1y return+22.8%S&P 500 +20.9%
3y return+67.9%S&P 500 +68.5%
5y return+69.3%S&P 500 +74.5%
10y return+183.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $284 against $357 in the S&P 500.2
First Financial Corp /in/S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| THFFFirst Financial Corp | $48.9M | 16.9% | −1.4% |
| VOOVanguard S&P 500 ETF | $35.9M | 12.4% | −2.8% |
| VGTVanguard Information Technolog | $18.5M | 6.4% | −3.7% |
| VEAVanguard FTSE Developed Market | $11.3M | 3.9% | |
| IVViShares S&P Core S&P | $9.3M | 3.2% | |
| VOVanguard Mid-Cap ETF | $6.6M | 2.3% | |
| MSFTMicrosoft Corp | $6.2M | 2.2% | −1.4% |
| VBVanguard Small-Cap ETF | $5.8M | 2.0% | |
| AAPLApple Inc | $5.6M | 1.9% | −1.1% |
| LLYEli Lilly & Co | $5.1M | 1.7% | −1.8% |
| VOXVanguard Communication Service | $4.5M | 1.6% | |
| NVDANVIDIA Corporation | $4.2M | 1.4% | −1.5% |
| AVGOBroadcom Inc | $3.8M | 1.3% | |
| IQDFFlexShares Intl Quality Div In | $3.6M | 1.2% | |
| VFHVanguard Financial ETF | $3.6M | 1.2% | −1.7% |
| JPMJPMorgan Chase & Co | $3.3M | 1.1% | |
| QQQMInvesco NASDAQ 100 ETF | $3.1M | 1.1% | |
| VISVanguard Industrials ETF | $2.9M | 1.0% | −2.4% |
| VCRVanguard Consumer Discretionar | $2.9M | 1.0% | −3.4% |
| GOOGLAlphabet Inc - A | $2.7M | 0.9% | |
| VHTVanguard Health Care ETF | $2.6M | 0.9% | −1.1% |
| EFAiShares MSCI EAFE ETF | $2.6M | 0.9% | +3.4% |
| AMZNAmazon.Com Inc | $2.4M | 0.8% | |
| ABBVAbbvie Inc | $2.3M | 0.8% | |
| EMXCiShares MSCI Emerging Markets | $2.3M | 0.8% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANVIDIA Corporation | June 30, 2020 | +2006.7% | $4.2M |
| AVGOBroadcom Inc | June 30, 2020 | +1096.9% | $3.8M |
| PANWPalo Alto Networks Inc | June 30, 2020 | +790.9% | $2.1M |
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $5.1M |
| GOOGLAlphabet Inc - A | June 30, 2020 | +404.0% | $2.7M |
| JPMJPMorgan Chase & Co | June 30, 2020 | +248.0% | $3.3M |
| VGTVanguard Information Technolog | June 30, 2020 | +243.1% | $18.5M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $5.6M |
| Exxon Mobil CorporationCUSIP 30231G102 | June 30, 2020 | +205.7% | $2.0M |
| QQQInvesco QQQ Trust Series 1 | June 30, 2020 | +197.4% | $1.6M |
Sold off last quarter
- Honeywell International IncCUSIP 438516106 was $156K
- DuPont de Nemours IncCUSIP 26614N102 was $61K
- XMMOInvesco S&P MidCap Momentum ET was $27K
- VTVVanguard Value ETF was $7,063
- IOOiShares Global 100 ETF was $5,081
- CGDVCapital Group Dividend Value E was $4,722
- CGGRCapital Group Growth ETF was $4,220
- Carnival CorpCUSIP 143658300 was $2,588
- LABUDirexion Daily S&P Biotech Bul was $2,491
- SOLVSolventum Corp was $131
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +14.3% | +14.8% |
| March 31, 2026 | −1.6% | −4.6% |
| December 31, 2025 | +2.8% | +2.4% |
| September 30, 2025 | +6.2% | +7.8% |
| June 30, 2025 | +8.9% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | +0.3% | +2.1% |
| September 30, 2024 | +7.5% | +5.4% |
| June 30, 2024 | +1.2% | +4.0% |
| March 31, 2024 | +5.7% | +10.0% |
| December 31, 2023 | +13.0% | +11.2% |
| September 30, 2023 | −2.6% | −3.6% |
| June 30, 2023 | +3.4% | +8.3% |
| March 31, 2023 | +0.6% | +7.0% |
| December 31, 2022 | +7.9% | +7.1% |
| September 30, 2022 | −4.3% | −5.3% |
| June 30, 2022 | −10.9% | −16.5% |
| March 31, 2022 | −4.2% | −4.9% |
| December 31, 2021 | +9.6% | +10.7% |
| September 30, 2021 | +0.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: First Financial Corp /in/ Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=714562&type=13F-HR&dateb=&owner=include&count=40CIK 714562
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/714562/000110465926080959/Filed July 7, 2026 · accession 0001104659-26-080959