First Citizens Financial Corp: 13F holdings
CIK 18005972026Q2
| Positions | 139 |
|---|
| Reported value | $239.2m |
|---|
| Filed | 2026-07-07 |
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Change since last quarter
| Positions | 139 (+4 vs prior quarter) |
|---|
| Reported value | $239.2m (+12.9%) |
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Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| IYW ISHARE DOW JONES TECH | 89,186 | $22.5m | 9.4% |
| IJK ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | 72,538 | $8.5m | 3.6% |
| EFA ISHARE MSCI EAFE FUND | 74,689 | $7.8m | 3.2% |
| IJJ ISHARE S&P MIDCAP 400/VALUE INDEX FUND | 50,093 | $7.4m | 3.1% |
| IYF ISHARE DOW JONES FINANCIAL SECTOR | 54,297 | $6.9m | 2.9% |
| AAPL APPLE INC | 21,803 | $6.3m | 2.6% |
| IYH ISHARE DOW JONES HEALTHCARE | 92,717 | $6.2m | 2.6% |
| VTI VANGUARD TOTAL STOCK MKT INDEX | 16,270 | $6.0m | 2.5% |
| IJT ISHARE S&P SMALL CAP 600 GROWTH INDEX | 32,931 | $5.9m | 2.5% |
| QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 25,763 | $5.7m | 2.4% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1800597")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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