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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
SPG icon
176
Simon Property Group
SPG
$76.3B
$89.5K 0.03%
400
– –
EVRG icon
177
Evergy
EVRG
$19.2B
$86.4K 0.03%
1,000
– –
SBUX icon
178
Starbucks
SBUX
$118B
$84.8K 0.03%
830
-56
-6% -$5.64K
AMD icon
179
Advanced Micro Devices
AMD
$715B
$82.5K 0.03%
142
– –
DELL icon
180
Dell
DELL
$244B
$80.7K 0.03%
187
– –
RYN icon
181
Rayonier
RYN
$6.62B
$77.2K 0.03%
3,630
– –
OTIS icon
182
Otis Worldwide
OTIS
$27.8B
$76K 0.03%
1,062
– –
WMB icon
183
Williams Companies
WMB
$85.5B
$74.3K 0.03%
1,000
– –
C icon
184
Citigroup
C
$214B
$71.8K 0.02%
513
– –
EG icon
185
Everest Group
EG
$15.5B
$71.4K 0.02%
200
– –
SPYV icon
186
State Street SPDR Portfolio S&P 500 Value ETF
SPYV
$36.3B
$70.3K 0.02%
1,157
– –
AMGN icon
187
Amgen
AMGN
$209B
$62.6K 0.02%
173
– –
ETN icon
188
Eaton
ETN
$141B
$61.8K 0.02%
145
– –
TD icon
189
Toronto Dominion Bank
TD
$194B
$60.7K 0.02%
500
– –
VTEB icon
190
Vanguard Tax-Exempt Bond Index Fund
VTEB
$45.2B
$59.4K 0.02%
1,175
– –
CAH icon
191
Cardinal Health
CAH
$53.6B
$59.4K 0.02%
250
– –
LW icon
192
Lamb Weston
LW
$7.43B
$58.9K 0.02%
1,364
– –
OKE icon
193
Oneok
OKE
$56.4B
$58K 0.02%
667
– –
CHRW icon
194
C.H. Robinson
CHRW
$20.3B
$56.5K 0.02%
300
– –
CAG icon
195
Conagra Brands
CAG
$7.41B
$55.6K 0.02%
4,132
-43
-1% -$600
CMCSA icon
196
Comcast
CMCSA
$87.4B
$55K 0.02%
2,239
-146
-6% -$3.77K
IAU icon
197
iShares Gold Trust
IAU
$63.2B
$54K 0.02%
715
– –
GM icon
198
General Motors
GM
$81.5B
$54K 0.02%
700
– –
PNW icon
199
Pinnacle West Capital
PNW
$12.4B
$53.5K 0.02%
500
– –
FANG icon
200
Diamondback Energy
FANG
$56B
$52.7K 0.02%
300
– –
6 7
8
9 10

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PIA
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WPWM
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LWP
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BWAM
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CCC
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LK
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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.