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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
+17.22%
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
$289M
AUM Growth
+$34.5M
Cap. Flow
-$2.83M
Cap. Flow %
-0.98%
Top 10 Hldgs %
52.99%
Holding
305
New
2
Increased
23
Reduced
70
Closed
10

Top Buys

Rank Stock Value
1
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$92.2K
2
EFA icon
iShares MSCI EAFE ETF
EFA
+$84.6K
3
VDC icon
Vanguard Consumer Staples ETF
VDC
+$54.9K
4
CMG icon
Chipotle Mexican Grill
CMG
+$44.8K
5
ICE icon
Intercontinental Exchange
ICE
+$32.6K

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$989K
2
VGT icon
Vanguard Information Technology ETF
VGT
+$644K
3
THFF icon
First Financial Corp
THFF
+$632K
4
IWF icon
iShares Russell 1000 Growth ETF
IWF
+$329K
5
IWD icon
iShares Russell 1000 Value ETF
IWD
+$251K

Sector Composition

Rank Sector Weight
1 Financials 20.38%
2 Technology 9.66%
3 Healthcare 5.07%
4 Industrials 3.09%
5 Consumer Discretionary 2.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CSCO icon
51
Cisco
CSCO
$450B
$1.1M 0.38%
9,360
– –
CAT icon
52
Caterpillar
CAT
$361B
$1.05M 0.36%
987
– –
AVUV icon
53
Avantis US Small Cap Value ETF
AVUV
$30.3B
$1.04M 0.36%
8,312
-260
-3% -$31K
LIN icon
54
Linde
LIN
$236B
$973K 0.34%
1,875
-19
-1% -$9.62K
INTC icon
55
Intel
INTC
$424B
$956K 0.33%
6,850
– –
CVX icon
56
Chevron
CVX
$382B
$874K 0.3%
5,272
+63
+1% +$11.7K
COST icon
57
Costco
COST
$432B
$864K 0.3%
924
-10
-1% -$9.96K
IWF icon
58
iShares Russell 1000 Growth ETF
IWF
$118B
$852K 0.29%
6,864
-2,732
-28% -$329K
CMG icon
59
Chipotle Mexican Grill
CMG
$44B
$824K 0.29%
24,229
+1,371
+6% +$44.8K
KLAC icon
60
KLA
KLAC
$227B
$821K 0.28%
2,720
– –
VDE icon
61
Vanguard Energy ETF
VDE
$9.91B
$794K 0.27%
5,289
-342
-6% -$55.4K
ICE icon
62
Intercontinental Exchange
ICE
$87.4B
$780K 0.27%
6,336
+217
+4% +$32.6K
VPU
63
Vanguard Utilities ETF
VPU
$8.61B
$772K 0.27%
3,945
-87
-2% -$17.1K
VNQ icon
64
Vanguard Real Estate ETF
VNQ
$39.9B
$771K 0.27%
7,994
-290
-4% -$27.7K
MDLZ icon
65
Mondelez International
MDLZ
$83.7B
$743K 0.26%
12,846
-352
-3% -$21.2K
DIA icon
66
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.3B
$730K 0.25%
1,397
-203
-13% -$101K
RTX icon
67
RTX Corp
RTX
$295B
$710K 0.25%
3,744
-14
-0.4% -$2.57K
MGC icon
68
Vanguard Mega Cap 300 Index ETF
MGC
$9.81B
$684K 0.24%
2,500
– –
GUNR icon
69
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.18B
$668K 0.23%
13,565
– –
STX icon
70
Seagate
STX
$180B
$660K 0.23%
684
-10
-1% -$7.63K
VAW icon
71
Vanguard Materials ETF
VAW
$3B
$655K 0.23%
2,864
-85
-3% -$19.7K
IWR icon
72
iShares Russell Mid-Cap ETF
IWR
$56.1B
$650K 0.22%
5,891
– –
MCD icon
73
McDonald's
MCD
$193B
$637K 0.22%
2,356
-29
-1% -$8.32K
BHP icon
74
BHP
BHP
$212B
$636K 0.22%
7,637
-257
-3% -$21.3K
BAC icon
75
Bank of America
BAC
$435B
$603K 0.21%
10,582
– –
1 2
3
4 5

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First Financial Corp's Q2 2026 Portfolio in Review

As of Q2 2026, First Financial Corp held 305 positions worth $289M, up 14% from $255M the previous quarter. Its ten largest holdings account for 53% of the portfolio.

Trading was light in Q2 2026: portfolio turnover was 3.9%. First Financial Corp opened 2 new positions and exited 10, leaving the 305-position portfolio largely intact.

By sector, the portfolio is most concentrated in Financials at 20% of assets, up from 20% a quarter earlier, followed by Technology and Healthcare.

  • First Financial Corp's largest Q2 2026 buy was Innovator Emerging Markets Power Buffer ETF April: 754 shares worth $24.8K.
  • First Financial Corp added most to Vanguard FTSE Developed Markets ETF in Q2 2026, an estimated $92.2K increase.
  • First Financial Corp's biggest Q2 2026 reduction was Vanguard S&P 500 ETF, cutting an estimated $989K.
  • First Financial Corp fully exited Honeywell in Q2 2026, selling an estimated $156K.
  • First Financial Corp's ten largest holdings make up 53% of its $289M portfolio in Q2 2026.
  • First Financial Corp opened 2 new positions and closed 10 in Q2 2026.
  • First Financial Corp's portfolio value rose 14% quarter-over-quarter to $289M.

Based on First Financial Corp's 13F filing for Q2 2026, filed 7 Jul 2026.