1ST Source Bank
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), 1ST Source Bank reported 269 stock positions worth $1.8 billion. Its top holding was 1ST Source (SRCE) at 17.8% of the portfolio, followed by iShares Russell 1000 Growth (IWF, 13.2%) and iShares Russell 1000 Value E (IWD, 7.3%). Compared with Q1 2025, it opened 14 new positions, sold out of 5, added to 96 and reduced 131. The biggest buy was Microsoft (MSFT, shares +0%) and the biggest sale 1ST Source (SRCE, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- SOUTH BEND, IN
- CIK
- 0000356264
- Portfolio Value
- $1.8B (Q2 2025)
- SEC Filing
- 0000356264-25-000012 ↗ filed Aug 7, 2025
Holdings Value
Holdings 269 stocks · $1.8B
| SRCE 1ST Source Corp. | 17.77% | 5,191,814 | $322.3M | Reduce -0.1% |
| IWF iShares Russell 1000 Growth | 13.20% | 563,612 | $239.3M | Reduce -2.0% |
| IWD iShares Russell 1000 Value E | 7.26% | 677,377 | $131.6M | Add +0.3% |
| SPY SS SPDR S&P 500 ETF Trust-US | 6.27% | 183,996 | $113.7M | Add +0.6% |
| SDY SS SPDR S&P Dividend ETF | 5.47% | 731,200 | $99.2M | Reduce -0.9% |
| EMXC iShares MSCI Emr MRK Ex Chna | 2.53% | 726,094 | $45.8M | Reduce -0.1% |
| EFA iShares MSCI Eafe ETF | 2.29% | 464,358 | $41.5M | Add +2.8% |
| MSFT Microsoft Corp. | 2.28% | 83,217 | $41.4M | Add +0.1% |
| VEA Vanguard Ftse Developed ETF | 1.94% | 615,598 | $35.1M | Add +1.1% |
| AAPL Apple Inc. | 1.60% | 141,862 | $29.1M | Reduce -11.3% |
| LLY Eli Lilly & Co. | 1.48% | 34,338 | $26.8M | Reduce -1.9% |
| IJR iShares Core S&P Small-Cap E | 1.25% | 206,646 | $22.6M | Reduce -0.3% |
| IWM iShares Russell 2000 ETF | 1.21% | 101,894 | $22.0M | Reduce -3.1% |
| HON Honeywell International Inc. | 1.17% | 91,403 | $21.3M | Reduce -0.8% |
| MDY State Street SPDR S&P Midcap | 1.13% | 36,139 | $20.5M | Add +0.3% |
| AMZN Amazon.com Inc. | 1.09% | 90,471 | $19.8M | Reduce -0.3% |
| JPM JPMorgan Chase & Co. | 1.08% | 67,805 | $19.7M | Reduce -2.5% |
| IJH iShares Core S&P Midcap ETF | 1.01% | 295,919 | $18.4M | Add +9.5% |
| GOOGL Alphabet Inc. Class A | 0.98% | 100,728 | $17.8M | Reduce -0.5% |
| PATK Patrick Industries Inc. | 0.66% | 129,650 | $12.0M | Reduce -1.5% |
| NVDA Nvidia Corp. | 0.66% | 75,195 | $11.9M | Add +4.2% |
| COST Costco Wholesale Corp. | 0.63% | 11,626 | $11.5M | Reduce -2.8% |
| JNJ Johnson & Johnson | 0.58% | 69,044 | $10.5M | Reduce -1.8% |
| ORCL Oracle Corp. | 0.55% | 45,640 | $10.0M | Add +0.5% |
| GOOG Alphabet Inc. Class C | 0.52% | 53,326 | $9.5M | Reduce -1.1% |
| ADP Automatic Data Processing | 0.52% | 30,448 | $9.4M | Reduce -0.9% |
| AXP American Express Co. | 0.51% | 29,173 | $9.3M | Reduce -6.5% |
| PANW Palo Alto Networks Inc. | 0.50% | 44,123 | $9.0M | Reduce -0.1% |
| PEP Pepsico Inc. | 0.49% | 67,496 | $8.9M | Reduce -2.3% |
| SPYG SS SPDR P S&P 500 Growth ETF | 0.48% | 91,697 | $8.7M | Add +1.1% |
| MCD McDonald's Corp. | 0.48% | 29,824 | $8.7M | Reduce -1.1% |
| PG The Procter & Gamble Co. | 0.48% | 54,199 | $8.6M | Reduce -0.0% |
| AVGO Broadcom Inc. | 0.47% | 30,907 | $8.5M | Add +0.5% |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.46% | 28,516 | $8.4M | Reduce -1.3% |
| HD Home Depot Inc. | 0.46% | 22,701 | $8.3M | Add +0.2% |
| MRK Merck & Co. Inc. | 0.43% | 98,622 | $7.8M | Add +0.4% |
| FVD First Trust Value Line DVD | 0.43% | 174,355 | $7.8M | Reduce -7.0% |
| EFV iShares MSCI Eafe Value ETF | 0.42% | 119,197 | $7.6M | Add +0.1% |
| TJX TJX Companies Inc. filed as TJX COS INC NEW | 0.39% | 57,699 | $7.1M | Reduce -2.1% |
| NSC Norfolk Southern Corp. | 0.39% | 27,511 | $7.0M | Reduce -1.4% |
| ALL Allstate Corp. | 0.38% | 33,870 | $6.8M | Reduce -0.3% |
| BRK.B Berkshire Hathaway Inc. Class B | 0.37% | 13,824 | $6.7M | Reduce -14.3% |
| TMO Thermo Fisher Scientific Inc. | 0.36% | 16,023 | $6.5M | Add +0.3% |
| WMT Walmart Inc. | 0.36% | 66,273 | $6.5M | Add +1.1% |
| XOM Exxon Mobil Corp. | 0.36% | 59,827 | $6.4M | Add +1.5% |
| ISRG Intuitive Surgical Inc. | 0.35% | 11,613 | $6.3M | Add +2.9% |
| CVX Chevron Corp. | 0.34% | 43,488 | $6.2M | Add +0.4% |
| MA Mastercard Inc. Class A | 0.34% | 11,048 | $6.2M | Reduce -0.8% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.32% | 46,277 | $5.7M | Add +0.6% |
| CSCO Cisco Systems Inc. | 0.30% | 79,087 | $5.5M | Reduce -0.8% |
| ABT Abbott Laboratories | 0.29% | 38,228 | $5.2M | Reduce -1.6% |
| ABBV Abbvie Inc. | 0.28% | 26,940 | $5.0M | Reduce -3.0% |
| AGG iShares Core U.S. Aggregate | 0.27% | 49,751 | $4.9M | Add +1.3% |
| GVI iShares Intermediate Governm | 0.27% | 45,817 | $4.9M | Reduce -5.3% |
| BX Blackstone Inc. | 0.26% | 31,855 | $4.8M | Reduce -1.5% |
| V Visa Inc. Class A | 0.26% | 13,079 | $4.6M | Add +1.2% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 0.25% | 97,521 | $4.6M | Add +0.3% |
| META Meta Platforms Inc. Class A | 0.25% | 6,038 | $4.5M | Add +8.0% |
| VWO Vanguard Ftse Emerging Marke | 0.24% | 87,584 | $4.3M | Add +2.0% |
| GLD SPDR Gold Shares | 0.24% | 14,175 | $4.3M | Reduce -7.2% |
| EEM iShares MSCI Emerging Market | 0.23% | 86,665 | $4.2M | Add +0.3% |
| DHR Danaher Corp. | 0.22% | 20,393 | $4.0M | Reduce -1.5% |
| COP Conocophillips | 0.22% | 44,384 | $4.0M | Reduce -1.0% |
| TRV The Travelers Cos Inc. | 0.21% | 14,567 | $3.9M | Reduce -1.1% |
| QCOM Qualcomm Inc. | 0.21% | 23,926 | $3.8M | Reduce -0.1% |
| MMM 3M Co. | 0.21% | 24,890 | $3.8M | Reduce -0.1% |
| DJUN FT Vest US Equity Deep Buffe | 0.21% | 83,388 | $3.8M | New |
| RTX RTX Corp. | 0.21% | 25,511 | $3.7M | Add +1.6% |
| CAT Caterpillar Inc. | 0.20% | 9,434 | $3.7M | Add +1.4% |
| MET Metlife Inc. | 0.20% | 45,108 | $3.6M | Reduce -2.0% |
| WM Waste Management Inc. | 0.20% | 15,794 | $3.6M | Reduce -1.0% |
| XLRE SS Real Estate Select Sector | 0.20% | 85,397 | $3.5M | Reduce -1.3% |
| MCHP Microchip Technology Inc. | 0.19% | 49,223 | $3.5M | Reduce -7.9% |
| DE Deere & Co. | 0.18% | 6,357 | $3.2M | Reduce -0.7% |
| HCA HCA Healthcare Inc. | 0.18% | 8,307 | $3.2M | Reduce -0.5% |
| SBUX Starbucks Corp. | 0.17% | 32,712 | $3.0M | Add +13.0% |
| LKFN Lakeland Financial Corp. | 0.17% | 48,744 | $3.0M | No change |
| LMT Lockheed Martin Corp. | 0.16% | 6,250 | $2.9M | Add +1.2% |
| AEP American Electric Power | 0.15% | 26,881 | $2.8M | Add +1.7% |
| GE General Electric filed as GE AEROSPACE | 0.15% | 10,746 | $2.8M | Add +1.4% |
| QQQ Invesco QQQ Trust Series 1 | 0.15% | 4,995 | $2.8M | Add +3.6% |
| SPYV SS SPDR P S&P 500 Value ETF | 0.14% | 47,608 | $2.5M | Add +3.6% |
| YUM Yum! Brands Inc. | 0.14% | 16,744 | $2.5M | Add +0.4% |
| APD Air Products & Chemicals Inc. | 0.14% | 8,710 | $2.5M | Reduce -1.7% |
| AWK American Water Works Co. Inc. | 0.13% | 17,399 | $2.4M | Reduce -2.4% |
| NEE Nextera Energy Inc. | 0.13% | 33,784 | $2.3M | Add +0.6% |
| PWR Quanta Services Inc. | 0.13% | 6,186 | $2.3M | Add +19.0% |
| IVV iShares Core S&P 500 ETF | 0.13% | 3,722 | $2.3M | Add +19.2% |
| LOW Lowe's Cos Inc. | 0.13% | 10,287 | $2.3M | Add +0.7% |
| MS Morgan Stanley | 0.13% | 16,151 | $2.3M | Add +1.4% |
| GD General Dynamics Corp. | 0.12% | 7,753 | $2.3M | Add +0.2% |
| CMG Chipotle Mexican Grill Inc. | 0.12% | 39,696 | $2.2M | Reduce -1.8% |
| SYK Stryker Corp. | 0.12% | 5,628 | $2.2M | Reduce -0.4% |
| SCHW Schwab (charles) Corp. | 0.12% | 23,680 | $2.2M | Add +0.5% |
| ESGU iShares ESG Aware MSCI USA | 0.11% | 15,319 | $2.1M | Reduce -0.4% |
| DIA SS SPDR Dow Jones Indus Avg filed as SPDR DOW JONES INDL AVERAGE | 0.11% | 4,633 | $2.0M | No change |
| IWP iShares Russell Mid-Cap Grow | 0.10% | 13,662 | $1.9M | Add +3.1% |
| NKE Nike Inc. Class B | 0.10% | 26,435 | $1.9M | Reduce -1.3% |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | 0.10% | 22,001 | $1.8M | Reduce -5.4% |
| CRM Salesforce Inc. | 0.10% | 6,480 | $1.8M | Add +11.0% |
Portfolio Sells Q1 2025 → Q2 2025
| SRCE 1ST Source Corp. | Reduce -0.1% | 17.77% | −0.54 |
| AAPL Apple Inc. | Reduce -11.3% | 1.60% | −0.49 |
| SDY SS SPDR S&P Dividend ETF | Reduce -0.9% | 5.47% | −0.42 |
| LLY Eli Lilly & Co. | Reduce -1.9% | 1.48% | −0.23 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -14.3% | 0.37% | −0.14 |
| DAUG FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.13 |
| PEP Pepsico Inc. | Reduce -2.3% | 0.49% | −0.12 |
| JNJ Johnson & Johnson | Reduce -1.8% | 0.58% | −0.11 |
| MCD McDonald's Corp. | Reduce -1.1% | 0.48% | −0.07 |
| PG The Procter & Gamble Co. | Reduce -0.0% | 0.48% | −0.07 |
| ABBV Abbvie Inc. | Reduce -3.0% | 0.28% | −0.07 |
| FVD First Trust Value Line DVD | Reduce -7.0% | 0.43% | −0.06 |
| COP Conocophillips | Reduce -1.0% | 0.22% | −0.06 |
| ALL Allstate Corp. | Reduce -0.3% | 0.38% | −0.04 |
| ADP Automatic Data Processing | Reduce -0.9% | 0.52% | −0.04 |
| FTV Fortive Corp. | Reduce -1.2% | 0.07% | −0.03 |
| GVI iShares Intermediate Governm | Reduce -5.3% | 0.27% | −0.03 |
| IJR iShares Core S&P Small-Cap E | Reduce -0.3% | 1.25% | −0.03 |
| COST Costco Wholesale Corp. | Reduce -2.8% | 0.63% | −0.03 |
| BMY Bristol-Myers Squibb Co. | Reduce -0.1% | 0.08% | −0.03 |
| TJX TJX Companies Inc. | Reduce -2.1% | 0.39% | −0.03 |
| DHR Danaher Corp. | Reduce -1.5% | 0.22% | −0.03 |
| DAPR FT Vest U.S. Equity Deep Buf | Sold out | 0.00% | −0.03 |
| IWM iShares Russell 2000 ETF | Reduce -3.1% | 1.21% | −0.02 |
| AWK American Water Works Co. Inc. | Reduce -2.4% | 0.13% | −0.02 |
| GLD SPDR Gold Shares | Reduce -7.2% | 0.24% | −0.02 |
| PFE Pfizer Inc. | Reduce -9.9% | 0.08% | −0.02 |
| APD Air Products & Chemicals Inc. | Reduce -1.7% | 0.14% | −0.02 |
| XLRE SS Real Estate Select Sector | Reduce -1.3% | 0.20% | −0.02 |
| WM Waste Management Inc. | Reduce -1.0% | 0.20% | −0.02 |
| MET Metlife Inc. | Reduce -2.0% | 0.20% | −0.02 |
| MA Mastercard Inc. Class A | Reduce -0.8% | 0.34% | −0.02 |
| ABT Abbott Laboratories | Reduce -1.6% | 0.29% | −0.02 |
| ITOT iShares Core S&P Total U.S. | Sold out | 0.00% | −0.02 |
| KMB Kimberly-Clark Corp. | Reduce -1.3% | 0.08% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -1.1% | 0.21% | −0.01 |
| IBB iShares Biotechnology ETF | Reduce -4.9% | 0.10% | −0.01 |
| TGT Target Corp. | Sold out | 0.00% | −0.01 |
| DD Dupont DE Nemours Inc. | Reduce -1.5% | 0.07% | −0.01 |
| HES Hess Corp. | Sold out | 0.00% | −0.01 |
| DOCT FT Vest U.S. Equity Deep Buf | Reduce -19.4% | 0.05% | −0.01 |
| VZ Verizon Communications Inc. | Reduce -2.3% | 0.08% | −0.01 |
| MAS Masco Corp. | Reduce -9.3% | 0.04% | −0.01 |
| CBT Cabot Corp. | Reduce -4.1% | 0.05% | −0.01 |
| XLE SS Energy Select Sector | Reduce -16.2% | 0.03% | −0.01 |
| HYG Ishr Ibx Usd Hiyld CB ETF-Ui | Reduce -5.4% | 0.10% | −0.01 |
| XLU St Sr Utl SL SE SPDR ETF-Usd | Reduce -7.8% | 0.08% | −0.01 |
| FBT First Trust Nyse Arca Biotec | Reduce -13.3% | 0.03% | −0.01 |
| UNP Union Pacific Corp. | Reduce -0.6% | 0.09% | −0.01 |
| DUK Duke Energy Corp. | Reduce -1.7% | 0.07% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| MSFT Microsoft Corp. | Add +0.1% | 2.28% | +0.44 |
| SPY SS SPDR S&P 500 ETF Trust-US | Add +0.6% | 6.27% | +0.24 |
| DJUN FT Vest US Equity Deep Buffe | New | 0.21% | +0.21 |
| NVDA Nvidia Corp. | Add +4.2% | 0.66% | +0.19 |
| ORCL Oracle Corp. | Add +0.5% | 0.55% | +0.18 |
| AVGO Broadcom Inc. | Add +0.5% | 0.47% | +0.17 |
| EFA iShares MSCI Eafe ETF | Add +2.8% | 2.29% | +0.11 |
| VEA Vanguard Ftse Developed ETF | Add +1.1% | 1.94% | +0.11 |
| IJH iShares Core S&P Midcap ETF | Add +9.5% | 1.01% | +0.08 |
| META Meta Platforms Inc. Class A | Add +8.0% | 0.25% | +0.06 |
| SPYG SS SPDR P S&P 500 Growth ETF | Add +1.1% | 0.48% | +0.05 |
| PWR Quanta Services Inc. | Add +19.0% | 0.13% | +0.05 |
| DIS The Walt Disney Co. | Add +0.6% | 0.32% | +0.05 |
| GEV GE Vernova Inc. | Add +2.8% | 0.08% | +0.03 |
| GE General Electric | Add +1.4% | 0.15% | +0.03 |
| IVV iShares Core S&P 500 ETF | Add +19.2% | 0.13% | +0.02 |
| DPST Dirx DLY RGNL BNK B3X ETF-Ui | New | 0.02% | +0.02 |
| IVW iShares S&P 500 Growth ETF | Add +20.4% | 0.09% | +0.02 |
| SXI Standex International Corp. | New | 0.02% | +0.02 |
| ETN Eaton Corp. PLC | Add +19.1% | 0.07% | +0.02 |
| CAT Caterpillar Inc. | Add +1.4% | 0.20% | +0.02 |
| QQQ Invesco QQQ Trust Series 1 | Add +3.6% | 0.15% | +0.02 |
| ISRG Intuitive Surgical Inc. | Add +2.9% | 0.35% | +0.02 |
| SPIB SS SPDR P Int C Corp. ETF | New | 0.02% | +0.02 |
| WMT Walmart Inc. | Add +1.1% | 0.36% | +0.02 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.02% | +0.02 |
| CEG Constellation Energy | New | 0.02% | +0.02 |
| MS Morgan Stanley | Add +1.4% | 0.13% | +0.02 |
| GRAL Grail Inc. | Add +18.3% | 0.03% | +0.02 |
| BAC Bank of America Corp. | Add +0.3% | 0.25% | +0.02 |
| JCI Johnson Controls Internation | Add +0.5% | 0.07% | +0.01 |
| AMD Advanced Micro Devices | Add +7.8% | 0.05% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | Add +3.1% | 0.10% | +0.01 |
| DLTR Dollar Tree Inc. | New | 0.01% | +0.01 |
| QUAL iShares MSCI USA Quality Fac | New | 0.01% | +0.01 |
| SHEL Shell PLC-ADR | New | 0.01% | +0.01 |
| SLF Sun Life Financial Inc. | New | 0.01% | +0.01 |
| ICF iShares Select U.S. REIT ETF | New | 0.01% | +0.01 |
| NOW ServiceNow Inc. | New | 0.01% | +0.01 |
| FITB Fifth Third Bancorp | New | 0.01% | +0.01 |
| STLD Steel Dynamics Inc. | New | 0.01% | +0.01 |
| NFLX Netflix Inc. | Add +16.2% | 0.03% | +0.01 |
| SCHW Schwab (charles) Corp. | Add +0.5% | 0.12% | +0.01 |
| VWO Vanguard Ftse Emerging Marke | Add +2.0% | 0.24% | +0.01 |
| VTI VG Morningstar TS MKT ETF-US | Add +50.6% | 0.03% | +0.01 |
| RTX RTX Corp. | Add +1.6% | 0.21% | +0.01 |
| EEM iShares MSCI Emerging Market | Add +0.3% | 0.23% | +0.01 |
| CTVA Corteva Inc. | Add +0.2% | 0.08% | +0.01 |
| BA The Boeing Co. | Add +0.2% | 0.06% | +0.01 |
| MU Micron Technology Inc. | Add +20.3% | 0.02% | +0.01 |
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 |