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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
+3.41%
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
$265M
AUM Growth
+$9.74M
Cap. Flow
+$2.51M
Cap. Flow %
0.95%
Top 10 Hldgs %
50.69%
Holding
322
New
6
Increased
29
Reduced
62
Closed
13

Top Buys

Rank Stock Value
1
THFF icon
First Financial Corp
THFF
+$1.14M
2
VOO icon
Vanguard S&P 500 ETF
VOO
+$948K
3
NVDA icon
NVIDIA
NVDA
+$921K
4
VOX icon
Vanguard Communication Services ETF
VOX
+$535K
5
VO icon
Vanguard Mid-Cap ETF
VO
+$432K

Top Sells

Rank Stock Value
1
CMCSA icon
Comcast
CMCSA
+$656K
2
VGT icon
Vanguard Information Technology ETF
VGT
+$387K
3
IWD icon
iShares Russell 1000 Value ETF
IWD
+$319K
4
LLY icon
Eli Lilly
LLY
+$102K
5
JPM icon
JPMorgan Chase
JPM
+$94.1K

Sector Composition

Rank Sector Weight
1 Financials 18.59%
2 Technology 9.99%
3 Healthcare 5.58%
4 Industrials 3.23%
5 Consumer Discretionary 2.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SWKS icon
301
Skyworks Solutions
SWKS
$9.73B
$1.27K ﹤0.01%
20
– –
RC
302
Ready Capital
RC
$261M
$1.13K ﹤0.01%
520
– –
BSV icon
303
Vanguard Short-Term Bond ETF
BSV
$44.7B
$867 ﹤0.01%
11
– –
OXY.WS icon
304
Occidental Petroleum Corp Warrants
OXY.WS
$30.1B
$482 ﹤0.01%
25
– –
GEHC icon
305
GE HealthCare
GEHC
$29.2B
$164 ﹤0.01%
+2
New +$156
SOLV icon
306
Solventum
SOLV
$14.9B
$158 ﹤0.01%
2
– –
CNX icon
307
CNX Resources
CNX
$4.84B
– –
-160
Closed -$5.14K
COKE icon
308
Coca-Cola Consolidated
COKE
$13B
– –
-30
Closed -$3.52K
COR icon
309
Cencora
COR
$62.2B
– –
-97
Closed -$30.3K
CTSH icon
310
Cognizant
CTSH
$23.8B
– –
-139
Closed -$9.32K
DHI icon
311
D.R. Horton
DHI
$42.3B
– –
-57
Closed -$9.66K
DOV icon
312
Dover
DOV
$27.4B
– –
-83
Closed -$13.8K
FE icon
313
FirstEnergy
FE
$28.7B
– –
-249
Closed -$11.4K
FTV icon
314
Fortive
FTV
$19.5B
– –
-149
Closed -$7.3K
KHC icon
315
Kraft Heinz
KHC
$32.4B
– –
-46
Closed -$1.2K
PGR icon
316
Progressive
PGR
$128B
– –
-43
Closed -$10.6K
SNA icon
317
Snap-on
SNA
$21.7B
– –
-23
Closed -$7.97K
VT icon
318
Vanguard Total World Stock ETF
VT
$76.3B
– –
-79
Closed -$10.9K
AMTM
319
Amentum Holdings
AMTM
$5.73B
– –
-79
Closed -$1.89K
9 10 11 12
13

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First Financial Corp's Q4 2025 Portfolio in Review

As of Q4 2025, First Financial Corp held 322 positions worth $265M, up 3.8% from $255M the previous quarter. Its ten largest holdings account for 51% of the portfolio.

First Financial Corp's Q4 2025 filing shows 6 new, 29 increased, 62 reduced and 13 closed positions. Its largest new stake was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 565 shares worth $31.7K. The largest sale was Comcast, an estimated $656K.

By sector, the portfolio is most concentrated in Financials at 19% of assets, up from 18% a quarter earlier, followed by Technology and Healthcare.

  • First Financial Corp's largest Q4 2025 buy was State Street SPDR S&P 500 Fossil Fuel Reserves Free ETF: 565 shares worth $31.7K.
  • First Financial Corp added most to First Financial Corp in Q4 2025, an estimated $1.14M increase.
  • First Financial Corp's biggest Q4 2025 reduction was Comcast, cutting an estimated $656K.
  • First Financial Corp fully exited Cencora in Q4 2025, selling an estimated $30.3K.
  • First Financial Corp's ten largest holdings make up 51% of its $265M portfolio in Q4 2025.
  • First Financial Corp opened 6 new positions and closed 13 in Q4 2025.
  • First Financial Corp's portfolio value rose 3.8% quarter-over-quarter to $265M.

Based on First Financial Corp's 13F filing for Q4 2025, filed 13 Jan 2026.