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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 5 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 EWJ ISHARES MSCI JAPAN ETF 9,659.0 $816K 0.29% -2K -14.3% $84.44 +10.0%
82 HCA HCA HEALTHCARE INC COM Healthcare 1,703.0 $806K 0.28% +89.0 +5.5% $473.24 -17.4%
83 GILD GILEAD SCIENCES INC COM Healthcare 5,624.0 $784K 0.28% -950.0 -14.4% $139.37 -10.0%
84 META META PLATFORMS INC CL A Communication Services 1,357.0 $776K 0.27% -697.0 -33.9% $572.13 -1.5%
85 GDX VANECK GOLD MINERS ETF 8,450.0 $775K 0.27% -502.0 -5.6% $91.77 -18.8%
86 AMD ADVANCED MICRO DEVICES INC COM Technology 3,668.0 $746K 0.26% -1K -28.5% $203.43 +155.9%
87 MS MORGAN STANLEY COM NEW Financial Services 4,531.0 $746K 0.26% -997.0 -18.0% $164.57 +34.6%
88 NEE NEXTERA ENERGY INC COM Utilities 7,901.0 $734K 0.26% +361.0 +4.8% $92.88 -6.3%
89 HAL HALLIBURTON CO COM Energy 18,352.0 $716K 0.25% +7K +61.6% $38.99 -13.1%
90 EZA ISHARES MSCI SOUTH AFRICA ETF 10,424.0 $707K 0.25% -3K -21.0% $67.80 -8.2%
91 DD DUPONT DE NEMOURS INC COM Basic Materials 15,316.0 $701K 0.25% +3K +23.6% $45.80 +207.1%
92 EWI ISHARES MSCI ITALY ETF 12,920.0 $690K 0.24% +136.0 +1.1% $53.42 +10.2%
93 MAR MARRIOTT INTL INC NEW CL A Consumer Cyclical 2,088.0 $683K 0.24% +933.0 +80.8% $327.07 +17.1%
94 BLK BLACKROCK INC COM Financial Services 709.0 $682K 0.24% -16.0 -2.2% $961.71 +1.9%
95 BK BANK NEW YORK MELLON CORP COM Financial Services 5,711.0 $677K 0.24% NEW $118.63 +19.6%
96 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 7,315.0 $670K 0.24% $91.64 -0.0%
97 SCCO SOUTHERN COPPER CORP COM Basic Materials 3,832.0 $659K 0.23% +827.0 +27.5% $172.06 +0.3%
98 TXN TEXAS INSTRS INC COM Technology 3,376.0 $655K 0.23% NEW $194.14 +56.9%
99 WM WASTE MGMT INC DEL COM Industrials 2,788.0 $641K 0.23% NEW $229.79 -2.2%
100 KO COCA COLA CO COM Consumer Defensive 8,380.0 $637K 0.22% +150.0 +1.8% $76.05 +6.9%
Page 5 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%