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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 3 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 MU MICRON TECHNOLOGY INC COM Technology 3,048.0 $1.0M 0.36% -316.0 -9.4% $337.84 +211.3%
42 AVGO BROADCOM INC COM Technology 3,209.0 $993K 0.35% -2K -35.6% $309.51 +22.8%
43 IWM ISHARES RUSSELL 2000 ETF 3,922.0 $973K 0.34% -2K -35.1% $248.00 +19.1%
44 EWY ISHARES MSCI SOUTH KOREA ETF 7,763.0 $955K 0.34% -232.0 -2.9% $123.01 +56.2%
45 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 11,214.0 $865K 0.30% -177.0 -1.6% $77.11 +9.5%
46 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 18,299.0 $854K 0.30% -12K -39.6% $46.67 +35.7%
47 EWJ ISHARES MSCI JAPAN ETF 9,659.0 $816K 0.29% -2K -14.3% $84.44 +9.8%
48 GILD GILEAD SCIENCES INC COM Healthcare 5,624.0 $784K 0.28% -950.0 -14.4% $139.37 -10.3%
49 META META PLATFORMS INC CL A Communication Services 1,357.0 $776K 0.27% -697.0 -33.9% $572.13 -1.7%
50 GDX VANECK GOLD MINERS ETF 8,450.0 $775K 0.27% -502.0 -5.6% $91.77 -15.3%
51 AMD ADVANCED MICRO DEVICES INC COM Technology 3,668.0 $746K 0.26% -1K -28.5% $203.43 +155.5%
52 MS MORGAN STANLEY COM NEW Financial Services 4,531.0 $746K 0.26% -997.0 -18.0% $164.57 +37.3%
53 EZA ISHARES MSCI SOUTH AFRICA ETF 10,424.0 $707K 0.25% -3K -21.0% $67.80 -5.7%
54 BLK BLACKROCK INC COM Financial Services 709.0 $682K 0.24% -16.0 -2.2% $961.71 +5.6%
55 KRE STATE STREET SPDR S&P REGIONAL BANKING ETF 9,295.0 $606K 0.21% -2K -18.1% $65.15 +12.2%
56 MA MASTERCARD INCORPORATED CL A Financial Services 1,100.0 $550K 0.19% -165.0 -13.0% $499.66 -2.3%
57 TMO THERMO FISHER SCIENTIFIC INC COM Healthcare 1,078.0 $530K 0.19% -380.0 -26.1% $491.53 -4.5%
58 AEP AMERICAN ELEC PWR CO INC COM Utilities 3,982.0 $522K 0.18% -617.0 -13.4% $131.08 +2.0%
59 AXP AMERICAN EXPRESS CO COM Financial Services 1,719.0 $520K 0.18% -792.0 -31.5% $302.48 +11.7%
60 AMGN AMGEN INC COM Healthcare 1,451.0 $511K 0.18% -134.0 -8.4% $351.85 -1.4%
Page 3 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%