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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 3 of 3  ·  57 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 APD AIR PRODUCTS AND CHEMICALS INC COM Basic Materials 1,394.0 $409K 0.11% NEW $293.18 +5.6%
42 ETN EATON CORP PLC SHS Industrials 951.0 $405K 0.11% NEW $426.12 -5.7%
43 BA BOEING CO COM Industrials 1,813.0 $392K 0.11% NEW $216.45 -4.0%
44 DOW DOW HLDGS INC COM Basic Materials 14,268.0 $390K 0.11% NEW $27.36 +11.5%
45 NSC NORFOLK SOUTHN CORP COM Industrials 1,184.0 $372K 0.10% NEW $314.59 +9.0%
46 SCIO FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF 17,516.0 $362K 0.10% NEW $20.67 -0.8%
47 FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF 12,336.0 $360K 0.10% NEW $29.22 +0.8%
48 FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 19,116.0 $360K 0.10% NEW $18.86 -0.5%
49 FTSL FIRST TRUST SENIOR LOAN FUND 8,029.0 $359K 0.10% NEW $44.75 +0.4%
50 REGN REGENERON PHARMACEUTICALS COM Healthcare 565.0 $352K 0.10% NEW $623.49 +28.2%
51 CNC CENTENE CORP DEL COM Healthcare 5,130.0 $329K 0.09% NEW $64.19 +0.2%
52 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,467.0 $318K 0.09% NEW $91.68 -2.0%
53 TER TERADYNE INC COM Technology 619.0 $300K 0.08% NEW $483.93 -27.7%
54 EOG EOG RES INC COM Energy 2,296.0 $298K 0.08% NEW $129.73 +11.7%
55 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,361.0 $246K 0.07% NEW $180.91 +3.5%
56 C CITIGROUP INC COM NEW Financial Services 1,599.0 $224K 0.06% NEW $139.96 -6.0%
57 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 16,770.0 $98K 0.03% NEW $5.83 +0.7%
Page 3 of 3  ·  57 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%