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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
(+14%)
Cap. Flow
-$2.83M
Cap. Flow
% of AUM
-0.98%
Top 10 Holdings %
Top 10 Hldgs %
52.99%
Holding
305
New
2
Increased
23
Reduced
70
Closed
10
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$92.2K |
| 2 |
iShares MSCI EAFE ETF
EFA
|
+$84.6K |
| 3 |
Vanguard Consumer Staples ETF
VDC
|
+$54.9K |
| 4 |
Chipotle Mexican Grill
CMG
|
+$44.8K |
| 5 |
Intercontinental Exchange
ICE
|
+$32.6K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard S&P 500 ETF
VOO
|
+$989K |
| 2 |
Vanguard Information Technology ETF
VGT
|
+$644K |
| 3 |
First Financial Corp
THFF
|
+$632K |
| 4 |
iShares Russell 1000 Growth ETF
IWF
|
+$329K |
| 5 |
iShares Russell 1000 Value ETF
IWD
|
+$251K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 51.68% |
| 2 | Financials | 20.38% |
| 3 | Technology | 9.66% |
| 4 | Healthcare | 5.07% |
| 5 | Industrials | 3.09% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
51
Cisco
CSCO
$442B
| $1.1M | 0.38% |
9,360
| – | – |
|
52
Caterpillar
CAT
$376B
| $1.05M | 0.36% |
987
| – | – |
|
53
Avantis US Small Cap Value ETF
AVUV
$31.1B
| $1.04M | 0.36% |
8,312
-260
| -3% | -$31K |
|
54
Linde
LIN
$215B
| $973K | 0.34% |
1,875
-19
| -1% | -$9.62K |
|
55
Intel
INTC
$544B
| $956K | 0.33% |
6,850
| – | – |
|
56
Chevron
CVX
$420B
| $874K | 0.3% |
5,272
+63
| +1% | +$11.7K |
|
57
Costco
COST
$401B
| $864K | 0.3% |
924
-10
| -1% | -$9.96K |
|
|
58
iShares Russell 1000 Growth ETF
IWF
$125B
| $852K | 0.29% |
6,864
-2,732
| -28% | -$329K |
|
|
59
Chipotle Mexican Grill
CMG
$45.8B
| $824K | 0.29% |
24,229
+1,371
| +6% | +$44.8K |
|
60
KLA
KLAC
$236B
| $821K | 0.28% |
2,720
| – | – |
|
61
Vanguard Energy ETF
VDE
$11.1B
| $794K | 0.27% |
5,289
-342
| -6% | -$55.4K |
|
|
62
Intercontinental Exchange
ICE
$88.4B
| $780K | 0.27% |
6,336
+217
| +4% | +$32.6K |
|
|
VPU
63
Vanguard Utilities ETF
VPU
$8.19B
| $772K | 0.27% |
3,945
-87
| -2% | -$17.1K |
|
64
Vanguard Real Estate ETF
VNQ
$37.4B
| $771K | 0.27% |
7,994
-290
| -4% | -$27.7K |
|
65
Mondelez International
MDLZ
$79.7B
| $743K | 0.26% |
12,846
-352
| -3% | -$21.2K |
|
66
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45.2B
| $730K | 0.25% |
1,397
-203
| -13% | -$101K |
|
67
RTX Corp
RTX
$266B
| $710K | 0.25% |
3,744
-14
| -0.4% | -$2.57K |
|
68
Vanguard Morningstar Mega Cap ETF
MGC
$10.3B
| $684K | 0.24% |
2,500
| – | – |
|
69
Northern Trust Morningstar Global Upstream Natural Resources ETF
GUNR
$7.34B
| $668K | 0.23% |
13,565
| – | – |
|
70
Seagate
STX
$189B
| $660K | 0.23% |
684
-10
| -1% | -$7.63K |
|
71
Vanguard Materials ETF
VAW
$2.96B
| $655K | 0.23% |
2,864
-85
| -3% | -$19.7K |
|
72
iShares Russell Mid-Cap ETF
IWR
$55.9B
| $650K | 0.22% |
5,891
| – | – |
|
73
McDonald's
MCD
$179B
| $637K | 0.22% |
2,356
-29
| -1% | -$8.32K |
|
74
BHP
BHP
$221B
| $636K | 0.22% |
7,637
-257
| -3% | -$21.3K |
|
75
Bank of America
BAC
$438B
| $603K | 0.21% |
10,582
| – | – |
|
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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 Miscellaneous at 52% of assets, up from 51% a quarter earlier, followed by Financials and Technology.
- 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.