1y return+19.4%S&P 500 +20.9%
3y return+54.6%S&P 500 +68.5%
5y return+62.1%S&P 500 +74.5%
10y return+225.1%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: $325 against $357 in the S&P 500.2
Old National Bancorp /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 |
|---|---|---|---|
| LLYEli Lilly & Co | $726.2M | 14.5% | −1.3% |
| VOOVanguard Index Fds | $414.7M | 8.3% | |
| AAPLApple Inc | $173.4M | 3.5% | −5.3% |
| SPYGSpdr Series Trust | $170.1M | 3.4% | −1.7% |
| VEAVanguard Tax-managed Fds | $164.9M | 3.3% | |
| GOOGLAlphabet Inc | $142.5M | 2.8% | −6.6% |
| SPYState Str Spdr S&p 500 Etf T | $138.3M | 2.8% | −41.2% |
| MSFTMicrosoft Corp | $118.5M | 2.4% | −5.3% |
| SPYVSpdr Series Trust | $116.9M | 2.3% | |
| IVVIshares Tr | $106.4M | 2.1% | −7.8% |
| AMZNAmazon Com Inc | $90.1M | 1.8% | −2.7% |
| XLKSelect Sector Spdr Tr | $58.0M | 1.2% | −2.3% |
| VWOVanguard Intl Equity Index F | $42.5M | 0.8% | +5.7% |
| VTEBVanguard Mun Bd Fds | $42.4M | 0.8% | +14.1% |
| METAMeta Platforms Inc | $39.8M | 0.8% | −7.9% |
| ONBOld Natl Bancorp Ind | $39.3M | 0.8% | −96.5% |
| VCSHVanguard Scottsdale Fds | $38.6M | 0.8% | +10.1% |
| VONEVanguard Scottsdale Fds | $37.9M | 0.8% | +5.8% |
| VGSHVanguard Scottsdale Fds | $37.3M | 0.7% | +1.6% |
| VVisa Inc | $37.3M | 0.7% | −4.9% |
| FTNTFortinet Inc | $33.5M | 0.7% | −5.0% |
| CVSCvs Health Corp | $33.5M | 0.7% | +2.5% |
| IEFAIshares Tr | $33.0M | 0.7% | +2.6% |
| JPMJpmorgan Chase & Co | $32.3M | 0.6% | −6.2% |
| ABBVAbbvie Inc | $31.8M | 0.6% | +2.7% |
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 |
|---|---|---|---|
| LLYEli Lilly & Co | June 30, 2020 | +630.6% | $726.2M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $142.5M |
| XLKSelect Sector Spdr Tr | June 30, 2020 | +264.7% | $58.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $32.3M |
| WFCWells Fargo & Co | June 30, 2020 | +222.8% | $25.9M |
| AAPLApple Inc | June 30, 2020 | +217.3% | $173.4M |
| COSTCostco Wholesale Corporation | June 30, 2020 | +208.5% | $25.4M |
| SPYGSpdr Series Trust | June 30, 2020 | +164.9% | $170.1M |
| OEFIshares Tr | June 30, 2020 | +156.9% | $27.2M |
| ABBVAbbvie Inc | June 30, 2020 | +156.3% | $31.8M |
Sold off last quarter
- XMMOInvesco Exchange Traded Fd T was $26.4M
- NVDANvidia Corporation was $20.6M
- IWYIshares Tr was $18.0M
- CGGRCapital Group Growth Etf was $17.8M
- CTRACoterra Energy Inc was $13.8M
- Carnival CorpCUSIP 143658300 was $11.6M
- TSMTaiwan Semiconductor Manufac was $9.7M
- Ishares Ethereum TrCUSIP 46438R105 was $6.3M
- KLACKla Corp was $6.2M
- Asml Hldg NvCUSIP N07059210 was $5.8M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +13.0% | +14.8% |
| March 31, 2026 | −3.7% | −4.6% |
| December 31, 2025 | +5.0% | +2.4% |
| September 30, 2025 | +4.6% | +7.8% |
| June 30, 2025 | +4.4% | +10.5% |
| March 31, 2025 | −1.4% | −4.6% |
| December 31, 2024 | −1.5% | +2.1% |
| September 30, 2024 | +3.8% | +5.4% |
| June 30, 2024 | +3.1% | +4.0% |
| March 31, 2024 | +10.3% | +10.0% |
| December 31, 2023 | +10.3% | +11.2% |
| September 30, 2023 | −2.0% | −3.6% |
| June 30, 2023 | +7.8% | +8.3% |
| March 31, 2023 | +3.7% | +7.0% |
| December 31, 2022 | +8.7% | +7.1% |
| September 30, 2022 | −5.1% | −5.3% |
| June 30, 2022 | −13.0% | −16.5% |
| March 31, 2022 | −4.3% | −4.9% |
| December 31, 2021 | +9.0% | +10.7% |
| September 30, 2021 | +0.2% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Old National Bancorp /in/ Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=707179&type=13F-HR&dateb=&owner=include&count=40CIK 707179
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/707179/000119312526304193/Filed July 15, 2026 · accession 0001193125-26-304193