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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 4 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 EFG ISHARES MSCI EAFE GROWTH INDEX FUND ETF 7,763.0 $865K 0.41% +2K +24.2% $111.37 +9.1%
62 USMV ISHARES TR MIN VOL USA ETF 9,310.0 $863K 0.41% +673.0 +7.8% $92.74 +4.5%
63 XLV SELECT SECTOR SPDR TR SBI HEALTHCARE 5,806.0 $851K 0.40% -209.0 -3.5% $146.61 +2.2%
64 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 7,590.0 $827K 0.39% +48.0 +0.6% $108.98 +9.4%
65 CSCO CISCO SYSTEMS INC Technology 10,353.0 $803K 0.38% $77.59 +55.2%
66 AMZN AMAZON COM INC Consumer Cyclical 3,840.0 $800K 0.38% +201.0 +5.5% $208.27 +27.9%
67 IEFA ISHARES TR CORE MSCI EAFE 8,639.0 $782K 0.37% -440.0 -4.8% $90.53 +7.4%
68 OEF ISHARE S&P 100 INDEX 2,421.0 $770K 0.36% -353.0 -12.7% $318.07 +16.7%
69 JPIB J P MORGAN INTL BD OPP ETF 16,050.0 $768K 0.36% -4K -19.4% $47.82 +0.2%
70 IDV ISHARE DOW JONES INTL SELECT DIV IDX 17,719.0 $754K 0.36% $42.56 +5.6%
71 XLE SECTOR SPDR-ENERGY 12,161.0 $745K 0.35% $61.26 -2.9%
72 GOOGL ALPHABET INC CLASS A Communication Services 2,576.0 $741K 0.35% -15.0 -0.6% $287.56 +33.2%
73 RTX RTX CORPORATION Industrials 3,565.0 $688K 0.33% -101.0 -2.8% $192.90 -8.2%
74 VLUE ISHARES MSCI USA VALUE FACTOR ETF 4,794.0 $682K 0.32% +869.0 +22.1% $142.19 +31.7%
75 BAC BANK OF AMERICA CORP Financial Services 13,876.0 $676K 0.32% $48.75 +6.3%
76 VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1,080.0 $645K 0.30% $597.55 +14.7%
77 UNP UNION PACIFIC CORP Industrials 2,654.0 $644K 0.30% $242.62 +9.6%
78 META META PLATFORMS, INC Communication Services 1,110.0 $635K 0.30% +113.0 +11.3% $572.13 +6.7%
79 XOM EXXON MOBIL CORP Energy 3,655.0 $620K 0.29% +1K +42.0% $169.66 -8.7%
80 BND VANGUARD TOTAL BOND MARKET ETF 8,277.0 $610K 0.29% -688.0 -7.7% $73.64 -0.9%
Page 4 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%