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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 9 of 15  ·  295 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 NSC Norfolk Southern Corp Industrials 400.0 $126K 0.04% $314.59 +4.7%
162 PKG Packaging Corp of America Consumer Cyclical 500.0 $119K 0.04% $238.28 -0.4%
163 COP ConocoPhillips Energy 1,117.0 $116K 0.04% $103.96 +29.1%
164 MS Morgan Stanley Financial Services 554.0 $116K 0.04% $209.04 +4.1%
165 TSM Taiwan Semiconductor Manufactu Technology 238.0 $114K 0.04% $477.57 -10.2%
166 ECL Ecolab Inc Basic Materials 400.0 $111K 0.04% $278.61 +0.2%
167 IEMG iShares Core MSCI Emerging Mar 1,327.0 $110K 0.04% $82.84 +1.0%
168 CMS CMS Energy Corp Utilities 1,405.0 $107K 0.04% $76.50 -10.5%
169 IJT iShares S&P Small-Cap 600 Grow 600.0 $107K 0.04% $178.60 -4.6%
170 FPF First Trust Inter Duration Pfd Financial Services 5,806.0 $105K 0.04% -127.0 -2.1% $18.17 -4.0%
171 ADP Automatic Data Processing Inc Industrials 444.0 $99K 0.03% $223.95 +24.0%
172 TRV Travelers Cos Inc Financial Services 300.0 $99K 0.03% $330.12 +11.9%
173 AMAT Applied Materials Inc Technology 136.0 $98K 0.03% $723.00 -37.1%
174 NVS Novartis AG - ADR Healthcare 599.0 $94K 0.03% $156.72 +2.1%
175 FDL First Trust Morningstar Div Le 1,875.0 $91K 0.03% $48.66 +8.8%
176 PRU Prudential Financial Inc Financial Services 841.0 $91K 0.03% $107.93 +13.1%
177 SPG Simon Property Group Inc Real Estate 400.0 $89K 0.03% $223.65 -6.4%
178 EVRG Evergy Inc Utilities 1,000.0 $86K 0.03% $86.43 -5.7%
179 SBUX Starbucks Corp Consumer Cyclical 830.0 $85K 0.03% -56.0 -6.3% $102.19 +2.2%
180 AMD Advanced Micro Devices Technology 142.0 $82K 0.03% $580.91 -17.8%
Page 9 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%