account_balance

Investment manager · 13F filer · SEC CIK 712534

First Merchants Corp

Reported value$3.05Bas of Sep 30, 2026
Positions361 9 new, 9 sold out
Top 10 weight38.0%FMPW Inst Money alone is 15%
FiledOct 1515 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
FMPW Inst Money 14.7% Added +153%
Vanguard 500 Index A 4.7% Held
Fed Sh Intrm TTL Bd 3.3% Added +3%
Fed TTL Ret Bd Cl R6 3.1% Added +4%
BSV Vanguard Short Term 2.2% Added +2%
Vanguard Mid-Cap Ad 2.1% Trimmed −4%
AAPL Apple Inc. 2.1% Trimmed −3%LLY ELI Lilly & Co 2.0% Added +5%GOOGL Alphabet Inc. 1.9% Trimmed −4%
Schwab Fdmtl Intl Lc 1.8% Trimmed −6%
MSFT Microsoft Corp 1.7% HeldAVGO Broadcom Inc. 1.5% Trimmed −4%

What changed

Biggest moves since Jun 30, 2026

Filed Oct 15, 2026, compared with the Jul 15, 2026 filing
add_circleNew
  • AG $478K
  • American Income Fund $418K
  • Thornbrg Invest Inc $314K
  • First Eagle Global $307K
arrow_upwardAdded
  • FMPW Inst Money +153%
  • SGOV +22%
  • META +14%
  • Vanguard Limited Tax +8%
arrow_downwardTrimmed
  • FTNT −25%
  • IJK −8%
  • IJJ −8%
  • WCM Focused Intl Gr −8%
remove_circleSold out
  • XOM $7.31M
  • KLAC $290K
  • Trowe S/C Value $272K
  • KEY $228K

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

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