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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
(+8.3%)
Cap. Flow
-$1.46M
Cap. Flow
% of AUM
-0.65%
Top 10 Holdings %
Top 10 Hldgs %
51.2%
Holding
345
New
2
Increased
21
Reduced
111
Closed
30
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$1.91M |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$930K |
| 3 |
Amazon
AMZN
|
+$246K |
| 4 |
Chipotle Mexican Grill
CMG
|
+$212K |
| 5 |
Eli Lilly
LLY
|
+$175K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
First Financial Corp
THFF
|
+$338K |
| 2 |
Union Pacific
UNP
|
+$222K |
| 3 |
Starbucks
SBUX
|
+$218K |
| 4 |
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 | |
|---|---|---|---|---|---|---|
251
Dover
DOV
$26.7B
| $15.2K | 0.01% |
83
-347
| -81% | -$60.4K |
|
252
Schwab U.S Small- Cap ETF
SCHA
$21.8B
| $15.1K | 0.01% |
596
| – | – |
|
253
Eastman Chemical
EMN
$7.69B
| $14.9K | 0.01% |
200
| – | – |
|
254
Melco Resorts & Entertainment
MLCO
$2.21B
| $14.5K | 0.01% |
2,000
| – | – |
|
255
Halliburton
HAL
$26.1B
| $14.3K | 0.01% |
700
| – | – |
|
256
CBRE Group
CBRE
$43.3B
| $13.9K | 0.01% |
99
| – | – |
|
257
Intuitive Surgical
ISRG
$127B
| $12K | 0.01% |
22
| – | – |
|
258
Progressive
PGR
$128B
| $11.5K | 0.01% |
43
| – | – |
|
259
3M
MMM
$91.8B
| $11K | ﹤0.01% |
72
-6
| -8% | -$857 |
|
260
Cognizant
CTSH
$25.2B
| $10.8K | ﹤0.01% |
139
| – | – |
|
261
ASML
ASML
$596B
| $10.4K | ﹤0.01% |
13
| – | – |
|
262
ServiceNow
NOW
$120B
| $10.3K | ﹤0.01% |
50
| – | – |
|
263
FirstEnergy
FE
$28.4B
| $10K | ﹤0.01% |
249
| – | – |
|
264
GSK
GSK
$107B
| $9.68K | ﹤0.01% |
252
| – | – |
|
265
Dow Inc
DOW
$22B
| $9.45K | ﹤0.01% |
357
| – | – |
|
266
Freeport-McMoran
FCX
$86.2B
| $9.41K | ﹤0.01% |
217
| – | – |
|
267
VF Corp
VFC
$5.92B
| $9.4K | ﹤0.01% |
800
-18
| -2% | -$223 |
|
268
Equifax
EFX
$22B
| $9.08K | ﹤0.01% |
35
| – | – |
|
269
Boeing
BA
$169B
| $8.8K | ﹤0.01% |
42
| – | – |
|
270
Gilead Sciences
GILD
$165B
| $8.54K | ﹤0.01% |
77
-662
| -90% | -$70.5K |
|
271
National Fuel Gas
NFG
$7.69B
| $8.47K | ﹤0.01% |
100
| – | – |
|
272
Occidental Petroleum
OXY
$55.7B
| $8.4K | ﹤0.01% |
200
| – | – |
|
273
Phillips 66
PSX
$82.9B
| $8.23K | ﹤0.01% |
69
-579
| -89% | -$64.9K |
|
274
Vanguard Total Bond Market
BND
$158B
| $8.1K | ﹤0.01% |
110
| – | – |
|
275
Fortive
FTV
$18B
| $7.77K | ﹤0.01% |
149
-181
| -55% | -$9.48K |
|
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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.