South Bend, INCIK 3562644 filings on record
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeLargest positions by weight
274 positions · Q4 2025
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | 1st Source Corp | 5.17M | $323.03M | 16.9% | −21.3K | Reduced |
| 2 | Ishares Tr | 565.3K | $267.57M | 14.0% | −2.8K | Reduced |
| 3 | Spdr S&P 500 ETF Tr | 209.7K | $142.99M | 7.5% | +28.8K | Added |
| 4 | Ishares Tr |
| 610.2K |
| $128.35M |
| 6.7% |
| −75.9K |
| Reduced |
| 5 | Spdr Series Trust | 485.5K | $67.56M | 3.5% | −122.1K | Reduced |
| 6 | Ishares Inc | 722.8K | $52.53M | 2.8% | −18.2K | Reduced |
| 7 | Ishares Tr | 465.1K | $44.67M | 2.3% | −14.6K | Reduced |
| 8 | Microsoft Corp | 78.3K | $37.87M | 2.0% | −3.6K | Reduced |
| 9 | Apple Inc | 134.1K | $36.46M | 1.9% | −6.8K | Reduced |
| 10 | Vanguard Tax-Managed Fds | 567.6K | $35.46M | 1.9% | −37.9K | Reduced |
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