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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 2 of 2  ·  27 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USB US BANCORP COM NEW Financial Services 7,089.0 $369K 0.13% NEW $52.01 +15.5%
22 PSX PHILLIPS 66 COM Energy 1,930.0 $352K 0.12% NEW $182.18 -6.5%
23 TRV TRAVELERS COMPANIES INC COM Financial Services 1,188.0 $347K 0.12% NEW $291.68 +8.7%
24 CTVA CORTEVA INC COM Basic Materials 4,062.0 $340K 0.12% NEW $83.71 -5.5%
25 KR KROGER CO COM Consumer Defensive 4,178.0 $302K 0.11% NEW $72.36 -21.2%
26 DELL DELL TECHNOLOGIES INC CL C Technology 1,370.0 $225K 0.08% NEW $164.15 +160.6%
27 DVN DEVON ENERGY CORP NEW COM Energy 4,453.0 $224K 0.08% NEW $50.32 -13.8%
Page 2 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%