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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 4 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 KLAC KLA Corp Technology 2,720.0 $821K 0.28% +2K +900.0% $301.71 -38.1%
62 VDE Vanguard Energy ETF 5,289.0 $794K 0.28% -342.0 -6.1% $150.13 +20.4%
63 ICE Intercontinental Exchange Inc Financial Services 6,336.0 $780K 0.27% +217.0 +3.5% $123.11 +31.4%
64 VPU Vanguard Utilities ETF 3,945.0 $772K 0.27% -87.0 -2.2% $195.73 -4.6%
65 VNQ Vanguard Real Estate ETF 7,994.0 $771K 0.27% -290.0 -3.5% $96.43 +0.3%
66 MDLZ Mondelez International Inc Consumer Defensive 12,846.0 $743K 0.26% -352.0 -2.7% $57.84 +6.7%
67 DIA SPDR Dow Jones Industrial Aver Financial Services 1,397.0 $730K 0.25% -203.0 -12.7% $522.39 +2.3%
68 RTX RTX Corp Industrials 3,744.0 $710K 0.25% $189.73 +5.7%
69 MGC Vanguard Mega Cap ETF 2,500.0 $684K 0.24% $273.63 +3.4%
70 GUNR FlexShares Global Natural Reso 13,565.0 $668K 0.23% $49.28 +15.5%
71 STX Seagate Technology Holdings Technology 684.0 $660K 0.23% -10.0 -1.4% $965.00 -13.2%
72 VAW Vanguard Materials ETF 2,864.0 $655K 0.23% -85.0 -2.9% $228.79 +3.3%
73 IWR iShares Russell Mid-Cap ETF 5,891.0 $650K 0.23% $110.32 +1.6%
74 MCD McDonald's Corp Consumer Cyclical 2,356.0 $637K 0.22% -29.0 -1.2% $270.31 -5.0%
75 BHP BHP Billiton Ltd ADR Basic Materials 7,637.0 $636K 0.22% -257.0 -3.3% $83.31 +9.0%
76 BAC Bank of America Corp Financial Services 10,582.0 $603K 0.21% $56.98 +10.0%
77 KO Coca-Cola Co Consumer Defensive 7,388.0 $600K 0.21% -400.0 -5.1% $81.27 +8.6%
78 SCHD Schwab US Dividend Equity ETF 18,917.0 $600K 0.21% -1K -5.3% $31.71 +10.1%
79 IWD iShares Russell 1000 Value ETF 2,444.0 $592K 0.20% -1K -30.6% $242.43 +6.5%
80 PYPL PayPal Holdings Inc Financial Services 13,666.0 $590K 0.20% +143.0 +1.1% $43.18 +26.9%
Page 4 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%