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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 2 of 3  ·  52 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 ABBV ABBVIE INC Healthcare 5,514.0 $1.2M 0.57% +200.0 +3.8% $217.49 -0.8%
22 XLC SELECT SECTOR SPDR TR COMMUNICATION 10,089.0 $1.1M 0.53% +636.0 +6.7% $110.86 +4.1%
23 MTUM ISHARES MSCI USA MOMENTUM FACTOR ETF 4,307.0 $1.0M 0.49% +540.0 +14.3% $239.99 +26.5%
24 LOW LOWES COMPANIES INC Consumer Cyclical 4,289.0 $1.0M 0.48% +46.0 +1.1% $236.28 -9.0%
25 MCD MCDONALDS CORP Consumer Cyclical 3,257.0 $1.0M 0.48% +66.0 +2.1% $310.79 -9.2%
26 VCRB VANGUARD MALVERN FDS CORE BD ETF 13,035.0 $1.0M 0.48% +827.0 +6.8% $77.38 -0.8%
27 EFG ISHARES MSCI EAFE GROWTH INDEX FUND ETF 7,763.0 $865K 0.41% +2K +24.2% $111.37 +9.1%
28 USMV ISHARES TR MIN VOL USA ETF 9,310.0 $863K 0.41% +673.0 +7.8% $92.74 +4.5%
29 XLY CONSUMER DISCRETIONARY SELECT SECTOR SPDR FD 7,590.0 $827K 0.39% +48.0 +0.6% $108.98 +9.4%
30 AMZN AMAZON COM INC Consumer Cyclical 3,840.0 $800K 0.38% +201.0 +5.5% $208.27 +27.9%
31 VLUE ISHARES MSCI USA VALUE FACTOR ETF 4,794.0 $682K 0.32% +869.0 +22.1% $142.19 +31.7%
32 META META PLATFORMS, INC Communication Services 1,110.0 $635K 0.30% +113.0 +11.3% $572.13 +6.7%
33 XOM EXXON MOBIL CORP Energy 3,655.0 $620K 0.29% +1K +42.0% $169.66 -8.7%
34 PG PROCTER & GAMBLE CO COM Consumer Defensive 3,943.0 $570K 0.27% +264.0 +7.2% $144.44 -0.0%
35 MRK MERCK & CO INC COM Healthcare 4,715.0 $567K 0.27% +200.0 +4.4% $120.29 +1.8%
36 FTRB FEDERATED HERMES TOTAL RET BOND 21,683.0 $545K 0.26% +2K +11.4% $25.14 -0.6%
37 GOOG ALPHABET INC CLASS C Communication Services 1,889.0 $542K 0.26% +461.0 +32.3% $286.86 +32.3%
38 HON HONEYWELL INTL INC COM Industrials 2,258.0 $510K 0.24% +35.0 +1.6% $226.03 +0.8%
39 IVV ISHARE S&P 500 INDEX 778.0 $508K 0.24% +352.0 +82.6% $653.21 +14.7%
40 ORCL ORACLE CORP COM Technology 2,925.0 $430K 0.20% +49.0 +1.7% $147.11 +30.6%
Page 2 of 3  ·  52 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%