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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 5 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VTWO Vanguard Russell 2000 ETF 4,808.0 $584K 0.20% $121.42 -1.5%
82 SU Suncor Energy Inc Energy 10,535.0 $566K 0.20% -527.0 -4.8% $53.68 +25.8%
83 UNH UnitedHealth Group Inc Healthcare 1,338.0 $556K 0.19% -8.0 -0.6% $415.63 -4.5%
84 UNP Union Pacific Corp Industrials 2,024.0 $551K 0.19% $272.00 +6.9%
85 MPC Marathon Petroleum Corporation Energy 2,149.0 $549K 0.19% -50.0 -2.3% $255.67 +52.4%
86 RSG Republic Services Inc Industrials 2,564.0 $546K 0.19% $213.08 +5.1%
87 JNJ Johnson & Johnson Healthcare 2,095.0 $532K 0.18% -20.0 -0.9% $253.97 +8.9%
88 VBK Vanguard Small-Cap Growth ETF 1,444.0 $528K 0.18% -206.0 -12.5% $365.70 -4.4%
89 AMT American Tower Corp Real Estate 3,200.0 $523K 0.18% +86.0 +2.8% $163.57 +7.9%
90 SYY Sysco Corp Consumer Defensive 5,990.0 $501K 0.17% -1K -14.3% $83.58 -3.3%
91 BMY Bristol-Myers Squibb Healthcare 8,635.0 $498K 0.17% $57.62 +16.2%
92 TXN Texas Instruments Inc Technology 1,649.0 $492K 0.17% $298.07 -13.2%
93 GOOG Alphabet Inc - C 1,265.0 $447K 0.15% $353.33
94 MAR Marriott International Inc - C Consumer Cyclical 1,203.0 $446K 0.15% $370.59 -9.3%
95 IWS iShares Russell Mid-Cap Value 2,667.0 $439K 0.15% $164.60 +3.8%
96 SPY SPDR S&P 500 ETF Trust Financial Services 575.0 $429K 0.15% $746.77 +3.2%
97 IEFA iShares Core MSCI EAFE ETF 4,427.0 $428K 0.15% $96.58 +4.8%
98 MA Mastercard Inc Financial Services 791.0 $406K 0.14% $513.60 +13.3%
99 WFC Wells Fargo & Co Financial Services 4,911.0 $406K 0.14% $82.64 +8.5%
100 BP BP P.L.C. Energy 10,463.0 $387K 0.13% $36.95 +18.8%
Page 5 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%