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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 7 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MCD MCDONALDS CORP COM Consumer Cyclical 1,683.0 $523K 0.18% +374.0 +28.6% $310.79 -12.4%
122 AEP AMERICAN ELEC PWR CO INC COM Utilities 3,982.0 $522K 0.18% -617.0 -13.4% $131.08 +2.4%
123 AXP AMERICAN EXPRESS CO COM Financial Services 1,719.0 $520K 0.18% -792.0 -31.5% $302.48 +11.7%
124 AMGN AMGEN INC COM Healthcare 1,451.0 $511K 0.18% -134.0 -8.4% $351.85 -1.6%
125 GD GENERAL DYNAMICS CORP COM Industrials 1,470.0 $505K 0.18% +106.0 +7.8% $343.22 +2.1%
126 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 10,032.0 $501K 0.18% +1K +14.2% $49.97 +1.6%
127 D DOMINION ENERGY INC COM Utilities 7,997.0 $494K 0.17% +4K +127.3% $61.82 +10.7%
128 SPLV INVESCO S&P 500 LOW VOLATILITY ETF 6,716.0 $491K 0.17% $73.14 +1.7%
129 STX SEAGATE TECHNOLOGY HLDNGS PLC ORD SHS Technology 1,241.0 $486K 0.17% NEW $391.76 +162.2%
130 ED CONSOLIDATED EDISON INC COM Utilities 4,292.0 $486K 0.17% NEW $113.18 -3.9%
131 VLO VALERO ENERGY CORP COM Energy 1,950.0 $482K 0.17% +27.0 +1.4% $247.08 -1.4%
132 BAC BANK OF AMER CORP COM Financial Services 9,796.0 $478K 0.17% -6K -37.5% $48.75 +18.8%
133 QQQ INVESCO QQQ TRUST SERIES I Financial Services 823.0 $475K 0.17% -635.0 -43.5% $577.18 +23.9%
134 T AT&T INC COM Communication Services 16,210.0 $470K 0.17% +7K +84.5% $28.99 -21.3%
135 TPR TAPESTRY INC COM Consumer Cyclical 3,281.0 $463K 0.16% +547.0 +20.0% $141.11 +6.7%
136 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 4,957.0 $462K 0.16% +700.0 +16.4% $93.29 +2.5%
137 ENTERGY CORP NEW COM 4,075.0 $458K 0.16% -1K -20.3% $112.36
138 RSG REPUBLIC SVCS INC COM Industrials 2,071.0 $454K 0.16% -192.0 -8.5% $219.02 -4.5%
139 YUM YUM BRANDS INC COM Consumer Cyclical 2,868.0 $446K 0.16% NEW $155.48 -2.5%
140 BKR BAKER HUGHES COMPANY CL A Energy 7,293.0 $445K 0.16% +2K +34.5% $61.05 -6.6%
Page 7 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%