First-Merchants

AI_NATIVE detailed information: This accession holds the following tickers:[
  "POOL",
  "TROW",
  "NVG",
  "ACN",
  null,
  "ABT",
  "ABBV",
  "ADBE",
  "APD",
  "GOOGL",
  null,
  "T",
  "BLK",
  "CAT",
  "AVGO",
  "LOW",
  "BRO",
  "CMI",
  "D",
  "NWBI",
  "EOG",
  "HON",
  "HD",
  "AZN",
  "MCD",
  null,
  "UNP",
  "ITW",
  "AMAT",
  "EMR",
  "BKNG",
  null,
  "META",
  null,
  "IVW",
  "IJH",
  null,
  null,
  null,
  "LHX",
  "LRCX",
  "IWS",
  "LIN",
  "SCHY",
  "MPC",
  null,
  null,
  null,
  "MA",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "MSFT",
  "MDLZ",
  "MS",
  "FRME",
  "GE",
  "OMC",
  "ORLY",
  "BX",
  "AMP",
  "ANSS",
  "IJR",
  "IWD",
  "ORCL",
  "KHC",
  "NOC",
  "PAYX",
  null,
  null,
  "EEM",
  "IWF",
  "PANW",
  "PEP",
  "IEMG",
  "IJK",
  null,
  "IVV",
  null,
  "UNH",
  "AAPL",
  "SPY",
  "ECL",
  "NVDA",
  "GS",
  "INTC",
  "PFE",
  "LMT",
  "PG",
  "MRK",
  "VZ",
  null,
  "AMGN",
  "IEFA",
  "SPGI",
  null,
  null,
  "NOW",
  "SHW",
  "SLB",
  "ROP",
  "RTX",
  "GLD",
  null,
  null,
  "RSG",
  "IBM",
  "STLD",
  "SYK",
  "TXN",
  "TMO",
  "TJX",
  "BIV",
  "VNQ",
  "VO",
  "LZB",
  "VXF",
  "VV",
  "SITE",
  "SCHW",
  "ALC",
  null,
  "VCIT",
  "TY",
  "BAESY",
  "IWO",
  "XLB",
  "GGG",
  null,
  "TSM",
  null,
  null,
  null,
  "VYM",
  null,
  "EW",
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  null,
  "AFL",
  "APH",
  "F",
  "WM",
  "FTNT",
  "IWP",
  "IWR",
  "CAH",
  "AEP",
  "CTOS",
  "INBK",
  "LKFN",
  "LANC",
  "AMZN",
  null,
  null,
  "IVE",
  null,
  null,
  null,
  null,
  "HBAN",
  "VEU",
  "VGT",
  "USB",
  "VLO",
  "VEA",
  null,
  "BNDX",
  "VTEB",
  "BSV",
  "VB",
  "VOO",
  "V",
  "WMT",
  "LNT",
  "SCHD",
  "DVY",
  "JKHY",
  "NSC",
  "PSX",
  "CRM",
  "SYY",
  "MTUM",
  null,
  "EXR",
  "NUE",
  "AME",
  "KMB",
  "ADP",
  "AZO",
  "BALL",
  "BMO",
  "BRK-A",
  "BRK-B",
  "BDX",
  "BMY",
  "CNI",
  "CASY",
  "CVX",
  "CB",
  "CSCO",
  "CME",
  "KO",
  "CMCSA",
  "CL",
  "COP",
  "CEG",
  "CPRT",
  "COST",
  "GLW",
  "CTVA",
  "CFR",
  "DHR",
  "DE",
  "DFAC",
  "RSP",
  "IJT",
  null,
  "IJJ",
  "EFA",
  "NEE",
  "NKE",
  "QQQ",
  "IWM",
  "EPD",
  "MDY",
  "DIS",
  "ELV",
  "ETN",
  "GOOG",
  "XOM",
  "JNJ",
  "LLY",
  "TSLA",
  "NFLX",
  "PM",
  "PH",
  "AWK",
  "MO",
  "XLK",
  "MCHP",
  "VTI",
  "JPM",
  "ZTS"
]

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-04-24
Total Holdings: 381
Total Value: 2448830770
Accession Number: 0000712534-25-000112
Form Type: 13F-HR
CIK: first-merchants
Manager Name: First-Merchants

Data Enrichment

53% identified

203 identified178 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

381 positions • $2.4B total value

SEC FilingSEC DataHachi Filing

Manager:

Search and click to pin securities to the top

Page 18 of 20

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92203J308

Shares:11.6K

Value:$226.1K

% of Portfolio:0.0% ($226.1K/$2.4B)

Edwards Lifesciences Corp

EW|28176E108

Shares:3.0K

Value:$220.3K

% of Portfolio:0.0% ($220.3K/$2.4B)

464287168

DVY|464287168

Shares:1.6K

Value:$219.2K

% of Portfolio:0.0% ($219.2K/$2.4B)

464287788

Shares:1.9K

Value:$214.6K

% of Portfolio:0.0% ($214.6K/$2.4B)

31420C670

Shares:24.8K

Value:$212.8K

% of Portfolio:0.0% ($212.8K/$2.4B)

024071821

Shares:6.2K

Value:$211.8K

% of Portfolio:0.0% ($211.8K/$2.4B)

74460W552

Shares:11.0K

Value:$209.1K

% of Portfolio:0.0% ($209.1K/$2.4B)

Air Products & Chemicals, Inc.

APD|009158106

Shares:707

Value:$208.5K

% of Portfolio:0.0% ($208.5K/$2.4B)

LAKELAND FINANCIAL CORP

LKFN|511656100

Shares:3.5K

Value:$208.0K

% of Portfolio:0.0% ($208.0K/$2.4B)

Kraft Heinz Co

KHC|500754106

Shares:6.7K

Value:$203.4K

% of Portfolio:0.0% ($203.4K/$2.4B)

608919718

Shares:200.0K

Value:$200.0K

% of Portfolio:0.0% ($200.0K/$2.4B)

922031794

Shares:20.9K

Value:$194.6K

% of Portfolio:0.0% ($194.6K/$2.4B)

92206C409

Shares:2.1K

Value:$168.5K

% of Portfolio:0.0% ($168.5K/$2.4B)

Nuveen AMT-Free Municipal Credit Income Fund

NVG|67071L106

Shares:12.9K

Value:$159.5K

% of Portfolio:0.0% ($159.5K/$2.4B)

72201F490

Shares:14.7K

Value:$157.3K

% of Portfolio:0.0% ($157.3K/$2.4B)

19766J219

Shares:15.0K

Value:$149.9K

% of Portfolio:0.0% ($149.9K/$2.4B)

Northwest Bancshares, Inc.

NWBI|667340103

Shares:10.4K

Value:$125.2K

% of Portfolio:0.0% ($125.2K/$2.4B)

464287762

Shares:1.8K

Value:$111.7K

% of Portfolio:0.0% ($111.7K/$2.4B)

277923579

Shares:13.2K

Value:$88.0K

% of Portfolio:0.0% ($88.0K/$2.4B)

Custom Truck One Source, Inc.

CTOS|23204X103

Shares:20.0K

Value:$84.4K

% of Portfolio:0.0% ($84.4K/$2.4B)

Instrument	Shares		Other Manager	Value	% of Portfolio
(cusip92203J308)✕	11.6K	QoQ -92.82% (-150.1K) YoY NEW(+11.6K)	All Managers (Combined)	$226.1K	0.0% ($226.1K/$2.4B)	QoQ -92.87% (-$2.9M) YoY NEW(+$226.1K)
Edwards Lifesciences Corp(EWcusip28176E108)	3.0K	QoQ -70.77% (-7.4K) YoY +941.09% (+2.7K)	All Managers (Combined)	$220.3K	0.0% ($220.3K/$2.4B)	QoQ -71.38% (-$549.8K) YoY +689.71% (+$192.4K)
(DVYcusip464287168)	1.6K	QoQ 0.00% (+0) YoY -61.34% (-2.6K)	All Managers (Combined)	$219.2K	0.0% ($219.2K/$2.4B)	QoQ +2.28% (+$4.9K) YoY -57.85% (-$300.9K)
(cusip464287788)✕	1.9K	QoQ -5.08% (-102) YoY +46.30% (+602)	All Managers (Combined)	$214.6K	0.0% ($214.6K/$2.4B)	QoQ -3.14% (-$7.0K) YoY +72.61% (+$90.3K)
(cusip31420C670)✕	24.8K	QoQ -49.55% (-24.4K) YoY NEW(+24.8K)	All Managers (Combined)	$212.8K	0.0% ($212.8K/$2.4B)	QoQ -49.96% (-$212.5K) YoY NEW(+$212.8K)
(cusip024071821)✕	6.2K	QoQ NEW(+6.2K) YoY NEW(+6.2K)	All Managers (Combined)	$211.8K	0.0% ($211.8K/$2.4B)	QoQ NEW(+$211.8K) YoY NEW(+$211.8K)
(cusip74460W552)✕	11.0K	QoQ 0.00% (-0) YoY NEW(+11.0K)	All Managers (Combined)	$209.1K	0.0% ($209.1K/$2.4B)	QoQ -1.78% (-$3.8K) YoY NEW(+$209.1K)
Air Products & Chemicals, Inc.(APDcusip009158106)	707	QoQ 0.00% (+0) YoY NEW(+707)	All Managers (Combined)	$208.5K	0.0% ($208.5K/$2.4B)	QoQ +1.68% (+$3.5K) YoY NEW(+$208.5K)
LAKELAND FINANCIAL CORP(LKFNcusip511656100)	3.5K	QoQ 0.00% (-0) YoY NEW(+3.5K)	All Managers (Combined)	$208.0K	0.0% ($208.0K/$2.4B)	QoQ -13.55% (-$32.6K) YoY NEW(+$208.0K)
Kraft Heinz Co(KHCcusip500754106)	6.7K	QoQ -11.43% (-863) YoY NEW(+6.7K)	All Managers (Combined)	$203.4K	0.0% ($203.4K/$2.4B)	QoQ -12.24% (-$28.4K) YoY NEW(+$203.4K)
(cusip608919718)✕	200.0K	QoQ 0.00% (+0) YoY NEW(+200.0K)	All Managers (Combined)	$200.0K	0.0% ($200.0K/$2.4B)	QoQ 0.00% (+$0) YoY NEW(+$200.0K)
(cusip922031794)✕	20.9K	QoQ 0.00% (+0) YoY NEW(+20.9K)	All Managers (Combined)	$194.6K	0.0% ($194.6K/$2.4B)	QoQ +1.97% (+$3.8K) YoY NEW(+$194.6K)
(cusip92206C409)✕	2.1K	QoQ 0.00% (+0) YoY -26.64% (-775)	All Managers (Combined)	$168.5K	0.0% ($168.5K/$2.4B)	QoQ +1.19% (+$2.0K) YoY -25.09% (-$56.4K)
Nuveen AMT-Free Municipal Credit Income Fund(NVGcusip67071L106)	12.9K	QoQ 0.00% (+0) YoY 0.00% (+0)	All Managers (Combined)	$159.5K	0.0% ($159.5K/$2.4B)	QoQ +0.97% (+$1.5K) YoY +1.89% (+$3.0K)
(cusip72201F490)✕	14.7K	QoQ 0.00% (+0) YoY NEW(+14.7K)	All Managers (Combined)	$157.3K	0.0% ($157.3K/$2.4B)	QoQ +1.71% (+$2.6K) YoY NEW(+$157.3K)
(cusip19766J219)✕	15.0K	QoQ 0.00% (+0) YoY NEW(+15.0K)	All Managers (Combined)	$149.9K	0.0% ($149.9K/$2.4B)	QoQ +0.20% (+$300) YoY NEW(+$149.9K)
Northwest Bancshares, Inc.(NWBIcusip667340103)	10.4K	QoQ 0.00% (-0) YoY +3.37% (+340)	All Managers (Combined)	$125.2K	0.0% ($125.2K/$2.4B)	QoQ -8.87% (-$12.2K) YoY +6.65% (+$7.8K)
(cusip464287762)✕	1.8K	QoQ -18.45% (-415) YoY -52.17% (-2.0K)	All Managers (Combined)	$111.7K	0.0% ($111.7K/$2.4B)	QoQ -14.78% (-$19.4K) YoY -52.95% (-$125.7K)
(cusip277923579)✕	13.2K	QoQ 0.00% (+0) YoY NEW(+13.2K)	All Managers (Combined)	$88.0K	0.0% ($88.0K/$2.4B)	QoQ +1.51% (+$1.3K) YoY NEW(+$88.0K)
Custom Truck One Source, Inc.(CTOScusip23204X103)	20.0K	QoQ 0.00% (-0) YoY NEW(+20.0K)	All Managers (Combined)	$84.4K	0.0% ($84.4K/$2.4B)	QoQ -12.26% (-$11.8K) YoY NEW(+$84.4K)