We are live on ! Find out more
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
IYR icon
26
iShares US Real Estate ETF
IYR
$4.75B
$1.65M 0.74%
17,388
+1,014
+6% +$94.6K
HD icon
27
Home Depot
HD
$337B
$1.6M 0.72%
4,374
-17
-0.4% -$6.15K
V icon
28
Visa
V
$701B
$1.59M 0.71%
4,491
-137
-3% -$47.8K
IWB icon
29
iShares Russell 1000 ETF
IWB
$47.1B
$1.56M 0.7%
4,597
– –
LMT icon
30
Lockheed Martin
LMT
$131B
$1.44M 0.64%
3,105
-139
-4% -$65.1K
SPYG icon
31
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
$49.4B
$1.43M 0.64%
15,032
– –
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$4.12T
$1.39M 0.62%
7,893
– –
QQQ icon
33
Invesco QQQ Trust
QQQ
$436B
$1.38M 0.62%
2,501
+17
+0.7% +$8.46K
PANW icon
34
Palo Alto Networks
PANW
$256B
$1.35M 0.6%
6,614
-143
-2% -$26.6K
JCI icon
35
Johnson Controls International
JCI
$85.1B
$1.23M 0.55%
11,641
+280
+2% +$25.8K
WMT icon
36
Walmart Inc
WMT
$909B
$1.18M 0.53%
12,099
-246
-2% -$23.4K
NEE icon
37
NextEra Energy
NEE
$184B
$1.13M 0.51%
16,297
-894
-5% -$62.1K
AVUV icon
38
Avantis US Small Cap Value ETF
AVUV
$30.3B
$1.07M 0.48%
11,785
-455
-4% -$39.2K
ICE icon
39
Intercontinental Exchange
ICE
$87.2B
$1.07M 0.48%
5,828
+814
+16% +$140K
CMCSA icon
40
Comcast
CMCSA
$87.3B
$1.05M 0.47%
29,518
-1,052
-3% -$36.4K
VWO icon
41
Vanguard FTSE Emerging Markets ETF
VWO
$117B
$1.04M 0.46%
21,026
-1,720
-8% -$79.8K
PYPL icon
42
PayPal
PYPL
$50.3B
$1.03M 0.46%
13,839
+1,643
+13% +$113K
IWD icon
43
iShares Russell 1000 Value ETF
IWD
$81.4B
$1.01M 0.45%
5,204
– –
LIN icon
44
Linde
LIN
$236B
$1.01M 0.45%
2,154
-217
-9% -$99K
MDLZ icon
45
Mondelez International
MDLZ
$83.4B
$1.01M 0.45%
14,955
-584
-4% -$39K
CMG icon
46
Chipotle Mexican Grill
CMG
$43.9B
$997K 0.44%
17,748
+4,159
+31% +$212K
TMO icon
47
Thermo Fisher Scientific
TMO
$214B
$990K 0.44%
2,442
+214
+10% +$89.5K
IWF icon
48
iShares Russell 1000 Growth ETF
IWF
$117B
$987K 0.44%
9,296
– –
MRK icon
49
Merck
MRK
$322B
$961K 0.43%
12,142
-798
-6% -$63.4K
KO icon
50
Coca-Cola
KO
$383B
$926K 0.41%
13,088
-200
-2% -$14.2K
1
2
3 4 5

Similar funds

GIM
Goodlander Investment Management Dallas, Texas $289M AUM 225.62% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
PIA
PineBridge Investments Asia Hong Kong $289M AUM
WPWM
Windward Private Wealth Management Overland Park, Kansas $289M AUM 12.08% 1-Year Est. Return
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return

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.