FIRST MERCHANTS CORP
CIK 712534 · Holdings on Mar 31, 2026 · First reported Apr 16, 2026
Top ten holdings
Q1 2026- 1000019996.89%
- VFIAX4.87%
- SRBRX3.72%
- FTRLX3.63%
- BSV2.63%
- VIMAX2.39%
- GOOGL1.99%
- SFNNX1.96%
- AAPL1.94%
- LLY1.76%
Share classes counted separately31.78%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- 100001999Weight decreased · -0.81 pp7.70% → 6.89%Shares -26.75M (-12.87%)
- MSFTWeight decreased · -0.46 pp1.88% → 1.42%Shares -4.57K (-4.35%)
- SRBRXWeight increased · +0.33 pp3.39% → 3.72%Shares +711.81K (+7.96%)
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 | $181.14M | 6.89% | 181.14M shares | 7.70% → 6.89%-0.81 pp -26.75M (-12.87%) | Reduced | ↗▾ |
| 02 | VFIAXVANGUARD 500 INDEX-ADMMutual Funds View history and evidence | $127.97M | 4.87% | 212.43K shares | 5.00% → 4.87%-0.13 pp -1.28K (-0.60%) | Reduced | ↗▾ |
| 03 | SRBRXFEDERATED SHRT-INTRM TTL-R6Mutual Funds View history and evidence | $97.91M | 3.72% | 9.66M shares | 3.39% → 3.72%+0.33 pp +711.81K (+7.96%) | Added | ↗▾ |
| 04 | FTRLXFED HERM TTL RTRN BND-R6Mutual Funds View history and evidence | $95.53M | 3.63% | 10.11M shares | 3.41% → 3.63%+0.22 pp +496.25K (+5.16%) | Added | ↗▾ |
| 05 | BSVVANGUARD SHORT-TERM BOND ETFEquities View history and evidence | $69.27M | 2.63% | 883.40K shares | 2.36% → 2.63%+0.27 pp +74.09K (+9.15%) | Added | ↗▾ |
| 06 | VIMAXVNGD MRNGST MD-CP IDX FD-ADMMutual Funds View history and evidence | $62.94M | 2.39% | 176.94K shares | 2.41% → 2.39%-0.02 pp -4.21K (-2.32%) | Reduced | ↗▾ |
| 07 | GOOGLALPHABET INC-CL AEquities View history and evidence | $52.38M | 1.99% | 182.16K shares | 2.17% → 1.99%-0.18 pp -5.07K (-2.71%) | Reduced | ↗▾ |
| 08 | SFNNXSCHWAB FNDMNL INTL LRG COMPMutual Funds View history and evidence | $51.63M | 1.96% | 3.46M shares | 1.73% → 1.96%+0.23 pp +86.98K (+2.58%) | Added | ↗▾ |
| 09 | AAPLAPPLE INCEquities View history and evidence | $51.02M | 1.94% | 201.05K shares | 2.05% → 1.94%-0.11 pp -2.43K (-1.19%) | Reduced | ↗▾ |
| 10 | LLYELI LILLY & COEquities View history and evidence | $46.17M | 1.76% | 50.19K shares | 2.01% → 1.76%-0.25 pp -313 (-0.62%) | Reduced | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 18
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| AZNN ASTRAZENECA PLC-SPONS ADR | Non-derivative | -97,418 | -$8.96M | SEC filing ↗ | SEC filing ↗ |
| ALC ALCON INC | Non-derivative | -11,653 | -$918.37K | SEC filing ↗ | SEC filing ↗ |
| 13600SING 13600 SINGING HILLS TRAIL | Non-derivative | -1 | -$756.13K | SEC filing ↗ | SEC filing ↗ |
3 / 18 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 2026-03-31
Data loaded 2026-09-23 · First reported 2026-04-16
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2628836819
}Research all 359 reported holdings.
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