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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 8 of 9  ·  179 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CTSH COGNIZANT TECHNOLOGY SOLUTIONS CL A Technology 7,143.0 $438K 0.15% -660.0 -8.5% $61.35 -33.0%
142 PLD PROLOGIS INC. COM Real Estate 3,297.0 $436K 0.15% +165.0 +5.3% $132.18 +9.9%
143 FE FIRSTENERGY CORP COM Utilities 8,407.0 $426K 0.15% +497.0 +6.3% $50.66 -6.0%
144 OEF ISHARES S&P 100 ETF 1,337.0 $425K 0.15% -5K -77.4% $318.07 +13.3%
145 CAH CARDINAL HEALTH INC COM Healthcare 1,963.0 $415K 0.15% NEW $211.31 +8.3%
146 TGT TARGET CORP COM Consumer Defensive 3,416.0 $414K 0.15% $121.20 +10.6%
147 ITA ISHARES U.S. AEROSPACE & DEFENSE ETF 1,850.0 $405K 0.14% $218.75 +7.8%
148 HLT HILTON WORLDWIDE HLDGS INC COM Consumer Cyclical 1,309.0 $398K 0.14% NEW $304.08 +13.1%
149 HAS HASBRO INC COM Consumer Cyclical 4,220.0 $395K 0.14% +261.0 +6.6% $93.60 -11.3%
150 NUE NUCOR CORP COM Basic Materials 2,292.0 $388K 0.14% +276.0 +13.7% $169.10 +41.7%
151 FCX FREEPORT MCMORAN INC CL B Basic Materials 6,561.0 $386K 0.14% +2K +38.1% $58.78 +6.7%
152 LOW LOWES COS INC COM Consumer Cyclical 1,605.0 $379K 0.13% +262.0 +19.5% $236.28 -8.7%
153 USB US BANCORP COM NEW Financial Services 7,089.0 $369K 0.13% NEW $52.01 +15.5%
154 VEU VANGUARD FTSE ALL-WORLD EX-US INDEX FUND 4,872.0 $366K 0.13% -557.0 -10.3% $75.10 +9.9%
155 SRE SEMPRA COM Utilities 3,627.0 $352K 0.12% -370.0 -9.3% $97.17 -5.0%
156 PSX PHILLIPS 66 COM Energy 1,930.0 $352K 0.12% NEW $182.18 -6.5%
157 TRV TRAVELERS COMPANIES INC COM Financial Services 1,188.0 $347K 0.12% NEW $291.68 +8.7%
158 CTVA CORTEVA INC COM Basic Materials 4,062.0 $340K 0.12% NEW $83.71 -5.5%
159 EL LAUDER ESTEE COS INC CL A Consumer Defensive 4,730.0 $339K 0.12% +948.0 +25.1% $71.77 +16.7%
160 KR KROGER CO COM Consumer Defensive 4,178.0 $302K 0.11% NEW $72.36 -20.1%
Page 8 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%