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Portfolio (Quarterly) Guide ↗

Providence First Trust Co

· CIK 0001713735
13F Portfolio $289M AUM Filed Feb 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 170 New
Page 6 of 9  ·  170 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 SPYG STATE STREET SPDR PORTFOLIO S&P 500 GROWTH ETF 6,000.0 $640K 0.22% NEW $106.70 +8.1%
102 CEG CONSTELLATION ENERGY CORP COM Utilities 1,746.0 $617K 0.21% NEW $353.27 -23.9%
103 NEE NEXTERA ENERGY INC COM Utilities 7,540.0 $605K 0.21% NEW $80.28 +8.4%
104 SPMO INVESCO S&P 500 MOMENTUM ETF 4,900.0 $585K 0.20% NEW $119.32 +27.8%
105 KO COCA COLA CO COM Consumer Defensive 8,230.0 $575K 0.20% NEW $69.91 +15.8%
106 FDX FEDEX CORP COM Industrials 1,921.0 $555K 0.19% NEW $288.86 +8.2%
107 AEP AMERICAN ELEC PWR CO INC COM Utilities 4,599.0 $530K 0.18% NEW $115.31 +16.0%
108 AMGN AMGEN INC COM Healthcare 1,585.0 $519K 0.18% NEW $327.31 +7.2%
109 GM GENERAL MTRS CO COM Consumer Cyclical 6,186.0 $503K 0.17% NEW $81.32 -2.2%
110 DD DUPONT DE NEMOURS INC COM Basic Materials 12,387.0 $498K 0.17% NEW $40.20 +245.8%
111 WELL WELLTOWER INC COM Real Estate 2,670.0 $496K 0.17% NEW $185.61 +19.5%
112 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 4,335.0 $490K 0.17% NEW $113.10 -14.0%
113 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 6,716.0 $480K 0.17% NEW $71.42 +4.5%
114 RSG REPUBLIC SVCS INC COM Industrials 2,263.0 $480K 0.17% NEW $211.93 +1.6%
115 ENTERGY CORP NEW COM 5,114.0 $473K 0.16% NEW $92.43
116 GD GENERAL DYNAMICS CORP COM Industrials 1,364.0 $459K 0.16% NEW $336.66 +2.6%
117 MMM 3M CO COM Industrials 2,770.0 $443K 0.15% NEW $160.10 +3.8%
118 NSC NORFOLK SOUTHN CORP COM Industrials 1,534.0 $443K 0.15% NEW $288.72 +5.5%
119 AA ALCOA CORP COM Basic Materials 8,178.0 $435K 0.15% NEW $53.14 -1.6%
120 SCCO SOUTHERN COPPER CORP COM Basic Materials 3,005.0 $431K 0.15% NEW $143.47 +18.6%
Page 6 of 9  ·  170 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 26.7%
Technology 23.2%
Consumer Cyclical 9.5%
Healthcare 9.4%
Communication Services 7.3%
Industrials 6.9%
Consumer Defensive 4.9%
Utilities 4.6%
Basic Materials 4.2%
Energy 1.8%