Equal-WT
WhaleScore 2.0
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First Financial Corp is based out of Terre Haute. Their last reported 13F filing for Q4 2023 included $196,536,095 in managed 13F securities
and a top 10 holdings concentration of 45.98%. First Financial Corp's largest holding is First Financial Corp. (IN) with shares held of 735,719. Whalewisdom has at least 52 13F filings, 1 13G filings, and 79 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
THFF First Financial Corp | 2.24% |
VEA VANGUARD DEVELOPED M | 0.48% |
VB VANGUARD SMALL-CAP I | 0.45% |
IYR iShares U.S. Real Es | 0.21% |
NEE NextEra Energy Inc. | 0.18% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
VOO VANGUARD 500 INDEX F | 0.6% |
ABBV AbbVie Inc | 0.19% |
BP BP Plc ADR (British | 0.18% |
VGT VANGUARD INFORMATION | 0.16% |
MS Morgan Stanley | 0.14% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
THFF First Financial Corp | 16.1% |
VOO VANGUARD 500 INDEX F | 10.29% |
VGT VANGUARD INFORMATION | 4.54% |
MSFT Microsoft Corp. | 3.76% |
AAPL Apple Inc | 2.81% |
2023-12-31
13F Activity
Market Value | $197m, Prior: $171m |
New Purchases | 23 stocks |
Added To | 110 stocks |
Sold out of | 21 stocks |
Reduced holdings in | 84 stocks |
Top 10 Holdings % | 45.98% |
Turnover %[1] | 11.55% |
Turnover Alt %[2] | 2.31% |
Time Held Top 20 | 20.9 quarters |
Time Held Top 10 | 18.7 quarters |
Time Held All | 28.86 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31