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Portfolio (Quarterly) Guide ↗

Providence First Trust Co

· CIK 0001713735
13F Portfolio $358M AUM 196 positions Filed Jul 27, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 57 New 78 Added 54 Reduced 40 Exited
Page 2 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 21,031.0 $2.1M 0.58% +3K +17.2% $98.68 -11.8%
22 AMZN AMAZON COM INC COM Consumer Cyclical 8,694.0 $2.1M 0.58% +2K +27.9% $238.33 +11.8%
23 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,893.0 $1.9M 0.54% +522.0 +38.1% $1011.35 +2.2%
24 BK BANK OF NY MELLON CORP COM Financial Services 13,048.0 $1.9M 0.53% +7K +128.5% $144.61 -1.9%
25 EWC ISHARES MSCI CANADA ETF 30,706.0 $1.8M 0.49% +5K +20.4% $57.64 +7.1%
26 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 3,671.0 $1.8M 0.49% +1K +49.8% $477.57 -12.6%
27 EWJ ISHARES MSCI JAPAN ETF 18,491.0 $1.7M 0.48% +9K +91.4% $93.27 +2.8%
28 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 20,255.0 $1.7M 0.47% +7K +56.9% $82.65 -1.8%
29 IWF ISHARES RUSSELL 1000 GROWTH ETF 13,139.0 $1.6M 0.46% +9K +260.0% $124.17 -1.1%
30 IWM ISHARES RUSSELL 2000 ETF 5,309.0 $1.6M 0.45% +1K +35.4% $300.45 -1.6%
31 EWU ISHARES MSCI UNITED KINGDOM ETF 34,476.0 $1.6M 0.45% +6K +20.1% $46.14 +5.2%
32 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 19,018.0 $1.6M 0.44% +2K +14.5% $83.07 +2.9%
33 ENTERGY CORP NEW COM 13,151.0 $1.5M 0.42% +9K +222.7% $114.86
34 BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 33,191.0 $1.5M 0.42% +7K +24.9% $44.97 -1.6%
35 TGT TARGET CORP COM Consumer Defensive 10,850.0 $1.4M 0.40% +7K +217.6% $130.61 +24.9%
36 ROST ROSS STORES INC COM Consumer Cyclical 6,423.0 $1.4M 0.38% +2K +51.3% $212.86 +7.4%
37 TSLA TESLA INC COM Consumer Cyclical 3,223.0 $1.4M 0.38% +439.0 +15.8% $420.59 -17.1%
38 GLD SPDR GOLD SHARES Financial Services 3,585.0 $1.3M 0.37% +227.0 +6.8% $368.38 +11.0%
39 AEP AMERICAN ELEC PWR CO INC COM Utilities 9,470.0 $1.3M 0.36% +5K +137.8% $136.81 -10.6%
40 AVGO BROADCOM INC COM Technology 3,383.0 $1.3M 0.36% +174.0 +5.4% $377.70 -2.4%
Page 2 of 4  ·  78 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 32.1%
Financial Services 22.2%
Consumer Cyclical 10.1%
Healthcare 7.4%
Consumer Defensive 6.6%
Industrials 6.3%
Utilities 4.4%
Basic Materials 4.1%
Energy 3.3%
Real Estate 1.8%