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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
IWP icon
101
iShares Russell Mid-Cap Growth ETF
IWP
$19.5B
$369K 0.13%
2,520
– –
DIS icon
102
Walt Disney
DIS
$171B
$360K 0.12%
3,737
– –
PEP icon
103
PepsiCo
PEP
$197B
$356K 0.12%
2,630
-200
-7% -$29.9K
GLD icon
104
SPDR Gold Trust
GLD
$131B
$355K 0.12%
965
+1
+0.1% +$414
SHEL icon
105
Shell
SHEL
$244B
$345K 0.12%
4,444
– –
ORCL icon
106
Oracle
ORCL
$341B
$335K 0.12%
2,286
– –
MOO icon
107
VanEck Agribusiness ETF
MOO
$993M
$317K 0.11%
4,000
– –
NVO
108
Novo Nordisk
NVO
$227B
$310K 0.11%
6,470
– –
MO icon
109
Altria Group
MO
$126B
$286K 0.1%
3,974
– –
IJR icon
110
iShares Core S&P Small-Cap ETF
IJR
$109B
$276K 0.1%
1,860
+26
+1% +$3.57K
RWK icon
111
Invesco S&P MidCap 400 Revenue ETF
RWK
$1.32B
$275K 0.1%
1,881
– –
WM icon
112
Waste Management
WM
$95.7B
$274K 0.09%
1,231
– –
LOW icon
113
Lowe's Companies
LOW
$122B
$267K 0.09%
1,213
– –
GD icon
114
General Dynamics
GD
$106B
$257K 0.09%
725
– –
PFE icon
115
Pfizer
PFE
$144B
$246K 0.09%
10,210
-100
-1% -$2.62K
EFG icon
116
iShares MSCI EAFE Growth ETF
EFG
$16.2B
$240K 0.08%
1,929
-23
-1% -$2.77K
QCOM icon
117
Qualcomm
QCOM
$169B
$238K 0.08%
1,290
– –
VIG icon
118
Vanguard Dividend Appreciation ETF
VIG
$112B
$237K 0.08%
1,000
– –
IBM icon
119
IBM
IBM
$214B
$234K 0.08%
832
-25
-3% -$6.3K
EPD icon
120
Enterprise Products Partners
EPD
$83.8B
$233K 0.08%
6,349
– –
CMI icon
121
Cummins
CMI
$83.8B
$231K 0.08%
324
– –
AXP icon
122
American Express
AXP
$226B
$227K 0.08%
672
– –
NTRS icon
123
Northern Trust
NTRS
$22B
$226K 0.08%
1,300
– –
DUK icon
124
Duke Energy
DUK
$101B
$218K 0.08%
1,720
– –
MU icon
125
Micron Technology
MU
$872B
$217K 0.08%
188
– –
3 4
5
6 7

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WPWM
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LWP
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BWAM
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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.