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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 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CHAT ROUNDHILL GENERATIVE AI & TECHNOLOGY ETF 17,941.0 $1.1M 0.39% -2K -12.0% $61.85 +53.0%
62 VCIT VANGUARD INTERMEDIATE-TERM CORPORATE BOND ETF 12,907.0 $1.1M 0.38% -180.0 -1.4% $82.75 -0.0%
63 MCK MCKESSON CORP COM Healthcare 1,214.0 $1.1M 0.37% -58.0 -4.6% $865.36 -10.7%
64 TSLA TESLA INC COM Consumer Cyclical 2,784.0 $1.0M 0.36% -22.0 -0.8% $371.75 +0.8%
65 MU MICRON TECHNOLOGY INC COM Technology 3,048.0 $1.0M 0.36% -316.0 -9.4% $337.84 +202.5%
66 KLAC KLA CORP COM NEW Technology 689.0 $1.0M 0.36% NEW $1472.41 -84.0%
67 CSCO CISCO SYS INC COM Technology 12,982.0 $1.0M 0.35% +3K +32.8% $77.59 +54.5%
68 GOOGL ALPHABET INC CAP STK CL A Communication Services 3,459.0 $995K 0.35% $287.56 +21.2%
69 AVGO BROADCOM INC COM Technology 3,209.0 $993K 0.35% -2K -35.6% $309.51 +22.8%
70 TJX TJX COS INC NEW COM Consumer Cyclical 6,174.0 $986K 0.35% +347.0 +6.0% $159.70 +3.7%
71 NEM NEWMONT CORP COM Basic Materials 8,995.0 $974K 0.34% +2K +26.3% $108.25 -13.7%
72 IWM ISHARES RUSSELL 2000 ETF 3,922.0 $973K 0.34% -2K -35.1% $248.00 +19.4%
73 EWY ISHARES MSCI SOUTH KOREA ETF 7,763.0 $955K 0.34% -232.0 -2.9% $123.01 +56.6%
74 ROST ROSS STORES INC COM Consumer Cyclical 4,245.0 $920K 0.32% +282.0 +7.1% $216.63 +5.5%
75 FDX FEDEX CORP COM Industrials 2,507.0 $893K 0.31% +586.0 +30.5% $356.18 -12.5%
76 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 11,214.0 $865K 0.30% -177.0 -1.6% $77.11 +8.9%
77 INTC INTEL CORP COM Technology 19,439.0 $858K 0.30% NEW $44.13 +196.0%
78 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 18,299.0 $854K 0.30% -12K -39.6% $46.67 +34.7%
79 TSM TAIWAN SEMICONDUCTOR MANUFACT SPONSORED ADS Technology 2,451.0 $828K 0.29% +198.0 +8.8% $337.95 +29.2%
80 EWP ISHARES MSCI SPAIN ETF 15,042.0 $817K 0.29% +186.0 +1.2% $54.31 +7.3%
Page 4 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%