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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 7 of 7  ·  135 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 HCA HCA HEALTHCARE INC COM Healthcare 535.0 $253K 0.12% +14.0 +2.7% $473.24 -16.7%
122 WMT WAL MART STORES INC COM Consumer Defensive 2,036.0 $253K 0.12% NEW $124.28 -3.2%
123 SPYG SPDR SER TR PRTFLO S&P500 GW 2,571.0 $252K 0.12% $97.91 +20.8%
124 ETN EATON CORP PLC Industrials 665.0 $238K 0.11% $357.67 +9.4%
125 GILD GILEAD SCIENCES INC Healthcare 1,681.0 $234K 0.11% NEW $139.37 -3.6%
126 DHR DANAHER CORPORATION Healthcare 1,224.0 $232K 0.11% +200.0 +19.5% $189.60 -9.3%
127 MDT MEDTRONIC PLC Healthcare 2,649.0 $230K 0.11% $86.65 -9.3%
128 LNT ALLIANT CORP STOCK Utilities 3,178.0 $228K 0.11% $71.76 +3.1%
129 MTB M & T BK CORP COM Financial Services 1,067.0 $221K 0.10% NEW $206.72 +3.1%
130 JMST JP MORGAN ULTRA SHORT MUNI INC ETF 4,273.0 $218K 0.10% +281.0 +7.0% $50.98 -0.2%
131 XLU CEF SELECT UTILITIES SPDR 4,637.0 $213K 0.10% NEW $45.89 -1.2%
132 PWR QUANTA SERVICES INC ORD SHS Industrials 367.0 $201K 0.10% NEW $549.02 +31.8%
133 MO ALTRIA GROUP INC Consumer Defensive 3,042.0 $201K 0.10% NEW $65.99 +12.0%
134 BHK BLACKROCK CORE BOND TRUST Financial Services 10,310.0 $94K 0.04% $9.16 -3.1%
135 NYMOX PHARMACEUTICAL CORP ORD SHS Corp 35,100.0 $2K 0.00% $0.07
Page 7 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%