1ST SOURCE BANK
•CIK: 356264•Filing: Q4 2025
**1ST SOURCE BANK** manages $1.9B across a diversified portfolio of 274 positions. The fund exhibits significant concentration in technology and market-linked assets, notably holding SRCE at $323.0M and IWF at $267.6M. Further substantial allocations include SPY ($143.0M) and IWD ($128.3M). This structure suggests a tactical approach targeting high-beta and sector-specific growth opportunities.
Total AUM
$1.9B
QoQ Performance
+0.5%
Positions
220
Top 10 Concentration
60.4%
Latest Filing
Q4 2025
Top Holdings Allocation
SRCE
IWF
SPY
IWD
SRCE16.9%
IWF14.0%
SPY7.5%
IWD6.7%
SDY3.5%
EMXC2.8%
EFA2.3%
MSFT2.0%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.0%
Technology9.5%
ETF7.8%
Healthcare4.7%
Consumer3.3%
Financial3.2%
Industrial2.4%
Energy0.7%
🚪 Exited Positionssold since Q3 2025
+68 more exited positions
Changes from Q3 2025
NEW6 new positions
↑18 increased
↓142 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023