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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MRK MERCK & CO INC COM Healthcare 4,715.0 $606K 0.25% $128.50 +17.0%
82 BIV VANGUARD INTERMEDIATE TERM B 7,724.0 $592K 0.25% +280.0 +3.8% $76.70 -2.3%
83 XOM EXXON MOBIL CORP Energy 4,304.0 $588K 0.25% +649.0 +17.8% $136.72 +16.6%
84 VXUS VANGUARD TOTAL INTL STOCK INDEX 6,802.0 $582K 0.24% -673.0 -9.0% $85.49 +3.4%
85 META META PLATFORMS, INC Communication Services 1,030.0 $580K 0.24% -80.0 -7.2% $563.29 +9.5%
86 IVV ISHARE S&P 500 INDEX 767.0 $574K 0.24% -11.0 -1.4% $748.89 +3.3%
87 DE DEERE & CO COM Industrials 905.0 $574K 0.24% -150.0 -14.2% $634.33 +9.3%
88 VTEB VANGUARD MUN BD FDS 11,152.0 $564K 0.24% +3K +33.2% $50.58 -3.4%
89 PG PROCTER & GAMBLE CO COM Consumer Defensive 3,825.0 $561K 0.23% -118.0 -3.0% $146.64 -0.1%
90 BND VANGUARD TOTAL BOND MARKET ETF 7,495.0 $550K 0.23% -782.0 -9.4% $73.41 -2.0%
91 KO COCA COLA COMMON STOCK Consumer Defensive 6,375.0 $518K 0.22% $81.27 +8.4%
92 TT TRANE TECHNOLOGIES PLC ORD SHS Industrials 1,002.0 $492K 0.21% -10.0 -1.0% $491.16 -8.8%
93 XLP CONSUMER STAPLES SPDR 5,913.0 $491K 0.20% -282.0 -4.5% $83.07 +1.8%
94 FLCB FRANKLIN US CORE BOND ETF 22,295.0 $477K 0.20% $21.40 -2.1%
95 CSPF COHEN & STEERS PREFERRED AND INCOME ETF 17,962.0 $468K 0.20% +7K +57.2% $26.08 -0.9%
96 AVGO BROADCOM INC COM Technology 1,211.0 $457K 0.19% $377.75 -5.3%
97 WFC WELLS FARGO & CO NEW Financial Services 5,381.0 $445K 0.19% -363.0 -6.3% $82.64 +8.9%
98 ORCL ORACLE CORP COM Technology 2,959.0 $434K 0.18% +34.0 +1.2% $146.55 +8.4%
99 SPY SPDR S&P 500 ETF TRUST Financial Services 572.0 $427K 0.18% $746.77 +3.1%
100 DIA SPDR DOW JONES INDL AVRG ETF UT SER 1 Financial Services 775.0 $405K 0.17% $522.39 +2.2%
Page 5 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%