FIRST FINANCIAL CORP /IN/ (THFF)
13F Reported Value
ⓘ$289.0M
Holdings
295
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
FIRST FINANCIAL CORP /IN/ (THFF) disclosed 295 positions worth $289.0M in its Form 13F-HR for Q2 2026, led by $THFF (FIRST FINANCIAL CORP /IN/) at 16.9% of the equity portfolio. During the quarter the fund opened 2 new positions and exited 9 and a full exit from $HON. The portfolio is most concentrated in Other (49.9% of disclosed assets). All figures are sourced directly from FIRST FINANCIAL CORP /IN/ (THFF)’s Form 13F-HR filing with the SEC under CIK 714562.
AI Fund Analysis
Concentrating
$THFF
$NOWSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 64.9#520
Quality
$48.9M631,112 sh Vanguard S&P 500 ETF - Com
—Quality
$35.9M52,235 shVanguard Information Technolog - Com
—Quality
$18.5M154,898 shVanguard FTSE Developed Market - Com
—Quality
$11.3M158,651 shiShares S&P Core S&P - Com
—Quality
$9.3M12,380 shVanguard Mid-Cap ETF - Com
—Quality
$6.6M81,406 sh- 79.8
Quality
$6.2M16,710 sh Vanguard Small-Cap ETF - Com
—Quality
$5.8M19,278 sh- 76.4
Quality
$5.6M19,477 sh - 87.5
Quality
$5.1M4,212 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| FIRST FINANCIAL CORP /IN/$THFF | 64.9#520 | $48.9M | 631,112 |
| Vanguard S&P 500 ETF - Com | — | $35.9M | 52,235 |
| Vanguard Information Technolog - Com | — | $18.5M | 154,898 |
| Vanguard FTSE Developed Market - Com | — | $11.3M | 158,651 |
| iShares S&P Core S&P - Com | — | $9.3M | 12,380 |
| Vanguard Mid-Cap ETF - Com | — | $6.6M | 81,406 |
 MICROSOFT CORP$MSFT | 79.8 | $6.2M | 16,710 |
| Vanguard Small-Cap ETF - Com | — | $5.8M | 19,278 |
 Apple Inc.$AAPL | 76.4 | $5.6M | 19,477 |
 ELI LILLY & Co$LLY | 87.5 | $5.1M | 4,212 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of FIRST FINANCIAL CORP /IN/ (THFF)'s 295 positions.
Showing top 10 of 295 holdings.
Sector Allocation
Other
$144.1M
Financials
$62.9M
Technology
$35.5M
Healthcare
$13.3M
Consumer Discretionary
$9.2M
Industrials
$6.6M
Energy
$5.4M
Utilities
$4.5M
Top Holdings — FIRST FINANCIAL CORP /IN/ (THFF) (Q2 2026)
Top 150 of 295 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $THFF | FIRST FINANCIAL CORP /IN/ | $48.9M | 16.9% | -1% | 64.9 |
| 2 | — | Vanguard S&P 500 ETF - Com | $35.9M | 12.4% | -3% | — |
| 3 | — | Vanguard Information Technolog - Com | $18.5M | 6.4% | +671% | — |
| 4 | — | Vanguard FTSE Developed Market - Com | $11.3M | 3.9% | +1% | — |
| 5 | — | iShares S&P Core S&P - Com | $9.3M | 3.2% | +0% | — |
| 6 | — | Vanguard Mid-Cap ETF - Com | $6.6M | 2.3% | +299% | — |
| 7 | $MSFT | MICROSOFT CORP | $6.2M | 2.2% | -1% | 79.8 |
| 8 | — | Vanguard Small-Cap ETF - Com | $5.8M | 2.0% | -1% | — |
| 9 | $AAPL | Apple Inc. | $5.6M | 1.9% | -1% | 76.4 |
| 10 | $LLY | ELI LILLY & Co | $5.1M | 1.8% | -2% | 87.5 |
| 11 | — | Vanguard Communication Service - Com | $4.5M | 1.6% | -0% | — |
| 12 |  $NVDA | NVIDIA CORP | $4.2M | 1.4% | -1% | 85.9 |
| 13 |  $AVGO | Broadcom Inc. | $3.8M | 1.3% | +0% | 84.5 |
| 14 | — | FlexShares Intl Quality Div In - Com | $3.6M | 1.3% | +0% | — |
| 15 | — | Vanguard Financial ETF - Com | $3.6M | 1.3% | -2% | — |
| 16 |  $JPM | JPMORGAN CHASE & CO | $3.3M | 1.1% | -1% | 70.7 |
| 17 |  $IVZ | Invesco Ltd. | $3.1M | 1.1% | -1% | — |
| 18 | — | Vanguard Industrials ETF - Com | $2.9M | 1.0% | -2% | — |
| 19 | — | Vanguard Consumer Discretionar - Com | $2.9M | 1.0% | -3% | — |
| 20 |  $GOOG | Alphabet Inc. | $2.7M | 0.9% | +0% | 78.2 |
| 21 | — | Vanguard Health Care ETF - Com | $2.6M | 0.9% | -1% | — |
| 22 | — | iShares MSCI EAFE ETF - Com | $2.6M | 0.9% | +3% | — |
| 23 |  $AMZN | AMAZON COM INC | $2.4M | 0.8% | -1% | 68.7 |
| 24 |  $ABBV | AbbVie Inc. | $2.3M | 0.8% | +0% | 72.6 |
| 25 | — | iShares MSCI Emerging Markets - Com | $2.3M | 0.8% | +0% | — |
| 26 |  $PANW | Palo Alto Networks Inc | $2.1M | 0.7% | -4% | 65.5 |
| 27 | — | iShares U.S. Real Estate ETF - Com | $2.1M | 0.7% | +1% | — |
| 28 |  $XOM.R34088 | EXXON MOBIL CORP | $2.0M | 0.7% | -1% | 57.9 |
| 29 | — | iShares Russell 1000 ETF - Com | $1.9M | 0.7% | +0% | — |
| 30 | — | SPDR Portfolio S&P Growth ETF - Com | $1.8M | 0.6% | +0% | — |
| 31 |  $MDY | SPDR S&P MIDCAP 400 ETF TRUST | $1.7M | 0.6% | +0% | — |
| 32 |  $META | Meta Platforms, Inc. | $1.7M | 0.6% | +1% | 79.6 |
| 33 |  $WCN | Waste Connections, Inc. | $1.6M | 0.6% | +0% | 68.2 |
| 34 | — | Riddell National Bank Stock - Com | $1.6M | 0.6% | NEW | — |
| 35 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $1.6M | 0.6% | -7% | — |
| 36 |  $MRK | Merck & Co., Inc. | $1.5M | 0.5% | +0% | 59.9 |
| 37 |  $V | VISA INC. | $1.5M | 0.5% | +1% | 82.9 |
| 38 |  $HD | HOME DEPOT, INC. | $1.5M | 0.5% | +1% | 60.3 |
| 39 | — | WisdomTree Emerg Mkts ex-St-Ow - Com | $1.4M | 0.5% | -3% | — |
| 40 |  $LMT | LOCKHEED MARTIN CORP | $1.4M | 0.5% | -2% | 65.6 |
| 41 |  $NEE | NEXTERA ENERGY INC | $1.3M | 0.5% | -1% | 64.6 |
| 42 |  $ABT | ABBOTT LABORATORIES | $1.3M | 0.5% | -9% | 65.5 |
| 43 | — | iShares Russell 2000 ETF - Com | $1.3M | 0.5% | -0% | — |
| 44 | — | Vanguard FTSE Emerging Markets - Com | $1.3M | 0.5% | +1% | — |
| 45 |  $FLEX | FLEX LTD. | $1.3M | 0.4% | +0% | — |
| 46 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $1.2M | 0.4% | +0% | 65.1 |
| 47 |  $WMT | Walmart Inc. | $1.2M | 0.4% | +0% | 60.2 |
| 48 |  $PG | PROCTER & GAMBLE Co | $1.2M | 0.4% | +0% | 64.6 |
| 49 |  $JCI | Johnson Controls International plc | $1.2M | 0.4% | -5% | — |
| 50 | — | Vanguard Consumer Staple ETF - Com | $1.1M | 0.4% | +5% | — |
| 51 | — | iShares Tr Global Infrastruc - Com | $1.1M | 0.4% | +0% | — |
| 52 |  $CSCO | CISCO SYSTEMS, INC. | $1.1M | 0.4% | +0% | 70.3 |
| 53 |  $CAT | CATERPILLAR INC | $1.1M | 0.4% | +0% | 66.5 |
| 54 | — | Avantis US Small Cap - Com | $1.0M | 0.4% | -3% | — |
| 55 |  $LIN | LINDE PLC | $973,013 | 0.3% | -1% | — |
| 56 |  $INTC | INTEL CORP | $956,466 | 0.3% | +0% | 45.6 |
| 57 |  $CVX | CHEVRON CORP | $873,887 | 0.3% | +1% | 62.8 |
| 58 |  $COST | COSTCO WHOLESALE CORP /NEW | $864,374 | 0.3% | -1% | 66.2 |
| 59 | — | iShares Russell 1000 Income ET - Com | $852,303 | 0.3% | +186% | — |
| 60 |  $CMG | CHIPOTLE MEXICAN GRILL INC | $823,786 | 0.3% | +6% | 65.1 |
| 61 |  $KLAC | KLA CORP | $820,651 | 0.3% | +900% | 78.6 |
| 62 | — | Vanguard Energy ETF - Com | $794,038 | 0.3% | -6% | — |
| 63 |  $ICE | Intercontinental Exchange, Inc. | $780,025 | 0.3% | +4% | 73.7 |
| 64 | — | Vanguard Utilities ETF - Com | $772,155 | 0.3% | -2% | — |
| 65 | — | Vanguard Real Estate ETF - Com | $770,862 | 0.3% | -4% | — |
| 66 |  $MDLZ | Mondelez International, Inc. | $743,013 | 0.3% | -3% | 56.4 |
| 67 | — | SPDR Dow Jones Industrial Aver - Com | $729,779 | 0.3% | -13% | — |
| 68 |  $RTX | RTX Corp | $710,349 | 0.3% | -0% | 73.2 |
| 69 | — | Vanguard Mega Cap ETF - Com | $684,075 | 0.2% | +0% | — |
| 70 | — | FlexShares Global Natural Reso - Com | $668,483 | 0.2% | +0% | — |
| 71 |  $STX | Seagate Technology Holdings plc | $660,060 | 0.2% | -1% | — |
| 72 | — | Vanguard Materials ETF - Com | $655,255 | 0.2% | -3% | — |
| 73 | — | iShares Russell Mid-Cap ETF - Com | $649,895 | 0.2% | +0% | — |
| 74 |  $MCD | MCDONALDS CORP | $636,850 | 0.2% | -1% | 69 |
| 75 |  $BHP | BHP Group Ltd | $636,238 | 0.2% | -3% | — |
| 76 |  $BAC | BANK OF AMERICA CORP /DE/ | $602,962 | 0.2% | +0% | 67.6 |
| 77 |  $KO | COCA COLA CO | $600,423 | 0.2% | -5% | 69.5 |
| 78 | — | Schwab US Dividend Equity ETF - Com | $599,858 | 0.2% | -5% | — |
| 79 | — | iShares Russell 1000 Value ETF - Com | $592,499 | 0.2% | -31% | — |
| 80 |  $PYPL | PayPal Holdings, Inc. | $590,098 | 0.2% | +1% | 64.1 |
| 81 | — | Vanguard Russell 2000 ETF - Com | $583,787 | 0.2% | +0% | — |
| 82 |  $SU | SUNCOR ENERGY INC | $565,519 | 0.2% | -5% | — |
| 83 |  $UNH | UNITEDHEALTH GROUP INC | $556,113 | 0.2% | -1% | 62.7 |
| 84 |  $UNP | UNION PACIFIC CORP | $550,528 | 0.2% | +0% | 69.7 |
| 85 |  $MPC | Marathon Petroleum Corp | $549,435 | 0.2% | -2% | 61 |
| 86 |  $RSG | REPUBLIC SERVICES, INC. | $546,337 | 0.2% | +0% | 62.3 |
| 87 |  $JNJ | JOHNSON & JOHNSON | $532,067 | 0.2% | -1% | 69 |
| 88 | — | Vanguard Small-Cap Growth ETF - Com | $528,071 | 0.2% | -12% | — |
| 89 |  $AMT | AMERICAN TOWER CORP /MA/ | $523,424 | 0.2% | +3% | 66.3 |
| 90 |  $SYY | SYSCO CORP | $500,645 | 0.2% | -14% | 54.7 |
| 91 |  $BMY | BRISTOL MYERS SQUIBB CO | $497,549 | 0.2% | +0% | 70.4 |
| 92 |  $TXN | TEXAS INSTRUMENTS INC | $491,517 | 0.2% | +0% | 73.4 |
| 93 |  $GOOGL | Alphabet Inc. | $446,962 | 0.1% | +0% | 78.2 |
| 94 |  $MAR | MARRIOTT INTERNATIONAL INC /MD/ | $445,820 | 0.1% | +0% | 61.7 |
| 95 | — | iShares Russell Mid-Cap Value - Com | $438,988 | 0.1% | -0% | — |
| 96 |  $SPY | SPDR S&P 500 ETF TRUST | $429,393 | 0.1% | +0% | — |
| 97 | — | iShares Core MSCI EAFE ETF - Com | $427,560 | 0.1% | +0% | — |
| 98 |  $MA | Mastercard Inc | $406,258 | 0.1% | +0% | 85.1 |
| 99 |  $WFC | WELLS FARGO & COMPANY/MN | $405,845 | 0.1% | +0% | 61.8 |
| 100 |  $BP | BP PLC | $386,608 | 0.1% | +0% | — |
| 101 |  $ELV | Elevance Health, Inc. | $375,515 | 0.1% | +0% | 59 |
| 102 | — | iShares Russell Mid-Cap Growth - Com | $368,953 | 0.1% | +0% | — |
| 103 |  $DIS | Walt Disney Co | $359,686 | 0.1% | +0% | 60.1 |
| 104 |  $PEP | PEPSICO INC | $356,102 | 0.1% | -7% | 63.4 |
| 105 |  $GLD | SPDR GOLD TRUST | $355,487 | 0.1% | +0% | — |
| 106 |  $SHEL | Shell plc | $344,588 | 0.1% | +0% | — |
| 107 |  $ORCL | ORACLE CORP | $335,013 | 0.1% | +0% | 66.2 |
| 108 | — | VanEck Agribusiness ETF - Com | $316,800 | 0.1% | +0% | — |
| 109 |  $NVO | NOVO NORDISK A S | $310,172 | 0.1% | +0% | — |
| 110 |  $MO | ALTRIA GROUP, INC. | $285,930 | 0.1% | +0% | 67.4 |
| 111 | — | iShares Core S&P Small-Cap ETF - Com | $275,857 | 0.1% | +1% | — |
| 112 | $IVZ | Invesco Ltd. | $275,113 | 0.1% | +0% | — |
| 113 |  $WM | WASTE MANAGEMENT INC | $274,365 | 0.1% | +0% | 67.6 |
| 114 |  $LOW | LOWES COMPANIES INC | $267,454 | 0.1% | +0% | 60.8 |
| 115 |  $GD | GENERAL DYNAMICS CORP | $256,824 | 0.1% | +0% | 68.7 |
| 116 |  $PFE | PFIZER INC | $245,857 | 0.1% | -1% | 62 |
| 117 | — | iShares MSCI EAFE Growth ETF - Com | $240,006 | 0.1% | -1% | — |
| 118 |  $QCOM | QUALCOMM INC/DE | $238,379 | 0.1% | +0% | 70.5 |
| 119 | — | Vanguard Dividend Appreciation - Com | $236,620 | 0.1% | +0% | — |
| 120 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $233,967 | 0.1% | -3% | 70 |
| 121 |  $EPD | ENTERPRISE PRODUCTS PARTNERS L.P. | $233,389 | 0.1% | +0% | 61.4 |
| 122 |  $CMI | CUMMINS INC | $231,080 | 0.1% | +0% | 58.1 |
| 123 |  $AXP | AMERICAN EXPRESS CO | $227,304 | 0.1% | +0% | 69.4 |
| 124 |  $NTRS | NORTHERN TRUST CORP | $225,992 | 0.1% | +0% | 65.2 |
| 125 |  $DUK | Duke Energy CORP | $217,718 | 0.1% | +0% | 56.4 |
| 126 |  $MU | MICRON TECHNOLOGY INC | $217,007 | 0.1% | +0% | 86.2 |
| 127 |  $CARR | CARRIER GLOBAL Corp | $213,595 | 0.1% | +0% | 56.6 |
| 128 |  $LEN | LENNAR CORP /NEW/ | $200,707 | 0.1% | +0% | 47.2 |
| 129 | — | Vanguard Total Stock Market ET - Com | $196,491 | 0.1% | +0% | — |
| 130 |  $HCA | HCA Healthcare, Inc. | $194,945 | 0.1% | +0% | 68.9 |
| 131 | — | iShares Core S&P U.S. Value ET - Com | $193,754 | 0.1% | +0% | — |
| 132 |  $CL | COLGATE PALMOLIVE CO | $191,611 | 0.1% | +0% | 61.3 |
| 133 |  $ALL | ALLSTATE CORP | $189,876 | 0.1% | +0% | 78.5 |
| 134 |  $IRM | IRON MOUNTAIN INC | $189,465 | 0.1% | +0% | 62.9 |
| 135 | — | First Trust Financial AlphaDEX - Com | $188,692 | 0.1% | +0% | — |
| 136 | — | iShares Select Dividend ETF - Com | $187,560 | 0.1% | -1% | — |
| 137 |  $VZ | VERIZON COMMUNICATIONS INC | $185,576 | 0.1% | -1% | 65.8 |
| 138 |  $CRM | Salesforce, Inc. | $178,749 | 0.1% | +0% | 77 |
| 139 |  $TJX | TJX COMPANIES INC /DE/ | $178,619 | 0.1% | +0% | 68.7 |
| 140 | — | iShares S&P 100 ETF - Com | $178,545 | 0.1% | +0% | — |
| 141 |  $GE | GENERAL ELECTRIC CO | $177,522 | 0.1% | +0% | 73.8 |
| 142 |  $EMR | EMERSON ELECTRIC CO | $171,780 | 0.1% | +0% | 65.3 |
| 143 |  $WT | WisdomTree, Inc. | $170,235 | 0.1% | +0% | 59.9 |
| 144 | — | Vanguard Growth ETF - Com | $167,457 | 0.1% | +459% | — |
| 145 |  $INBK | First Internet Bancorp | $166,800 | 0.1% | +0% | 33.4 |
| 146 |  $PM | Philip Morris International Inc. | $166,799 | 0.1% | +0% | 75.9 |
| 147 |  $ACN | Accenture plc | $156,794 | 0.1% | +0% | — |
| 148 |  $DHR | DANAHER CORP /DE/ | $152,193 | 0.1% | +0% | 64.8 |
| 149 |  $NUE | NUCOR CORP | $151,916 | 0.1% | +0% | 61.7 |
| 150 |  $BLK | BlackRock, Inc. | $143,273 | 0.1% | +0% | 70 |
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