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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  ·  54 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TRUST SERIES I Financial Services 523.0 $385K 0.11% -300.0 -36.5% $736.40 -2.7%
42 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 4,028.0 $382K 0.11% -929.0 -18.7% $94.94 +8.8%
43 AMGN AMGEN INC COM Healthcare 979.0 $354K 0.10% -472.0 -32.5% $362.09 +19.4%
44 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 3,337.0 $335K 0.09% -708.0 -17.5% $100.28 +4.0%
45 CAH CARDINAL HEALTH INC COM Healthcare 1,386.0 $329K 0.09% -577.0 -29.4% $237.62 -1.3%
46 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 5,695.0 $328K 0.09% -4K -42.1% $57.62 +15.6%
47 EL LAUDER ESTEE COS INC CL A Consumer Defensive 3,870.0 $306K 0.09% -860.0 -18.2% $78.96 +30.9%
48 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 3,317.0 $278K 0.08% -2K -31.9% $83.75 +2.0%
49 HCA HCA HEALTHCARE INC COM Healthcare 695.0 $271K 0.08% -1K -59.2% $389.89 +7.2%
50 BLK BLACKROCK INC COM Financial Services 278.0 $268K 0.07% -431.0 -60.8% $963.02 +20.9%
51 MA MASTERCARD INCORPORATED CL A Financial Services 453.0 $233K 0.07% -647.0 -58.8% $514.09 +15.8%
52 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2,753.0 $206K 0.06% -4K -59.0% $74.90 +0.2%
53 MMU WESTERN ASSET MANAGED MUNS FD COM Financial Services 19,603.0 $204K 0.06% -500.0 -2.5% $10.42 -3.2%
54 F FORD MTR CO COM Consumer Cyclical 14,271.0 $198K 0.06% -34K -70.3% $13.90 -0.2%
Page 3 of 3  ·  54 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%