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Heather Roche

First Merchants Corp

Assets Managed
$2.629B
Holdings
359
Last Quarter
2026 - Q1
Filed Date
1mo 5d ago
Growth Rate
-2.64%(2Q avg: -0.42%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in First Merchants Corp's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 359 positions.

Assets under management

The assets under management (AUM) of First Merchants Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.629B in assets, with a quarterly growth rate of -2.64% and a 2-quarter average growth rate of -0.42%. The portfolio is managed by Heather Roche, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-8⤦
Fmpw Inst Money
Recent Activity
Decreased -12.86%
6.9%
$181.142M
181.142M shares@ $1.01 avg price
VFIAX
Vanguard 500 Index-adm
Recent Activity
Decreased -0.59%
4.87%
$127.97M
212,425 shares@ $602.43 avg price
SRBRX
Federated Shrt-intrm Ttl-r6
Recent Activity
Increased 7.96%
3.73%
$97.911M
9.656M shares@ $10.15 avg price
FTRLX
Fed Herm Ttl Rtrn Bnd-r6
Recent Activity
Increased 5.17%
3.64%
$95.531M
10.109M shares@ $9.46 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Increased 9.16%
2.64%
$69.267M
883,399 shares@ $78.41 avg price
VIMAX
Vanguard Mid Cap Index-adm
Recent Activity
Decreased -2.32%
2.4%
$62.944M
176,938 shares@ $355.74 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -2.7%
2%
$52.382M
182,160 shares@ $287.56 avg price
SFNNX
Schwab Fndmnl Intl Lrg Comp
Recent Activity
Increased 2.59%
1.97%
$51.631M
3.458M shares@ $14.93 avg price
AAPL
Apple Inc
Recent Activity
Decreased -1.19%
1.95%
$51.024M
201,048 shares@ $253.8 avg price
LLY
Eli Lilly & Co
Recent Activity
Decreased -0.61%
1.76%
$46.165M
50,192 shares@ $919.78 avg price

1-10 of 359