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Portfolio (Quarterly) Guide ↗

FIRST FINANCIAL CORP /IN/

· CIK 0000714562
13F Portfolio $265M AUM 420 positions Filed Jan 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 309 New
Page 5 of 16  ·  309 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SCHD Schwab US Dividend Equity ETF 19,576.0 $537K 0.20% NEW $27.43 +19.0%
82 VBK Vanguard Small-Cap Growth ETF 1,693.0 $511K 0.19% NEW $302.11 +17.5%
83 UNP Union Pacific Corp Industrials 2,080.0 $481K 0.18% NEW $231.32 +16.1%
84 VTWO Vanguard Russell 2000 ETF 4,808.0 $478K 0.18% NEW $99.52 +18.5%
85 WFC Wells Fargo & Co Financial Services 5,125.0 $478K 0.18% NEW $93.20 -18.4%
86 ORCL Oracle Corporation Technology 2,420.0 $472K 0.18% NEW $194.91 +4.0%
87 BMY Bristol-Myers Squibb Healthcare 8,635.0 $466K 0.18% NEW $53.94 +5.5%
88 MA Mastercard Inc Financial Services 806.0 $460K 0.17% NEW $570.88 -14.3%
89 JNJ Johnson & Johnson Healthcare 2,184.0 $452K 0.17% NEW $206.95 +11.4%
90 UNH UnitedHealth Group Inc Healthcare 1,366.0 $451K 0.17% NEW $330.11 +16.1%
91 DIS Walt Disney Co Communication Services 3,797.0 $432K 0.16% NEW $113.77 -8.8%
92 PEP PepsiCo Inc Consumer Defensive 2,901.0 $416K 0.16% NEW $143.52 +1.8%
93 GOOG Alphabet Inc - C Communication Services 1,265.0 $397K 0.15% NEW $313.80 +23.2%
94 GLD SPDR Gold Trust Financial Services 986.0 $391K 0.15% NEW $396.31 +4.3%
95 IEFA iShares Core MSCI EAFE ETF 4,345.0 $389K 0.15% NEW $89.46 +9.6%
96 IWS iShares Russell Mid-Cap Value 2,676.0 $377K 0.14% NEW $141.05 +13.8%
97 MAR Marriott International Inc - C Consumer Cyclical 1,203.0 $373K 0.14% NEW $310.24 +24.4%
98 BP BP P.L.C. Energy 10,463.0 $363K 0.14% NEW $34.73 +19.2%
99 MPC Marathon Petroleum Corporation Energy 2,199.0 $358K 0.14% NEW $162.63 +54.5%
100 CRM Salesforce Inc Technology 1,313.0 $348K 0.13% NEW $264.91 -32.4%
Page 5 of 16  ·  309 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 40.5%
Technology 19.9%
Healthcare 11.1%
Industrials 6.5%
Consumer Cyclical 5.3%
Consumer Defensive 5.0%
Communication Services 4.4%
Energy 3.7%
Utilities 1.6%
Basic Materials 1.3%