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CIK: 0000356264
Total reported value
$2.2B
$2.2B
260 檔
38.4%
The Q1 2025 SEC filing reveals that 1st Source Bank held a total portfolio value of $2.2B, covering 260 public equity positions.
In Q1 2025, 1st Source Bank displayed an active expansion posture, initiating 50 new positions and adding to 0 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including SRCE, IWF, IWD) accounted for 38.4% of total reported equity market value during Q1 2025.
Showing top 200 holdings (of 260 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRCE | 1st Source CORP | Stock-Other | 18.31% | +0.41% | -2.63% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.24% | +0.92% | -1.62% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.49% | +0.09% | +2.28% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.03% | +0.43% | +0.58% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 5.90% | -0.46% | -2.33% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.36% | +0.45% | +0.43% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.17% | +0.09% | -4.79% | |
| 8 | AAPL | Apple Inc | Stock-Tech | 2.09% | — | -1.57% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 1.84% | -0.19% | -1.54% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.82% | — | -0.61% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.70% | +0.21% | -2.15% | |
| 12 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.28% | +0.12% | -1.08% | |
| 13 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.24% | +0.13% | -1.61% | |
| 14 | HON | Honeywell International Inc | Stock-Industrials | 1.15% | -1.04% | EXIT | |
| 15 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.13% | +0.01% | -0.38% | |
| 16 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.02% | — | +0.05% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.01% | -0.02% | -2.30% | |
| 18 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.93% | +0.15% | +6.85% | |
| 19 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.92% | +0.11% | -1.79% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.69% | -0.09% | -0.99% | |
| 21 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.67% | -0.10% | +0.10% | |
| 22 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 0.66% | -0.15% | — | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.61% | -0.12% | -1.04% | |
| 24 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.55% | -0.11% | -1.52% | |
| 25 | ADP | Automatic Data Processing | Stock-Tech | 0.55% | -0.03% | -1.22% | |
| 26 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.54% | -0.05% | -1.02% | |
| 27 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.52% | -0.05% | -1.35% | |
| 28 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.51% | -0.02% | +0.48% | |
| 29 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.50% | +0.05% | -1.48% | |
| 30 | AXP | American Express Co | Stock-Financials | 0.49% | -0.01% | -0.48% | |
| 31 | FVD | First Trust Value Line Dvd | ETF-Other | 0.49% | -0.12% | +1.08% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.49% | -0.04% | -0.45% | |
| 33 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.47% | -0.03% | +0.06% | |
| 34 | NVDA | Nvidia CORP | Stock-Tech | 0.46% | — | -11.01% | |
| 35 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.44% | +0.33% | +0.58% | |
| 36 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.43% | +0.02% | +0.87% | |
| 37 | CVX | Chevron CORP | Stock-Energy | 0.43% | -0.13% | -0.66% | |
| 38 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.01% | -5.76% | |
| 39 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.42% | -0.07% | -0.54% | |
| 40 | ALL | Allstate CORP | Stock-Financials | 0.41% | -0.01% | -1.54% | |
| 41 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.41% | -0.08% | -1.64% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.41% | -0.15% | -3.58% | |
| 43 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.39% | -0.02% | -1.06% | |
| 44 | ORCL | Oracle CORP | Stock-Tech | 0.37% | -0.04% | -1.05% | |
| 45 | MA | Mastercard Inc - A | Stock-Financials | 0.36% | -0.02% | -0.05% | |
| 46 | ABBV | Abbvie Inc | Stock-Healthcare | 0.34% | — | -1.76% | |
| 47 | WMT | Walmart Inc | Stock-Consumer Staples | 0.34% | -0.08% | +0.05% | |
| 48 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.33% | -0.06% | +0.41% | |
| 49 | ABT | Abbott Laboratories | Stock-Healthcare | 0.30% | -0.05% | -0.45% | |
| 50 | AVGO | Broadcom Inc | Stock-Tech | 0.30% | +0.04% | -4.74% |
According to official SEC Form 13F filings, 1st Source Bank reported a total U.S. public equity portfolio value of $2.2B across 260 disclosed positions in Q1 2025.
During Q1 2025, 1st Source Bank's top holdings by market value included SRCE (18.3%)、IWF (12.2%)、IWD (7.5%). The largest single position, SRCE, represented 18.3% of total portfolio value.
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Top New Position Initiated
SRCE
市值: $310.7M
In Q1 2025, 1st Source Bank made 50 total portfolio adjustments, initiating 50 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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