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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 9 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MCD MCDONALDS CORP COM Consumer Cyclical 1,453.0 $393K 0.11% -230.0 -13.7% $270.35 -2.0%
162 BA BOEING CO COM Industrials 1,813.0 $392K 0.11% NEW $216.45 -3.1%
163 DOW DOW HLDGS INC COM Basic Materials 14,268.0 $390K 0.11% NEW $27.36 +11.5%
164 QQQ INVESCO QQQ TRUST SERIES I Financial Services 523.0 $385K 0.11% -300.0 -36.5% $736.40 -2.7%
165 RIO RIO TINTO PLC SPONSORED ADR Basic Materials 4,028.0 $382K 0.11% -929.0 -18.7% $94.94 +8.8%
166 HAS HASBRO INC COM Consumer Cyclical 4,555.0 $376K 0.10% +335.0 +7.9% $82.59 +14.1%
167 NSC NORFOLK SOUTHN CORP COM Industrials 1,184.0 $372K 0.10% NEW $314.59 +10.8%
168 SCIO FIRST TRUST STRUCTURED CREDIT INCOME OPPORTUNITIES ETF 17,516.0 $362K 0.10% NEW $20.67 -0.7%
169 FEMB FIRST TRUST EMERGING MARKETS LOCAL CURRENCY BOND ETF 12,336.0 $360K 0.10% NEW $29.22 +0.8%
170 FSIG FIRST TRUST LIMITED DURATION INVESTMENT GRADE CORPORATE ETF 19,116.0 $360K 0.10% NEW $18.86 -0.5%
171 FTSL FIRST TRUST SENIOR LOAN FUND 8,029.0 $359K 0.10% NEW $44.75 +0.3%
172 AMGN AMGEN INC COM Healthcare 979.0 $354K 0.10% -472.0 -32.5% $362.09 +19.4%
173 REGN REGENERON PHARMACEUTICALS COM Healthcare 565.0 $352K 0.10% NEW $623.49 +27.4%
174 COST COSTCO WHOLESALE CORPORATION COM Consumer Defensive 358.0 $335K 0.09% +124.0 +53.0% $934.76 +1.1%
175 HOOD ROBINHOOD MKTS INC COM CL A Financial Services 3,337.0 $335K 0.09% -708.0 -17.5% $100.28 +4.0%
176 CAH CARDINAL HEALTH INC COM Healthcare 1,386.0 $329K 0.09% -577.0 -29.4% $237.62 -1.3%
177 CNC CENTENE CORP DEL COM Healthcare 5,130.0 $329K 0.09% NEW $64.19 +0.9%
178 BMY BRISTOL-MYERS SQUIBB CO COM Healthcare 5,695.0 $328K 0.09% -4K -42.1% $57.62 +15.6%
179 CL COLGATE PALMOLIVE CO COM Consumer Defensive 3,467.0 $318K 0.09% NEW $91.68 -1.0%
180 EL LAUDER ESTEE COS INC CL A Consumer Defensive 3,870.0 $306K 0.09% -860.0 -18.2% $78.96 +30.9%
Page 9 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%