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FFC
First Financial Corp Portfolio holdings
AUM
$289M
1-Year Est. Return
28.65%
This Fund
S&P 500
This Quarter
Est. Return
+17.22%
1 Year Est. Return
+28.65%
3 Year Est. Return
+88.33%
5 Year Est. Return
+105.31%
10 Year Est. Return
+305.26%
AUM
$289M
AUM Growth
+$34.5M
(+14%)
Cap. Flow
-$2.83M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
52.99%
Holding
305
New
2
Increased
23
Reduced
70
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$92.2K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$84.6K |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
+$54.9K |
| 4 |
Chipotle Mexican Grill
CMG
|
+$44.8K |
| 5 |
Intercontinental Exchange
ICE
|
+$32.6K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$989K |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$644K |
| 3 |
First Financial Corp
THFF
|
+$632K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$329K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$251K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Financials | 20.38% |
| 2 | Technology | 9.66% |
| 3 | Healthcare | 5.07% |
| 4 | Industrials | 3.09% |
| 5 | Consumer Discretionary | 2.43% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
First Financial Corp
THFF
$948M
| $48.9M | 16.91% |
631,112
-9,161
| -1% | -$632K |
|
|
2
Vanguard S&P 500 ETF
VOO
$956B
| $35.9M | 12.41% |
52,235
-1,483
| -3% | -$989K |
|
|
3
Vanguard Information Technology ETF
VGT
$133B
| $18.5M | 6.41% |
154,898
-5,878
| -4% | -$644K |
|
|
4
Vanguard FTSE Developed Markets ETF
VEA
$223B
| $11.3M | 3.91% |
158,651
+1,323
| +0.8% | +$92.2K |
|
5
iShares Core S&P 500 ETF
IVV
$858B
| $9.27M | 3.21% |
12,380
| – | – |
|
6
Vanguard Morningstar Mid-Cap ETF
VO
$106B
| $6.56M | 2.27% |
81,406
-110
| -0.1% | -$8.53K |
|
7
Microsoft
MSFT
$2.9T
| $6.23M | 2.16% |
16,710
-235
| -1% | -$95.1K |
|
8
Vanguard Morningstar Small-Cap ETF
VB
$78.9B
| $5.84M | 2.02% |
19,278
-114
| -0.6% | -$32.7K |
|
9
Apple
AAPL
$4.97T
| $5.64M | 1.95% |
19,477
-226
| -1% | -$64.6K |
|
10
Eli Lilly
LLY
$1.08T
| $5.05M | 1.75% |
4,212
-78
| -2% | -$79.7K |
|
11
Vanguard Communication Services ETF
VOX
$5.68B
| $4.5M | 1.56% |
24,462
-44
| -0.2% | -$8.44K |
|
12
NVIDIA
NVDA
$4.6T
| $4.16M | 1.44% |
20,776
-308
| -1% | -$63.3K |
|
13
Broadcom
AVGO
$1.76T
| $3.8M | 1.31% |
10,050
| – | – |
|
14
FlexShares International Quality Dividend Index Fund
IQDF
$1.12B
| $3.61M | 1.25% |
104,470
| – | – |
|
15
Vanguard Financials ETF
VFH
$13.4B
| $3.6M | 1.25% |
27,365
-467
| -2% | -$59.6K |
|
16
JPMorgan Chase
JPM
$916B
| $3.28M | 1.14% |
10,030
-79
| -0.8% | -$24.5K |
|
17
Invesco NASDAQ 100 ETF
QQQM
$93B
| $3.12M | 1.08% |
10,295
-98
| -0.9% | -$27.8K |
|
18
Vanguard Industrials ETF
VIS
$7.94B
| $2.94M | 1.02% |
8,171
-198
| -2% | -$67.1K |
|
19
Vanguard Consumer Discretionary ETF
VCR
$5.97B
| $2.89M | 1% |
7,277
-259
| -3% | -$101K |
|
20
Alphabet (Google) Class A
GOOGL
$4.12T
| $2.67M | 0.93% |
7,484
| – | – |
|
21
Vanguard Health Care ETF
VHT
$18.5B
| $2.64M | 0.91% |
8,837
-98
| -1% | -$27.2K |
|
|
22
iShares MSCI EAFE ETF
EFA
$76.4B
| $2.61M | 0.9% |
25,099
+823
| +3% | +$84.6K |
|
23
Amazon
AMZN
$2.44T
| $2.39M | 0.83% |
10,041
-58
| -0.6% | -$14.6K |
|
24
AbbVie
ABBV
$465B
| $2.34M | 0.81% |
9,288
| – | – |
|
25
iShares MSCI Emerging Markets ex China ETF
EMXC
$22.1B
| $2.27M | 0.79% |
22,236
| – | – |
|
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First Financial Corp's Q2 2026 Portfolio in Review
As of Q2 2026, First Financial Corp held 305 positions worth $289M, up 14% from $255M the previous quarter. Its ten largest holdings account for 53% of the portfolio.
Trading was light in Q2 2026: portfolio turnover was 3.9%. First Financial Corp opened 2 new positions and exited 10, leaving the 305-position portfolio largely intact.
By sector, the portfolio is most concentrated in Financials at 20% of assets, up from 20% a quarter earlier, followed by Technology and Healthcare.
- First Financial Corp's largest Q2 2026 buy was Innovator Emerging Markets Power Buffer ETF April: 754 shares worth $24.8K.
- First Financial Corp added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $92.2K increase.
- First Financial Corp's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $989K.
- First Financial Corp fully exited Honeywell in Q2 2026, selling an estimated $156K.
- First Financial Corp's ten largest holdings make up 53% of its $289M portfolio in Q2 2026.
- First Financial Corp opened 2 new positions and closed 10 in Q2 2026.
- First Financial Corp's portfolio value rose 14% quarter-over-quarter to $289M.
Based on First Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.