First Merchants Corp Portfolio Holdings

First Merchants Corp

$1.38 Billion
Q2 2025

First Merchants Corp has filed its 13F form on July 23, 2025 for Q2 2025 where it was disclosed a total value porftolio of $1.38 Billion distributed in 518 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Vanguard Bd Index Fd Inc Short with a value of $59M, Microsoft Corp with a value of $52.5M, Broadcom Inc. with a value of $48.3M, Apple Inc. with a value of $44.1M, and Eli Lilly & CO with a value of $39.1M.

Examining the 13F form we can see an increase of $40.8M in the current position value, from $1.34B to 1.38B.

Below you can find more details about First Merchants Corp portfolio as well as his latest detailed transactions.

Portfolio value $1.38 Billion

ETFs: $517 Million

Technology: $262 Million

Financial Services: $140 Million

Healthcare: $117 Million

Consumer Cyclical: $94.7 Million

Industrials: $66.5 Million

Communication Services: $64.9 Million

Consumer Defensive: $60.5 Million

Other: $53.6 Million

Stock Holdings Table

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
BSV Vanguard Bd Index Fd Inc Short ETFs	$0	$59 Million 4.27% of portfolio	749,453	Q2 2025 Added 1.7%
MSFT Microsoft Corp Technology	$3.71T	$52.5 Million 3.79% of portfolio	105,498	Q2 2025 Reduced 2.58%
AVGO Broadcom Inc. Technology	$140B	$48.3 Million 3.49% of portfolio	175,306	Q2 2025 Reduced 10.6%
AAPL Apple Inc. Technology	$3.82T	$44.1 Million 3.19% of portfolio	214,726	Q2 2025 Reduced 5.25%
LLY Eli Lilly & CO Healthcare	$702B	$39.1 Million 2.83% of portfolio	50,141	Q2 2025 Added 0.65%
GOOGL Alphabet Inc. Communication Services	$1.4T	$34.9 Million 2.53% of portfolio	198,312	Q2 2025 Reduced 1.61%
AGG Ishares Core U.S. Aggregate Bo ETFs	$0	$32.9 Million 2.38% of portfolio	331,822	Q2 2025 Reduced 5.33%
IYW Ishares Dj Us Tech ETF ETFs	$0	$31.5 Million 2.28% of portfolio	181,849	Q2 2025 Reduced 2.52%
IVW Ishares S&P 500 Growth ETF ETFs	$0	$29.1 Million 2.11% of portfolio	264,520	Q2 2025 Reduced 1.77%
AMZN Amazon Com Inc Consumer Cyclical	$2.4T	$28.1 Million 2.03% of portfolio	127,874	Q2 2025 Reduced 0.14%
NVDA Nvidia Corp Technology	$419B	$27 Million 1.95% of portfolio	170,820	Q2 2025 Added 13.78%
APH Amphenol Corp Technology	$65.8B	$25.6 Million 1.85% of portfolio	259,117	Q2 2025 Reduced 0.92%
VGT Vanguard Information Technolog ETFs	$0	$25.6 Million 1.85% of portfolio	38,609	Q2 2025 Reduced 11.01%
VOO Vanguard Index Fds S&P 500 ETF ETFs	$0	$25.1 Million 1.82% of portfolio	44,252	Q2 2025 Reduced 4.15%
IJR Ishares Core S&P Sm Cap ETF ETFs	$0	$24.9 Million 1.8% of portfolio	228,053	Q2 2025 Reduced 8.47%
JPM Jpmorgan Chase & CO Financial Services	$859B	$24.7 Million 1.78% of portfolio	85,102	Q2 2025 Reduced 4.4%
SYK Stryker Corp Healthcare	$149B	$22.8 Million 1.65% of portfolio	57,691	Q2 2025 Reduced 2.51%
V Visa Inc. Financial Services	$560B	$22.3 Million 1.61% of portfolio	62,897	Q2 2025 Reduced 4.58%
BIV Vanguard Bd Index Fd Inc Inter ETFs	$0	$21.7 Million 1.57% of portfolio	280,173	Q2 2025 Added 4.68%
IVE Ishares S&P 500 Value ETF ETFs	$0	$20.7 Million 1.5% of portfolio	105,938	Q2 2025 Reduced 0.63%
FRME First Merchants Corp Financial Services	$2.42B	$20.7 Million 1.49% of portfolio	539,726	Q2 2025 Reduced 0.53%
WMT Walmart Inc. Consumer Defensive	$278B	$17.3 Million 1.25% of portfolio	177,049	Q2 2025 Reduced 0.13%
COST Costco Wholesale Corp Consumer Defensive	$430B	$16.7 Million 1.21% of portfolio	16,896	Q2 2025 Reduced 3.24%
LOW Lowes Companies Inc Consumer Cyclical	$169B	$14.5 Million 1.05% of portfolio	65,332	Q2 2025 Reduced 2.82%
ADP Automatic Data Processing Inc Industrials	$124B	$14.4 Million 1.04% of portfolio	46,649	Q2 2025 Reduced 3.77%
IJJ Ishares S&P Midcap 400 Value E ETFs	$0	$14.2 Million 1.03% of portfolio	115,234	Q2 2025 Reduced 2.83%
GSY Invesco Actively Mngd ETF Tr U ETFs	$0	$14.1 Million 1.02% of portfolio	280,884	Q2 2025 Reduced 2.19%
META Meta Platforms, Inc. Communication Services	$1.69T	$13.7 Million 0.99% of portfolio	18,574	Q2 2025 Added 7.76%
ACN Accenture PLC Technology	$161B	$13.2 Million 0.96% of portfolio	44,274	Q2 2025 Reduced 2.82%
IEFA Ishares Tr ETFs	$0	$13.2 Million 0.95% of portfolio	157,682	Q2 2025 Added 4.76%
IJK Ishares S&P Midcap 400 Growth ETFs	$0	$13 Million 0.94% of portfolio	142,899	Q2 2025 Reduced 2.53%
TJX Tjx Companies Inc Consumer Cyclical	$164B	$13.1 Million 0.94% of portfolio	105,726	Q2 2025 Reduced 3.21%
CB Chubb LTD Financial Services	$115B	$12.8 Million 0.92% of portfolio	44,127	Q2 2025 Reduced 3.6%
AVUV American Centy ETF Tr Avantis ETFs	$0	$12.5 Million 0.9% of portfolio	137,353	Q2 2025 Added 22.29%
HON Honeywell International Inc Industrials	$144B	$12.2 Million 0.88% of portfolio	52,531	Q2 2025 Reduced 1.37%
SPY Spdr S&P 500 ETF Trust ETFs	$0	$11.9 Million 0.86% of portfolio	19,313	Q2 2025 Reduced 0.86%
NOW Service Now, Inc. Technology	$190B	$11.7 Million 0.85% of portfolio	11,393	Q2 2025 Added 1.42%
SCHW Schwab Charles Corp Financial Services	$170B	$11.3 Million 0.81% of portfolio	123,423	Q2 2025 Reduced 1.98%
ABBV Abb Vie Inc. Healthcare	$371B	$10.6 Million 0.77% of portfolio	57,129	Q2 2025 Reduced 2.04%
BRO Brown & Brown, Inc. Financial Services	$26.9B	$10.1 Million 0.73% of portfolio	91,055	Q2 2025 Reduced 0.93%
PG Procter & Gamble CO Consumer Defensive	$377B	$9.98 Million 0.72% of portfolio	62,635	Q2 2025 Reduced 3.09%
JNJ Johnson & Johnson Healthcare	$466B	$9.99 Million 0.72% of portfolio	65,419	Q2 2025 Reduced 4.23%
FTNT Fortinet, Inc. Technology	$63.4B	$9.69 Million 0.7% of portfolio	91,635	Q2 2025 Reduced 2.5%
HD Home Depot, Inc. Consumer Cyclical	$430B	$9.7 Million 0.7% of portfolio	26,466	Q2 2025 Reduced 2.68%
IWP Ishares Russell Mid Cap Growth ETFs	$0	$9.37 Million 0.68% of portfolio	67,553	Q2 2025 Reduced 1.42%
ORLY O Reilly Automotive Inc Consumer Cyclical	$6.68B	$9.27 Million 0.67% of portfolio	102,875	Q2 2025 Added 1,392.24%
MDY Spdr S&P Midcap 400 ETF Trust ETFs	$0	$9.11 Million 0.66% of portfolio	16,073	Q2 2025 Reduced 3.27%
XLV Select Sector Spdr Fund Health ETFs	$0	$8.89 Million 0.64% of portfolio	65,926	Q2 2025 Reduced 2.11%
SCHD Schwab Strategic Tr Us Dividen ETFs	$0	$8.51 Million 0.62% of portfolio	321,105	Q2 2025 Reduced 20.01%
XLK Technology Sector Spdr ETFs	$0	$8.48 Million 0.61% of portfolio	33,481	Q2 2025 Reduced 2.68%

Summary

Portfolio
No. of Stocks 518
Current Value $1.38 Billion
Prior Value $1.34 Billion
Filing
Period Q2 2025
Filing Date July 23, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 8 stocks
Additional Purchases 54 stocks
Sold out of 0 stocks
Reduced holdings in 213 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of First Merchants Corp, based on Form 13F filings with the SEC.

News

Stay updated on First Merchants Corp with notifications on news.

Account

First Merchants Corp Portfolio Holdings