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GERMAN AMERICAN BANCORP, INC.

711 MAIN ST P O BOX 810, JASPER, IN 47546 • 8124821314

Q2 2025 · Filed 2025-08-14
Market Value
$1.0B
+10.1%
Holdings
130
+5
New Purchases
9
Added To
27
Closed
3
Reduced
74
Top 10 Concentration
53.7%
Turnover
9.2%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
NVDA 4.17% 3.08% +1.10% $43M
MSFT 5.16% 4.31% +0.85% $53M
ORCL 1.88% 1.33% +0.55% $19M
AVGO 1.39% 0.90% +0.49% $14M
RTX 0.90% 0.43% +0.47% $9M
META 2.76% 2.38% +0.38% $28M
MUB 1.25% 0.94% +0.31% $13M
MU 1.19% 0.92% +0.27% $12M
LLY 1.05% 0.87% +0.17% $11M
AMZN 3.14% 2.99% +0.15% $32M
JPM 2.06% 1.93% +0.13% $21M
MS 1.09% 0.99% +0.10% $11M
GOOGL 3.11% 3.02% +0.09% $32M
IVV 3.42% 3.34% +0.08% $35M
GABC 2.22% 2.16% +0.06% $23M

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
GVI 8.70% 9.48% -0.78% $89M
AAPL 3.75% 4.46% -0.71% $38M
UNH 0.76% 1.42% -0.66% $8M
CAT 0.85% 1.20% -0.35% $9M
XLB 0.08% 0.42% -0.34% $862K
PG 1.06% 1.25% -0.19% $11M
XOM 0.85% 1.04% -0.19% $9M
IWR 8.44% 8.62% -0.18% $86M
TMO 0.40% 0.56% -0.15% $4M
MA 1.99% 2.13% -0.15% $20M
JNJ 0.70% 0.85% -0.15% $7M
COP 0.47% 0.62% -0.15% $5M
FDX 0.59% 0.71% -0.12% $6M
ABBV 0.51% 0.62% -0.12% $5M
IWM 4.49% 4.60% -0.10% $46M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 54.1%
Technology 17.9%
Communication Services 6.4%
Healthcare 5.6%
Industrials 5.1%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 45 $511M 49.9%
Large Cap 73 $396M 38.7%
Mid Cap 8 $92M 9.0%
Small Cap 2 $23M 2.3%
Micro Cap 2 $682K 0.1%

Portfolio Analytics

Avg Market Cap
$375.4B
Median Market Cap
$105.4B
Avg P/E
33.4
Median P/E
26.6
Avg Dividend Yield
0.02%
Avg Beta
0.90
# Stocks
82
# ETFs / Funds
48

Top Holdings (130 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 ACWX 9.35% 1,569,754 $96M $60.94 $8M -6,757 -0.4%
2 GVI 8.70% 833,504 $89M $106.79 $930K +2,716 +0.3%
3 IWR 8.44% 938,960 $86M $91.97 $6M -3,013 -0.3%
4 MSFT 5.16% 106,100 $53M $497.41 $13M -602 -0.6%
5 IWM 4.49% 213,039 $46M $215.79 $3M -1,154 -0.5%
6 NVDA 4.17% 270,083 $43M $157.99 $14M +6,306 +2.4%
7 AAPL 3.75% 186,870 $38M $205.17 -$3M +313 +0.2%
8 IVV 3.42% 56,311 $35M $620.90 $4M +1,016 +1.8%
9 AMZN 3.14% 146,567 $32M $219.39 $4M +468 +0.3%
10 GOOGL 3.11% 180,492 $32M $176.23 $4M -884 -0.5%
11 SPY 2.77% 45,826 $28M $617.86 $2M -544 -1.2%
12 META 2.76% 38,294 $28M $738.09 $6M -83 -0.2%
13 GABC 2.22% 590,221 $23M $38.51 $3M +54,504 +10.2%
14 JPM 2.06% 72,687 $21M $289.91 $3M -465 -0.6%
15 MA 1.99% 36,148 $20M $561.94 $468K -58 -0.2%
16 ORCL 1.88% 87,944 $19M $218.63 $7M -569 -0.6%
17 AVGO 1.39% 51,511 $14M $275.65 $6M +1,714 +3.4%
18 COST 1.34% 13,798 $14M $989.94 $513K -102 -0.7%
19 MUB 1.25% 122,736 $13M $104.48 $4M +39,912 +48.2%
20 XLU 1.25% 156,424 $13M $81.66 $388K -659 -0.4%
21 MU 1.19% 98,441 $12M $123.25 $4M -53 -0.1%
22 BAC 1.15% 248,659 $12M $47.32 $1M -986 -0.4%
23 ABT 1.14% 85,484 $12M $136.01 $227K -457 -0.5%
24 BLK 1.14% 11,078 $12M $1,049.25 $1M -76 -0.7%
25 MS 1.09% 79,181 $11M $140.86 $2M -52 -0.1%
26 PG 1.06% 67,816 $11M $159.32 -$823K -413 -0.6%
27 LLY 1.05% 13,731 $11M $779.53 $3M +3,923 +40.0%
28 RTX 0.90% 62,883 $9M $146.02 $5M +32,547 +107.3%
29 KO 0.87% 125,630 $9M $70.75 -$136K -376 -0.3%
30 XOM 0.85% 80,796 $9M $107.80 -$925K -217 -0.3%
31 CAT 0.85% 22,289 $9M $388.21 -$2M -11,403 -33.8%
32 UNH 0.76% 24,900 $8M $311.97 -$5M -349 -1.4%
33 CSCO 0.74% 109,484 $8M $69.38 $861K +343 +0.3%
34 HON 0.72% 31,525 $7M $232.88 $632K -161 -0.5%
35 JNJ 0.70% 47,176 $7M $152.75 -$717K -600 -1.3%
36 XLP 0.68% 85,376 $7M $80.97 -$199K -1,702 -1.9%
37 MTB 0.64% 33,688 $7M $193.99 $583K +391 +1.2%
38 GM 0.62% 127,916 $6M $49.21 $241K -812 -0.6%
39 FDX 0.59% 26,469 $6M $227.31 -$577K -577 -2.1%
40 XLY 0.58% 27,493 $6M $217.33 $525K -110 -0.4%
41 SNPS 0.51% 10,194 $5M $512.68 $783K -166 -1.6%
42 ABBV 0.51% 27,914 $5M $185.62 -$619K +231 +0.8%
43 BA 0.48% 23,432 $5M $209.53 $905K -48 -0.2%
44 COP 0.47% 53,894 $5M $89.74 -$906K -785 -1.4%
45 DIS 0.47% 38,832 $5M $124.01 $920K -632 -1.6%
46 NKE 0.45% 64,897 $5M $71.04 $455K -568 -0.9%
47 TMO 0.40% 10,175 $4M $405.46 -$1M -239 -2.3%
48 LEN 0.35% 32,596 $4M $110.61 -$157K -181 -0.6%
49 DHR 0.35% 18,205 $4M $197.54 -$184K -236 -1.3%
50 ZTS 0.33% 21,325 $3M $155.95 -$207K -131 -0.6%
51 PSX 0.32% 27,852 $3M $119.30 -$221K -849 -3.0%
52 SUB 0.32% 31,013 $3M $106.34 $65K +400 +1.3%
53 VCIT 0.31% 38,545 $3M $82.92 $47K +33 +0.1%
54 VYM 0.31% 23,821 $3M $133.31 $104K
55 PFE 0.31% 130,091 $3M $24.24 -$197K -2,138 -1.6%
56 V 0.21% 6,133 $2M $355.05 $7K -61 -1.0%
57 XLC 0.20% 19,009 $2M $108.53 $220K -105 -0.6%
58 QQQ 0.20% 3,735 $2M $551.64 -$673K -2,095 -35.9%
59 XLK 0.19% 7,797 $2M $253.23 $325K -192 -2.4%
60 KRE 0.15% 26,585 $2M $59.39 $601K +9,385 +54.6%
61 SPDW 0.12% 31,453 $1M $40.49 $128K
62 IWD 0.11% 6,024 $1M $194.23 -$55K -489 -7.5%
63 HD 0.11% 3,065 $1M $366.64 -$7K -20 -0.7%
64 XLF 0.11% 21,438 $1M $52.37 -$22K -1,553 -6.8%
65 VO 0.11% 3,891 $1M $279.83 $75K -30 -0.8%
66 EFA 0.10% 11,599 $1M $89.39 -$77K -2,027 -14.9%
67 DE 0.10% 2,021 $1M $508.49 $256K +377 +22.9%
68 XLB 0.08% 9,815 $862K $87.81 -$3M -35,721 -78.5%
69 VUG 0.08% 1,838 $806K $438.40 $124K
70 SPTM 0.08% 10,525 $788K $74.89 $72K
71 ITOT 0.08% 5,780 $781K $135.04 $75K
72 TJX 0.07% 5,967 $737K $123.49 -$2K -100 -1.6%
73 MDY 0.07% 1,242 $704K $566.77 $41K
74 ADP 0.06% 2,117 $653K $308.40 $60K +177 +9.1%
75 XLV 0.06% 4,712 $635K $134.79 -$92K -269 -5.4%
76 ADBE 0.06% 1,602 $620K $386.88 $2K -9 -0.6%
77 PM 0.06% 3,381 $616K $182.13 $79K
78 WMT 0.06% 6,284 $614K $97.78 $101K +433 +7.4%
79 TXN 0.06% 2,823 $586K $207.62 $72K -37 -1.3%
80 MCD 0.06% 1,934 $565K $292.17 $51K +287 +17.4%
81 CRH.L 0.06% 6,152 $565K $91.80 $23K -10 -0.2%
82 VXUS 0.05% 8,058 $557K $69.09 $48K -139 -1.7%
83 VB 0.05% 2,346 $556K $236.98 $32K -17 -0.7%
84 IUSV 0.05% 5,792 $548K $94.63 $7K -76 -1.3%
85 VTV 0.05% 2,979 $527K $176.74 $12K
86 IWF 0.05% 1,235 $524K $424.58 $78K
87 BRK-B 0.05% 1,075 $522K $485.77 -$318K -502 -31.8%
88 GLD 0.05% 1,697 $517K $304.83 $28K
89 AMGN 0.05% 1,829 $511K $279.21 -$40K +60 +3.4%
90 TT 0.05% 1,100 $481K $437.41 $111K
91 NEE 0.04% 6,506 $452K $69.42 $32K +580 +9.8%
92 BSV 0.04% 5,623 $443K $78.70 $2K
93 SPIB 0.04% 12,634 $424K $33.58 -$43K -1,434 -10.2%
94 GBF 0.04% 3,937 $411K $104.45 $1K
95 XLE 0.04% 4,749 $403K $84.81 -$85K -475 -9.1%
96 CHD 0.04% 4,126 $397K $96.11 -$59K -10 -0.2%
97 AGG 0.04% 3,981 $395K $99.20 -$34K -358 -8.2%
98 CVX 0.04% 2,666 $382K $143.19 -$40K +146 +5.8%
99 XLI 0.04% 2,435 $359K $147.52 -$8K -364 -13.0%
100 VZ 0.03% 8,016 $347K $43.27 -$18K -37 -0.5%

New Positions

SymbolValue% Port
DUK $320K 0.03%
ASTS $293K 0.03%
MAV $271K 0.03%
VOOV $264K 0.03%
TSLA $255K 0.02%
MGK $235K 0.02%
KMB $203K 0.02%
NVG $178K 0.02%
NEA $116K 0.01%

Sold Out Positions

SymbolValue% Port
ACN —%
MSI —%
ORLY —%
View SEC EDGAR Filings for GERMAN AMERICAN BANCORP, INC. →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms