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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 10 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 TER TERADYNE INC COM Technology 619.0 $300K 0.08% NEW $483.93 -26.6%
182 EOG EOG RES INC COM Energy 2,296.0 $298K 0.08% NEW $129.73 +10.5%
183 BNDX VANGUARD TOTAL INTERNATIONAL BOND ETF 5,928.0 $287K 0.08% +584.0 +10.9% $48.43 -1.7%
184 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 3,317.0 $278K 0.08% -2K -31.9% $83.75 +2.0%
185 DVN DEVON ENERGY CORP NEW COM Energy 6,651.0 $275K 0.08% +2K +49.4% $41.32 +14.6%
186 HCA HCA HEALTHCARE INC COM Healthcare 695.0 $271K 0.08% -1K -59.2% $389.89 +7.2%
187 BLK BLACKROCK INC COM Financial Services 278.0 $268K 0.07% -431.0 -60.8% $963.02 +20.9%
188 PM PHILIP MORRIS INTL INC COM Consumer Defensive 1,361.0 $246K 0.07% NEW $180.91 +6.1%
189 MA MASTERCARD INCORPORATED CL A Financial Services 453.0 $233K 0.07% -647.0 -58.8% $514.09 +15.8%
190 C CITIGROUP INC COM NEW Financial Services 1,599.0 $224K 0.06% NEW $139.96 -5.1%
191 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 2,753.0 $206K 0.06% -4K -59.0% $74.90 +0.2%
192 MMU WESTERN ASSET MANAGED MUNS FD COM Financial Services 19,603.0 $204K 0.06% -500.0 -2.5% $10.42 -3.2%
193 HYG ISHARES IBOXX $ HIGH YIELD CORPORATE BOND ETF 2,535.0 $203K 0.06% $79.97 -0.3%
194 F FORD MTR CO COM Consumer Cyclical 14,271.0 $198K 0.06% -34K -70.3% $13.90 -0.2%
195 LYG LLOYDS BANKING GROUP PLC SPONSORED ADR Financial Services 16,770.0 $98K 0.03% NEW $5.83 +1.5%
196 OIA INVESCO MUNI INCOME OPP TRST COM Financial Services 10,000.0 $62K 0.02% $6.21 -2.6%
Page 10 of 10  ·  196 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%