OLD NATIONAL BANCORP /IN/

Other Low signal CIK 707179
League rank
#550
in Other · #1968 overall
Long book
$5.97B
Q1 2026
Positions
615
Top-10 weight
48%
concentration
Last quarter
+14.2%
SPY +14.8%
Turnover
14%
of book per quarter

Strategy in plain words

auto-generated from filings

OLD NATIONAL BANCORP /IN/ is an institutional manager, running a $5.97B US long book across 615 positions.

The portfolio is moderately concentrated (top 10 ≈ 48% of the book). Turnover is modest: positions are typically held for years. Current anchor positions: OLD NATIONAL BANCORP, ELI LILLY & CO, VANGUARD S&P 500 ETF, SS SPDR S&P 500 ETF TRUST-US, APPLE INC.

Over the last 9 quarters its long book ran on average 0.9pp per quarter behind the S&P 500, beating the index in 3 of 9 quarters. Signal value of individual moves is limited — treat changes as weak evidence.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
+3.7%
Q2 2024
+4.1%
Q3 2024
-1.0%
Q4 2024
-0.9%
Q1 2025
+4.9%
Q2 2025
+5.0%
Q3 2025
+5.6%
Q4 2025
-3.3%
Q1 2026
+14.2%

Sector allocation

Financials
34%
Healthcare
20%
Technology
19%
Consumer discretionary
7%
Industrials
6%
Energy
3%
Consumer staples
3%
Services media
3%

Long book by quarter

$4.21B
Q1 2024
$4.25B
Q2 2024
$4.33B
Q3 2024
$4.22B
Q4 2024
$3.81B
Q1 2025
$5.62B
Q2 2025
$5.85B
Q3 2025
$6.02B
Q4 2025
$5.97B
Q1 2026

What does OLD NATIONAL own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
ONB OLD NATIONAL BANCORPFinancials42.7M$944.2M15.8%-4.4%
LLY ELI LILLY & COHealthcare613.3K$564.1M9.5%-0.1%
AAPL APPLE INCTechnology632.7K$160.6M2.7%-1.7%
MSFT MICROSOFT CORPTechnology335.4K$124.2M2.1%+4.5%
GOOGL ALPHABET INC-CL ATechnology426.9K$122.8M2.1%-0.7%
AMZN AMAZON.COM INCConsumer discretionary388.5K$80.9M1.4%+2.5%
META META PLATFORMS INC-CLASS ATechnology76.7K$43.9M0.7%+2.7%
V VISA INC-CLASS A SHARESServices media114.2K$34.5M0.6%+0.1%
JPM JPMORGAN CHASE & COFinancials105.1K$30.9M0.5%-2.4%
COST COSTCO WHOLESALE CORPConsumer discretionary27.6K$27.5M0.5%-11.1%
CPRT COPART INCConsumer discretionary825.7K$27.4M0.5%+69.2%
ABBV ABBVIE INCHealthcare122.9K$26.7M0.4%-0.9%
JNJ JOHNSON & JOHNSONHealthcare107.1K$26.2M0.4%-2.4%
WFC WELLS FARGO & COFinancials325.7K$25.9M0.4%-3.9%
USB US BANCORPFinancials443.7K$23.1M0.4%+23.0%
TMO THERMO FISHER SCIENTIFIC INCOther46.6K$22.9M0.4%+0.6%
CVS CVS HEALTH CORPHealthcare315.7K$22.7M0.4%-3.9%
CNH CNH INDUSTRIAL NVIndustrials2.0M$22.5M0.4%+45.8%
XOM EXXON MOBIL CORPEnergy129.3K$21.9M0.4%+0.8%
T AT&T INCCommunications753.7K$21.8M0.4%-37.7%
ALB ALBEMARLE CORPMaterials117.0K$21.0M0.4%-14.7%
NVDA NVIDIA CORPTechnology118.1K$20.6M0.3%+7.6%
MRK MERCK & CO. INC.Healthcare161.7K$19.5M0.3%-0.5%
FTNT FORTINET INCTechnology229.5K$18.8M0.3%+5.6%
APA APA CORPEnergy430.2K$18.3M0.3%+4.1%
CFG CITIZENS FINANCIAL GROUPFinancials299.7K$18.0M0.3%+81.5%
CVX CHEVRON CORPEnergy82.8K$17.1M0.3%+22.8%
SLB SLB LTDEnergy330.4K$17.0M0.3%+1.2%
ALLY ALLY FINANCIAL INCFinancials420.2K$16.5M0.3%-24.4%
CRM SALESFORCE INCTechnology87.3K$16.3M0.3%+4.1%
DHR DANAHER CORPTechnology85.2K$16.1M0.3%+1.6%
VRT VERTIV HOLDINGS CO-ATechnology63.5K$15.9M0.3%+30.0%
IBM INTL BUSINESS MACHINES CORPTechnology64.6K$15.7M0.3%+66.4%
GIS GENERAL MILLS INCConsumer staples401.7K$15.0M0.3%+389.6%
VZ VERIZON COMMUNICATIONS INCCommunications295.8K$14.8M0.2%-5.4%
GOOG ALPHABET INC-CL CTechnology51.5K$14.8M0.2%-2.3%
HII HUNTINGTON INGALLS INDUSTRIEIndustrials38.3K$14.6M0.2%-5.4%
BLK BLACKROCK INCFinancials14.6K$14.1M0.2%-6.2%
LMT LOCKHEED MARTIN CORPIndustrials23.0K$13.9M0.2%-0.3%
CTRA COTERRA ENERGY INC393.2K$13.8M0.2%+3.7%
TGT TARGET CORPConsumer discretionary112.3K$13.6M0.2%+3.8%
COP CONOCOPHILLIPSEnergy99.2K$13.1M0.2%+0.7%
UNH UNITEDHEALTH GROUP INCFinancials48.4K$13.1M0.2%+2.4%
PFE PFIZER INCHealthcare466.1K$13.1M0.2%+13.5%
ORCL ORACLE CORPTechnology87.0K$12.8M0.2%+26.0%
BMY BRISTOL-MYERS SQUIBB COHealthcare207.0K$12.6M0.2%+3.2%
DE DEERE & COIndustrials22.0K$12.4M0.2%-3.1%
MO ALTRIA GROUP INCConsumer staples181.9K$12.0M0.2%+0.8%
CCL CARNIVAL CORP LTDIndustrials446.5K$11.6M0.2%+11.3%
TFC TRUIST FINANCIAL CORPFinancials242.3K$11.1M0.2%-0.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 21, 20261250$5.97B canonicalSEC ↗
Q4 202513F-HRJan 28, 20261250$6.02B canonicalSEC ↗
Q3 202513F-HROct 14, 20251260$5.85B canonicalSEC ↗
Q2 202513F-HRJul 22, 20251242$5.62B canonicalSEC ↗
Q1 202513F-HRApr 14, 2025902$3.81B canonicalSEC ↗
Q4 202413F-HRJan 23, 20251149$4.22B canonicalSEC ↗
Q3 202413F-HROct 18, 20241167$4.33B canonicalSEC ↗
Q2 202413F-HRJul 11, 20241128$4.25B canonicalSEC ↗
Q1 202413F-HRApr 15, 20241074$4.21B canonicalSEC ↗