First Merchants Corp.
Annual return '25
+41.5%
SPY '25
+17.7%
Alpha
+23.8ptsvs SPY
Invested
$2.6B
Holdings
325
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 100%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$VFIAX
VANGUARD 500 INDEX A
Q4 2025: Exited (was 418.0k shares)
5.3%
02
$SRBRX
FED SH INTRM TTL BD
Q4 2025: Exited (was 16.63M shares)
4.1%
03
$FTRLX
FED TTL RET BD CL R6
Q4 2025: Exited (was 18.00M shares)
4.0%
04
$BSV
VANGUARD SHORT TERM
Q4 2025: Exited (was 1.51M shares)
2.9%
05
$VIMAX
VANGUARD MID-CAP AD
Q4 2025: Exited (was 348.1k shares)
2.6%
06
$GOOGL
ALPHABET CL A
Q4 2025: Sold 87.4% (383.0k → 48.3k shares)
2.2%
07
$SFNNX
SCHWAB FDMTL INTL LC
Q4 2025: Exited (was 6.45M shares)
2.1%
08
$AAPL
APPLE INC
Q4 2025: Sold 93.5% (406.1k → 26.6k shares)
2.1%
09
$LLY
LILLY ELI & CO, COM
Q4 2025: Sold 73.0% (49.5k → 13.4k shares)
1.9%
10
$AVGO
BROADCOM INC NPV
Q4 2025: Sold 98.4% (325.7k → 5.3k shares)
1.8%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 08:25 UTC.