FIRST MERCHANTS CORP

CIK

712534

Location

Muncie, IN

Portfolio Value

Mid $1,625,629,104

Diversification

Diversified

Filing Date

Global Rank

#1,851 / 8,795 — · as of Jun 2026

Top Industry

Semiconductors 10.5%

Period ended 3 months ago

Filed Jul 15, 2026 · 3mo

26 quarters · since Mar 2020

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

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Portfolio Concentration

178 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026

Top Position

13.3%

+5.9 pts

Top 5

30.8%

+7.3 pts

Top 10

46.5%

+7.0 pts

HHI

362

Diversified+129

Portfolio Trend

26 quarters · across all stocks

Sector Breakdown

As of Jun 30, 2026

Sector	% Portfolio	Value	Positions
Unclassified	37.5%	$609,761,880	29
Technology	22.2%	$361,195,579	29
Financial Services	9.7%	$157,163,250	28
Healthcare	7.7%	$125,581,939	18
Consumer Cyclical	5.9%	$95,448,130	11
Communication Services	5.4%	$88,010,794	7
Industrials	4.4%	$71,392,728	24
Consumer Defensive	3.4%	$55,210,121	10
Energy	1.9%	$30,777,983	10
Basic Materials	1.2%	$19,577,096	5
Utilities	0.7%	$10,895,876	5
Real Estate	0.0%	$613,728	2

Last Quarter's Activity

Export CSV

Jun 30, 2026 vs Mar 31, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
EDV	Vanguard World Funds Extended Duration ETF	+292,331	331,585	$39,631,038
VB	Vanguard Morningstar Small-Cap ETF	+59,699	159,585	$55,543,303
ETN	Eaton Corp plc	+10,736	12,718	$5,419,393
ACSG	American Century Small Cap Growth Insights ETF	+9,495	197,882	$24,687,758
UNP	Union Pacific Corp	+8,067	11,687	$3,178,864
INTC	Intel Corp	+8,040	22,624	$3,158,989
JPM	Jpmorgan Chase & Co	+7,827	86,914	$28,449,558
V	Visa Inc.	+7,626	69,102	$23,708,204
SYK	Stryker Corp	+6,458	61,244	$19,282,060
NFLX	Netflix Inc	+4,962	44,091	$3,148,097
VEA	Vanguard FTSE Developed Markets ETF	+3,738	19,299	$1,375,053
ABBV	AbbVie Inc.	+3,090	59,133	$14,880,227
CNI	Canadian National Railway Co	+2,900	7,437	$886,787
—		+2,131	68,631	$10,048,264
MSFT	Microsoft Corp	+2,005	102,598	$38,271,105
CVS	CVS HEALTH Corp	+2,000	4,909	$507,836
SCHW	Schwab Charles Corp	+1,664	124,909	$11,525,352
RTX	RTX Corp	+1,337	38,495	$7,303,656
VZ	Verizon Communications Inc	+1,335	15,010	$635,523
CMI	Cummins Inc	+1,204	14,657	$10,453,518
EMR	Emerson Electric Co	+1,000	4,634	$663,357
CVX	Chevron Corp	+987	35,179	$5,831,271
PEP	Pepsico Inc	+966	50,424	$6,827,409
STT	State Street Corp	+706	113,750	$6,098,137
COR	Cencora, Inc.	+700	2,650	$749,897
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
NEE	Nextera Energy Inc	−52,216	40,871	$3,587,247
WMT	Walmart Inc.	−26,522	147,461	$16,701,431
BIV	Vanguard Intermediate-Term Bond ETF	−19,911	1,163,701	$90,310,762
—		−19,343	4,618	$489,969
JNJ	Johnson & Johnson	−15,587	49,522	$12,577,102
—		−14,285	155,509	$10,145,104
AAXJ	iShares MSCI All Country Asia ex Japan ETF	−14,103	1,731,521	$216,600,957
DVVY	Invesco Diversified Dividend Opportunities ETF	−11,944	231,733	$11,621,409
FNDA	Schwab Fundamental U.S. Small Company ETF	−10,695	295,681	$9,218,799
CMCSA	Comcast Corp	−8,399	16,666	$409,150
NVDA	Nvidia Corp	−6,896	162,711	$32,556,843
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	−6,144	484,358	$48,788,100
AVGO	Broadcom Inc.	−5,871	132,080	$49,893,219
VCRM	Vanguard Core Tax-Exempt Bond ETF	−4,750	11,750	$594,315
CPRT	Copart Inc	−4,602	128,794	$3,630,702
AAPL	Apple Inc.	−4,333	196,715	$56,921,451
APH	Amphenol Corp /De/	−4,157	186,124	$65,634,766
BRO	Brown & Brown, Inc.	−3,982	88,371	$5,668,998
F	Ford Motor Co	−3,718	45,724	$635,563
FRME	First Merchants Corp	−3,164	521,994	$22,805,917
GOOGL	Alphabet Inc.	−3,111	188,210	$67,224,201
SLB	Slb Limited/Nv	−2,887	5,721	$265,969
DIS	Walt Disney Co	−2,784	35,570	$3,423,611
ACN	Accenture plc	−2,606	41,691	$5,188,027
COST	Costco Wholesale Corp /New	−2,520	14,203	$13,286,479
No positions match the current search.

New Positions

Positions the filer opened this quarter

10 positions

Ticker	Company	Shares	Value
AMD	Advanced Micro Devices Inc	973	$565,225
MRVL	Marvell Technology, Inc.	1,200	$357,468
AMAT	Applied Materials Inc /De	441	$318,843
TWLO	Twilio Inc	1,500	$309,495
KLAC	Kla Corp	960	$289,641
PWR	Quanta Services, Inc.	324	$233,292
KEY	Keycorp /New/	9,894	$228,056
GEV	GE Vernova Inc.	176	$206,775
WELL	Welltower Inc.	900	$204,273
USB	US Bancorp De	3,327	$200,950
No positions match the current search.

Sold Out

Positions the filer fully exited

9 positions

Ticker	Company	Shares	Value
HON	Honeywell International Inc	51,911	$11,733,444
ZTS	Zoetis Inc.	20,415	$2,413,256
T	At&T Inc.	11,271	$326,746
SLV	iShares Silver Trust	3,509	$239,103
DOW	Dow Inc.	5,625	$234,281
AEP	American Electric Power Co Inc	1,733	$227,161
CRM	Salesforce, Inc.	1,154	$215,417
SITE	SiteOne Landscape Supply, Inc.	1,607	$213,907
AZO	Autozone Inc	60	$202,666
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

178 tracked positions · $1,625,629,104 total · filing declares 500 positions · $2,839,926,075 · as of Jun 30, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 178 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAXJ	iShares MSCI All Country Asia ex Japan ETF	Reduced	1,731,521	-14,103	$216,600,957	—	13.32%
BIV	Vanguard Intermediate-Term Bond ETF	Reduced	1,163,701	-19,911	$90,310,762	−2.3%	5.56%
GOOGL	Alphabet Inc. Communication Services	Reduced	188,210	-3,111	$67,224,201	+22.2%	4.14%
APH	Amphenol Corp /De/ Technology	Reduced	186,124	-4,157	$65,634,766	+36.5%	4.04%
LLY	ELI LILLY & Co Healthcare	Added	50,428	+236	$60,484,860	+31.0%	3.72%
AAPL	Apple Inc. Technology	Reduced	196,715	-4,333	$56,921,451	+11.6%	3.50%
VB	Vanguard Morningstar Small-Cap ETF	Added	159,585	+59,699	$55,543,303	+28.7%	3.42%
AVGO	Broadcom Inc. Technology	Reduced	132,080	-5,871	$49,893,219	+16.9%	3.07%
XLBI	State Street Materials Select Sector SPDR Premium Income ETF	Reduced	484,358	-6,144	$48,788,100	+11.4%	3.00%
LRCX	Lam Research Corp Technology	Reduced	102,322	-1,445	$44,339,191	+100.0%	2.73%
BKF	iShares MSCI BIC ETF	Reduced	201,554	-523	$43,543,434	+35.5%	2.68%
EDV	Vanguard World Funds Extended Duration ETF	Added	331,585	+292,331	$39,631,038	+1057.6%	2.44%
MSFT	Microsoft Corp Technology	Added	102,598	+2,005	$38,271,105	+2.8%	2.35%
NVDA	Nvidia Corp Technology	Reduced	162,711	-6,896	$32,556,843	+10.1%	2.00%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	135,019	-1,009	$32,180,427	+13.6%	1.98%
JPM	Jpmorgan Chase & Co Financial Services	Added	86,914	+7,827	$28,449,558	+22.3%	1.75%
ACSG	American Century Small Cap Growth Insights ETF	Added	197,882	+9,495	$24,687,758	+18.6%	1.52%
V	Visa Inc. Financial Services	Added	69,102	+7,626	$23,708,204	+27.6%	1.46%
FRME	First Merchants Corp Financial Services	Reduced	521,994	-3,164	$22,805,917	+12.1%	1.40%
SYK	Stryker Corp Healthcare	Added	61,244	+6,458	$19,282,060	+7.1%	1.19%
WMT	Walmart Inc. Consumer Defensive	Reduced	147,461	-26,522	$16,701,431	−22.8%	1.03%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	102,602	+150	$15,544,202	−5.0%	0.96%
FTNT	Fortinet, Inc. Technology	Reduced	97,710	-1,562	$15,010,210	+85.0%	0.92%
ABBV	AbbVie Inc. Healthcare	Added	59,133	+3,090	$14,880,227	+22.1%	0.92%
CB	Chubb Ltd Financial Services	Reduced	40,984	-827	$13,964,887	+2.5%	0.86%
LOW	Lowes Companies Inc Consumer Cyclical	Reduced	61,948	-820	$13,658,914	−7.9%	0.84%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	14,203	-2,520	$13,286,479	−20.3%	0.82%
SPY	Spdr S&P 500 ETF Trust	Reduced	17,007	-1,483	$12,700,317	+5.6%	0.78%
JNJ	Johnson & Johnson Healthcare	Reduced	49,522	-15,587	$12,577,102	−21.0%	0.77%
META	Meta Platforms, Inc. Communication Services	Reduced	21,992	-198	$12,387,873	−2.4%	0.76%
DVVY	Invesco Diversified Dividend Opportunities ETF	Reduced	231,733	-11,944	$11,621,409	−4.8%	0.71%
SCHW	Schwab Charles Corp Financial Services	Added	124,909	+1,664	$11,525,352	−0.5%	0.71%
CAT	Caterpillar Inc Industrials	Added	10,324	+305	$10,994,027	+54.9%	0.68%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	74,084	+500	$10,863,677	+2.2%	0.67%
BLK	BlackRock, Inc. Financial Services	Reduced	11,162	-211	$10,732,932	−1.9%	0.66%
BNDW	Vanguard Total World Bond ETF	Reduced	101,175	-300	$10,659,499	+12.6%	0.66%
CMI	Cummins Inc Industrials	Added	14,657	+1,204	$10,453,518	+44.4%	0.64%
TXN	Texas Instruments Inc Technology	Reduced	34,381	-1,087	$10,247,944	+48.8%	0.63%
AME	Ametek Inc/ Industrials	Reduced	41,958	-440	$10,151,317	+11.7%	0.62%
		Reduced	155,509	-14,285	$10,145,104	−6.2%	0.62%
		Added	68,631	+2,131	$10,048,264	+17.9%	0.62%
MDY	Spdr S&P Midcap 400 ETF Trust	Reduced	14,160	-1,354	$9,959,293	+4.1%	0.61%
LIN	Linde PLC Basic Materials	Reduced	19,159	-1,402	$9,942,371	−2.5%	0.61%
ORLY	O Reilly Automotive Inc Consumer Cyclical	Reduced	107,396	-1,700	$9,890,097	−1.8%	0.61%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	Reduced	19,981	-101	$9,542,325	+40.6%	0.59%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	14,401	+501	$9,451,165	+7.2%	0.58%
FNDA	Schwab Fundamental U.S. Small Company ETF	Reduced	295,681	-10,695	$9,218,799	−1.3%	0.57%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	23,754	-371	$8,377,559	+5.6%	0.52%
SPGI	S&P Global Inc. Financial Services	Reduced	19,391	-276	$7,897,177	−5.6%	0.49%
CSCO	Cisco Systems, Inc. Technology	Added	63,695	+6	$7,481,614	+51.4%	0.46%

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.