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 $239.2M across 139 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: IYW ($22.5M, 9.40%), IJK ($8.5M, 3.56%), EFA ($7.8M, 3.24%), IJJ ($7.4M, 3.09%), IYF ($6.9M, 2.89%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | IYW | ISHARE DOW JONES TECH | $22.5M | 9.40% | 89,186 | Trimmed |
| 2 | IJK | ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | $8.5M | 3.56% | 72,538 | Trimmed |
| 3 | EFA | ISHARE MSCI EAFE FUND | $7.8M | 3.24% | 74,689 | Trimmed |
| 4 | IJJ | ISHARE S&P MIDCAP 400/VALUE INDEX FUND | $7.4M | 3.09% | 50,093 | Trimmed |
| 5 | IYF | ISHARE DOW JONES FINANCIAL SECTOR | $6.9M | 2.89% | 54,297 | Trimmed |
| 6 | AAPL | APPLE INC | $6.3M | 2.64% | 21,803 | Added |
| 7 | IYH | ISHARE DOW JONES HEALTHCARE | $6.2M | 2.60% | 92,717 | Trimmed |
| 8 | VTI | VANGUARD TOTAL STOCK MKT INDEX | $6.0M | 2.52% | 16,270 | Trimmed |
| 9 | IJT | ISHARE S&P SMALL CAP 600 GROWTH INDEX | $5.9M | 2.46% | 32,931 | Trimmed |
| 10 | QUAL | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | $5.7M | 2.36% | 25,763 | Added |
| 11 | IJS | ISHARE S&P SMALLCAP 600 BARRA VALUE IND | $5.5M | 2.28% | 39,900 | Trimmed |
| 12 | IYJ | ISHARE DOW JONES INDUSTRIAL | $5.4M | 2.25% | 32,355 | Trimmed |
| 13 | JPST | JP MORGAN EXCHANGE TRADED FD ULTRA SHRT INC | $5.4M | 2.24% | 106,011 | Trimmed |
| 14 | IYC | ISHARE DOW JONES CONSUMER DISCRETIONARY ETF | $5.0M | 2.08% | 49,200 | Trimmed |
| 15 | BRK/B | BERKSHIRE HATHAWAY INC CL B | $4.9M | 2.04% | 9,750 | Trimmed |
| 16 | XLK | TECHNOLOGY SELECT SECTOR SPDR FD | $4.1M | 1.71% | 21,422 | Trimmed |
| 17 | JPIE | J P MORGAN INCOME ETF | $3.9M | 1.63% | 84,738 | Added |
| 18 | NEAR | ISHARES SHORT DURATION BOND ACTIVE ETF | $3.8M | 1.60% | 75,443 | Added |
| 19 | QQQ | INVESCO QQQ TR UNIT SER 1 | $3.3M | 1.36% | 4,416 | Hold |
| 20 | CMI | CUMMINS INC COM | $3.3M | 1.36% | 4,566 | Trimmed |
| 21 | CAT | CATERPILLAR INC STOCK | $3.2M | 1.33% | 2,992 | Trimmed |
| 22 | JPM | JPMORGAN CHASE & CO COM | $3.1M | 1.31% | 9,571 | Trimmed |
| 23 | MSFT | MICROSOFT CORP | $2.9M | 1.22% | 7,806 | Trimmed |
| 24 | PULS | PGIM ULTRA SHORT ETF BOND | $2.9M | 1.22% | 59,080 | Trimmed |
| 25 | IVW | ISHARE S&P 500/ GROWTH INDEXFUND | $2.8M | 1.19% | 20,621 | Added |
Source: SEC Form 13F filings · as of 2026-06-30