FIRST MERCHANTS CORP
CIK 712534 · Holdings on Sep 30, 2025 · First reported Oct 22, 2025
Top ten holdings
Q3 2025- 1000019997.51%
- VFIAX4.93%
- FTRLX3.30%
- SRBRX3.27%
- VIMAX2.43%
- BSV2.32%
- AVGO2.05%
- MSFT2.00%
- AAPL1.98%
- GOOGL1.77%
Share classes counted separately31.56%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 100001999Weight decreased · -1.12 pp8.63% → 7.51%Shares -23.87M (-10.70%)
- GOOGLWeight increased · +0.42 pp1.35% → 1.77%Shares -5.05K (-2.55%)
- AAPLWeight increased · +0.28 pp1.70% → 1.98%Shares -7.99K (-3.72%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | 100001999FMPW INST MONEYCash Equivalents View history and evidence | $199.23M | 7.51% | 199.23M shares | 8.63% → 7.51%-1.12 pp -23.87M (-10.70%) | Reduced | ↗▾ |
| 02 | VFIAXVANGUARD 500 INDEX-ADMMutual Funds View history and evidence | $130.82M | 4.93% | 211.95K shares | 4.65% → 4.93%+0.28 pp +2.11K (+1.01%) | Added | ↗▾ |
| 03 | FTRLXFED HERM TTL RTRN BND-R6Mutual Funds View history and evidence | $87.63M | 3.30% | 9.16M shares | 3.23% → 3.30%+0.07 pp +365.58K (+4.16%) | Added | ↗▾ |
| 04 | SRBRXFEDERATED SHRT-INTRM TTL-R6Mutual Funds View history and evidence | $86.82M | 3.27% | 8.50M shares | 3.04% → 3.27%+0.23 pp +772.14K (+9.99%) | Added | ↗▾ |
| 05 | VIMAXVNGD MRNGST MD-CP IDX FD-ADMMutual Funds View history and evidence | $64.39M | 2.43% | 177.02K shares | 2.31% → 2.43%+0.12 pp +5.04K (+2.93%) | Added | ↗▾ |
| 06 | BSVVANGUARD SHORT-TERM BOND ETFEquities View history and evidence | $61.43M | 2.32% | 778.51K shares | 2.28% → 2.32%+0.04 pp +29.06K (+3.88%) | Added | ↗▾ |
| 07 | AVGOBROADCOM INCEquities View history and evidence | $54.31M | 2.05% | 164.62K shares | 1.87% → 2.05%+0.18 pp -10.69K (-6.10%) | Reduced | ↗▾ |
| 08 | MSFTMICROSOFT CORPEquities View history and evidence | $53.13M | 2.00% | 102.57K shares | 2.03% → 2.00%-0.03 pp -2.93K (-2.78%) | Reduced | ↗▾ |
| 09 | AAPLAPPLE INCEquities View history and evidence | $52.64M | 1.98% | 206.74K shares | 1.70% → 1.98%+0.28 pp -7.99K (-3.72%) | Reduced | ↗▾ |
| 10 | GOOGLALPHABET INC-CL AEquities View history and evidence | $46.98M | 1.77% | 193.26K shares | 1.35% → 1.77%+0.42 pp -5.05K (-2.55%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 11
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| IWD ISHARES RUSSELL 1000 VALUE E | Non-derivative | -23,935 | -$4.65M | SEC filing ↗ | SEC filing ↗ |
| AKX ANSYS INC | Non-derivative | -10,679 | -$3.75M | SEC filing ↗ | SEC filing ↗ |
| TROW T ROWE PRICE GROUP INC | Non-derivative | -9,810 | -$946.66K | SEC filing ↗ | SEC filing ↗ |
3 / 11 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 712534 · Period 2025-09-30
Data loaded 2026-09-23 · First reported 2025-10-22
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2652618673
}Research all 373 reported holdings.
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