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CIK: 0000356264
Total reported value
$2.2B
$2.2B
267 檔
42.2%
During the Q3 2025 filing period, 1st Source Bank (CIK: 0000356264) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.2B across 267 reported positions.
In Q3 2025, 1st Source Bank adopted a defensive or profit-taking posture, trimming 26 positions and completely liquidating 3 holdings to manage risk exposure.
Showing top 200 holdings (of 267 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRCE | 1st Source CORP | Stock-Other | 16.84% | +0.41% | -0.02% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.03% | +0.92% | +0.80% | |
| 3 | IWD | Ishares Russell 1000 Value E | ETF-Other | 7.36% | +0.09% | +1.29% | |
| 4 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 6.35% | +0.43% | -1.69% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 4.49% | -0.46% | -16.90% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.64% | +0.45% | +2.06% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.36% | +0.09% | +3.31% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 2.24% | -0.19% | -1.62% | |
| 9 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.91% | — | -1.63% | |
| 10 | AAPL | Apple Inc | Stock-Tech | 1.89% | — | -0.68% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.34% | +0.21% | -2.86% | |
| 12 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.31% | +0.15% | +28.66% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.30% | +0.11% | +0.41% | |
| 14 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.27% | +0.13% | -2.35% | |
| 15 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.26% | +0.12% | -2.45% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.13% | +0.01% | -0.88% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.10% | -0.02% | -2.66% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.05% | — | +0.01% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 1.01% | -1.04% | EXIT | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 0.73% | — | -1.48% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.68% | +0.05% | -0.59% | |
| 22 | ORCL | Oracle CORP | Stock-Tech | 0.67% | -0.04% | -1.70% | |
| 23 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.66% | -0.09% | -1.49% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.57% | -0.10% | +0.21% | |
| 25 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 0.56% | -0.15% | -20.83% | |
| 26 | AVGO | Broadcom Inc | Stock-Tech | 0.53% | +0.04% | -1.84% | |
| 27 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.51% | +0.33% | +7.00% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.50% | +0.02% | -0.86% | |
| 29 | AXP | American Express Co | Stock-Financials | 0.50% | -0.01% | -2.42% | |
| 30 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.49% | -0.12% | -2.19% | |
| 31 | HD | Home Depot Inc | Stock-Consumer Disc | 0.47% | -0.04% | -2.71% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.47% | -0.11% | -1.37% | |
| 33 | ADP | Automatic Data Processing | Stock-Tech | 0.46% | -0.03% | -2.26% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.43% | -0.07% | -1.64% | |
| 35 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.43% | -0.08% | +1.45% | |
| 36 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.43% | -0.05% | -1.51% | |
| 37 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.43% | -0.05% | -2.59% | |
| 38 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.42% | -0.02% | -2.48% | |
| 39 | IBM | Intl Business Machines CORP | Stock-Tech | 0.42% | +0.01% | -1.61% | |
| 40 | FVD | First Trust Value Line Dvd | ETF-Other | 0.42% | -0.12% | -2.01% | |
| 41 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.41% | -0.03% | +0.70% | |
| 42 | ALL | Allstate CORP | Stock-Financials | 0.37% | -0.01% | -4.06% | |
| 43 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.02% | -1.18% | |
| 44 | XOM | Exxon Mobil CORP | Stock-Energy | 0.36% | -0.15% | +0.53% | |
| 45 | CVX | Chevron CORP | Stock-Energy | 0.35% | -0.13% | -0.47% | |
| 46 | WMT | Walmart Inc | Stock-Consumer Staples | 0.35% | -0.08% | -2.58% | |
| 47 | MA | Mastercard Inc - A | Stock-Financials | 0.33% | -0.02% | -1.53% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.33% | — | -1.00% | |
| 49 | BX | Blackstone Inc | Stock-Financials | 0.29% | -0.02% | +0.96% | |
| 50 | CSCO | Cisco Systems Inc | Stock-Tech | 0.28% | +0.10% | -0.27% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | IWF | Ishares Russell 1000 Growth | +1.8% | +0.80% | Trim |
| 2 | MSFT | Microsoft CORP | +0.4% | -1.62% | Trim |
| 3 | IJH | Ishares Core S&p Midcap ETF | +0.4% | +28.66% | Add |
| 4 | GOOGL | Alphabet Inc-cl A | +0.4% | +0.41% | Trim |
| 5 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.3% | -1.69% | Trim |
| 6 | ORCL | Oracle CORP | +0.3% | -1.70% | Trim |
| 7 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.3% | +2.06% | Add |
| 8 | NVDA | Nvidia CORP | +0.3% | -1.48% | Add |
| 9 | AVGO | Broadcom Inc | +0.2% | -1.84% | Trim |
| 10 | EFA | Ishares Msci Eafe ETF | +0.2% | +3.31% | Add |
| 11 | GOOG | Alphabet Inc-cl C | +0.2% | -0.59% | Trim |
| 12 | VEA | Vanguard Ftse Developed ETF | +0.1% | -1.63% | Trim |
| 13 | JPM | Jpmorgan Chase & Co | +0.1% | -2.66% | Trim |
| 14 | SPYG | Ss Spdr P S&p 500 Growth ETF | +0.1% | -0.86% | Add |
| 15 | PANW | Palo Alto Networks Inc | +0.1% | +7.00% | Add |
| 16 | CAT | Caterpillar Inc | +0.1% | +1.94% | Add |
| 17 | META | Meta Platforms Inc-class A | +0.1% | +4.87% | Add |
| 18 | PWR | Quanta Services Inc | +0.1% | +5.77% | Add |
| 19 | GE | General Electric | +0.1% | — | Add |
| 20 | IWM | Ishares Russell 2000 ETF | 0% | -2.35% | Trim |
| 21 | AMZN | Amazon.com Inc | 0% | +0.01% | Trim |
| 22 | NSC | Norfolk Southern CORP | 0% | -2.48% | Trim |
| 23 | BAC | Bank Of America CORP | 0% | +1.12% | Add |
| 24 | RTX | Rtx CORP | 0% | +0.21% | Add |
| 25 | GEV | GE Vernova Inc | 0% | -0.84% | Add |
| 26 | EFV | Ishares Msci Eafe Value ETF | 0% | +1.45% | Add |
| 27 | BX | Blackstone Inc | 0% | +0.96% | Trim |
| 28 | VWO | Vanguard Ftse Emerging Marke | 0% | -0.29% | Add |
| 29 | EEM | Ishares Msci Emerging Market | 0% | -0.40% | Trim |
| 30 | AXP | American Express Co | 0% | -2.42% | Trim |
| 31 | TJX | Tjx Companies Inc | 0% | -1.64% | Trim |
| 32 | WMT | Walmart Inc | 0% | -2.58% | Trim |
| 33 | DIS | Walt Disney Co/the | 0% | -0.01% | Add |
| 34 | MDY | State Street Spdr S&p Midcap | — | -0.88% | Trim |
| 35 | IJR | Ishares Core S&p Small-cap E | 0% | -2.45% | Trim |
| 36 | JNJ | Johnson & Johnson | 0% | -1.49% | Trim |
| 37 | PG | Procter & Gamble Co/the | -0.1% | -1.51% | Trim |
| 38 | PEP | Pepsico Inc | -0.1% | -2.19% | Trim |
| 39 | IWD | Ishares Russell 1000 Value E | -0.1% | +1.29% | Add |
| 40 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -1.18% | Trim |
| 41 | LLY | Eli Lilly & Co | -0.4% | -2.86% | Trim |
| 42 | SDY | Ss Spdr S&p Dividend ETF | -1.4% | -16.90% | Trim |
| 43 | SRCE | 1st Source CORP | -1.5% | -0.02% | Trim |
| 44 | DJUN | Ft Vest US Equity Deep Buffe | — | NEW | New buy |
| 45 | FAUG | Ft Vest U.s. Equity Buffer E | — | NEW | New buy |
| 46 | FMAR | Ft Vest US Equity Buffer ETF | — | EXIT | Sold out |
| 47 | SXI | Standex International CORP | — | NEW | New buy |
| 48 | DOCT | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
| 49 | DJUL | Ft Vest US Equity Deep Buffe | — | NEW | New buy |
| 50 | DJAN | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
According to official SEC Form 13F filings, 1st Source Bank reported a total U.S. public equity portfolio value of $2.2B across 267 disclosed positions in Q3 2025.
During Q3 2025, 1st Source Bank's top holdings by market value included SRCE (16.8%)、IWF (14.0%)、IWD (7.4%). The largest single position, SRCE, represented 16.8% of total portfolio value.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including SRCE, IWF, IWD) accounted for 42.2% of total reported equity market value during Q3 2025.
Top New Position Initiated
DJUN
市值: $4.2M
Top Position Liquidated / Trimmed
FMAR
前期市值: $1.4M
In Q3 2025, 1st Source Bank made 50 total portfolio adjustments, initiating 4 new buys, adding to 17 positions, trimming 26 holdings, and fully liquidating 3 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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