Providence First Trust Co

Institutional manager — quarterly 13F holdings, Q ending 2026-03-31

Reported value
$284.4M
Q ending 2026-03-31
Prior quarter
$288.8M
Q ending 2025-12-31
Change
-1.5% QoQ · +15.3% YoY
Positions
179
reported holdings

Largest positions

Top 100 of 179 reported positions by value, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
HoldingTickerTypeValueShares
Pimco Enhanced Short Maturity ActiMINTShares$18.9M188K
Ishares Core U.S. Aggregate Bond EAGGShares$15.3M155K
State Street Spdr Bloomberg InvestFLRNShares$15.2M494K
Ishares Iboxx $ Investment Grade CLQDShares$14.6M134K
Vanguard Short-Term Corporate BondVCSHShares$11.2M141K
Vanguard Intermediate-Term TreasurVGITShares$10.8M182K
Vanguard Long-Term Corporate Bond VCLTShares$10.3M138K
State Street Technology Select SecXLKShares$6.5M49K
Ishares Core 1-5 Year Usd Bond EtfISTBShares$6.3M131K
Ishares Msci Eafe EtfEFAShares$5.9M61K
State Street Spdr S&P 500 EtfSPYShares$5.8M9K
Vanguard Total Stock Market EtfVTIShares$5.0M16K
Invesco S&P 500 Quality EtfSPHQShares$4.8M64K
Vanguard Total Bond Market EtfBNDShares$4.6M62K
Ishares Europe EtfIEVShares$3.4M50K
Schwab U.S. Mid-Cap EtfSCHMShares$3.3M106K
Alphabet Inc Cap Stk Cl CGOOGShares$3.2M11K
Nvidia Corporation ComNVDAShares$3.0M17K
Ishares Select Dividend EtfDVYShares$3.0M20K
Ishares Msci Usa Quality Factor EtQUALShares$2.7M14K
State Street Spdr S&P Midcap 400 EMDYShares$2.6M4K
Alerian Mlp EtfAMLPShares$2.6M49K
State Street Communication ServiceXLCShares$2.5M22K
Vaneck Semiconductor EtfSMHShares$2.2M6K
Walmart Inc ComWMTShares$2.2M18K
Ishares Msci Emerging Markets EtfEEMShares$2.2M38K
Apple Inc ComAAPLShares$2.2M9K
State Street Utilities Select SectXLUShares$2.1M46K
State Street Industrial Select SecXLIShares$2.1M13K
Dnp Select Income Fd Inc ComDNPShares$1.9M183K
State Street Health Care Select SeXLVShares$1.8M13K
Microsoft Corp ComMSFTShares$1.8M5K
State Street Consumer DiscretionarXLYShares$1.8M16K
Invesco S&P Smallcap Momentum EtfXSMOShares$1.7M22K
Jpmorgan Chase & Co ComJPMShares$1.6M5K
Ishares Latin America 40 EtfILFShares$1.6M45K
Ishares Russell 1000 Growth EtfIWFShares$1.6M4K
Ishares Russell 1000 Value EtfIWDShares$1.5M7K
Spdr Gold SharesGLDShares$1.4M3K
Ishares Silver TrustSLVShares$1.4M21K
Amazon Com Inc ComAMZNShares$1.4M7K
Rtx Corporation ComRTXShares$1.4M7K
Ishares Msci Canada EtfEWCShares$1.4M26K
Caterpillar Inc ComCATShares$1.4M2K
State Street Consumer Staples SeleXLPShares$1.4M17K
Ishares Preferred & Income SecuritPFFShares$1.3M44K
Ishares Msci United Kingdom EtfEWUShares$1.3M29K
Western Digital Corp ComWDCShares$1.3M5K
Lam Research Corp Com NewLRCXShares$1.3M6K
State Street Energy Select Sector XLEShares$1.3M20K
State Street Financial Select SectXLFShares$1.2M25K
Johnson & Johnson ComJNJShares$1.2M5K
Bny Mellon Global Infrastructure IBKGIShares$1.2M27K
Goldman Sachs Group Inc ComGSShares$1.2M1K
Exxon Mobil Corp ComXOMShares$1.2M7K
Ge Vernova Inc ComGEVShares$1.1M1K
Applied Matls Inc ComAMATShares$1.1M3K
Eli Lilly & Co ComLLYShares$1.1M1K
Ge Aerospace Com NewGEShares$1.1M4K
Corning Inc ComGLWShares$1.1M8K
Roundhill Generative Ai & TechnoloCHATShares$1.1M18K
Vanguard Intermediate-Term CorporaVCITShares$1.1M13K
Mckesson Corp ComMCKShares$1.1M1K
Tesla Inc ComTSLAShares$1.0M3K
Micron Technology Inc ComMUShares$1.0M3K
Kla Corp Com NewKLACShares$1.0M689
Cisco Sys Inc ComCSCOShares$1.0M13K
Alphabet Inc Cap Stk Cl AGOOGLShares$995K3K
Broadcom Inc ComAVGOShares$993K3K
Tjx Cos Inc New ComTJXShares$986K6K
Newmont Corp ComNEMShares$974K9K
Ishares Russell 2000 EtfIWMShares$973K4K
Ishares Msci South Korea EtfEWYShares$955K8K
Ross Stores Inc ComROSTShares$920K4K
Fedex Corp ComFDXShares$893K3K
Vanguard Total International StockVXUSShares$865K11K
Intel Corp ComINTCShares$858K19K
Global X Artificial Intelligence &AIQShares$854K18K
Taiwan Semiconductor Manufact SponTSMShares$828K2K
Ishares Msci Spain EtfEWPShares$817K15K
Ishares Msci Japan EtfEWJShares$816K10K
Hca Healthcare Inc ComHCAShares$806K2K
Gilead Sciences Inc ComGILDShares$784K6K
Meta Platforms Inc Cl AMETAShares$776K1K
Vaneck Gold Miners EtfGDXShares$775K8K
Advanced Micro Devices Inc ComAMDShares$746K4K
Morgan Stanley Com NewMSShares$746K5K
Nextera Energy Inc ComNEEShares$734K8K
Halliburton Co ComHALShares$716K18K
Ishares Msci South Africa EtfEZAShares$707K10K
Dupont De Nemours Inc ComDDUSDShares$701K15K
Ishares Msci Italy EtfEWIShares$690K13K
Marriott Intl Inc New Cl AMARShares$683K2K
Blackrock Inc ComBLKShares$682K709
Bank New York Mellon Corp ComBNYShares$677K6K
State Street Spdr Bloomberg 1-3 MoBILShares$670K7K
Southern Copper Corp ComSCCOShares$659K4K
Texas Instrs Inc ComTXNShares$655K3K
Waste Mgmt Inc Del ComWMShares$641K3K
Coca Cola Co ComKOShares$637K8K

Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.