2026 Q1 Portfolio Activity
In 2026 Q1, FIRST MERCHANTS CORP maintained a portfolio of 375 distinct positions. The most significant new addition was ISHARES 0-3 MO TRS, now representing 0.39% of the total fund value. They heavily accumulated shares in FMPW INST MONEY, increasing the position by 18014.2%. Conversely, FIRST MERCHANTS CORP completely exited their position in FMPW INST MONEY.
Position History
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Total Positions
375
Quarter
2026 Q1
Top Holding
N/A (6.9%)
Top 10 Concentration
31.8%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 375
FIRST MERCHANTS CORP Full Holdings List — 2026 Q1
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
FMPW INST MONEY
|
|
Bond/Debt | 6.89% | 7.70% |
#1
Prev: #1
|
5.3 |
—
|
-26,746,501 | -12.9% |
P
S
|
181,142,415 | $181,142,419 | — | 13F Filing | 2026-03-31 | 2026-04-16 | ||
|
VFIAX
VANGUARD 500 IN...
|
ETF | 4.87% | 5.00% |
#2
Prev: #2
|
3.9 |
—
|
-1,279 | -0.6% |
P
S
|
212,425 | $127,970,043 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SRBRX
FED SH INTRM TT...
|
Unknown | 3.72% | 3.39% |
#3
1
Prev: #4
|
4.5 |
—
|
711,809 | 8.0% |
P
S
|
9,655,943 | $97,911,273 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FTRLX
FED TTL RET BD ...
|
Unknown | 3.63% | 3.41% |
#4
1
Prev: #3
|
4.0 |
—
|
496,251 | 5.2% |
P
S
|
10,109,081 | $95,530,830 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BSV
VANGUARD SHORT ...
|
ETF | 2.63% | 2.36% |
#5
1
Prev: #6
|
3.6 |
—
|
74,086 | 9.2% |
P
S
|
883,399 | $69,267,315 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VIMAX
VANGUARD MID-CA...
|
ETF | 2.39% | 2.41% |
#6
1
Prev: #5
|
1.5 |
—
|
-4,206 | -2.3% |
P
S
|
176,938 | $62,943,907 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
GOOGL
ALPHABET CL A
|
Communication Services | 1.99% | 2.17% |
#7
Prev: #7
|
1.3 |
—
|
-5,065 | -2.7% |
P
S
|
182,160 | $52,381,929 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SFNNX
SCHWAB FDMTL IN...
|
Unknown | 1.96% | 1.73% |
#8
4
Prev: #12
|
1.3 |
—
|
86,979 | 2.6% |
P
S
|
3,458,175 | $51,630,501 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AAPL
APPLE INC
|
Technology | 1.94% | 2.05% |
#9
1
Prev: #8
|
1.3 |
—
|
-2,430 | -1.2% |
P
S
|
201,048 | $51,023,972 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
LLY
LILLY ELI & CO,...
|
Healthcare | 1.76% | 2.01% |
#10
1
Prev: #9
|
1.2 |
—
|
-313 | -0.6% |
P
S
|
50,192 | $46,165,096 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVGO
BROADCOM INC NP...
|
Technology | 1.62% | 1.92% |
#11
1
Prev: #10
|
1.1 |
—
|
-11,632 | -7.8% |
P
S
|
137,951 | $42,697,214 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VEIRX
VANGUARD EQUITY
|
ETF | 1.44% | 1.35% |
#12
2
Prev: #14
|
1.1 |
—
|
11,075 | 2.8% |
P
S
|
403,280 | $37,787,759 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 1.42% | 1.88% |
#13
2
Prev: #11
|
1.1 |
—
|
-4,573 | -4.3% |
P
S
|
100,593 | $37,236,511 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VOO
VANGUARD S&P 50...
|
ETF | 1.39% | 1.31% |
#14
1
Prev: #15
|
2.6 |
—
|
4,750 | 8.4% |
P
S
|
61,028 | $36,467,281 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FCNTX
FIDELITY CONTRA...
|
Unknown | 1.32% | 1.35% |
#15
2
Prev: #13
|
1.0 |
—
|
12,521 | 0.8% |
P
S
|
1,514,124 | $34,764,018 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
NUSFX
NORTH ULT-SH FI...
|
Unknown | 1.29% | 1.18% |
#16
3
Prev: #19
|
2.5 |
—
|
195,147 | 6.3% |
P
S
|
3,284,171 | $33,859,652 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AGG
AGGREGATE BOND ...
|
Unknown | 1.20% | 1.18% |
#17
1
Prev: #18
|
1.0 |
—
|
-2,300 | -0.7% |
P
S
|
317,722 | $31,540,263 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VBIRX
VANGUARD SHORT ...
|
ETF | 1.17% | 1.09% |
#18
5
Prev: #23
|
2.5 |
—
|
177,148 | 6.2% |
P
S
|
3,012,817 | $30,881,341 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IYW
TECH ISHARES ET...
|
ETF | 1.14% | 1.26% |
#19
3
Prev: #16
|
1.0 |
—
|
-4,238 | -2.5% |
P
S
|
165,820 | $30,083,064 | 2019 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
NVDA
NVIDIA CORP
|
Technology | 1.13% | 1.16% |
#20
Prev: #20
|
1.0 |
—
|
1,835 | 1.1% |
P
S
|
169,607 | $29,579,461 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVW
S&P 500 GR ISHR
|
ETF | 1.10% | 1.19% |
#21
4
Prev: #17
|
0.9 |
—
|
-5,664 | -2.2% |
P
S
|
255,627 | $28,913,970 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AMZN
AMAZON
|
Consumer Cyclical | 1.08% | 1.12% |
#22
1
Prev: #21
|
0.9 |
—
|
5,102 | 3.9% |
P
S
|
136,028 | $28,330,552 | 2017 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VGT
VG INFO TECH ET...
|
ETF | 1.04% | 1.09% |
#23
1
Prev: #22
|
0.9 |
—
|
286 | 0.7% |
P
S
|
39,254 | $27,388,301 | 2012 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IJR
S&P S/C 600 CR ...
|
Unknown | 1.00% | 0.97% |
#24
1
Prev: #25
|
0.9 |
—
|
-5,697 | -2.6% |
P
S
|
212,491 | $26,414,757 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JMGRX
JANUS ENTERPRIS...
|
Unknown | 0.98% | 0.96% |
#25
2
Prev: #27
|
2.4 |
—
|
11,137 | 6.1% |
P
S
|
192,510 | $25,868,064 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
PZIEX
PZENA EMERGING ...
|
Unknown | 0.96% | 0.71% |
#26
11
Prev: #37
|
2.9 |
—
|
320,391 | 25.6% |
P
S
|
1,574,366 | $25,236,934 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
APH
AMPHENOL CORPOR...
|
Technology | 0.91% | 1.04% |
#27
3
Prev: #24
|
0.9 |
—
|
-18,376 | -8.8% |
P
S
|
190,281 | $24,042,004 | 2009 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VSMAX
VANGUARD SMALLC...
|
ETF | 0.91% | 0.92% |
#28
Prev: #28
|
0.9 |
—
|
-9,911 | -5.0% |
P
S
|
190,251 | $23,868,541 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VWILX
VANGUARD INTL G...
|
ETF | 0.91% | 0.83% |
#29
2
Prev: #31
|
2.4 |
—
|
23,153 | 11.7% |
P
S
|
220,321 | $23,826,920 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MVCKX
MFS MIDCAP VALU...
|
Unknown | 0.89% | 0.79% |
#30
3
Prev: #33
|
2.4 |
—
|
61,115 | 9.0% |
P
S
|
740,400 | $23,396,372 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JPM
J P MORGAN CHAS...
|
Financial Services | 0.88% | 0.96% |
#31
5
Prev: #26
|
0.9 |
—
|
-1,576 | -2.0% |
P
S
|
79,087 | $23,264,232 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
BIV
VAN INTER-TERM
|
ETF | 0.88% | 0.85% |
#32
2
Prev: #30
|
0.9 |
—
|
6,490 | 2.2% |
P
S
|
300,213 | $23,170,440 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
LRCX
LAM RESEARCH
|
Technology | 0.84% | 0.87% |
#33
4
Prev: #29
|
0.3 |
—
|
-34,231 | -24.8% |
P
S
|
103,767 | $22,170,858 | 2016 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WMT
WAL MART STORES...
|
Consumer Defensive | 0.82% | 0.73% |
#34
2
Prev: #36
|
0.8 |
—
|
-2,615 | -1.5% |
P
S
|
173,983 | $21,622,607 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
AVUV
AVANTIS US SMAL...
|
ETF | 0.79% | 0.66% |
#35
5
Prev: #40
|
2.3 |
—
|
13,310 | 7.6% |
P
S
|
188,387 | $20,811,112 | 2025 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
FRME
FIRST MERCHANTS...
|
Financial Services | 0.77% | 0.74% |
#36
2
Prev: #34
|
0.8 |
—
|
-9,581 | -1.8% |
P
S
|
525,158 | $20,339,369 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
V
VISA
|
Financial Services | 0.71% | 0.80% |
#37
5
Prev: #32
|
0.8 |
—
|
-24 | -0.0% |
P
S
|
61,476 | $18,580,506 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VWIUX
VANGUARD TAX EX...
|
ETF | 0.70% | 0.65% |
#38
3
Prev: #41
|
2.3 |
—
|
88,609 | 7.0% |
P
S
|
1,351,821 | $18,465,852 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IVE
S&P 500 VAL ISH...
|
ETF | 0.70% | 0.68% |
#39
1
Prev: #38
|
0.8 |
—
|
-147 | -0.2% |
P
S
|
86,659 | $18,298,048 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
SYK
STRYKER CORP
|
Healthcare | 0.68% | 0.73% |
#40
5
Prev: #35
|
0.8 |
—
|
-1,439 | -2.6% |
P
S
|
54,786 | $18,002,132 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
MFAIX
MORGAN STANLEY ...
|
Unknown | 0.67% | 0.64% |
#41
1
Prev: #42
|
2.3 |
—
|
74,909 | 12.1% |
P
S
|
694,142 | $17,666,227 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
IEFA
ISHARES TR CORE...
|
ETF | 0.65% | 0.55% |
#42
5
Prev: #47
|
2.3 |
—
|
21,804 | 13.2% |
P
S
|
187,554 | $16,979,263 | 2017 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
COST
COSTCO WHOLESAL...
|
Consumer Defensive | 0.63% | 0.54% |
#43
5
Prev: #48
|
0.8 |
—
|
-143 | -0.8% |
P
S
|
16,723 | $16,663,298 | 2015 Q3 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VBTLX
VANGUARD TOTAL ...
|
ETF | 0.63% | 0.60% |
#44
Prev: #44
|
0.8 |
—
|
51,637 | 3.1% |
P
S
|
1,703,500 | $16,489,894 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
TJX
TJX COS INC
|
Consumer Cyclical | 0.62% | 0.60% |
#45
2
Prev: #43
|
0.7 |
—
|
-3,023 | -2.9% |
P
S
|
102,452 | $16,361,585 | 2017 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
JNJ
JOHNSON & JOHNS...
|
Healthcare | 0.61% | 0.50% |
#46
6
Prev: #52
|
0.7 |
—
|
272 | 0.4% |
P
S
|
65,109 | $15,915,244 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
VIGAX
VANGUARD GRW IN...
|
ETF | 0.60% | 0.67% |
#47
8
Prev: #39
|
0.7 |
—
|
-2,089 | -2.9% |
P
S
|
69,962 | $15,726,365 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
WCMIX
WCM FOCUSED INT...
|
Unknown | 0.59% | 0.59% |
#48
3
Prev: #45
|
0.7 |
—
|
-12,500 | -2.0% |
P
S
|
626,038 | $15,381,783 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
LOW
LOWE'S COMPANIE...
|
Consumer Cyclical | 0.56% | 0.57% |
#49
3
Prev: #46
|
0.7 |
—
|
-847 | -1.3% |
P
S
|
62,768 | $14,830,823 | 2008 Q1 | 13F Filing | 2026-03-31 | 2026-04-16 | |||
|
DODIX
DODGE & COX INC...
|
Unknown | 0.56% | 0.53% |
#50
1
Prev: #49
|
0.7 |
—
|
32,588 | 2.9% |
P
S
|
1,147,545 | $14,596,736 | 2024 Q2 | 13F Filing | 2026-03-31 | 2026-04-16 |
Showing 1-50 of 375 holdings