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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
Cap. Flow
-$2.83M
Cap. Flow %
-0.98%
Top 10 Hldgs %
52.99%
Holding
305
New
2
Increased
23
Reduced
70
Closed
10

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$92.2K
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$84.6K
3
VDC icon
Vanguard Consumer Staples ETF
VDC
+$54.9K
4
CMG icon
Chipotle Mexican Grill
CMG
+$44.8K
5
ICE icon
Intercontinental Exchange
ICE
+$32.6K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$989K
2
VGT icon
Vanguard Information Technology ETF
VGT
+$644K
3
THFF icon
First Financial Corp
THFF
+$632K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$329K
5
IWD icon
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
ALLY icon
251
Ally Financial
ALLY
$13.1B
$15.7K 0.01%
342
– –
MDT icon
252
Medtronic
MDT
$112B
$14.9K 0.01%
191
– –
EMB icon
253
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$14K ﹤0.01%
145
-47
-24% -$4.5K
FCX icon
254
Freeport-McMoran
FCX
$86.2B
$13.6K ﹤0.01%
217
– –
EMN icon
255
Eastman Chemical
EMN
$7.69B
$13.4K ﹤0.01%
200
– –
VFC icon
256
VF Corp
VFC
$5.92B
$13.3K ﹤0.01%
800
– –
CBRE icon
257
CBRE Group
CBRE
$43.3B
$13.3K ﹤0.01%
99
– –
GSK icon
258
GSK
GSK
$107B
$13.2K ﹤0.01%
252
– –
PSX icon
259
Phillips 66
PSX
$82.9B
$11.7K ﹤0.01%
69
– –
MMM icon
260
3M
MMM
$91.8B
$11.7K ﹤0.01%
72
– –
MLCO icon
261
Melco Resorts & Entertainment
MLCO
$2.21B
$10.5K ﹤0.01%
2,000
– –
WBD icon
262
Warner Bros
WBD
$64.3B
$10K ﹤0.01%
376
-8
-2% -$216
OXY icon
263
Occidental Petroleum
OXY
$55.7B
$9.71K ﹤0.01%
200
– –
BA icon
264
Boeing
BA
$169B
$9.09K ﹤0.01%
42
– –
EOG icon
265
EOG Resources
EOG
$77.7B
$8.95K ﹤0.01%
69
– –
CNP icon
266
CenterPoint Energy
CNP
$28.3B
$8.81K ﹤0.01%
200
– –
ISRG icon
267
Intuitive Surgical
ISRG
$127B
$8.75K ﹤0.01%
22
– –
VBR icon
268
Vanguard Small-Cap Value ETF
VBR
$37.2B
$8.51K ﹤0.01%
35
– –
NFG icon
269
National Fuel Gas
NFG
$7.69B
$7.72K ﹤0.01%
100
– –
OGN icon
270
Organon & Co
OGN
$3.56B
$6.09K ﹤0.01%
450
– –
GLDM icon
271
SPDR Gold MiniShares Trust
GLDM
$27.5B
$5.72K ﹤0.01%
72
– –
EFX icon
272
Equifax
EFX
$22B
$5.55K ﹤0.01%
35
– –
ENB icon
273
Enbridge
ENB
$120B
$5.42K ﹤0.01%
100
– –
DNP icon
274
DNP Select Income Fund
DNP
$4.14B
$5.39K ﹤0.01%
500
-144
-22% -$1.54K
GILD icon
275
Gilead Sciences
GILD
$165B
$5.31K ﹤0.01%
42
– –
9 10
11
12 13

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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.