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CIK: 0000356264
Total reported value
$2.2B
$2.2B
274 檔
42.1%
The Q4 2025 SEC filing reveals that 1st Source Bank held a total portfolio value of $2.2B, covering 274 public equity positions.
In Q4 2025, 1st Source Bank adopted a defensive or profit-taking posture, trimming 34 positions and completely liquidating 4 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including SRCE, IWF, SPY) accounted for 42.1% of total reported equity market value during Q4 2025.
Showing top 200 holdings (of 274 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRCE | 1st Source CORP | Stock-Other | 16.94% | +0.41% | -0.41% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 14.04% | +0.92% | -0.49% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.50% | +0.43% | +15.93% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 6.73% | +0.09% | -11.07% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.54% | -0.46% | -20.10% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 2.76% | +0.45% | -2.46% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.34% | +0.09% | -3.04% | |
| 8 | MSFT | Microsoft CORP | Stock-Tech | 1.99% | -0.19% | -4.36% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.91% | — | -4.81% | |
| 10 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.86% | — | -6.27% | |
| 11 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.78% | +0.21% | -5.09% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.60% | +0.11% | -3.45% | |
| 13 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.36% | +0.15% | +3.23% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.29% | +0.12% | +1.48% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.17% | +0.13% | -9.06% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.14% | +0.01% | +0.46% | |
| 17 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.09% | -0.02% | -2.11% | |
| 18 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | — | -1.35% | |
| 19 | HON | Honeywell International Inc | Stock-Industrials | 0.92% | -1.04% | EXIT | |
| 20 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.84% | +0.05% | -3.51% | |
| 21 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.73% | -0.09% | -1.80% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.68% | — | -6.18% | |
| 23 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 0.57% | -0.15% | -1.95% | |
| 24 | AXP | American Express Co | Stock-Financials | 0.53% | -0.01% | -3.84% | |
| 25 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.53% | -0.05% | -0.93% | |
| 26 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.52% | -0.10% | -1.17% | |
| 27 | AVGO | Broadcom Inc | Stock-Tech | 0.51% | +0.04% | -7.14% | |
| 28 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.49% | +0.02% | -4.03% | |
| 29 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.48% | -0.12% | -2.48% | |
| 30 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.48% | -0.03% | -1.17% | |
| 31 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.46% | -0.11% | -3.08% | |
| 32 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | -0.07% | -0.37% | |
| 33 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.45% | +0.33% | -0.72% | |
| 34 | ORCL | Oracle CORP | Stock-Tech | 0.44% | -0.04% | -4.48% | |
| 35 | IBM | Intl Business Machines CORP | Stock-Tech | 0.43% | +0.01% | -0.90% | |
| 36 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.43% | -0.08% | -5.47% | |
| 37 | FVD | First Trust Value Line Dvd | ETF-Other | 0.40% | -0.12% | -3.42% | |
| 38 | ADP | Automatic Data Processing | Stock-Tech | 0.39% | -0.03% | -2.14% | |
| 39 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.39% | -0.02% | -3.34% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.39% | -0.04% | -1.52% | |
| 41 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.05% | -2.77% | |
| 42 | XOM | Exxon Mobil CORP | Stock-Energy | 0.38% | -0.15% | +0.05% | |
| 43 | WMT | Walmart Inc | Stock-Consumer Staples | 0.38% | -0.08% | -0.54% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.35% | -0.02% | -1.65% | |
| 45 | ALL | Allstate CORP | Stock-Financials | 0.35% | -0.01% | -2.36% | |
| 46 | ISRG | Intuitive Surgical Inc | Stock-Healthcare | 0.34% | -0.06% | -1.91% | |
| 47 | CVX | Chevron CORP | Stock-Energy | 0.33% | -0.13% | -4.33% | |
| 48 | ABBV | Abbvie Inc | Stock-Healthcare | 0.32% | — | +0.40% | |
| 49 | MA | Mastercard Inc - A | Stock-Financials | 0.32% | -0.02% | -2.52% | |
| 50 | GLD | Spdr Gold Shares | ETF-Commodities | 0.32% | -0.09% | +7.31% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SPY | Ss Spdr S&p 500 ETF Trust-us | +1.2% | +15.93% | Add |
| 2 | LLY | Eli Lilly & Co | +0.4% | -5.09% | Trim |
| 3 | GOOGL | Alphabet Inc-cl A | +0.3% | -3.45% | Trim |
| 4 | GOOG | Alphabet Inc-cl C | +0.2% | -3.51% | Trim |
| 5 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.1% | -2.46% | Trim |
| 6 | MRK | Merck & Co. Inc. | +0.1% | -0.93% | Trim |
| 7 | SRCE | 1st Source CORP | +0.1% | -0.41% | Trim |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.1% | -1.17% | Trim |
| 9 | ISRG | Intuitive Surgical Inc | +0.1% | -1.91% | Trim |
| 10 | JNJ | Johnson & Johnson | +0.1% | -1.80% | Trim |
| 11 | IJH | Ishares Core S&p Midcap ETF | +0.1% | +3.23% | Add |
| 12 | GLD | Spdr Gold Shares | +0.1% | +7.31% | Add |
| 13 | CAT | Caterpillar Inc | +0.1% | -0.19% | Trim |
| 14 | AMZN | Amazon.com Inc | 0% | -1.35% | Trim |
| 15 | AXP | American Express Co | 0% | -3.84% | Trim |
| 16 | IJR | Ishares Core S&p Small-cap E | 0% | +1.48% | Add |
| 17 | CSCO | Cisco Systems Inc | 0% | -1.82% | Trim |
| 18 | WMT | Walmart Inc | 0% | -0.54% | Trim |
| 19 | TJX | Tjx Companies Inc | 0% | -0.37% | Trim |
| 20 | AAPL | Apple Inc | 0% | -4.81% | Trim |
| 21 | XOM | Exxon Mobil CORP | 0% | +0.05% | Add |
| 22 | IWF | Ishares Russell 1000 Growth | 0% | -0.49% | Trim |
| 23 | VWO | Vanguard Ftse Emerging Marke | 0% | -8.06% | Trim |
| 24 | 6D8 | Dupont De Nemours Inc | 0% | — | Unchanged |
| 25 | BX | Blackstone Inc | 0% | -0.75% | Trim |
| 26 | NSC | Norfolk Southern CORP | 0% | -3.34% | Trim |
| 27 | META | Meta Platforms Inc-class A | 0% | -1.80% | Trim |
| 28 | PG | Procter & Gamble Co/the | 0% | -2.77% | Trim |
| 29 | NVDA | Nvidia CORP | -0.1% | -6.18% | Trim |
| 30 | COST | Costco Wholesale CORP | -0.1% | -1.17% | Trim |
| 31 | VEA | Vanguard Ftse Developed ETF | -0.1% | -6.27% | Trim |
| 32 | PANW | Palo Alto Networks Inc | -0.1% | -0.72% | Trim |
| 33 | ADP | Automatic Data Processing | -0.1% | -2.14% | Trim |
| 34 | HD | Home Depot Inc | -0.1% | -1.52% | Trim |
| 35 | HON | Honeywell International Inc | -0.1% | -1.08% | Trim |
| 36 | IWM | Ishares Russell 2000 ETF | -0.1% | -9.06% | Trim |
| 37 | ORCL | Oracle CORP | -0.2% | -4.48% | Trim |
| 38 | MSFT | Microsoft CORP | -0.3% | -4.36% | Trim |
| 39 | IWD | Ishares Russell 1000 Value E | -0.6% | -11.07% | Trim |
| 40 | SDY | Ss Spdr S&p Dividend ETF | -1% | -20.10% | Trim |
| 41 | DJUN | Ft Vest US Equity Deep Buffe | — | EXIT | Sold out |
| 42 | DNOV | Ft Vest US Equity Deep Buffe | — | NEW | New buy |
| 43 | DOCT | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 44 | DSEP | Ft Vest U.s. Equity Deep Buf | — | NEW | New buy |
| 45 | FISV | Fiserv Inc | — | EXIT | Sold out |
| 46 | IEFA | Ishares Core Msci Eafe ETF | — | NEW | New buy |
| 47 | DGRW | Wisdomtree U.s. Quality Divi | — | NEW | New buy |
| 48 | DFEB | Ft Vest U.s. Equity Deep Buf | — | EXIT | Sold out |
| 49 | IEMG | Ishares Core Msci Emerging | — | NEW | New buy |
| 50 | MU | Micron Technology Inc | — | 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 274 disclosed positions in Q4 2025.
During Q4 2025, 1st Source Bank's top holdings by market value included SRCE (16.9%)、IWF (14.0%)、SPY (7.5%). The largest single position, SRCE, represented 16.9% 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.
Top New Position Initiated
DNOV
市值: $3.4M
Top Position Liquidated / Trimmed
DJUN
前期市值: $4.2M
In Q4 2025, 1st Source Bank made 49 total portfolio adjustments, initiating 6 new buys, adding to 5 positions, trimming 34 holdings, and fully liquidating 4 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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