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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 6 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 ELV Elevance Health Inc Healthcare 971.0 $376K 0.13% $386.73 +5.2%
102 IWP iShares Russell Mid-Cap Growth 2,520.0 $369K 0.13% $146.41 -4.6%
103 DIS Walt Disney Co Communication Services 3,737.0 $360K 0.12% $96.25 +9.7%
104 PEP PepsiCo Inc Consumer Defensive 2,630.0 $356K 0.12% -200.0 -7.1% $135.40 +1.8%
105 GLD SPDR Gold Trust Financial Services 965.0 $355K 0.12% $368.38 +10.5%
106 SHEL Shell PLC - ADR Energy 4,444.0 $345K 0.12% $77.54 +20.1%
107 ORCL Oracle Corporation Technology 2,286.0 $335K 0.12% $146.55 +7.6%
108 MOO VanEck Agribusiness ETF 4,000.0 $317K 0.11% $79.20 +10.9%
109 NVO Novo-Nordisk ADR Healthcare 6,470.0 $310K 0.11% $47.94 -3.0%
110 MO Altria Group Inc Consumer Defensive 3,974.0 $286K 0.10% $71.95 -4.0%
111 IJR iShares Core S&P Small-Cap ETF 1,860.0 $276K 0.10% +26.0 +1.4% $148.31 -2.0%
112 RWK Invesco S&P MidCap 400 Revenue 1,881.0 $275K 0.10% $146.26 +2.1%
113 WM Waste Management Inc Industrials 1,231.0 $274K 0.10% $222.88 -1.7%
114 LOW Lowe's Companies, Inc Consumer Cyclical 1,213.0 $267K 0.09% $220.49 -6.9%
115 GD General Dynamics Industrials 725.0 $257K 0.09% $354.24 +1.3%
116 PFE Pfizer Inc Healthcare 10,210.0 $246K 0.09% -100.0 -1.0% $24.08 +18.1%
117 EFG iShares MSCI EAFE Growth ETF 1,929.0 $240K 0.08% -23.0 -1.2% $124.42 +0.0%
118 QCOM QUALCOMM Inc Technology 1,290.0 $238K 0.08% $184.79 -9.2%
119 VIG Vanguard Dividend Appreciation 1,000.0 $237K 0.08% $236.62 +2.3%
120 IBM IBM Technology 832.0 $234K 0.08% -25.0 -2.9% $281.21 -16.4%
Page 6 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%