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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
GPC icon
326
Genuine Parts
GPC
$17.9B
– –
-377
Closed -$44.9K
GWW icon
327
W.W. Grainger
GWW
$64.2B
– –
-2
Closed -$1.98K
HSY icon
328
Hershey
HSY
$37.3B
– –
-25
Closed -$4.28K
ICUI icon
329
ICU Medical
ICUI
$4.16B
– –
-200
Closed -$27.8K
INTU icon
330
Intuit
INTU
$91.1B
– –
-114
Closed -$70K
IVE icon
331
iShares S&P 500 Value ETF
IVE
$49.1B
– –
-366
Closed -$69.8K
IVW icon
332
iShares S&P 500 Growth ETF
IVW
$70.5B
– –
-805
Closed -$74.7K
KD icon
333
Kyndryl
KD
$3.09B
– –
-1
Closed -$31
KMX icon
334
CarMax
KMX
$8.39B
– –
-460
Closed -$35.8K
KTB icon
335
Kontoor Brands
KTB
$4.71B
– –
-2
Closed -$128
LHX icon
336
L3Harris
LHX
$55.4B
– –
-9
Closed -$1.88K
MRSH
337
Marsh
MRSH
$94.3B
– –
-303
Closed -$73.9K
PAYX icon
338
Paychex
PAYX
$43.4B
– –
-19
Closed -$2.93K
PDBC icon
339
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$6.38B
– –
-1,573
Closed -$21.4K
USB icon
340
US Bancorp
USB
$97.9B
– –
-854
Closed -$36.1K
VLO icon
341
Valero Energy
VLO
$89.5B
– –
-200
Closed -$26.4K
VT icon
342
Vanguard Total World Stock ETF
VT
$75.3B
– –
-79
Closed -$9.16K
WEC icon
343
WEC Energy
WEC
$36.3B
– –
-17
Closed -$1.85K
XEL icon
344
Xcel Energy
XEL
$49.2B
– –
-688
Closed -$48.7K
10 11 12 13
14

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LWP
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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.