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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 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 22,205.0 $1.7M 0.59% -4K -15.9% $76.02 +17.2%
22 JPM JPMORGAN CHASE & CO COM Financial Services 5,462.0 $1.6M 0.56% -2K -21.7% $294.16 +13.6%
23 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,650.0 $1.6M 0.55% -710.0 -16.3% $426.40 -71.9%
24 IWD ISHARES RUSSELL 1000 VALUE ETF 7,130.0 $1.5M 0.54% -445.0 -5.9% $213.67 +12.8%
25 AMZN AMAZON COM INC COM Consumer Cyclical 6,800.0 $1.4M 0.50% -109.0 -1.6% $208.27 +12.4%
26 PFF ISHARES PREFERRED & INCOME SECURITIES ETF 44,179.0 $1.3M 0.47% -7K -14.3% $30.32 +1.5%
27 WDC WESTERN DIGITAL CORP COM Technology 4,791.0 $1.3M 0.46% -678.0 -12.4% $270.49 +170.8%
28 XLE STATE STREET ENERGY SELECT SECTOR SPDR ETF 20,409.0 $1.3M 0.44% -3K -14.1% $61.26 -11.1%
29 XLF STATE STREET FINANCIAL SELECT SECTOR SPDR ETF 25,174.0 $1.2M 0.44% -18K -41.4% $49.37 +9.1%
30 JNJ JOHNSON & JOHNSON COM Healthcare 5,027.0 $1.2M 0.43% -675.0 -11.8% $244.44 -2.2%
31 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,371.0 $1.2M 0.41% -255.0 -15.7% $845.99 +29.4%
32 GEV GE VERNOVA INC COM Utilities 1,297.0 $1.1M 0.40% -9.0 -0.7% $872.90 +18.6%
33 AMAT APPLIED MATLS INC COM Technology 3,306.0 $1.1M 0.40% -68.0 -2.0% $341.79 +71.4%
34 LLY ELI LILLY & CO COM Healthcare 1,222.0 $1.1M 0.40% -93.0 -7.1% $919.77 +20.4%
35 GE GE AEROSPACE COM NEW Industrials 3,954.0 $1.1M 0.40% -496.0 -11.2% $283.77 +25.6%
36 GLW CORNING INC COM Technology 8,223.0 $1.1M 0.39% -3K -25.7% $135.97 +42.7%
37 CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 17,941.0 $1.1M 0.39% -2K -12.0% $61.85 +55.8%
38 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 12,907.0 $1.1M 0.38% -180.0 -1.4% $82.75 -0.5%
39 MCK MCKESSON CORP COM Healthcare 1,214.0 $1.1M 0.37% -58.0 -4.6% $865.36 -11.7%
40 TSLA TESLA INC COM Consumer Cyclical 2,784.0 $1.0M 0.36% -22.0 -0.8% $371.75 +2.7%
Page 2 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%