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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 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 FIXD FIRST TRUST SMITH OPPORTUNISTIC FIXED INCOME ETF 16,636.0 $725K 0.20% NEW $43.61 -1.7%
122 HYLS FIRST TRUST TACTICAL HIGH YIELD ETF 17,815.0 $724K 0.20% NEW $40.65 -0.3%
123 GBIL ACCESS TREASURY 0-1 YEAR ETF 7,188.0 $720K 0.20% NEW $100.16 -0.0%
124 CTVA CORTEVA INC COM Basic Materials 8,430.0 $714K 0.20% +4K +107.5% $84.69 -0.9%
125 DUPONT DE NEMOURS INC COMMON STOCK 5,159.0 $700K 0.20% NEW $135.64
126 VO VANGUARD MID-CAP ETF 8,594.0 $692K 0.19% NEW $80.57 +2.4%
127 FNDA SCHWAB FUNDAMENTAL U.S. SMALL COMPANY ETF 17,865.0 $680K 0.19% NEW $38.06 -1.9%
128 KEY KEYCORP COM Financial Services 28,502.0 $657K 0.18% NEW $23.05 -4.9%
129 ALLW STATE STREET BRIDGEWATER ALL WEATHER ETF 22,325.0 $653K 0.18% NEW $29.27 +3.0%
130 BIL STATE STREET SPDR BLOOMBERG 1-3 MONTH T-BILL ETF 6,865.0 $629K 0.18% -450.0 -6.2% $91.64 +0.0%
131 META META PLATFORMS INC CL A Communication Services 1,098.0 $618K 0.17% -259.0 -19.1% $563.29 +2.6%
132 SCCO SOUTHERN COPPER CORP COM Basic Materials 3,541.0 $617K 0.17% -291.0 -7.6% $174.24 +20.4%
133 EWZ ISHARES MSCI BRAZIL ETF 17,607.0 $607K 0.17% +4K +27.8% $34.50 +3.0%
134 TRV TRAVELERS COMPANIES INC COM Financial Services 1,830.0 $604K 0.17% +642.0 +54.0% $330.18 +12.0%
135 AA ALCOA CORP COM Basic Materials 11,474.0 $598K 0.17% +2K +20.9% $52.14 -3.5%
136 BAC BANK OF AMER CORP COM Financial Services 10,458.0 $596K 0.17% +662.0 +6.8% $56.98 +9.4%
137 AZN ASTRAZENECA PLC ORD Healthcare 3,092.0 $583K 0.16% +246.0 +8.6% $188.64 -13.7%
138 RLY STATE STREET MULTI-ASSET REAL RETURN ETF 16,673.0 $575K 0.16% NEW $34.51 +8.6%
139 XLB STATE STREET MATERIALS SELECT SECTOR SPDR ETF 11,233.0 $571K 0.16% +1K +12.0% $50.83 +4.6%
140 CSRE COHEN & STEERS REAL ESTATE ACTIVE ETF 19,949.0 $566K 0.16% NEW $28.38 +1.2%
Page 7 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%