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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 2 of 2  ·  37 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 USMV ISHARES TR MIN VOL USA ETF 9,904.0 $955K 0.40% +594.0 +6.4% $96.46 +4.5%
22 GOOG ALPHABET INC CLASS C 2,270.0 $802K 0.34% +381.0 +20.2% $353.33
23 XLE SECTOR SPDR-ENERGY 13,097.0 $696K 0.29% +936.0 +7.7% $53.11 +20.6%
24 FTRB FEDERATED HERMES TOTAL RET BOND 24,455.0 $614K 0.26% +3K +12.8% $25.09 -1.7%
25 BIV VANGUARD INTERMEDIATE TERM B 7,724.0 $592K 0.25% +280.0 +3.8% $76.70 -2.3%
26 XOM EXXON MOBIL CORP Energy 4,304.0 $588K 0.25% +649.0 +17.8% $136.72 +16.6%
27 VTEB VANGUARD MUN BD FDS 11,152.0 $564K 0.24% +3K +33.2% $50.58 -3.4%
28 CSPF COHEN & STEERS PREFERRED AND INCOME ETF 17,962.0 $468K 0.20% +7K +57.2% $26.08 -0.9%
29 ORCL ORACLE CORP COM Technology 2,959.0 $434K 0.18% +34.0 +1.2% $146.55 +8.4%
30 ADI ANALOG DEVICES Technology 965.0 $383K 0.16% +12.0 +1.3% $397.17 -8.8%
31 PZA INVESCO EXCH TRADED FD TR II 15,934.0 $375K 0.16% +4K +32.7% $23.52 -4.7%
32 MUB ISHARES NATIONAL MUNI BD ETF 3,264.0 $351K 0.15% +830.0 +34.1% $107.62 -3.3%
33 NEE NEXTERA ENERGY INC Utilities 3,463.0 $304K 0.13% +283.0 +8.9% $87.77 -4.9%
34 MTB M & T BK CORP COM Financial Services 1,233.0 $293K 0.12% +166.0 +15.6% $238.01 +0.8%
35 XLU CEF SELECT UTILITIES SPDR 5,908.0 $268K 0.11% +1K +27.4% $45.34 -5.0%
36 PWR QUANTA SERVICES INC ORD SHS Industrials 369.0 $266K 0.11% +2.0 +0.5% $720.04 -13.3%
37 GILD GILEAD SCIENCES INC Healthcare 1,850.0 $234K 0.10% +169.0 +10.1% $126.34 +19.5%
Page 2 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%