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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
CCL icon
301
Carnival Corporation Ltd
CCL
$38.1B
$2.81K ﹤0.01%
100
– –
ITW icon
302
Illinois Tool Works
ITW
$84.1B
$2.47K ﹤0.01%
10
-320
-97% -$77.3K
TGT icon
303
Target
TGT
$66.3B
$2.37K ﹤0.01%
24
-256
-91% -$24.6K
RC
304
Ready Capital
RC
$260M
$2.27K ﹤0.01%
520
– –
NCLH icon
305
Norwegian Cruise Line
NCLH
$9.53B
$2.03K ﹤0.01%
100
– –
BSV icon
306
Vanguard Short-Term Bond ETF
BSV
$44.7B
$1.97K ﹤0.01%
25
– –
AMTM
307
Amentum Holdings
AMTM
$5.33B
$1.86K ﹤0.01%
79
– –
VTRS icon
308
Viatris
VTRS
$20.8B
$1.63K ﹤0.01%
182
– –
SWKS icon
309
Skyworks Solutions
SWKS
$9.21B
$1.49K ﹤0.01%
20
– –
DNP icon
310
DNP Select Income Fund
DNP
$4.14B
$1.41K ﹤0.01%
144
– –
KHC icon
311
Kraft Heinz
KHC
$32.8B
$1.19K ﹤0.01%
46
– –
LABU icon
312
Direxion Daily S&P Biotech Bull 3X ETF
LABU
$517M
$854 ﹤0.01%
15
– –
OXY.WS icon
313
Occidental Petroleum Corp Warrants
OXY.WS
$32.1B
$518 ﹤0.01%
25
– –
SOLV icon
314
Solventum
SOLV
$15.3B
$152 ﹤0.01%
2
-1
-33% -$71
AEP icon
315
American Electric Power
AEP
$70.4B
– –
-475
Closed -$51.9K
AFL icon
316
Aflac
AFL
$65.5B
– –
-33
Closed -$3.67K
ALC icon
317
Alcon
ALC
$34B
– –
-1
Closed -$94
BDX icon
318
Becton Dickinson
BDX
$46.4B
– –
-7
Closed -$1.6K
BNY
319
Bank of New York Mellon
BNY
$103B
– –
-1,047
Closed -$87.8K
CLX icon
320
Clorox
CLX
$12B
– –
-8
Closed -$1.18K
DGX icon
321
Quest Diagnostics
DGX
$26B
– –
-251
Closed -$42.5K
DLR icon
322
Digital Realty Trust
DLR
$69.6B
– –
-235
Closed -$33.7K
EMBC icon
323
Embecta
EMBC
$218M
– –
-1
Closed -$13
EW icon
324
Edwards Lifesciences
EW
$49.4B
– –
-954
Closed -$69.1K
GLW icon
325
Corning
GLW
$107B
– –
-175
Closed -$8.01K
10 11 12
13
14

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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.