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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 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 NEE NextEra Energy, Inc Utilities 15,187.0 $1.3M 0.46% -197.0 -1.3% $87.77 -4.2%
42 ABT Abbot Laboratories Healthcare 14,521.0 $1.3M 0.46% -1K -8.8% $90.74 +19.9%
43 IWM iShares Russell 2000 ETF 4,381.0 $1.3M 0.46% $300.45 -1.8%
44 VWO Vanguard FTSE Emerging Markets 21,663.0 $1.3M 0.45% +131.0 +0.6% $59.69 +2.2%
45 QDF FlexShares Quality Dividend In 14,273.0 $1.3M 0.44% $89.92 +3.1%
46 TMO Thermo Fisher Scientific Inc Healthcare 2,374.0 $1.2M 0.41% $501.36 +23.4%
47 WMT Walmart Inc Consumer Defensive 10,440.0 $1.2M 0.41% $113.26 -4.3%
48 PG Proctor & Gamble Co Consumer Defensive 7,872.0 $1.2M 0.40% $146.64 +0.2%
49 JCI Johnson Controls International Industrials 7,882.0 $1.2M 0.40% -392.0 -4.7% $146.11 -2.7%
50 VDC Vanguard Consumer Staple ETF 4,929.0 $1.1M 0.39% +241.0 +5.1% $225.49 +2.1%
51 IGF iShares Tr Global Infrastruc 16,565.0 $1.1M 0.38% $66.60 -2.4%
52 CSCO Cisco Systems Inc Technology 9,360.0 $1.1M 0.38% $117.46 -7.5%
53 CAT Caterpillar Inc Industrials 987.0 $1.1M 0.36% $1064.90 -24.9%
54 AVUV Avantis US Small Cap 8,312.0 $1.0M 0.36% -260.0 -3.0% $124.76 +1.2%
55 LIN Linde PLC Basic Materials 1,875.0 $973K 0.34% -19.0 -1.0% $518.94 -7.1%
56 INTC Intel Corp Technology 6,850.0 $956K 0.33% $139.63 -34.3%
57 CVX Chevron Corp Energy 5,272.0 $874K 0.30% +63.0 +1.2% $165.76 +27.5%
58 COST Costco Wholesale Corp Consumer Defensive 924.0 $864K 0.30% -10.0 -1.1% $935.47 -1.1%
59 IWF iShares Russell 1000 Income ET 6,864.0 $852K 0.29% +4K +186.1% $124.17 -0.6%
60 CMG Chipotle Mexican Grill Inc Consumer Cyclical 24,229.0 $824K 0.28% +1K +6.0% $34.00 +10.5%
Page 3 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%