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Portfolio (Quarterly) Guide ↗

First Citizens Financial Corp

· CIK 0001800597
13F Portfolio $212M AUM 136 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 9 New 52 Added 30 Reduced 1 Exited
Page 1 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EFA ISHARE MSCI EAFE FUND 76,640.0 $7.4M 3.51% -3K -3.4% $97.13 +7.1%
2 IJJ ISHARE S&P MIDCAP 400/VALUE INDEX FUND 50,443.0 $6.7M 3.15% -550.0 -1.1% $132.50 +6.4%
3 IYH ISHARE DOW JONES HEALTHCARE 92,880.0 $5.7M 2.70% -737.0 -0.8% $61.64 +2.2%
4 IYJ ISHARE DOW JONES INDUSTRIAL 32,790.0 $4.8M 2.28% -313.0 -0.9% $147.54 +5.8%
5 BERKSHIRE HATHAWAY INC CL B 10,006.0 $4.8M 2.26% -1K -10.6% $479.20
6 IJT ISHARE S&P SMALL CAP 600 GROWTH INDEX 32,988.0 $4.8M 2.25% -197.0 -0.6% $144.71 +11.9%
7 IYK ISHARE U.S. CONSUMER STAPLES ETF 38,412.0 $2.7M 1.27% -254.0 -0.7% $70.03 +4.1%
8 QQQ INVESCO QQQ TR UNIT SER 1 Financial Services 4,416.0 $2.5M 1.20% -720.0 -14.0% $577.18 +24.3%
9 LLY ELI LILLY & CO Healthcare 2,428.0 $2.2M 1.05% -174.0 -6.7% $919.77 +15.8%
10 VWO ETF VANGUARD EMERGING MARKETS 33,967.0 $1.8M 0.87% -767.0 -2.2% $54.05 +9.1%
11 IYR ISHARES DJ US REAL ESTATE 17,896.0 $1.7M 0.80% -812.0 -4.3% $94.56 +8.6%
12 HD HOME DEPOT INC COMMON STOCK Consumer Cyclical 4,907.0 $1.6M 0.76% -40.0 -0.8% $328.89 -4.8%
13 IYM ISHARE DOW JONES BASIC MATERIALS 8,921.0 $1.6M 0.74% -47.0 -0.5% $175.92 +3.3%
14 PREF PRINCIPAL SPECTRUM PREF SEC ACTIVE ETF 58,857.0 $1.1M 0.52% -2K -3.2% $18.82 +0.8%
15 JCPB J P MORGAN CORE PLUS BD ETF 20,961.0 $987K 0.47% -375.0 -1.8% $47.08 -0.9%
16 XLI SELECT SECTOR SPDR TR SBI INT-INDS 5,820.0 $941K 0.44% -53.0 -0.9% $161.73 +6.2%
17 XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 5,806.0 $851K 0.40% -209.0 -3.5% $146.61 +2.2%
18 IEFA ISHARES TR CORE MSCI EAFE 8,639.0 $782K 0.37% -440.0 -4.8% $90.53 +7.4%
19 OEF ISHARE S&P 100 INDEX 2,421.0 $770K 0.36% -353.0 -12.7% $318.07 +16.7%
20 JPIB J P MORGAN INTL BD OPP ETF 16,050.0 $768K 0.36% -4K -19.4% $47.82 +0.2%
Page 1 of 2  ·  30 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 25.3%
Technology 23.7%
Industrials 15.9%
Healthcare 11.9%
Consumer Cyclical 8.4%
Consumer Defensive 4.7%
Communication Services 3.4%
Basic Materials 2.6%
Energy 2.1%
Utilities 2.0%