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Heather Roche

First Merchants Corp

Assets Managed
$2.84B
Holdings
361
Last Quarter
2026 - Q2
Filed Date
2d ago
Growth Rate
8.03%(2Q avg: 2.7%)
Sustained Growth
1 quarters

Portfolio positions

This chart displays the top 10 holdings in First Merchants Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 361 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 1 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 2.84B in assets, with a quarterly growth rate of 8.03% and a 2-quarter average growth rate of 2.7%. The portfolio is managed by Heather Roche, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
ur-8⤦
Fmpw Inst Money
Recent Activity
Decreased -2.66%
6.21%
$176.321M
176.321M shares@ $1.0 avg price
VFIAX
Vanguard 500 Index-adm
Recent Activity
Decreased -2.41%
5.06%
$143.431M
207,295 shares@ $691.92 avg price
SRBRX
Federated Shrt-intrm Ttl-r6
Recent Activity
Increased 2.86%
3.53%
$100.215M
9.932M shares@ $10.09 avg price
FTRLX
Fed Herm Ttl Rtrn Bnd-r6
Recent Activity
Decreased -1.09%
3.33%
$94.387M
9.999M shares@ $9.44 avg price
VIMAX
Vanguard Mid Cap Index-adm
Recent Activity
Decreased -2.49%
2.43%
$68.86M
172,525 shares@ $399.13 avg price
BSV
Vanguard Short-term Bond Etf
Recent Activity
Decreased -1.31%
2.4%
$67.923M
871,815 shares@ $77.91 avg price
GOOGL
Alphabet Inc-cl A
Recent Activity
Decreased -1.62%
2.26%
$64.04M
179,199 shares@ $357.38 avg price
LLY
Eli Lilly & Co
Recent Activity
Increased 0.48%
2.13%
$60.485M
50,428 shares@ $1199.43 avg price
AAPL
Apple Inc
Recent Activity
Decreased -2.15%
2.01%
$56.921M
196,715 shares@ $289.37 avg price
SFNNX
Schwab Fndmnl Intl Lrg Comp
Recent Activity
Decreased -0.03%
1.98%
$56.173M
3.457M shares@ $16.25 avg price

1-10 of 361