent 520.0
295 Walgreens Boots Alliance DAP R 1,800.0
Page 15 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%