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CIK: 0000356264
Total reported value
$2.2B
$2.2B
286 檔
43.1%
In Q1 2026, 1st Source Bank's U.S. equity holdings reached a combined market value of $2.2B, distributed across 286 disclosed stock positions.
1st Source Bank executed strategic sector rebalancing during Q1 2026, establishing 20 new positions while fully exiting 8 holdings and trimming 81 positions.
In terms of portfolio concentration, the top 5 core holdings (including SRCE, IWF, SPY) accounted for 43.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 286 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SRCE | 1st Source CORP | Stock-Other | 18.49% | +0.41% | +0.19% | |
| 2 | IWF | Ishares Russell 1000 Growth | ETF-Other | 12.45% | +0.92% | +0.07% | |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 7.91% | +0.43% | +12.49% | |
| 4 | IWD | Ishares Russell 1000 Value E | ETF-Other | 6.86% | +0.09% | +1.92% | |
| 5 | SDY | Ss Spdr S&p Dividend ETF | ETF-Other | 3.39% | -0.46% | -7.30% | |
| 6 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 3.20% | +0.45% | +8.99% | |
| 7 | EFA | Ishares Msci Eafe ETF | ETF-Other | 2.51% | +0.09% | +7.76% | |
| 8 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.99% | — | +5.82% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.75% | — | -0.38% | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 1.53% | +0.15% | +11.64% | |
| 11 | MSFT | Microsoft CORP | Stock-Tech | 1.50% | -0.19% | +0.27% | |
| 12 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.46% | +0.21% | -2.80% | |
| 13 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.42% | +0.11% | -2.03% | |
| 14 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.37% | +0.12% | +4.40% | |
| 15 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.19% | +0.13% | +2.91% | |
| 16 | MDY | State Street Spdr S&p Midcap | ETF-Other | 1.14% | +0.01% | -0.02% | |
| 17 | HON | Honeywell International Inc | Stock-Industrials | 1.04% | -1.04% | EXIT | |
| 18 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.97% | -0.02% | -0.78% | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.88% | — | -8.15% | |
| 20 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.83% | -0.09% | -1.76% | |
| 21 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 0.74% | +0.05% | -1.79% | |
| 22 | NVDA | Nvidia CORP | Stock-Tech | 0.60% | — | -4.56% | |
| 23 | MRK | Merck & Co. Inc. | Stock-Healthcare | 0.59% | -0.05% | -0.91% | |
| 24 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.58% | -0.10% | -1.35% | |
| 25 | PATK | Patrick Industries Inc | Stock-Consumer Disc | 0.58% | -0.15% | — | |
| 26 | XOM | Exxon Mobil CORP | Stock-Energy | 0.53% | -0.15% | +0.06% | |
| 27 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.51% | -0.12% | -1.08% | |
| 28 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.46% | -0.07% | -0.42% | |
| 29 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.45% | -0.11% | -1.09% | |
| 30 | AVGO | Broadcom Inc | Stock-Tech | 0.45% | +0.04% | -1.08% | |
| 31 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.44% | +0.02% | +0.47% | |
| 32 | CVX | Chevron CORP | Stock-Energy | 0.44% | -0.13% | -0.39% | |
| 33 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.43% | -0.08% | -2.21% | |
| 34 | AXP | American Express Co | Stock-Financials | 0.42% | -0.01% | -1.59% | |
| 35 | WMT | Walmart Inc | Stock-Consumer Staples | 0.41% | -0.08% | -0.42% | |
| 36 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 0.40% | -0.03% | -0.24% | |
| 37 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.39% | -0.05% | +1.87% | |
| 38 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.39% | +0.33% | +1.47% | |
| 39 | GLD | Spdr Gold Shares | ETF-Commodities | 0.38% | -0.09% | +12.65% | |
| 40 | NSC | Norfolk Southern CORP | Stock-Industrials | 0.38% | -0.02% | -2.03% | |
| 41 | HD | Home Depot Inc | Stock-Consumer Disc | 0.36% | -0.04% | -2.22% | |
| 42 | FVD | First Trust Value Line Dvd | ETF-Other | 0.35% | -0.12% | -13.39% | |
| 43 | CAT | Caterpillar Inc | Stock-Industrials | 0.34% | +0.03% | -2.32% | |
| 44 | ALL | Allstate CORP | Stock-Financials | 0.34% | -0.01% | -0.59% | |
| 45 | IBM | Intl Business Machines CORP | Stock-Tech | 0.33% | +0.01% | -4.60% | |
| 46 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.32% | -0.02% | -2.74% | |
| 47 | ORCL | Oracle CORP | Stock-Tech | 0.31% | -0.04% | -4.38% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.31% | +0.10% | -1.20% | |
| 49 | ADP | Automatic Data Processing | Stock-Tech | 0.30% | -0.03% | -2.00% | |
| 50 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | — | -0.70% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRCE | 1st Source CORP | +1.6% | +0.19% | Add |
| 2 | EMXC | Ishares Msci Emr Mrk Ex Chna | +0.4% | +8.99% | Add |
| 3 | SPY | Ss Spdr S&p 500 ETF Trust-us | +0.4% | +12.49% | Add |
| 4 | EFA | Ishares Msci Eafe ETF | +0.2% | +7.76% | Add |
| 5 | IJH | Ishares Core S&p Midcap ETF | +0.2% | +11.64% | Add |
| 6 | XOM | Exxon Mobil CORP | +0.2% | +0.06% | Add |
| 7 | IWD | Ishares Russell 1000 Value E | +0.1% | +1.92% | Add |
| 8 | VEA | Vanguard Ftse Developed ETF | +0.1% | +5.82% | Add |
| 9 | HON | Honeywell International Inc | +0.1% | -0.57% | Trim |
| 10 | CVX | Chevron CORP | +0.1% | -0.39% | Trim |
| 11 | JNJ | Johnson & Johnson | +0.1% | -1.76% | Trim |
| 12 | IJR | Ishares Core S&p Small-cap E | +0.1% | +4.40% | Add |
| 13 | COP | Conocophillips | +0.1% | +1.67% | Add |
| 14 | COST | Costco Wholesale CORP | +0.1% | -1.35% | Trim |
| 15 | GLD | Spdr Gold Shares | +0.1% | +12.65% | Add |
| 16 | MRK | Merck & Co. Inc. | +0.1% | -0.91% | Trim |
| 17 | XLE | Ss Energy Select Sector | +0.1% | +172.48% | Add |
| 18 | CAT | Caterpillar Inc | +0.1% | -2.32% | Trim |
| 19 | PWR | Quanta Services Inc | 0% | +1.86% | Add |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | 0% | +40.68% | Add |
| 21 | SXI | Standex International CORP | 0% | +32.65% | Add |
| 22 | XLB | Ss Materials Select Sector | 0% | +107.69% | Add |
| 23 | WMT | Walmart Inc | 0% | -0.42% | Trim |
| 24 | DNOV | Ft Vest US Equity Deep Buffe | 0% | +24.96% | Add |
| 25 | LMT | Lockheed Martin CORP | 0% | -1.91% | Trim |
| 26 | PEP | Pepsico Inc | 0% | -1.08% | Trim |
| 27 | GEV | GE Vernova Inc | 0% | +0.66% | Add |
| 28 | GLW | Corning Inc | 0% | +0.90% | Add |
| 29 | IWM | Ishares Russell 2000 ETF | 0% | +2.91% | Add |
| 30 | LKFN | Lakeland Financial CORP | 0% | +19.88% | Add |
| 31 | EEM | Ishares Msci Emerging Market | 0% | +6.97% | Add |
| 32 | AEP | American Electric Power | 0% | +2.52% | Add |
| 33 | VWO | Vanguard Ftse Emerging Marke | 0% | +10.35% | Add |
| 34 | AGG | Ishares Core U.s. Aggregate | 0% | +10.41% | Add |
| 35 | NEE | Nextera Energy Inc | 0% | +0.74% | Add |
| 36 | DE | Deere & Co | 0% | -5.43% | Trim |
| 37 | PSX | Phillips 66 | 0% | +6.43% | Add |
| 38 | RTX | Rtx CORP | 0% | +2.78% | Add |
| 39 | VLO | Valero Energy CORP | 0% | +0.91% | Add |
| 40 | DOW | Dow Inc | 0% | +3.69% | Add |
| 41 | SPIB | Ss Spdr P Int C CORP ETF | 0% | +72.78% | Add |
| 42 | SO | Southern Co/the | 0% | +35.31% | Add |
| 43 | IWB | Ishares Russell 1000 ETF | 0% | +50.78% | Add |
| 44 | MPC | Marathon Petroleum CORP | 0% | — | Unchanged |
| 45 | CTVA | Corteva Inc | 0% | +1.31% | Add |
| 46 | DUK | Duke Energy CORP | 0% | +11.82% | Add |
| 47 | APD | Air Products & Chemicals Inc | 0% | -0.57% | Trim |
| 48 | BP | Bp Plc-spons Adr | 0% | -2.89% | Trim |
| 49 | VOO | Vanguard S&p 500 ETF | 0% | +22.06% | Add |
| 50 | ETN | Eaton Corporation plc | 0% | +7.54% | Add |
According to official SEC Form 13F filings, 1st Source Bank reported a total U.S. public equity portfolio value of $2.2B across 286 disclosed positions in Q1 2026.
During Q1 2026, 1st Source Bank's top holdings by market value included SRCE (18.5%)、IWF (12.4%)、SPY (7.9%). The largest single position, SRCE, represented 18.5% of total portfolio value.
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Top New Position Initiated
SOLS
市值: $1.4M
Top Position Liquidated / Trimmed
DJUL
前期市值: $938.8K
In Q1 2026, 1st Source Bank made 183 total portfolio adjustments, initiating 20 new buys, adding to 74 positions, trimming 81 holdings, and fully liquidating 8 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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