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Portfolio (Quarterly) Guide ↗

First Citizens Financial Corp

· CIK 0001800597
13F Portfolio $239M AUM 140 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 8 New 37 Added 54 Reduced 4 Exited
Page 1 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF 25,763.0 $5.7M 2.36% +3K +11.3% $219.43 +1.4%
2 JPIE J P MORGAN INCOME ETF 84,738.0 $3.9M 1.63% +10K +13.7% $46.05 -0.9%
3 NEAR ISHARES SHORT DURATION BOND ACTIVE ETF 75,443.0 $3.8M 1.60% +4K +5.0% $50.66 -0.7%
4 IVW ISHARE S&P 500/ GROWTH INDEXFUND 20,621.0 $2.8M 1.19% +2K +8.2% $137.53 +2.2%
5 PHYL PGIM ACTIVE HIGH YIELD BD ETF 73,581.0 $2.6M 1.07% +9K +14.3% $34.88 -1.0%
6 DYNF ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF 37,725.0 $2.6M 1.07% +5K +14.0% $68.01 +3.0%
7 PTRB PGIM ETF TR TOTAL RETURN BOND 61,432.0 $2.5M 1.06% +9K +16.9% $41.46 -1.8%
8 PYLD PIMCO MULTISECTOR BD 94,410.0 $2.5M 1.05% +14K +17.2% $26.52 -1.8%
9 NVDA NVIDIA CORP Technology 10,324.0 $2.1M 0.86% +309.0 +3.1% $200.09 +15.1%
10 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 25,985.0 $1.9M 0.80% +3K +13.7% $73.26 +0.5%
11 JNJ JOHNSON & JOHNSON COM Healthcare 7,380.0 $1.9M 0.78% +70.0 +1.0% $253.97 +8.4%
12 JPEF J P MORGAN EQUITY FOCUS ETF 19,053.0 $1.5M 0.64% +2K +9.2% $80.33 +1.4%
13 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 4,449.0 $1.5M 0.64% +142.0 +3.3% $342.83 -11.1%
14 EFV ISHARES MSCI VALUE INDEX FUND EAFE ETF 19,313.0 $1.5M 0.62% +1K +7.1% $76.55 +8.4%
15 EFG ISHARES MSCI EAFE GROWTH INDEX FUND ETF 9,822.0 $1.2M 0.51% +2K +26.5% $124.42 +0.1%
16 XLC SELECT SECTOR SPDR TR COMMUNICATION 11,344.0 $1.2M 0.51% +1K +12.4% $107.13 +4.6%
17 VLUE ISHARES MSCI USA VALUE FACTOR ETF 5,907.0 $1.2M 0.49% +1K +23.2% $199.81 +2.9%
18 VCRB VANGUARD MALVERN FDS CORE BD ETF 14,083.0 $1.1M 0.46% +1K +8.0% $77.23 -2.1%
19 XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 6,410.0 $1.0M 0.42% +604.0 +10.4% $158.66 +8.1%
20 JCPB J P MORGAN CORE PLUS BD ETF 21,561.0 $1.0M 0.42% +600.0 +2.9% $46.94 -2.1%
Page 1 of 2  ·  37 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 26.8%
Financial Services 25.9%
Industrials 15.4%
Healthcare 11.5%
Consumer Cyclical 7.9%
Consumer Defensive 4.1%
Basic Materials 2.6%
Communication Services 2.4%
Utilities 1.8%
Energy 1.7%