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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 3 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 IYM ISHARE DOW JONES BASIC MATERIALS 8,921.0 $1.6M 0.74% -47.0 -0.5% $175.92 +3.3%
42 BIL SPDR SER TR SPDR BLOOMBERG 15,745.0 $1.4M 0.68% +814.0 +5.5% $91.64 -0.1%
43 EMGF ISHARES EMERGING MARKETS EQUITY FACTOR ETF 22,856.0 $1.4M 0.65% +4K +19.4% $60.43 +17.1%
44 EFV ISHARES MSCI VALUE INDEX FUND EAFE ETF 18,031.0 $1.3M 0.63% +2K +11.8% $74.35 +5.8%
45 XLF SELECT SECTOR SPDR TRX FINANCIAL 26,824.0 $1.3M 0.62% $49.37 +5.2%
46 VOX VANGUARD COMMUNICATION SERVICES ETF 7,207.0 $1.3M 0.61% $179.84 +8.7%
47 JPEF J P MORGAN EQUITY FOCUS ETF 17,443.0 $1.3M 0.59% $71.81 +11.2%
48 GLW CORNING INC COM Technology 9,177.0 $1.2M 0.59% $135.97 +42.7%
49 ABBV ABBVIE INC Healthcare 5,514.0 $1.2M 0.57% +200.0 +3.8% $217.49 -0.8%
50 XLC SELECT SECTOR SPDR TR COMMUNICATION 10,089.0 $1.1M 0.53% +636.0 +6.7% $110.86 +4.1%
51 STLD STEEL DYNAMICS INC Basic Materials 6,200.0 $1.1M 0.53% $180.00 +33.4%
52 PREF PRINCIPAL SPECTRUM PREF SEC ACTIVE ETF 58,857.0 $1.1M 0.52% -2K -3.2% $18.82 +0.8%
53 V VISA INC Financial Services 3,615.0 $1.1M 0.52% $302.24 +8.8%
54 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 4,307.0 $1.0M 0.49% +540.0 +14.3% $239.99 +26.5%
55 LOW LOWES COMPANIES INC Consumer Cyclical 4,289.0 $1.0M 0.48% +46.0 +1.1% $236.28 -9.0%
56 MCD MCDONALDS CORP Consumer Cyclical 3,257.0 $1.0M 0.48% +66.0 +2.1% $310.79 -9.2%
57 VCRB VANGUARD MALVERN FDS CORE BD ETF 13,035.0 $1.0M 0.48% +827.0 +6.8% $77.38 -0.8%
58 JCPB J P MORGAN CORE PLUS BD ETF 20,961.0 $987K 0.47% -375.0 -1.8% $47.08 -0.9%
59 XLI SELECT SECTOR SPDR TR SBI INT-INDS 5,820.0 $941K 0.44% -53.0 -0.9% $161.73 +6.2%
60 DVY ISHARE DOW JONES SELECT DIV INDEX FUND 5,908.0 $895K 0.42% $151.41 +2.9%
Page 3 of 7  ·  135 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%