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CIK: 0000712534
Total reported value
$2.8B
$2.8B
359 檔
20.1%
In Q1 2026, First Merchants CORP's U.S. equity holdings reached a combined market value of $2.8B, distributed across 359 disclosed stock positions.
In Q1 2026, First Merchants CORP adopted a defensive or profit-taking posture, trimming 102 positions and completely liquidating 17 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including FMPW INST MONEY, VFIAX, SRBRX) accounted for 20.1% of total reported equity market value during Q1 2026.
Showing top 200 holdings (of 359 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ✓ | Fmpw Inst Money | Stock-Other | 6.89% | -0.68% | -12.87% | |
| 2 | VFIAX | Vanguard 500 Index-adm | Stock-Other | 4.87% | +0.18% | -0.60% | |
| 3 | SRBRX | Federated Shrt-intrm Ttl-r6 | Stock-Other | 3.72% | -0.19% | +7.96% | |
| 4 | FTRLX | Fed Herm Ttl Rtrn Bnd-r6 | Stock-Other | 3.63% | -0.31% | +5.16% | |
| 5 | BSV | Vanguard Short-term Bond ETF | ETF-Other | 2.63% | -0.24% | +9.15% | |
| 6 | VIMAX | Vanguard Mid Cap Index-adm | Stock-Other | 2.39% | +0.03% | -2.32% | |
| 7 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.99% | +0.27% | -2.71% | |
| 8 | SFNNX | Schwab Fndmnl Intl Lrg Comp | Stock-Other | 1.96% | +0.02% | +2.58% | |
| 9 | AAPL | Apple Inc | Stock-Tech | 1.94% | +0.06% | -1.19% | |
| 10 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.76% | +0.37% | -0.62% | |
| 11 | AVGO | Broadcom Inc | Stock-Tech | 1.62% | +0.14% | -7.78% | |
| 12 | VEIRX | Vanguard Equity Income-adm | Stock-Other | 1.44% | -0.03% | +2.82% | |
| 13 | MSFT | Microsoft CORP | Stock-Tech | 1.42% | -0.07% | -4.35% | |
| 14 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.39% | +0.13% | +8.44% | |
| 15 | FCNTX | Fidelity Contrafund | Stock-Other | 1.32% | +0.10% | +0.83% | |
| 16 | NUSFX | Northern Ultra-shrt Fix Inc | Stock-Other | 1.29% | -0.04% | +6.32% | |
| 17 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.20% | -0.14% | -0.72% | |
| 18 | VBIRX | Vanguard S/t Bnd Indx-adm | Stock-Other | 1.17% | -0.18% | +6.25% | |
| 19 | IYW | Ishares Ustechnology ETF | ETF-Tech | 1.14% | +0.30% | -2.49% | |
| 20 | NVDA | Nvidia CORP | Stock-Tech | 1.13% | +0.02% | +1.09% | |
| 21 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.10% | +0.14% | -2.17% | |
| 22 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.08% | +0.05% | +3.90% | |
| 23 | VGT | Vanguard Info Tech ETF | ETF-Tech | 1.04% | +0.36% | +0.73% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.00% | +0.07% | -2.61% | |
| 25 | JMGRX | Janus Hndrsn Enterprise-i | Stock-Other | 0.98% | +0.08% | +6.14% | |
| 26 | PZIEX | Pzena Emerg Mkts Val-inst | Stock-Other | 0.96% | +0.02% | +25.55% | |
| 27 | APH | Amphenol Corp-cl A | Stock-Tech | 0.91% | +0.25% | -8.81% | |
| 28 | VSMAX | Vanguard Sml Cap Indx-adm | Stock-Other | 0.91% | +0.03% | -4.95% | |
| 29 | VWILX | Vanguard Intl Growth-adm | Stock-Other | 0.91% | +0.07% | +11.74% | |
| 30 | MVCKX | Mfs Mid Cap Value Fund-r5 | Stock-Other | 0.89% | +0.04% | +9.00% | |
| 31 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.88% | +0.12% | -1.95% | |
| 32 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.88% | -0.09% | +2.21% | |
| 33 | LRCX | Lam Research CORP | Stock-Tech | 0.84% | +0.72% | -24.81% | |
| 34 | WMT | Walmart Inc | Stock-Consumer Staples | 0.82% | -0.23% | -1.48% | |
| 35 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.79% | +0.08% | +7.60% | |
| 36 | FRME | First Merchants CORP | Stock-Other | 0.77% | +0.03% | -1.79% | |
| 37 | V | Visa Inc-class A Shares | Stock-Financials | 0.71% | +0.12% | -0.04% | |
| 38 | VWIUX | Vanguard I/t Tax Exmpt-adm | Stock-Other | 0.70% | +0.08% | +7.01% | |
| 39 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | +0.01% | -0.17% | |
| 40 | SYK | Stryker CORP | Stock-Healthcare | 0.68% | — | -2.56% | |
| 41 | MFAIX | Msif International Adv-i | Stock-Other | 0.67% | +0.06% | +12.10% | |
| 42 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.65% | +0.01% | +13.15% | |
| 43 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 0.63% | -0.16% | -0.85% | |
| 44 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | Stock-Other | 0.63% | -0.09% | +3.13% | |
| 45 | TJX | Tjx Companies Inc | Stock-Consumer Disc | 0.62% | -0.07% | -2.87% | |
| 46 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.61% | -0.17% | +0.42% | |
| 47 | VIGAX | Vanguard Growth Index-adm | Stock-Other | 0.60% | +0.02% | -2.90% | |
| 48 | WCMIX | Wcm Focused Intl Growth-inst | Stock-Other | 0.59% | +0.03% | -1.96% | |
| 49 | LOW | Lowe's Cos Inc | Stock-Consumer Disc | 0.56% | -0.08% | -1.33% | |
| 50 | DODIX | Dodge & Cox Income-i | Stock-Other | 0.56% | -0.12% | +2.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SRBRX | Federated Shrt-intrm Ttl-r6 | +0.3% | +7.96% | Add |
| 2 | BSV | Vanguard Short-term Bond ETF | +0.3% | +9.15% | Add |
| 3 | PZIEX | Pzena Emerg Mkts Val-inst | +0.3% | +25.55% | Add |
| 4 | SFNNX | Schwab Fndmnl Intl Lrg Comp | +0.2% | +2.58% | Add |
| 5 | FTRLX | Fed Herm Ttl Rtrn Bnd-r6 | +0.2% | +5.16% | Add |
| 6 | NFLX | Netflix Inc | +0.1% | +1312.60% | Add |
| 7 | AVUV | Avantis US Small Cap Value | +0.1% | +7.60% | Add |
| 8 | XOM | Exxon Mobil CORP | +0.1% | -0.08% | Trim |
| 9 | JNJ | Johnson & Johnson | +0.1% | +0.42% | Add |
| 10 | NUSFX | Northern Ultra-shrt Fix Inc | +0.1% | +6.32% | Add |
| 11 | MVCKX | Mfs Mid Cap Value Fund-r5 | +0.1% | +9.00% | Add |
| 12 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +13.15% | Add |
| 13 | EOG | Eog Resources Inc | +0.1% | -1.85% | Trim |
| 14 | COST | Costco Wholesale CORP | +0.1% | -0.85% | Trim |
| 15 | WMT | Walmart Inc | +0.1% | -1.48% | Trim |
| 16 | VEIRX | Vanguard Equity Income-adm | +0.1% | +2.82% | Add |
| 17 | LIN | Linde plc | +0.1% | +6.38% | Add |
| 18 | COP | Conocophillips | +0.1% | +2.45% | Add |
| 19 | HON | Honeywell International Inc | +0.1% | +2.24% | Add |
| 20 | VBIRX | Vanguard S/t Bnd Indx-adm | +0.1% | +6.25% | Add |
| 21 | VWILX | Vanguard Intl Growth-adm | +0.1% | +11.74% | Add |
| 22 | VOO | Vanguard S&p 500 ETF | +0.1% | +8.44% | Add |
| 23 | TSM | Taiwan Semiconductor-sp Adr | +0.1% | +21.58% | Add |
| 24 | BAESY | Bae Systems PLC -spon Adr | +0.1% | +1.26% | Add |
| 25 | CVX | Chevron CORP | +0.1% | -5.05% | Trim |
| 26 | IEMG | Ishares Core Msci Emerging | +0.1% | +17.68% | Add |
| 27 | WCMEX | Wcm Focus Emrg Mrkt-inst | +0.1% | +7.70% | Add |
| 28 | AME | Ametek Inc | +0.1% | +10.80% | Add |
| 29 | ✓ | Beaman Family Farms | +0.1% | — | Unchanged |
| 30 | NEE | Nextera Energy Inc | +0.1% | -0.53% | Trim |
| 31 | FGTXX | Gldmn Schs Fin Sq Gv-fst | +0.1% | +15.64% | Add |
| 32 | ✓ | Grant County State | +0.1% | -2.70% | Trim |
| 33 | CAT | Caterpillar Inc | +0.1% | -5.26% | Trim |
| 34 | VWIUX | Vanguard I/t Tax Exmpt-adm | +0.1% | +7.01% | Add |
| 35 | VONV | Vanguard Russell 1000 Value | +0.1% | +10.97% | Add |
| 36 | XLE | Ss Energy Select Sector | 0% | -10.65% | Trim |
| 37 | PG | Procter & Gamble Co/the | 0% | +6.37% | Add |
| 38 | CASY | Casey's General Stores Inc | 0% | +1.07% | Add |
| 39 | SCHD | Schwab US Dvd Equity ETF | 0% | -1.63% | Trim |
| 40 | FTNT | Fortinet Inc | 0% | +4.45% | Add |
| 41 | VLO | Valero Energy CORP | 0% | -12.77% | Trim |
| 42 | LHX | L3harris Technologies Inc | 0% | -6.70% | Trim |
| 43 | MCD | Mcdonald's CORP | 0% | +5.22% | Add |
| 44 | MFAIX | Msif International Adv-i | 0% | +12.10% | Add |
| 45 | VBTLX | Vanguard Ttl Bd Mkt Idx-adm | 0% | +3.13% | Add |
| 46 | FRME | First Merchants CORP | 0% | -1.79% | Trim |
| 47 | BIV | Vanguard Intermediate-term B | 0% | +2.21% | Add |
| 48 | DODIX | Dodge & Cox Income-i | 0% | +2.92% | Add |
| 49 | IJR | Ishares Core S&p Small-cap E | 0% | -2.61% | Trim |
| 50 | FUMBX | Fidelty Shrt Trm Trsr Bd | 0% | +19.29% | Add |
According to official SEC Form 13F filings, First Merchants CORP reported a total U.S. public equity portfolio value of $2.8B across 359 disclosed positions in Q1 2026.
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
SGOV
市值: $10.3M
Top Position Liquidated / Trimmed
AZNN
前期市值: $9.0M
During Q1 2026, First Merchants CORP's top holdings by market value included FMPW INST MONEY (6.9%)、VFIAX (4.9%)、SRBRX (3.7%). The largest single position, FMPW INST MONEY, represented 6.9% of total portfolio value.
In Q1 2026, First Merchants CORP made 195 total portfolio adjustments, initiating 7 new buys, adding to 69 positions, trimming 102 holdings, and fully liquidating 17 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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