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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 4 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EWU ISHARES MSCI UNITED KINGDOM ETF 34,476.0 $1.6M 0.45% +6K +20.1% $46.14 +5.2%
62 PYLD PIMCO MULTISECTOR BOND ACTIVE EXCHANGE-TRADED FUND 59,980.0 $1.6M 0.45% NEW $26.52 -1.4%
63 XLP STATE STREET CONSUMER STAPLES SELECT SECTOR SPDR ETF 19,018.0 $1.6M 0.44% +2K +14.5% $83.07 +2.9%
64 XLU STATE STREET UTILITIES SELECT SECTOR SPDR ETF 34,800.0 $1.6M 0.44% -11K -23.8% $45.34 -5.8%
65 IWD ISHARES RUSSELL 1000 VALUE ETF 6,439.0 $1.6M 0.44% -691.0 -9.7% $242.43 +6.6%
66 FLJP FRANKLIN FTSE JAPAN ETF 39,169.0 $1.6M 0.43% NEW $39.75 +2.7%
67 GRID FIRST TRUST NASDAQ CLEAN EDGE SMART GRID INFRASTRUCTURE INDEX 8,017.0 $1.5M 0.43% NEW $191.75 -6.6%
68 JPM JPMORGAN CHASE & CO COM Financial Services 4,659.0 $1.5M 0.43% -803.0 -14.7% $327.31 +9.3%
69 ENTERGY CORP NEW COM 13,151.0 $1.5M 0.42% +9K +222.7% $114.86
70 BKGI BNY MELLON GLOBAL INFRASTRUCTURE INCOME ETF 33,191.0 $1.5M 0.42% +7K +24.9% $44.97 -1.6%
71 CSCO CISCO SYS INC COM Technology 12,308.0 $1.4M 0.40% -674.0 -5.2% $117.46 -6.4%
72 TGT TARGET CORP COM Consumer Defensive 10,850.0 $1.4M 0.40% +7K +217.6% $130.61 +24.9%
73 AVDE AVANTIS INTERNATIONAL EQUITY ETF 15,638.0 $1.4M 0.39% NEW $89.20 +5.2%
74 ROST ROSS STORES INC COM Consumer Cyclical 6,423.0 $1.4M 0.38% +2K +51.3% $212.86 +7.4%
75 TSLA TESLA INC COM Consumer Cyclical 3,223.0 $1.4M 0.38% +439.0 +15.8% $420.59 -17.1%
76 DVY ISHARES SELECT DIVIDEND ETF 8,666.0 $1.4M 0.38% -11K -56.6% $156.29 +4.8%
77 GLD SPDR GOLD SHARES Financial Services 3,585.0 $1.3M 0.37% +227.0 +6.8% $368.38 +11.0%
78 AEP AMERICAN ELEC PWR CO INC COM Utilities 9,470.0 $1.3M 0.36% +5K +137.8% $136.81 -10.6%
79 XLC STATE STREET COMMUNICATION SERVICES SELECT SECTOR SPDR ETF 11,940.0 $1.3M 0.36% -11K -46.9% $107.13 +5.5%
80 AVGO BROADCOM INC COM Technology 3,383.0 $1.3M 0.36% +174.0 +5.4% $377.70 -2.4%
Page 4 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%