FIRST FINANCIAL CORP /IN/

CIK 0000714562 · Q1 2026

13F Equity AUM

$254.5M

-3.9% QoQ

Positions

300

-6 QoQ

AUM Rank

#6,483

Top 52%

Skill Alpha (FF)

+0.9%/yr^ns

No Clear Edge

Rank #1,636 · Top 20%

vs S&P -4.4%/yr (unadj.)

Quarters Tracked

~13 years

Portfolio Concentration

Top 5: 41.1%Top 10: 51.6%Top 20: 63.6%

THFF15.9%

VOO12.6%

VGT5.5%

VEA4.0%

IVV3.2%

MSFT2.5%

VO2.3%

VB2.0%

AAPL2.0%

VOX1.7%

Others (290)48.4%

HHI (Herfindahl-Hirschman Index) measures portfolio concentration. Low (<1500) = diversified, Moderate (1500-2500), High (>2500) = concentrated bets.

Sector Allocation

Financial Services70.5%

Technology8.9%

Healthcare5.2%

Industrials3.4%

Consumer Cyclical2.6%

Energy2.5%

Consumer Defensive2.5%

Communication Services2.0%

Other2.4%

Portfolio weight by GICS sector based on latest 13F filing. Sectors below 2% are grouped as “Other.”

Position Sizing

Positions: 300Median: 0.05%Avg: 0.33%

0–0.5%

260(22.9%)

0.5–1%

22(15.3%)

1–3%

13(20.6%)

3–5%

2(7.1%)

5%+

3(34.0%)

Count of positions per weight bucket — (%) = combined portfolio weight

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Portfolio Overlap

Shared: 299Unique: 1vs 20 funds

4.1%Low

300

Fund positions

7,299

Consensus CUSIPs

Jaccard similarity of this fund’s portfolio vs the consensus of top 20 funds by AUM. Low (<15%) = contrarian, Moderate (15-40%), High (>40%) = follows the crowd.

Most Similar Funds

Top 9 benchmark funds with highest portfolio overlap (Jaccard similarity)

MORGAN STANLEY

5.7%

BANK OF AMERICA CORP /DE/

6.3%

6.1%

9.7%

6.7%

6.5%

GEODE CAPITAL MANAGEMENT, LLC

5.9%

VANGUARD CAPITAL MANAGEMENT LLC

VANGUARD PORTFOLIO MANAGEMENT LLC

Jaccard similarity per fund: shared CUSIPs / (fund A + fund B − shared). Higher values indicate more similar portfolios.

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Position Changes This Quarter

New0Increased29Decreased107Exited6

Increased

VEA4.0%

+13K(+9%)

QQQM1.0%

+2K(+26%)

XSOE0.5%

+1K(+5%)

VOX1.7%

+1K(+6%)

THFF15.9%

+1K(+0%)

IYR0.8%

+1K(+5%)

VO2.3%

+838(+4%)

MDY0.6%

+762(+45%)

VDC0.4%

+630(+16%)

CMG0.3%

+620(+3%)

Decreased

EMXC0.7%

-16,000(-42%)

QDF0.4%

-12,500(-47%)

GUNR0.3%

-12,400(-48%)

CMCSA0.0%

-6,363(-73%)

SU0.3%

-2,770(-20%)

MDLZ0.3%

-2,323(-15%)

SYY0.2%

-2,235(-24%)

FPF0.0%

-1,911(-24%)

IJH0.0%

-1,871(-91%)

JCI0.4%

-1,845(-18%)

Exited

-750

-240

-11

-24

-120

-73

Quarter-over-quarter changes compared to prior 13F filing. New = first appearance; Exited = no longer held.

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Holdings

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