Fund HoldingsFIRST FINANCIAL CORP /IN/

Total Portfolio Value
$170.58M
Total Bought
$18.74M
Total Sold
$4.31M
Net Transaction
+$14.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
ABBVIE INC(ABBV)9,64016,867+7,2271,2992,5141.47%+1,215
MICROSOFT CORP(MSFT)15,55319,835+4,2825,2966,2633.67%+967
UNITEDHEALTH GROUP INC(UNH)7652,444+1,6793681,2320.72%+865
BROADCOM INC(AVGO)01,063+1,06308830.52%+883
FIRST FINANCIAL CORPORATION(THFF)707,492699,779-7,71322,97223,65313.87%+680
APPLE INC(AAPL)22,36828,953+6,5854,3394,9572.91%+618
NOVO-NORDISK A/S-SPONS ADR(NVO)06,432+6,43205850.34%+585
ALPHABET INC - CL A(GOOG)5,1358,997+3,8626151,1770.69%+563
COSTCO WHOLESALE CORP NEW(COST)01,172+1,17206620.39%+662
MERCK & CO INC(MRK)9,89615,421+5,5251,1421,5880.93%+446
JPMORGAN CHASE & COMPANY(JPM)9,79812,577+2,7791,4251,8241.07%+399
ACCENTURE PLC
SHS CLASS A
01,415+1,41504350.25%+435
CHEVRON CORPORATION(CVX)3,7215,548+1,8275859350.55%+350
EXXON MOBIL CORP18,92119,901+9802,0292,3401.37%+311
WAL MART STORES INC(WMT)3,6645,502+1,8385768800.52%+304
LILLY ELI & CO(LLY)4,8394,780-592,2692,5671.51%+298
HOME DEPOT INC(HD)3,1654,201+1,0369831,2690.74%+286
BANK OF AMERICA CORP012,136+12,13603320.19%+332
BRISTOL-MYERS SQUIBB CO(BMY)11,06216,872+5,8107079790.57%+272
SPDR PORTFOLIO S&P 500 GROWT
ST STR P500GRW
04,564+4,56402710.16%+271
MORGAN STANLEY(MS)03,962+3,96203240.19%+324
LOCKHEED MARTIN CORP(LMT)2,2683,188+9201,0441,3040.76%+260
LENNAR CORPORATION(LEN)02,268+2,26802550.15%+255
SPDR PORT S&P 500 VALUE
ST STR P500VAL
06,169+6,16902540.15%+254
EOG RESOURCES INC(EOG)01,976+1,97602500.15%+250
MASTERCARD INCORPORATED(MA)7351,297+5622895130.30%+224
DISNEY WALT COMPANY(DIS)2,2245,121+2,8971994150.24%+216
TEXAS INSTRS INC(TXN)02,297+2,29703650.21%+365
MARRIOTT INT'L CL A(MAR)01,319+1,31902590.15%+259
UNION PAC CORP(UNP)2,0203,018+9984136150.36%+201
NEWMONT MINING CORP(NEM)05,791+5,79102140.13%+214
BOEING CO(BA)3,8655,256+1,3918161,0070.59%+191
SHELL PLC-ADR(SHEL)03,312+3,31202130.13%+213
WASTE MANAGEMENT INC NEW(WM)01,891+1,89102880.17%+288
FREEPORT-MCMORAN INC(FCX)04,517+4,51701680.10%+168
ALPHABET INC - CL C(GOOG)3,1174,077+9603775380.32%+160
VANGUARD FTSE DEVELOPED MARKETS ETF57,20864,030+6,8222,6422,7991.64%+158
AMAZON.COM INC(AMZN)6,9008,300+1,4008991,0550.62%+156
CISCO SYSTEMS INC(CSCO)8,37210,845+2,4734335830.34%+150
SPDR GOLD TRUST(GLD)0865+86501480.09%+148
ABBOTT LABS17,40421,116+3,7121,8972,0451.20%+148
NUCOR CORPORATION(NUE)01,572+1,57202460.14%+246
VANGUARD ENERGY ETF
ENERGY ETF
9,9159,933+181,1191,2590.74%+140
QUALCOMM INCORPORATED(QCOM)02,180+2,18002420.14%+242
META PLATFORM INC-CLASS A(META)4,8315,063+2321,3861,5200.89%+134
ENTERPRISE PRODUCTS PARTNERS LP(EPD)06,349+6,34901740.10%+174
BP P.L.C.(BP)37,24637,24601,3141,4420.85%+128
ALTRIA GROUP INC(MO)07,262+7,26203050.18%+305
COLGATE-PALMOLIVE CO(CL)3,3485,248+1,9002583730.22%+115
VISA INC CLASS A SHARES(V)5,0935,742+6491,2091,3210.77%+111
DIAMONDBACK ENERGY INC(FANG)0593+5930920.05%+92
ADOBE SYSTEMS INC(ADBE)0260+26001330.08%+133
KLA - TENCOR CORPORATION(KLAC)0176+1760810.05%+81
WELLS FARGO & CO NEW(WFC)04,381+4,38101790.10%+179
RAYONIER INC(RYN)08,472+8,47202410.14%+241
CONOCOPHILLIPS(COP)01,973+1,97302360.14%+236
MARATHON PETROLEUM(MPC)2,4072,368-392813580.21%+78
DOMINION RESOURCES INC/VA(D)03,804+3,80401700.10%+170
TJX COS INC NEW(TJX)01,943+1,94301730.10%+173
SCHLUMBERGER LTD(SLB)01,779+1,77901040.06%+104
COMCAST CORPORATION(CCZ)25,39525,428+331,0551,1270.66%+73
NIKE INC CL B(NKE)9,90812,190+2,2821,0941,1660.68%+72
ISHARES INTERMEDIATE GOVERNM0690+6900700.04%+70
ALLY FINANCIAL INC(ALLY)02,567+2,5670680.04%+68
SPDR S&P 500 ETF TRUST(SPY)575753+1782553220.19%+67
SUNCOR ENERGY INC(SU)11,84312,029+1863474140.24%+66
GLOBAL PAYMENTS INC(GPN)0735+7350850.05%+85
COPART INC(CPRT)02,174+2,1740940.05%+94
DUPONT DE NEMOURS INC(DD)02,322+2,32201730.10%+173
SCHWAB US SMALL-CAP ETF01,389+1,3890580.03%+58
INTEL CORP(INTC)13,68814,459+7714585140.30%+56
CATERPILLAR INC DEL(CAT)2,1412,133-85275820.34%+56
CAPITAL ONE FINANCIAL CORP(COF)0572+5720560.03%+56
VANGIARD SHORT-TERM TREASURY
SHORT TERM TREAS
0941+9410540.03%+54
PINTEREST INC- CLASS A(PINS)01,957+1,9570530.03%+53
FIRST INTERNET BK OF IN06,000+6,0000970.06%+97
CITIZENS FINANCIAL GROUP(CFG)01,950+1,9500520.03%+52
ISHARES GOLD TRUST(IAU)01,430+1,4300500.03%+50
GILEAD SCIENCES INC(GILD)0655+6550490.03%+49
EQUIFAX INC(EFX)0264+2640480.03%+48
PROGRESSIVE CORP(PGR)0654+6540910.05%+91
CUMMINS INC(CMI)0209+2090480.03%+48
BATH & BODY WORKS INC01,802+1,8020610.04%+61
CARMAX INC(KMX)01,211+1,2110860.05%+86
DANAHER CORPORATION(DHR)1,0721,227+1552573040.18%+47
VANGUARD INT-TERM CORP
INT-TERM CORP
0615+6150470.03%+47
CORNING INCORPORATED(GLW)01,553+1,5530470.03%+47
ONEOK INC NEW(OKE)0667+6670420.02%+42
VANGUARD SM-CAP GRWTH ETF1,3271,618+2913053470.20%+42
ALBEMARLE CORP(ALB)0239+2390410.02%+41
CONSTELLATION BRANDS CLASS A(STZ)0161+1610400.02%+40
VEEVA SYSTEMS INC-CLASS A(VEEV)0197+1970400.02%+40
SALESFORCE.COM INC(CRM)2,2392,530+2914735130.30%+40
TYSON FOODS INC-CL A(TSN)0773+7730390.02%+39
ROSS STORES INC(ROST)0670+6700760.04%+76
BLACKROCK INC(BLK)0320+32002070.12%+207
WEC ENERGY GROUP INC(WEC)0455+4550370.02%+37
VANGUARD SHORT TERM CORP BOND ETF
SHRT TRM CORP BD
0487+4870370.02%+37
ASML HOLDING NV-NY REG SHS
N Y REGISTRY SHS
062+620360.02%+36
DUKE ENERGY CORP(DUK)6,0966,610+5145475830.34%+36
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