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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 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ILF ISHARES LATIN AMERICA 40 ETF 61,644.0 $2.1M 0.58% +17K +36.8% $33.75 +2.7%
42 CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 21,031.0 $2.1M 0.58% +3K +17.2% $98.68 -11.8%
43 AMZN AMAZON COM INC COM Consumer Cyclical 8,694.0 $2.1M 0.58% +2K +27.9% $238.33 +11.8%
44 CAT CATERPILLAR INC COM Industrials 1,923.0 $2.0M 0.57% -21.0 -1.1% $1064.90 -24.9%
45 FTCB FIRST TRUST CORE INVESTMENT GRADE ETF 97,322.0 $2.0M 0.57% NEW $20.86 -1.7%
46 SNDK SANDISK CORP COM Technology 891.0 $2.0M 0.57% NEW $2273.45 -34.7%
47 DNP DNP SELECT INCOME FD INC COM Financial Services 180,045.0 $1.9M 0.54% -3K -1.7% $10.79 +1.3%
48 GS GOLDMAN SACHS GROUP INC COM Financial Services 1,893.0 $1.9M 0.54% +522.0 +38.1% $1011.35 +2.2%
49 FPE FIRST TRUST PREFERRED SECURITIES & INCOME ETF 106,745.0 $1.9M 0.53% NEW $17.88 -1.1%
50 BK BANK OF NY MELLON CORP COM Financial Services 13,048.0 $1.9M 0.53% +7K +128.5% $144.61 -1.9%
51 EWC ISHARES MSCI CANADA ETF 30,706.0 $1.8M 0.49% +5K +20.4% $57.64 +7.1%
52 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 3,671.0 $1.8M 0.49% +1K +49.8% $477.57 -12.6%
53 EWJ ISHARES MSCI JAPAN ETF 18,491.0 $1.7M 0.48% +9K +91.4% $93.27 +2.8%
54 XLY STATE STREET CONSUMER DISCRETIONARY SELECT SECTOR SPDR ETF 14,607.0 $1.7M 0.48% -2K -9.6% $117.28 -0.1%
55 AIRR FIRST TRUST RBA AMERICAN INDUSTRIAL RENAISSANCE ETF 12,626.0 $1.7M 0.47% NEW $133.25 -17.8%
56 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 20,255.0 $1.7M 0.47% +7K +56.9% $82.65 -1.8%
57 JHMD JOHN HANCOCK MULTIFACTOR DEVELOPED INTERNATIONAL ETF 37,591.0 $1.7M 0.47% NEW $44.41 +4.2%
58 IWF ISHARES RUSSELL 1000 GROWTH ETF 13,139.0 $1.6M 0.46% +9K +260.0% $124.17 -1.1%
59 IYZ ISHARES U.S. TELECOMMUNICATIONS ETF 37,805.0 $1.6M 0.45% NEW $42.31 +1.7%
60 IWM ISHARES RUSSELL 2000 ETF 5,309.0 $1.6M 0.45% +1K +35.4% $300.45 -1.6%
Page 3 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%