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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 6 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 VXUS VANGUARD TOTAL INTERNATIONAL STOCK ETF 11,349.0 $970K 0.27% +135.0 +1.2% $85.49 +2.4%
102 JNJ JOHNSON & JOHNSON COM Healthcare 3,806.0 $967K 0.27% -1K -24.3% $253.96 +5.5%
103 EWA ISHARES MSCI AUSTRALIA ETF 33,973.0 $957K 0.27% +12K +52.0% $28.16 +6.5%
104 TJX TJX COS INC NEW COM Consumer Cyclical 6,155.0 $932K 0.26% $151.49 -10.8%
105 EXXONMOBIL HOLDINGS CORP COM SHS 6,781.0 $927K 0.26% NEW $136.72
106 GM GENERAL MTRS CO COM Consumer Cyclical 11,871.0 $915K 0.26% +3K +39.8% $77.08 +11.9%
107 BIIB BIOGEN INC COM Healthcare 4,175.0 $902K 0.25% +1K +35.6% $216.05 +1.1%
108 MNST MONSTER BEVERAGE CORP NEW COM Consumer Defensive 9,099.0 $875K 0.24% +1K +13.3% $96.12 -51.2%
109 NEM NEWMONT CORP COM Basic Materials 9,138.0 $853K 0.24% +143.0 +1.6% $93.40 +37.0%
110 RTX RTX CORPORATION COM Industrials 4,228.0 $802K 0.22% -3K -42.1% $189.73 +11.6%
111 IBKR INTERACTIVE BROKERS GROUP INC COM CL A Financial Services 9,046.0 $787K 0.22% NEW $87.04 +10.1%
112 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 2,382.0 $787K 0.22% +1K +82.0% $330.44 -2.6%
113 EWI ISHARES MSCI ITALY ETF 13,261.0 $786K 0.22% +341.0 +2.6% $59.24 +5.0%
114 PLD PROLOGIS INC. COM Real Estate 5,733.0 $777K 0.22% +2K +73.9% $135.46 +3.9%
115 AIQ GLOBAL X ARTIFICIAL INTELLIGENCE & TECHNOLOGY ETF 11,572.0 $759K 0.21% -7K -36.8% $65.61 -2.1%
116 WELL WELLTOWER INC COM Real Estate 3,342.0 $759K 0.21% +606.0 +22.1% $226.97 +4.9%
117 MRK MERCK & CO INC COM Healthcare 5,849.0 $752K 0.21% +1K +30.6% $128.51 +15.4%
118 IEFA ISHARES CORE MSCI EAFE ETF 7,681.0 $742K 0.21% NEW $96.58 +4.0%
119 LMBS FIRST TRUST LOW DURATION OPPORTUNITIES ETF 14,614.0 $727K 0.20% NEW $49.78 -0.5%
120 FIIG FIRST TRUST INTERMEDIATE DURATION INVESTMENT GRADE CORPORATE ETF 35,100.0 $727K 0.20% NEW $20.71 -1.5%
Page 6 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%