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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
COST icon
51
Costco
COST
$432B
$925K 0.41%
934
-100
-10% -$99.4K
VDC icon
52
Vanguard Consumer Staples ETF
VDC
$8.16B
$912K 0.41%
4,164
-273
-6% -$59.8K
XSOE icon
53
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$1.93B
$906K 0.4%
26,270
+2,047
+8% +$65.5K
VDE icon
54
Vanguard Energy ETF
VDE
$9.9B
$874K 0.39%
7,335
-405
-5% -$47.1K
SPY icon
55
State Street SPDR S&P 500 ETF Trust
SPY
$771B
$863K 0.39%
1,397
+6
+0.4% +$3.43K
VPU
56
Vanguard Utilities ETF
VPU
$8.56B
$817K 0.36%
4,630
-56
-1% -$9.66K
CVX icon
57
Chevron
CVX
$382B
$767K 0.34%
5,357
-436
-8% -$61.5K
MCD icon
58
McDonald's
MCD
$193B
$754K 0.34%
2,580
-328
-11% -$101K
VNQ icon
59
Vanguard Real Estate ETF
VNQ
$39.9B
$748K 0.33%
8,401
-543
-6% -$47.9K
SYY icon
60
Sysco
SYY
$40.8B
$708K 0.32%
9,347
+48
+0.5% +$3.48K
RTX icon
61
RTX Corp
RTX
$290B
$691K 0.31%
4,735
-106
-2% -$14.1K
AMT icon
62
American Tower
AMT
$83.5B
$676K 0.3%
3,059
-364
-11% -$78.6K
MGC icon
63
Vanguard Mega Cap 300 Index ETF
MGC
$9.71B
$675K 0.3%
3,000
– –
DIA icon
64
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$45B
$666K 0.3%
1,512
– –
CSCO icon
65
Cisco
CSCO
$443B
$661K 0.3%
9,525
-997
-9% -$61.3K
RSG icon
66
Republic Services
RSG
$67.4B
$632K 0.28%
2,564
– –
SCHD icon
67
Schwab US Dividend Equity ETF
SCHD
$104B
$610K 0.27%
23,031
– –
VAW icon
68
Vanguard Materials ETF
VAW
$3.01B
$597K 0.27%
3,063
– –
ORCL icon
69
Oracle
ORCL
$339B
$529K 0.24%
2,420
– –
SU icon
70
Suncor Energy
SU
$77.7B
$527K 0.24%
14,080
+846
+6% +$30.6K
CAT icon
71
Caterpillar
CAT
$361B
$508K 0.23%
1,308
– –
BAC icon
72
Bank of America
BAC
$429B
$506K 0.23%
10,683
-945
-8% -$39.8K
UNP icon
73
Union Pacific
UNP
$174B
$479K 0.21%
2,080
-1,000
-32% -$222K
DIS icon
74
Walt Disney
DIS
$171B
$473K 0.21%
3,817
-250
-6% -$26K
BP icon
75
BP
BP
$112B
$463K 0.21%
15,463
-228
-1% -$6.69K
1 2
3
4 5

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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.