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Portfolio (Quarterly) Guide ↗

Providence First Trust Co

· CIK 0001713735
13F Portfolio $284M AUM 179 positions Filed May 5, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 27 New 58 Added 78 Reduced 18 Exited
Page 1 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 26,577.0 $1.2M 0.42% NEW $44.54 +1.2%
2 KLAC KLA CORP COM NEW Technology 689.0 $1.0M 0.36% NEW $1472.41 -83.4%
3 INTC INTEL CORP COM Technology 19,439.0 $858K 0.30% NEW $44.13 +199.8%
4 BK BANK NEW YORK MELLON CORP COM Financial Services 5,711.0 $677K 0.24% NEW $118.63 +21.1%
5 TXN TEXAS INSTRS INC COM Technology 3,376.0 $655K 0.23% NEW $194.14 +56.8%
6 WM WASTE MGMT INC DEL COM Industrials 2,788.0 $641K 0.23% NEW $229.79 -7.2%
7 EWO ISHARES MSCI AUSTRIA ETF 17,672.0 $626K 0.22% NEW $35.45 +19.9%
8 EWT ISHARES MSCI TAIWAN ETF 8,800.0 $624K 0.22% NEW $70.92 +48.4%
9 EWA ISHARES MSCI AUSTRALIA ETF 22,344.0 $620K 0.22% NEW $27.76 +0.9%
10 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 9,839.0 $597K 0.21% NEW $60.65 -8.4%
11 CB CHUBB LTD SWITZ COM Financial Services 1,807.0 $589K 0.21% NEW $325.93 +1.9%
12 BIIB BIOGEN INC COM Healthcare 3,079.0 $564K 0.20% NEW $183.33 +7.6%
13 AZN ASTRAZENECA PLC ORD Healthcare 2,846.0 $561K 0.20% NEW $197.22 -8.2%
14 MRK MERCK & CO INC COM Healthcare 4,479.0 $539K 0.19% NEW $120.29 -0.6%
15 EWZ ISHARES MSCI BRAZIL ETF 13,775.0 $529K 0.19% NEW $38.39 -11.0%
16 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,241.0 $486K 0.17% NEW $391.76 +165.1%
17 ED CONSOLIDATED EDISON INC COM Utilities 4,292.0 $486K 0.17% NEW $113.18 -3.9%
18 YUM YUM BRANDS INC COM Consumer Cyclical 2,868.0 $446K 0.16% NEW $155.48 -3.0%
19 CAH CARDINAL HEALTH INC COM Healthcare 1,963.0 $415K 0.15% NEW $211.31 +8.3%
20 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 1,309.0 $398K 0.14% NEW $304.08 +13.1%
Page 1 of 2  ·  27 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
Financial Services 23.7%
Technology 22.0%
Consumer Cyclical 9.9%
Healthcare 9.7%
Industrials 6.9%
Communication Services 6.1%
Basic Materials 6.1%
Consumer Defensive 5.3%
Utilities 5.0%
Energy 3.7%