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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MDY STATE STREET SPDR S&P MIDCAP 400 ETF TRUST Financial Services 4,236.0 $2.6M 0.92% -651.0 -13.3% $616.76 +11.7%
22 AMLP ALERIAN MLP ETF 48,509.0 $2.6M 0.90% -5K -8.9% $52.64 -4.0%
23 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 22,486.0 $2.5M 0.88% -6K -19.8% $110.86 -3.7%
24 SMH VANECK SEMICONDUCTOR ETF 5,751.0 $2.2M 0.78% +583.0 +11.3% $383.40 +59.3%
25 WMT WALMART INC COM Consumer Defensive 17,670.0 $2.2M 0.77% +2K +10.8% $124.28 -4.1%
26 EEM ISHARES MSCI EMERGING MARKETS ETF 38,434.0 $2.2M 0.77% +3K +7.7% $56.79 +17.4%
27 AAPL APPLE INC COM Technology 8,581.0 $2.2M 0.77% +75.0 +0.9% $253.79 +16.8%
28 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 45,683.0 $2.1M 0.74% -11K -19.1% $45.89 -1.6%
29 XLI STATE STREET INDUSTRIAL SELECT SECTOR SPDR ETF 12,761.0 $2.1M 0.73% -1K -7.5% $161.73 +11.0%
30 DNP DNP SELECT INCOME FD INC COM Financial Services 183,239.0 $1.9M 0.66% -23K -11.2% $10.30 +5.5%
31 XLV STATE STREET HEALTH CARE SELECT SECTOR SPDR ETF 12,503.0 $1.8M 0.65% -4K -23.9% $146.61 +4.1%
32 MSFT MICROSOFT CORP COM Technology 4,871.0 $1.8M 0.63% -542.0 -10.0% $370.17 +0.2%
33 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 16,158.0 $1.8M 0.62% -4K -21.7% $108.98 +6.0%
34 XSMO INVESCO S&P SMALLCAP MOMENTUM ETF 22,205.0 $1.7M 0.59% -4K -15.9% $76.02 +18.3%
35 JPM JPMORGAN CHASE & CO COM Financial Services 5,462.0 $1.6M 0.56% -2K -21.7% $294.16 +12.9%
36 ILF ISHARES LATIN AMERICA 40 ETF 45,051.0 $1.6M 0.56% +4K +9.4% $35.52 -6.7%
37 IWF ISHARES RUSSELL 1000 GROWTH ETF 3,650.0 $1.6M 0.55% -710.0 -16.3% $426.40 -71.9%
38 IWD ISHARES RUSSELL 1000 VALUE ETF 7,130.0 $1.5M 0.54% -445.0 -5.9% $213.67 +12.4%
39 GLD SPDR GOLD SHARES Financial Services 3,358.0 $1.4M 0.51% +414.0 +14.1% $430.29 -14.9%
40 SLV ISHARES SILVER TRUST Financial Services 20,860.0 $1.4M 0.50% +3K +15.4% $68.14 -23.4%
Page 2 of 9  ·  179 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%