1ST Source Bank
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 5, 2025), 1ST Source Bank reported 260 stock positions worth $1.7 billion. Its top holding was 1ST Source (SRCE) at 18.3% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 12.2%) and iShares Russell 1000 Value E (IWD, 7.5%). Compared with Q4 2024, it opened 8 new positions, sold out of 6, added to 73 and reduced 132. The biggest buy was iShares Russell 1000 Value E (IWD, shares +2%) and the biggest sale iShares Russell 1000 Growth (IWF, shares −2%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH BEND, IN
- CIK
- 0000356264
- Portfolio Value
- $1.7B (Q1 2025)
- SEC Filing
- 0000356264-25-000005 ↗ filed May 5, 2025
Holdings Value
Holdings 260 stocks · $1.7B
| SRCE 1ST Source Corp. | 18.31% | 5,195,001 | $310.7M | Reduce -2.6% |
| IWF iShares Russell 1000 Growth | 12.24% | 575,157 | $207.7M | Reduce -1.6% |
| IWD iShares Russell 1000 Value E | 7.49% | 675,118 | $127.0M | Add +2.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.03% | 182,945 | $102.3M | Add +0.6% |
| SDY SS SPDR S&P Dividend ETF | 5.90% | 737,604 | $100.1M | Reduce -2.3% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.36% | 726,756 | $40.0M | Add +0.4% |
| EFA iShares MSCI Eafe ETF | 2.17% | 451,563 | $36.9M | Reduce -4.8% |
| AAPL Apple Inc. | 2.09% | 159,964 | $35.5M | Reduce -1.6% |
| MSFT Microsoft Corp. | 1.84% | 83,178 | $31.2M | Reduce -1.5% |
| VEA Vanguard Ftse Developed ETF | 1.82% | 608,911 | $31.0M | Reduce -0.6% |
| LLY Eli Lilly & Co. | 1.70% | 35,017 | $28.9M | Reduce -2.1% |
| IJR iShares Core S&P Small-Cap E | 1.28% | 207,287 | $21.7M | Reduce -1.1% |
| IWM iShares Russell 2000 ETF | 1.24% | 105,113 | $21.0M | Reduce -1.6% |
| HON Honeywell International Inc. | 1.15% | 92,133 | $19.5M | Add +0.0% |
| MDY State Street SPDR S&P Midcap | 1.13% | 36,020 | $19.2M | Reduce -0.4% |
| AMZN Amazon.com Inc. | 1.02% | 90,766 | $17.3M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 1.01% | 69,558 | $17.1M | Reduce -2.3% |
| IJH iShares Core S&P Midcap ETF | 0.93% | 270,166 | $15.8M | Add +6.8% |
| GOOGL Alphabet Inc. Class A | 0.92% | 101,248 | $15.7M | Reduce -1.8% |
| JNJ Johnson & Johnson | 0.69% | 70,276 | $11.7M | Reduce -1.0% |
| COST Costco Wholesale Corp. | 0.67% | 11,958 | $11.3M | Add +0.1% |
| PATK Patrick Industries Inc. | 0.66% | 131,650 | $11.1M | No change |
| PEP Pepsico Inc. | 0.61% | 69,069 | $10.4M | Reduce -1.0% |
| MCD McDonald's Corp. | 0.55% | 30,144 | $9.4M | Reduce -1.5% |
| ADP Automatic Data Processing | 0.55% | 30,730 | $9.4M | Reduce -1.2% |
| PG The Procter & Gamble Co. | 0.54% | 54,214 | $9.2M | Reduce -1.0% |
| MRK Merck & Co. Inc. | 0.52% | 98,213 | $8.8M | Reduce -1.4% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.51% | 16,124 | $8.6M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.50% | 53,946 | $8.4M | Reduce -1.5% |
| AXP American Express Co. | 0.49% | 31,202 | $8.4M | Reduce -0.5% |
| FVD First Trust Value Line DVD | 0.49% | 187,521 | $8.4M | Add +1.1% |
| HD Home Depot Inc. | 0.49% | 22,663 | $8.3M | Reduce -0.5% |
| TMO Thermo Fisher Scientific Inc. | 0.47% | 15,972 | $7.9M | Add +0.1% |
| NVDA Nvidia Corp. | 0.46% | 72,162 | $7.8M | Reduce -11.0% |
| PANW Palo Alto Networks Inc. | 0.44% | 44,176 | $7.5M | Add +0.6% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.43% | 90,733 | $7.3M | Add +0.9% |
| CVX Chevron Corp. | 0.43% | 43,321 | $7.2M | Reduce -0.7% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.42% | 28,894 | $7.2M | Reduce -5.8% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.42% | 58,930 | $7.2M | Reduce -0.5% |
| ALL Allstate Corp. | 0.41% | 33,965 | $7.0M | Reduce -1.6% |
| EFV iShares MSCI Eafe Value ETF | 0.41% | 119,051 | $7.0M | Reduce -1.6% |
| XOM Exxon Mobil Corp. | 0.41% | 58,929 | $7.0M | Reduce -3.6% |
| NSC Norfolk Southern Corp. | 0.39% | 27,894 | $6.6M | Reduce -1.1% |
| ORCL Oracle Corp. | 0.37% | 45,412 | $6.3M | Reduce -1.1% |
| MA Mastercard Inc. Class A | 0.36% | 11,136 | $6.1M | Reduce -0.1% |
| ABBV Abbvie Inc. | 0.34% | 27,773 | $5.8M | Reduce -1.8% |
| WMT Walmart Inc. | 0.34% | 65,549 | $5.8M | Add +0.1% |
| ISRG Intuitive Surgical Inc. | 0.33% | 11,284 | $5.6M | Add +0.4% |
| ABT Abbott Laboratories | 0.30% | 38,846 | $5.2M | Reduce -0.5% |
| AVGO Broadcom Inc. | 0.30% | 30,748 | $5.1M | Reduce -4.7% |
| GVI iShares Intermediate Governm | 0.30% | 48,364 | $5.1M | Reduce -1.4% |
| CSCO Cisco Systems Inc. | 0.29% | 79,693 | $4.9M | Reduce -3.0% |
| AGG iShares Core U.S. Aggregate | 0.29% | 49,135 | $4.9M | Reduce -1.5% |
| COP Conocophillips | 0.28% | 44,831 | $4.7M | Reduce -1.1% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.27% | 45,997 | $4.5M | Reduce -0.9% |
| V Visa Inc. Class A | 0.27% | 12,924 | $4.5M | Reduce -0.5% |
| BX Blackstone Inc. | 0.27% | 32,339 | $4.5M | Reduce -0.8% |
| GLD SPDR Gold Shares | 0.26% | 15,277 | $4.4M | Add +28.3% |
| DHR Danaher Corp. | 0.25% | 20,711 | $4.2M | Reduce -2.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.24% | 97,193 | $4.1M | Add +0.8% |
| TRV The Travelers Cos Inc. | 0.23% | 14,723 | $3.9M | Reduce -0.8% |
| VWO Vanguard Ftse Emerging Marke | 0.23% | 85,828 | $3.9M | Add +6.8% |
| EEM iShares MSCI Emerging Market | 0.22% | 86,363 | $3.8M | Reduce -16.8% |
| MET Metlife Inc. | 0.22% | 46,047 | $3.7M | Reduce -3.6% |
| WM Waste Management Inc. | 0.22% | 15,950 | $3.7M | Reduce -1.6% |
| QCOM Qualcomm Inc. | 0.22% | 23,958 | $3.7M | Reduce -0.4% |
| MMM 3M Co. | 0.22% | 24,905 | $3.7M | Add +0.5% |
| XLRE SS Real Estate Select Sector | 0.21% | 86,559 | $3.6M | Add +1.1% |
| RTX RTX Corp. | 0.20% | 25,108 | $3.3M | Reduce -0.2% |
| META Meta Platforms Inc. Class A | 0.19% | 5,589 | $3.2M | Add +4.6% |
| CAT Caterpillar Inc. | 0.18% | 9,303 | $3.1M | Add +0.5% |
| DE Deere & Co. | 0.18% | 6,403 | $3.0M | Reduce -0.3% |
| LKFN Lakeland Financial Corp. | 0.17% | 48,744 | $2.9M | No change |
| AEP American Electric Power | 0.17% | 26,443 | $2.9M | Reduce -1.6% |
| HCA HCA Healthcare Inc. | 0.17% | 8,345 | $2.9M | Add +0.9% |
| SBUX Starbucks Corp. | 0.17% | 28,949 | $2.8M | Reduce -1.4% |
| LMT Lockheed Martin Corp. | 0.16% | 6,175 | $2.8M | Add +0.8% |
| AWK American Water Works Co. Inc. | 0.15% | 17,826 | $2.6M | Reduce -1.8% |
| YUM Yum! Brands Inc. | 0.15% | 16,677 | $2.6M | Add +0.1% |
| APD Air Products & Chemicals Inc. | 0.15% | 8,863 | $2.6M | Reduce -1.4% |
| MCHP Microchip Technology Inc. | 0.15% | 53,427 | $2.6M | Reduce -0.5% |
| LOW Lowe's Cos Inc. | 0.14% | 10,212 | $2.4M | Reduce -2.2% |
| NEE Nextera Energy Inc. | 0.14% | 33,581 | $2.4M | Reduce -3.4% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 45,964 | $2.3M | Reduce -0.7% |
| QQQ Invesco QQQ Trust Series 1 | 0.13% | 4,822 | $2.3M | Add +1.8% |
| DAUG FT Vest U.S. Equity Deep Buf | 0.13% | 57,820 | $2.2M | Reduce -10.0% |
| GE General Electric filed as GE AEROSPACE | 0.13% | 10,601 | $2.1M | Add +0.1% |
| GD General Dynamics Corp. | 0.12% | 7,735 | $2.1M | Reduce -1.3% |
| SYK Stryker Corp. | 0.12% | 5,652 | $2.1M | Add +2.0% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 40,424 | $2.0M | Reduce -0.1% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 4,633 | $1.9M | Add +0.9% |
| IBB iShares Biotechnology ETF | 0.11% | 14,661 | $1.9M | Reduce -1.9% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 15,378 | $1.9M | No change |
| MS Morgan Stanley | 0.11% | 15,928 | $1.9M | Add +0.0% |
| SCHW Schwab (charles) Corp. | 0.11% | 23,563 | $1.8M | Reduce -0.3% |
| BMY Bristol-Myers Squibb Co. | 0.11% | 30,082 | $1.8M | Reduce -1.6% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.11% | 23,253 | $1.8M | Reduce -2.9% |
| IVV iShares Core S&P 500 ETF | 0.10% | 3,122 | $1.8M | Reduce -7.5% |
| SYY Sysco Corp. | 0.10% | 23,101 | $1.7M | Reduce -6.0% |
| FTV Fortive Corp. | 0.10% | 23,432 | $1.7M | Reduce -0.4% |
Portfolio Sells Q4 2024 → Q1 2025
| IWF iShares Russell 1000 Growth | Reduce -1.6% | 12.24% | −1.19 |
| AAPL Apple Inc. | Reduce -1.6% | 2.09% | −0.23 |
| MSFT Microsoft Corp. | Reduce -1.5% | 1.84% | −0.20 |
| GOOGL Alphabet Inc. Class A | Reduce -1.8% | 0.92% | −0.19 |
| NVDA Nvidia Corp. | Reduce -11.0% | 0.46% | −0.16 |
| AVGO Broadcom Inc. | Reduce -4.7% | 0.30% | −0.12 |
| IWM iShares Russell 2000 ETF | Reduce -1.6% | 1.24% | −0.11 |
| IJR iShares Core S&P Small-Cap E | Reduce -1.1% | 1.28% | −0.10 |
| GOOG Alphabet Inc. Class C | Reduce -1.5% | 0.50% | −0.10 |
| ORCL Oracle Corp. | Reduce -1.1% | 0.37% | −0.06 |
| BX Blackstone Inc. | Reduce -0.8% | 0.27% | −0.06 |
| MRK Merck & Co. Inc. | Reduce -1.4% | 0.52% | −0.05 |
| MDY State Street SPDR S&P Midcap | Reduce -0.4% | 1.13% | −0.05 |
| AXP American Express Co. | Reduce -0.5% | 0.49% | −0.04 |
| DIS The Walt Disney Co. | Reduce -0.9% | 0.27% | −0.03 |
| MGEE Mge Energy Inc. | Sold out | 0.00% | −0.03 |
| DHR Danaher Corp. | Reduce -2.2% | 0.25% | −0.03 |
| EEM iShares MSCI Emerging Market | Reduce -16.8% | 0.22% | −0.03 |
| NKE Nike Inc. Class B | Reduce -6.9% | 0.10% | −0.02 |
| MRVL Marvell Technology Inc. | Reduce -0.9% | 0.03% | −0.02 |
| MCHP Microchip Technology Inc. | Reduce -0.5% | 0.15% | −0.02 |
| CMG Chipotle Mexican Grill Inc. | Reduce -0.1% | 0.12% | −0.02 |
| HD Home Depot Inc. | Reduce -0.5% | 0.49% | −0.02 |
| GPN Global Payments Inc. | Sold out | 0.00% | −0.02 |
| DAUG FT Vest U.S. Equity Deep Buf | Reduce -10.0% | 0.13% | −0.01 |
| EL Estee Lauder Companies Class A | Reduce -31.6% | 0.02% | −0.01 |
| FITB Fifth Third Bancorp | Sold out | 0.00% | −0.01 |
| LQD Ishr Ibx Usd Invgd CB ETF-Ui | Sold out | 0.00% | −0.01 |
| RY Royal Bank of Canada | Sold out | 0.00% | −0.01 |
| THO Thor Industries Inc. | Sold out | 0.00% | −0.01 |
| IVV iShares Core S&P 500 ETF | Reduce -7.5% | 0.10% | −0.01 |
| USB US Bancorp | Reduce -2.1% | 0.08% | −0.01 |
| RSP Invesco S&P 500 Equal Weight | Reduce -22.3% | 0.03% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.2% | 0.14% | −0.01 |
| PFE Pfizer Inc. | Reduce -4.7% | 0.10% | −0.01 |
| MET Metlife Inc. | Reduce -3.6% | 0.22% | −0.01 |
| DOW Dow Inc. | Reduce -1.6% | 0.04% | −0.01 |
| SYY Sysco Corp. | Reduce -6.0% | 0.10% | −0.01 |
| IVW iShares S&P 500 Growth ETF | Reduce -1.3% | 0.07% | −0.01 |
| BLK BlackRock Inc. | Reduce -2.4% | 0.06% | −0.00 |
| CMI Cummins Inc. | Reduce -4.0% | 0.03% | −0.00 |
| PNC PNC Financial Services Group | Reduce -15.1% | 0.01% | −0.00 |
| FDX FedEx Corp. | Reduce -1.5% | 0.03% | −0.00 |
| TGT Target Corp. | Reduce -2.5% | 0.01% | −0.00 |
| ACN Accenture PLC Class A | Reduce -1.0% | 0.03% | −0.00 |
| IWR iShares Russell Mid-Cap ETF | Reduce -2.5% | 0.09% | −0.00 |
| ONB Old National Bancorp | Reduce -12.2% | 0.02% | −0.00 |
| ROK Rockwell Automation Inc. | Reduce -3.4% | 0.02% | −0.00 |
| SRE Sempra | Reduce -1.7% | 0.01% | −0.00 |
| IBB iShares Biotechnology ETF | Reduce -1.9% | 0.11% | −0.00 |
Portfolio Buys Q4 2024 → Q1 2025
| IWD iShares Russell 1000 Value E | Add +2.3% | 7.49% | +0.50 |
| GLD SPDR Gold Shares | Add +28.3% | 0.26% | +0.09 |
| BRK.B Berkshire Hathaway Inc. Class B | Add +0.5% | 0.51% | +0.09 |
| EMXC iShares MSCI Emr MRK Ex Chna | Add +0.4% | 2.36% | +0.06 |
| DJAN FT Vest U.S. Equity Deep Buf | New | 0.05% | +0.05 |
| COST Costco Wholesale Corp. | Add +0.1% | 0.67% | +0.04 |
| MMM 3M Co. | Add +0.5% | 0.22% | +0.03 |
| FVD First Trust Value Line DVD | Add +1.1% | 0.49% | +0.03 |
| DFEB FT Vest U.S. Equity Deep Buf | New | 0.03% | +0.03 |
| HCA HCA Healthcare Inc. | Add +0.9% | 0.17% | +0.03 |
| IJH iShares Core S&P Midcap ETF | Add +6.8% | 0.93% | +0.03 |
| YUM Yum! Brands Inc. | Add +0.1% | 0.15% | +0.03 |
| VWO Vanguard Ftse Emerging Marke | Add +6.8% | 0.23% | +0.03 |
| GE General Electric | Add +0.1% | 0.13% | +0.02 |
| PWR Quanta Services Inc. | Add +67.7% | 0.08% | +0.02 |
| COR Cencora Inc. | New | 0.01% | +0.01 |
| XLRE SS Real Estate Select Sector | Add +1.1% | 0.21% | +0.01 |
| SLV iShares Silver Trust | New | 0.01% | +0.01 |
| KO The Coca-Cola Co. | Add +0.2% | 0.08% | +0.01 |
| GRAL Grail Inc. | New | 0.01% | +0.01 |
| WRB WR Berkley Corp. | New | 0.01% | +0.01 |
| HES Hess Corp. | New | 0.01% | +0.01 |
| MU Micron Technology Inc. | New | 0.01% | +0.01 |
| DUK Duke Energy Corp. | Add +0.2% | 0.08% | +0.01 |
| DAPR FT Vest U.S. Equity Deep Buf | Add +75.2% | 0.03% | +0.01 |
| META Meta Platforms Inc. Class A | Add +4.6% | 0.19% | +0.01 |
| SYK Stryker Corp. | Add +2.0% | 0.12% | +0.01 |
| CB Chubb Ltd. | Add +2.9% | 0.06% | +0.01 |
| ESGD iShares Trust iShares ESG Aw | Add +4.3% | 0.05% | +0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Add +0.5% | 0.09% | +0.01 |
| CI The Cigna Group | Add +0.1% | 0.03% | +0.01 |
| FISV Fiserv Inc. | Add +0.0% | 0.06% | +0.01 |
| PSX Phillips 66 | Add +0.6% | 0.04% | +0.00 |
| BA The Boeing Co. | Add +10.3% | 0.05% | +0.00 |
| IWB iShares Russell 1000 ETF | Add +18.7% | 0.03% | +0.00 |
| VLO Valero Energy Corp. | Add +2.4% | 0.03% | +0.00 |
| CME Cme Group Inc. | Add +0.7% | 0.03% | +0.00 |
| PGR Progressive Corp. | Add +0.1% | 0.02% | +0.00 |
| VOO Vanguard S&P 500 ETF | Add +6.2% | 0.08% | +0.00 |
| SLB SLB Ltd. | Add +1.2% | 0.03% | +0.00 |
| SCHD Schwab US DVD Equity ETF | Add +7.1% | 0.03% | +0.00 |
| MPC Marathon Petroleum Corp. | Add +0.6% | 0.04% | +0.00 |
| DIA SS SPDR Dow Jones Indus Avg | Add +0.9% | 0.11% | +0.00 |
| WFC Wells Fargo & Co. | Add +0.1% | 0.06% | +0.00 |
| JCI Johnson Controls Internation | Add +0.3% | 0.06% | +0.00 |
| IWP iShares Russell Mid-Cap Grow | Add +7.1% | 0.09% | +0.00 |
| FJAN FT Vest U.S. Equity Buffer E | Add +7.3% | 0.02% | +0.00 |
| FMAR FT Vest US Equity Buffer ETF | Add +0.1% | 0.08% | +0.00 |
| WMT Walmart Inc. | Add +0.1% | 0.34% | +0.00 |
| INTU Intuit Inc. | Add +0.1% | 0.04% | +0.00 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 289 | $2.2B | SRCE, IWF, SPY, IWD, EMXC |
| Q1 2026 | 286 | $1.9B | SRCE, IWF, SPY, IWD, SDY |
| Q4 2025 | 274 | $1.9B | SRCE, IWF, SPY, IWD, SDY |
| Q3 2025 | 267 | $1.9B | SRCE, IWF, IWD, SPY, SDY |
| Q2 2025 | 269 | $1.8B | SRCE, IWF, IWD, SPY, SDY |
| Q1 2025 | 260 | $1.7B | SRCE, IWF, IWD, SPY, SDY |
| Q4 2024 | 258 | $1.7B | SRCE, IWF, IWD, SPY, SDY |
| Q3 2024 | 263 | $1.8B | SRCE, IWF, IWD, SDY, SPY |
| Q2 2024 | 256 | $1.7B | SRCE, IWF, IWD, SPY, SDY |
| Q1 2024 | 250 | $1.7B | SRCE, IWF, IWD, SDY, SPY |