$139 Million is the total value of FIRST FINANCIAL CORP /IN/'s 499 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 18.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VOO | Buy | VANGUARD S&P 500 ETFetf equity | $2,363,000 | +359.7% | 9,761 | +365.9% | 1.70% | +411.1% |
| ABT | Buy | ABBOTT LABS | $1,649,000 | +12.1% | 27,529 | +6.8% | 1.18% | +24.6% |
| VPU | Buy | VANGUARD UTILITIES ETFetf equity | $745,000 | -2.7% | 6,670 | +1.5% | 0.54% | +8.1% |
| VNQ | Buy | VANGUARD REIT ETFetf equity | $741,000 | -7.5% | 9,809 | +1.6% | 0.53% | +2.9% |
| AMZN | Buy | AMAZON.COM INC | $590,000 | +26.9% | 408 | +2.5% | 0.42% | +41.3% |
| AGN | Buy | ALLERGAN PLCforeign equities | $556,000 | +8.2% | 3,304 | +5.0% | 0.40% | +20.2% |
| VEA | Buy | VANGUARD FTSE DEVELOPED MARKETS ETFetf equity | $291,000 | +10.6% | 6,592 | +12.7% | 0.21% | +22.9% |
| NTRS | Buy | NORTHERN TR CORP | $278,000 | +63.5% | 2,700 | +58.8% | 0.20% | +81.8% |
| VB | Buy | VANGUARD SMALL-CAP ETFetf equity | $248,000 | +6.4% | 1,685 | +6.9% | 0.18% | +18.7% |
| AXP | Buy | AMERICAN EXPRESS CO | $142,000 | +17.4% | 1,523 | +24.5% | 0.10% | +30.8% |
| DE | Buy | DEERE & COMPANY | $133,000 | +33.0% | 859 | +34.4% | 0.10% | +47.7% |
| BKNG | New | BOOKING HOLDINGS INC | $104,000 | – | 50 | +100.0% | 0.08% | – |
| BRKB | Buy | BERKSHIRE HATHAWAY INC | $91,000 | +4.6% | 455 | +3.4% | 0.06% | +16.1% |
| BAC | Buy | BANK OF AMERICA CORP | $38,000 | +8.6% | 1,283 | +9.4% | 0.03% | +17.4% |
| VTI | Buy | VANGUARD TOTAL STOCK MARKET ETFetf equity | $35,000 | +66.7% | 258 | +70.9% | 0.02% | +78.6% |
| VCSH | Buy | VANGUARD SHORT TERM CORP BOND ETF | $20,000 | +33.3% | 252 | +36.2% | 0.01% | +40.0% |
| VWO | Buy | VANGUARD FTSE EMERGING MKTS ETFetf equity | $19,000 | +35.7% | 388 | +27.6% | 0.01% | +55.6% |
| RDSA | New | ROYAL DUTCH SHELL PLC A SHARESforeign equities | $13,000 | – | 200 | +100.0% | 0.01% | – |
| PPA | New | POWERSHARES AERO & DEFENSEetf equity | $5,000 | – | 88 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-04-17
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FIRST FINANCIAL CORPORATION | 45 | Q2 2024 | 30.6% |
| MICROSOFT CORP | 45 | Q2 2024 | 4.0% |
| APPLE INC | 45 | Q2 2024 | 3.6% |
| EXXON MOBIL CORP | 45 | Q2 2024 | 3.3% |
| VANGUARD CONSUMER DISCRETIONARY | 45 | Q2 2024 | 2.4% |
| PROCTER & GAMBLE CO | 45 | Q2 2024 | 1.6% |
| ABBOTT LABS | 45 | Q2 2024 | 1.6% |
| BP P.L.C. | 45 | Q2 2024 | 1.5% |
| LILLY ELI & CO | 45 | Q2 2024 | 2.5% |
| JPMORGAN CHASE & COMPANY | 45 | Q2 2024 | 1.2% |
View FIRST FINANCIAL CORP /IN/'s complete holdings history.
Latest significant ownerships (13-D/G)
| Filed | Shares | Percentage | |
|---|---|---|---|
| FIRST FINANCIAL CORP /IN/ | February 10, 2004 | 850,668 | 6.3% |
View FIRST FINANCIAL CORP /IN/'s complete significant-ownership history.
Latest filings
| Type | Filed |
|---|---|
| 8-K | 2024-09-19 |
| 4 | 2024-09-16 |
| 8-K | 2024-09-03 |
| N-PX | 2024-08-22 |
| 10-Q | 2024-08-07 |
| 8-K | 2024-08-07 |
| 8-K | 2024-08-07 |
| 4 | 2024-08-06 |
| 8-K | 2024-07-23 |
| 13F-HR | 2024-07-11 |
View FIRST FINANCIAL CORP /IN/'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Annual reports (10-K)
- Quarterly reports (10-Q)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.