13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0000712534
Total reported value
$2.8B
$2.8B
215 檔
7.6%
During the Q1 2024 filing period, First Merchants CORP (CIK: 0000712534) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.8B across 215 reported positions.
During Q1 2024, First Merchants CORP's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
Showing top 200 holdings (of 215 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 4.30% | -0.14% | +13.02% | |
| 2 | MSFT | Microsoft CORP | Stock-Tech | 3.34% | -0.07% | +6.68% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.03% | +0.06% | +5.09% | |
| 4 | LLY | Eli Lilly & Co | Stock-Healthcare | 3.02% | +0.37% | +1.63% | |
| 5 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 2.48% | +0.07% | -6.64% | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.29% | +0.27% | +8.13% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 2.20% | +0.14% | +0.64% | |
| 8 | IYW | Ishares Ustechnology ETF | ETF-Tech | 2.14% | +0.30% | -10.50% | |
| 9 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.00% | +0.14% | -2.56% | |
| 10 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.98% | +0.36% | -2.39% | |
| 11 | SYK | Stryker CORP | Stock-Healthcare | 1.66% | — | -0.68% | |
| 12 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.57% | +0.13% | +8.10% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.56% | +0.05% | +11.86% | |
| 14 | GSY | Invesco Ultra Short Duration | ETF-Other | 1.53% | -0.05% | -3.05% | |
| 15 | V | Visa Inc-class A Shares | Stock-Financials | 1.48% | +0.12% | -1.70% | |
| 16 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.37% | -0.16% | -2.44% | |
| 17 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 1.31% | -0.08% | -0.33% | |
| 18 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 1.31% | +0.01% | +4.28% | |
| 19 | LRCXEUR | Lam Research CORP | Stock-Tech | 1.30% | — | -0.77% | |
| 20 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 1.29% | +0.01% | +3.26% | |
| 21 | NVDA | Nvidia CORP | Stock-Tech | 1.26% | +0.02% | +14.72% | |
| 22 | ACN | Accenture plc | Stock-Tech | 1.23% | -0.15% | -0.06% | |
| 23 | PEP | Pepsico Inc | Stock-Consumer Staples | 1.19% | -0.05% | +2.12% | |
| 24 | APH | Amphenol Corp-cl A | Stock-Tech | 1.14% | +0.25% | +0.35% | |
| 25 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 1.13% | +0.01% | -14.36% | |
| 26 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 1.05% | +0.03% | -16.99% | |
| 27 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.99% | -0.09% | +6.63% | |
| 28 | ADP | Automatic Data Processing | Stock-Tech | 0.97% | -0.02% | -2.03% | |
| 29 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.93% | — | +2.95% | |
| 30 | CB | Chubb Limited | Stock-Financials | 0.93% | -0.03% | -1.11% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.93% | -0.17% | +1.70% | |
| 32 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.92% | +0.12% | +7.29% | |
| 33 | WMT | Walmart Inc | Stock-Consumer Staples | 0.90% | -0.23% | +230.45% | |
| 34 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.86% | -0.07% | -1.24% | |
| 35 | HD | Home Depot Inc | Stock-Consumer Disc | 0.84% | — | +4.78% | |
| 36 | SCHD | Schwab US Dvd Equity ETF | ETF-Other | 0.84% | -0.02% | -4.96% | |
| 37 | DHR | Danaher CORP | Stock-Healthcare | 0.83% | -0.03% | -0.92% | |
| 38 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.82% | -0.02% | +3.11% | |
| 39 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 0.78% | -0.01% | +3.12% | |
| 40 | MDY | State Street Spdr S&p Midcap | ETF-Other | 0.77% | -0.01% | -0.07% | |
| 41 | XLV | Ss Health Care Select Sector | ETF-Other | 0.77% | — | -5.44% | |
| 42 | BLKCHF | Blackrock Inc | Stock-Other | 0.76% | — | +3.78% | |
| 43 | SCHW | Schwab (charles) CORP | Stock-Financials | 0.74% | -0.03% | -0.90% | |
| 44 | CMCSA | Comcast Corp-class A | Stock-Comm Services | 0.73% | -0.02% | +0.74% | |
| 45 | MCHP | Microchip Technology Inc | Stock-Tech | 0.73% | — | -1.16% | |
| 46 | LIN | Linde plc | Stock-Materials | 0.73% | -0.04% | +3.60% | |
| 47 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 0.71% | -0.24% | -17.12% | |
| 48 | NOW | Servicenow Inc | Stock-Tech | 0.69% | -0.03% | +0.21% | |
| 49 | CVX | Chevron CORP | Stock-Energy | 0.63% | -0.06% | +3.43% | |
| 50 | EOG | Eog Resources Inc | Stock-Energy | 0.63% | -0.06% | -1.38% |
According to official SEC Form 13F filings, First Merchants CORP reported a total U.S. public equity portfolio value of $2.8B across 215 disclosed positions in Q1 2024.
During Q1 2024, First Merchants CORP's top holdings by market value included AGG (4.3%)、MSFT (3.3%)、AAPL (3.0%). The largest single position, AGG, represented 4.3% 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 AGG, MSFT, AAPL) accounted for 7.6% of total reported equity market value during Q1 2024.
In Q1 2024, First Merchants CORP made 0 total portfolio adjustments, initiating 0 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.