We are live on ! Find out more
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
THFF icon
1
First Financial Corp
THFF
$948M
$31.8M 14.19%
586,562
-6,779
-1% -$338K
VOO icon
2
Vanguard S&P 500 ETF
VOO
$956B
$29.4M 13.13%
51,754
+3,636
+8% +$1.91M
VGT icon
3
Vanguard Information Technology ETF
VGT
$133B
$15.4M 6.87%
185,712
+12,784
+7% +$930K
MSFT icon
4
Microsoft
MSFT
$2.9T
$8.8M 3.93%
17,698
-495
-3% -$215K
VEA icon
5
Vanguard FTSE Developed Markets ETF
VEA
$223B
$7.95M 3.55%
139,491
+1,969
+1% +$105K
VO icon
6
Vanguard Mid-Cap ETF
VO
$106B
$5.13M 2.29%
73,320
+2,116
+3% +$139K
VB icon
7
Vanguard Small-Cap ETF
VB
$78.9B
$4.34M 1.94%
18,318
+674
+4% +$150K
AAPL icon
8
Apple
AAPL
$4.97T
$4.34M 1.94%
21,133
-61
-0.3% -$12.3K
VFH icon
9
Vanguard Financials ETF
VFH
$13.4B
$3.81M 1.7%
29,929
-163
-0.5% -$19.4K
LLY icon
10
Eli Lilly
LLY
$1.08T
$3.72M 1.66%
4,770
+225
+5% +$175K
VOX icon
11
Vanguard Communication Services ETF
VOX
$5.68B
$3.66M 1.64%
21,427
+244
+1% +$37.5K
JPM icon
12
JPMorgan Chase
JPM
$916B
$3.24M 1.45%
11,173
-569
-5% -$145K
VCR icon
13
Vanguard Consumer Discretionary ETF
VCR
$5.97B
$3.23M 1.44%
8,904
+313
+4% +$106K
NVDA icon
14
NVIDIA
NVDA
$4.6T
$3.19M 1.42%
20,199
-11
-0.1% -$1.38K
AVGO icon
15
Broadcom
AVGO
$1.76T
$2.84M 1.27%
10,290
– –
VIS icon
16
Vanguard Industrials ETF
VIS
$7.94B
$2.78M 1.24%
9,926
+48
+0.5% +$12.4K
VHT icon
17
Vanguard Health Care ETF
VHT
$18.5B
$2.53M 1.13%
10,199
-755
-7% -$187K
AMZN icon
18
Amazon
AMZN
$2.44T
$2.38M 1.06%
10,843
+1,244
+13% +$246K
META icon
19
Meta Platforms (Facebook)
META
$1.49T
$2.35M 1.05%
3,182
-90
-3% -$55.6K
ABT icon
20
Abbott
ABT
$188B
$2.22M 0.99%
16,286
-617
-4% -$81.4K
XOM icon
21
ExxonMobil
XOM
$650B
$1.92M 0.86%
17,783
-843
-5% -$90.1K
WCN
22
Waste Connections
WCN
$43.6B
$1.82M 0.81%
9,750
– –
PG icon
23
Procter & Gamble
PG
$340B
$1.82M 0.81%
11,412
-408
-3% -$66.6K
ABBV icon
24
AbbVie
ABBV
$465B
$1.76M 0.79%
9,502
-30
-0.3% -$5.58K
QQQM icon
25
Invesco NASDAQ 100 ETF
QQQM
$93B
$1.71M 0.76%
7,531
-187
-2% -$38.3K
1
2 3 4 5

Similar funds

GIM
Goodlander Investment Management Dallas, Texas $289M AUM 225.62% 1-Year Est. Return
PSA
Plum Street Advisors New Orleans, Louisiana $289M AUM 17.28% 1-Year Est. Return
PIA
PineBridge Investments Asia Hong Kong $289M AUM
WPWM
Windward Private Wealth Management Overland Park, Kansas $289M AUM 12.08% 1-Year Est. Return
LWP
LeClair Wealth Partners Dublin, Ohio $289M AUM 19.98% 1-Year Est. Return
BWAM
Blue Water Asset Management Grand Rapids, Michigan $289M AUM
CCC
Cable Car Capital San Francisco, California $289M AUM 26.33% 1-Year Est. Return
LK
Lumbard & Kellner Hollis, New Hampshire $289M AUM 59.5% 1-Year Est. Return

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.