Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Citizens Financial Corp (CIK 1800597) reported $211.8M across 135 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: IYW ($16.3M, 7.71%), EFA ($7.4M, 3.51%), IJK ($7.4M, 3.49%), IJJ ($6.7M, 3.16%), IYF ($6.4M, 3.02%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARE DOW JONES TECH | $16.3M | 7.71% | 90,017 | Trimmed |
| 2 | EFA | ISHARE MSCI EAFE FUND | $7.4M | 3.51% | 76,640 | Trimmed |
| 3 | IJK | ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | $7.4M | 3.49% | 73,432 | Trimmed |
| 4 | IJJ | ISHARE S&P MIDCAP 400/VALUE INDEX FUND | $6.7M | 3.16% | 50,443 | Trimmed |
| 5 | IYF | ISHARE DOW JONES FINANCIAL SECTOR | $6.4M | 3.02% | 54,329 | Trimmed |
| 6 | IYH | ISHARE DOW JONES HEALTHCARE | $5.7M | 2.70% | 92,880 | Trimmed |
| 7 | AAPL | APPLE INC | $5.5M | 2.60% | 21,724 | Added |
| 8 | JPST | JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | $5.5M | 2.59% | 108,551 | Added |
| 9 | VTI | VANGUARD TOTAL STOCK MKT INDEX | $5.3M | 2.51% | 16,593 | Added |
| 10 | IYC | ISHARE DOW JONES CONSUMER DISCRETIONARY ETF | $4.8M | 2.28% | 49,747 | Trimmed |
| 11 | IYJ | ISHARE DOW JONES INDUSTRIAL | $4.8M | 2.28% | 32,790 | Trimmed |
| 12 | IJS | ISHARE S&P SMALLCAP 600 BARRA VALUE IND | $4.8M | 2.26% | 40,403 | Trimmed |
| 13 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $4.8M | 2.26% | 10,006 | Trimmed |
| 14 | IJT | ISHARE S&P SMALL CAP 600 GROWTH INDEX | $4.8M | 2.25% | 32,988 | Trimmed |
| 15 | QUAL | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | $4.4M | 2.10% | 23,146 | Added |
| 16 | NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3.7M | 1.72% | 71,844 | Added |
| 17 | JPIE | J P MORGAN INCOME ETF | $3.4M | 1.62% | 74,537 | Added |
| 18 | PULS | PGIM ULTRA SHORT ETF BOND | $3.2M | 1.50% | 64,148 | Added |
| 19 | XLK | TECHNOLOGY SELECT SECTOR SPDR FD | $3.1M | 1.48% | 23,533 | Added |
| 20 | CMI | CUMMINS INC COM | $3.1M | 1.46% | 5,740 | Hold |
| 21 | MSFT | MICROSOFT CORP | $3.0M | 1.41% | 8,091 | Added |
| 22 | JPM | JPMORGAN CHASE & CO COM | $2.9M | 1.37% | 9,876 | Hold |
| 23 | IYK | ISHARE U.S. CONSUMER STAPLES ETF | $2.7M | 1.27% | 38,412 | Trimmed |
| 24 | CAT | CATERPILLAR INC STOCK | $2.6M | 1.23% | 3,667 | Trimmed |
| 25 | QQQ | INVESCO QQQ TR UNIT SER 1 | $2.5M | 1.20% | 4,416 | Trimmed |
Source: SEC Form 13F filings · as of 2026-03-31