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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 JCPB J P MORGAN CORE PLUS BD ETF 21,561.0 $1.0M 0.42% +600.0 +2.9% $46.94 -2.1%
62 USMV ISHARES TR MIN VOL USA ETF 9,904.0 $955K 0.40% +594.0 +6.4% $96.46 +4.5%
63 LOW LOWES COMPANIES INC Consumer Cyclical 4,293.0 $947K 0.40% $220.49 -7.3%
64 DVY ISHARE DOW JONES SELECT DIV INDEX FUND 5,901.0 $922K 0.39% $156.30 +5.1%
65 AMZN AMAZON COM INC Consumer Cyclical 3,795.0 $904K 0.38% -45.0 -1.2% $238.34 +8.5%
66 GOOGL ALPHABET INC CLASS A Communication Services 2,516.0 $899K 0.38% -60.0 -2.3% $357.37 -5.3%
67 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 7,546.0 $885K 0.37% -44.0 -0.6% $117.28 -2.0%
68 MCD MCDONALDS CORP Consumer Cyclical 3,116.0 $842K 0.35% -141.0 -4.3% $270.31 -5.4%
69 GOOG ALPHABET INC CLASS C 2,270.0 $802K 0.34% +381.0 +20.2% $353.33
70 BAC BANK OF AMERICA CORP Financial Services 13,876.0 $791K 0.33% $56.98 +10.0%
71 IEFA ISHARES TR CORE MSCI EAFE 8,126.0 $785K 0.33% -513.0 -5.9% $96.58 +4.7%
72 VOO VANGUARD INDEX FDS S&P 500 ETF SHS 1,080.0 $742K 0.31% $686.81 +3.1%
73 UNP UNION PACIFIC CORP Industrials 2,654.0 $722K 0.30% $272.00 +6.5%
74 IDV ISHARE DOW JONES INTL SELECT DIV IDX 17,081.0 $708K 0.30% -638.0 -3.6% $41.43 +9.2%
75 PNC PNC FINANCIAL SERVICES CORP Financial Services 2,850.0 $702K 0.29% $246.22 -0.3%
76 XLE SECTOR SPDR-ENERGY 13,097.0 $696K 0.29% +936.0 +7.7% $53.11 +20.6%
77 RTX RTX CORPORATION Industrials 3,531.0 $670K 0.28% -34.0 -0.9% $189.73 +5.8%
78 JPIB J P MORGAN INTL BD OPP ETF 13,353.0 $646K 0.27% -3K -16.8% $48.35 -1.5%
79 AFL AFLAC INC Financial Services 5,450.0 $639K 0.27% $117.25 -0.0%
80 FTRB FEDERATED HERMES TOTAL RET BOND 24,455.0 $614K 0.26% +3K +12.8% $25.09 -1.7%
Page 4 of 7  ·  139 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%