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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BAC BANK OF AMER CORP COM Financial Services 9,796.0 $478K 0.17% -6K -37.5% $48.75 +18.3%
62 QQQ INVESCO QQQ TRUST SERIES I Financial Services 823.0 $475K 0.17% -635.0 -43.5% $577.18 +23.7%
63 ENTERGY CORP NEW COM 4,075.0 $458K 0.16% -1K -20.3% $112.36
64 RSG REPUBLIC SVCS INC COM Industrials 2,071.0 $454K 0.16% -192.0 -8.5% $219.02 -3.3%
65 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 7,143.0 $438K 0.15% -660.0 -8.5% $61.35 -31.1%
66 OEF ISHARES S&P 100 ETF 1,337.0 $425K 0.15% -5K -77.4% $318.07 +13.6%
67 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 4,872.0 $366K 0.13% -557.0 -10.3% $75.10 +9.7%
68 SRE SEMPRA COM Utilities 3,627.0 $352K 0.12% -370.0 -9.3% $97.17 -4.7%
69 MDT MEDTRONIC PLC SHS Healthcare 3,258.0 $282K 0.10% -300.0 -8.4% $86.65 -5.4%
70 ULTA ULTA BEAUTY INC COM Consumer Cyclical 540.0 $282K 0.10% -45.0 -7.7% $522.71 -9.2%
71 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 4,045.0 $280K 0.10% -290.0 -6.7% $69.30 +42.3%
72 PLTR PALANTIR TECHNOLOGIES INC CL A Technology 1,863.0 $273K 0.10% -4K -68.0% $146.28 -19.5%
73 DUK DUKE ENERGY CORP NEW COM NEW Utilities 1,959.0 $257K 0.09% -618.0 -24.0% $130.94 -3.9%
74 DG DOLLAR GEN CORP COM Consumer Defensive 2,029.0 $241K 0.09% -188.0 -8.5% $118.73 -1.2%
75 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 234.0 $233K 0.08% -10.0 -4.1% $996.43 -3.1%
76 NFLX NETFLIX INC. COM Communication Services 2,320.0 $223K 0.08% -560.0 -19.4% $96.15 -23.9%
77 SO SOUTHERN CO COM Utilities 2,124.0 $205K 0.07% -656.0 -23.6% $96.52 -1.5%
78 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 2,535.0 $202K 0.07% -186.0 -6.8% $79.56 +0.5%
Page 4 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%