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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
+10.63%
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
$224M
AUM Growth
+$17.1M
Cap. Flow
-$1.46M
Cap. Flow %
-0.65%
Top 10 Hldgs %
51.2%
Holding
345
New
2
Increased
21
Reduced
111
Closed
30

Top Buys

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.91M
2
VGT icon
Vanguard Information Technology ETF
VGT
+$930K
3
AMZN icon
Amazon
AMZN
+$246K
4
CMG icon
Chipotle Mexican Grill
CMG
+$212K
5
LLY icon
Eli Lilly
LLY
+$175K

Top Sells

Rank Stock Value
1
THFF icon
First Financial Corp
THFF
+$338K
2
UNP icon
Union Pacific
UNP
+$222K
3
SBUX icon
Starbucks
SBUX
+$218K
4
MSFT icon
Microsoft
MSFT
+$215K
5
SCHW
Charles Schwab
SCHW
+$190K

Sector Composition

Rank Sector Weight
1 Financials 18.97%
2 Technology 10.84%
3 Healthcare 5.73%
4 Industrials 3.95%
5 Consumer Staples 3.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BAX icon
226
Baxter International
BAX
$12.8B
$30.3K 0.01%
1,000
– –
COR icon
227
Cencora
COR
$62B
$29.1K 0.01%
97
– –
TAP icon
228
Molson Coors Class B
TAP
$8.02B
$28.9K 0.01%
600
– –
CHRW icon
229
C.H. Robinson
CHRW
$20.5B
$28.8K 0.01%
300
– –
MCK icon
230
McKesson
MCK
$104B
$27.8K 0.01%
38
– –
ADI icon
231
Analog Devices
ADI
$172B
$27.4K 0.01%
115
-71
-38% -$14.8K
USHY icon
232
iShares Broad USD High Yield Corporate Bond ETF
USHY
$29.2B
$26.3K 0.01%
702
-486
-41% -$17.8K
TMUS icon
233
T-Mobile US
TMUS
$195B
$25K 0.01%
105
– –
AMAT icon
234
Applied Materials
AMAT
$347B
$24.9K 0.01%
136
– –
TROW icon
235
T. Rowe Price
TROW
$25.5B
$24.1K 0.01%
250
– –
EMB icon
236
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$23.3K 0.01%
252
-202
-44% -$18.2K
MU icon
237
Micron Technology
MU
$835B
$23.2K 0.01%
188
– –
ORLY icon
238
O'Reilly Automotive
ORLY
$75.1B
$23K 0.01%
255
– –
YUM icon
239
Yum! Brands
YUM
$41.9B
$23K 0.01%
155
– –
DELL icon
240
Dell
DELL
$239B
$22.9K 0.01%
187
– –
AZO icon
241
AutoZone
AZO
$51.3B
$22.3K 0.01%
6
– –
EOG icon
242
EOG Resources
EOG
$77.7B
$22.2K 0.01%
186
-503
-73% -$57.5K
EXC icon
243
Exelon
EXC
$48.1B
$21.7K 0.01%
500
– –
ALLY icon
244
Ally Financial
ALLY
$13.1B
$21.1K 0.01%
542
– –
WBA
245
DELISTED
Walgreens Boots Alliance
WBA
$20.7K 0.01%
1,800
-885
-33% -$9.85K
AMD icon
246
Advanced Micro Devices
AMD
$700B
$20.1K 0.01%
142
– –
UAL icon
247
United Airlines
UAL
$38.8B
$19.1K 0.01%
240
– –
ITOT icon
248
iShares Core S&P Total US Stock Market ETF
ITOT
$92.3B
$18.9K 0.01%
140
-433
-76% -$54K
IWM icon
249
iShares Russell 2000 ETF
IWM
$79.1B
$18.1K 0.01%
84
-284
-77% -$57.2K
MAS icon
250
Masco
MAS
$14.6B
$17.4K 0.01%
271
– –
8 9
10
11 12

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WPWM
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LWP
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BWAM
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First Financial Corp's Q2 2025 Portfolio in Review

As of Q2 2025, First Financial Corp held 345 positions worth $224M, up 8.3% from $207M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

First Financial Corp's Q2 2025 filing shows 2 new, 21 increased, 111 reduced and 30 closed positions. Its largest new stake was Millrose Properties Inc: 1,109 shares worth $31.6K. The largest sale was First Financial Corp, an estimated $338K.

By sector, the portfolio is most concentrated in Financials at 19% of assets, down from 19% a quarter earlier, followed by Technology and Healthcare.

  • First Financial Corp's largest Q2 2025 buy was Millrose Properties Inc: 1,109 shares worth $31.6K.
  • First Financial Corp added most to Vanguard S&P 500 ETF in Q2 2025, an estimated $1.91M increase.
  • First Financial Corp's biggest Q2 2025 reduction was First Financial Corp, cutting an estimated $338K.
  • First Financial Corp fully exited Bank of New York Mellon in Q2 2025, selling an estimated $87.8K.
  • First Financial Corp's ten largest holdings make up 51% of its $224M portfolio in Q2 2025.
  • First Financial Corp opened 2 new positions and closed 30 in Q2 2025.
  • First Financial Corp's portfolio value rose 8.3% quarter-over-quarter to $224M.

Based on First Financial Corp's 13F filing for Q2 2025, filed 9 Jul 2025.