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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MINT PIMCO ENHANCED SHORT MATURITY ACTIVE EXCHANGE-TRADED FUND 187,631.0 $18.9M 6.63% -4K -2.0% $100.57 +0.1%
2 AGG ISHARES CORE U.S. AGGREGATE BOND ETF 154,551.0 $15.3M 5.39% -4K -2.5% $99.27 -0.6%
3 FLRN STATE STREET SPDR BLOOMBERG INVESTMENT GRADE FLOATING RATE ETF 493,801.0 $15.2M 5.34% -9K -1.9% $30.78 +0.1%
4 LQD ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF 134,227.0 $14.6M 5.14% -2K -1.4% $108.99 -0.1%
5 VCSH VANGUARD SHORT-TERM CORPORATE BOND ETF 141,069.0 $11.2M 3.93% -3K -2.4% $79.27 -0.5%
6 VCLT VANGUARD LONG-TERM CORPORATE BOND ETF 137,746.0 $10.3M 3.62% -3K -2.2% $74.72 +0.7%
7 XLK STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF 48,832.0 $6.5M 2.28% -11K -18.9% $132.90 +38.6%
8 SPY STATE STREET SPDR S&P 500 ETF Financial Services 8,871.0 $5.8M 2.03% -983.0 -10.0% $650.32 +12.8%
9 SCHM SCHWAB U.S. MID-CAP ETF 105,958.0 $3.3M 1.15% -19K -15.1% $30.96 +15.4%
10 GOOG ALPHABET INC CAP STK CL C Communication Services 11,024.0 $3.2M 1.11% -314.0 -2.8% $286.86 +20.6%
11 NVDA NVIDIA CORPORATION COM Technology 17,356.0 $3.0M 1.06% -3K -13.3% $174.40 +14.7%
12 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 4,236.0 $2.6M 0.92% -651.0 -13.3% $616.76 +11.4%
13 AMLP ALERIAN MLP ETF 48,509.0 $2.6M 0.90% -5K -8.9% $52.64 -1.9%
14 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 22,486.0 $2.5M 0.88% -6K -19.8% $110.86 -3.2%
15 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 45,683.0 $2.1M 0.74% -11K -19.1% $45.89 -1.8%
16 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 12,761.0 $2.1M 0.73% -1K -7.5% $161.73 +10.2%
17 DNP DNP SELECT INCOME FD INC COM Financial Services 183,239.0 $1.9M 0.66% -23K -11.2% $10.30 +5.2%
18 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 12,503.0 $1.8M 0.65% -4K -23.9% $146.61 +3.8%
19 MSFT MICROSOFT CORP COM Technology 4,871.0 $1.8M 0.63% -542.0 -10.0% $370.17 +1.0%
20 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 16,158.0 $1.8M 0.62% -4K -21.7% $108.98 +4.4%
Page 1 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
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%