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CIK: 0001800597
Total reported value
$239.2M
$239.2M
135 檔
18.5%
As reported in its official Q1 2026 Form 13F filing, First Citizens Financial Corp's tracked investment portfolio stood at $239.2M with 135 total positions.
In Q1 2026, First Citizens Financial Corp displayed an active expansion posture, initiating 9 new positions and adding to 55 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IYW | Ishares Ustechnology ETF | ETF-Tech | 7.71% | +1.69% | -0.33% | |
| 2 | EFA | Ishares Msci Eafe ETF | ETF-Other | 3.51% | -0.27% | -3.39% | |
| 3 | IJK | Ishares S&p Mid-cap 400 Grow | ETF-Other | 3.49% | +0.07% | -0.16% | |
| 4 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 3.16% | -0.07% | -1.08% | |
| 5 | IYF | Ishares US Financials ETF | ETF-Other | 3.02% | -0.13% | -0.17% | |
| 6 | IYH | Ishares U.s. Healthcare ETF | ETF-Other | 2.70% | -0.10% | -0.79% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 2.60% | +0.04% | +5.04% | |
| 8 | JPST | Jpmorgan Ultra-short Income | ETF-Other | 2.59% | -0.35% | +137.52% | |
| 9 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 2.51% | +0.01% | +12.53% | |
| 10 | IYJ | Ishares U.s. Industrials ETF | ETF-Other | 2.28% | -0.03% | -0.95% | |
| 11 | IYC | Ishares US Consumer Discreti | ETF-Other | 2.28% | -0.20% | -0.37% | |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 2.26% | -0.22% | -10.55% | |
| 13 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 2.26% | +0.02% | -0.17% | |
| 14 | IJT | Ishares S&p Small-cap 600 Gr | ETF-Other | 2.25% | +0.21% | -0.59% | |
| 15 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 2.10% | +0.26% | +16.69% | |
| 16 | NEAR | Ishares Sh Dba ETF Usd Inc | ETF-Other | 1.72% | -0.12% | +83.46% | |
| 17 | JPIE | Jpmorgan Income ETF | ETF-Other | 1.62% | +0.01% | +25.66% | |
| 18 | PULS | Pgim Ultra Short Bond ETF | ETF-Other | 1.50% | -0.28% | +102.35% | |
| 19 | XLK | Ss Technology Select Sector | ETF-Tech | 1.48% | +0.23% | +5.33% | |
| 20 | CMI | Cummins Inc | Stock-Industrials | 1.46% | -0.10% | — | |
| 21 | MSFT | Microsoft CORP | Stock-Tech | 1.41% | -0.19% | +0.85% | |
| 22 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.37% | -0.06% | — | |
| 23 | IYK | Ishares US Consumer Staples | ETF-Other | 1.27% | -0.11% | -0.66% | |
| 24 | CAT | Caterpillar Inc | Stock-Industrials | 1.23% | +0.10% | -0.05% | |
| 25 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 1.20% | +0.16% | -14.02% | |
| 26 | IYE | Ishares U.s. Energy ETF | ETF-Other | 1.09% | -0.25% | -0.03% | |
| 27 | LLY | Eli Lilly & Co | Stock-Healthcare | 1.05% | +0.10% | -6.69% | |
| 28 | PHYL | Pgim Active High Yield Bond | ETF-High Yield | 1.05% | +0.02% | +26.18% | |
| 29 | PTRB | Pgim Total Return Bond ETF | ETF-Other | 1.03% | +0.03% | +26.96% | |
| 30 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.17% | +17.71% | |
| 31 | PYLD | Pimco Multisector Bond Actv | ETF-Other | 1.00% | +0.05% | +46.94% | |
| 32 | IDU | Ishares US Utilities ETF | ETF-Other | 0.92% | -0.12% | -0.12% | |
| 33 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 0.91% | +0.16% | +20.37% | |
| 34 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.87% | -0.05% | -2.21% | |
| 35 | GS | Goldman Sachs Group Inc | Stock-Financials | 0.85% | -0.04% | -0.14% | |
| 36 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.06% | +0.79% | |
| 37 | NVDA | Nvidia CORP | Stock-Tech | 0.82% | +0.04% | +16.24% | |
| 38 | IYR | Ishares US Real Estate ETF | ETF-Other | 0.80% | -0.06% | -4.34% | |
| 39 | MS | Morgan Stanley | Stock-Financials | 0.80% | +0.02% | +1.22% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.04% | -0.81% | |
| 41 | IYM | Ishares U.s. Basic Materials | ETF-Other | 0.74% | -0.08% | -0.52% | |
| 42 | BIL | Ss Spdr Bb 1-3m T-bill ETF | ETF-Gov Bonds | 0.68% | -0.24% | +5.45% | |
| 43 | EMGF | Ishares Emerging Markets Equ | ETF-Emerging Markets | 0.65% | +0.15% | +19.45% | |
| 44 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.63% | -0.01% | +11.77% | |
| 45 | XLF | Ss Financial Select Sector | ETF-Other | 0.63% | -0.13% | +0.01% | |
| 46 | VOX | Vanguard Communication Servi | ETF-Other | 0.61% | -0.06% | — | |
| 47 | JPEF | Jpmorgan Equity Focus ETF | ETF-Other | 0.59% | +0.05% | — | |
| 48 | GLW | Corning Inc | Stock-Tech | 0.59% | +0.39% | — | |
| 49 | ABBV | Abbvie Inc | Stock-Healthcare | 0.57% | -0.02% | +3.76% | |
| 50 | XLC | Ss Comm Select Sector Spdr | ETF-Other | 0.53% | -0.02% | +6.73% |
According to official SEC Form 13F filings, First Citizens Financial Corp reported a total U.S. public equity portfolio value of $239.2M across 135 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IYW, EFA, IJK) accounted for 18.5% of total reported equity market value during Q1 2026.
Top New Position Initiated
NEE
市值: $295.4K
Top Position Liquidated / Trimmed
BIT
前期市值: $203.8K
During Q1 2026, First Citizens Financial Corp's top holdings by market value included IYW (7.7%)、EFA (3.5%)、IJK (3.5%). The largest single position, IYW, represented 7.7% of total portfolio value.
In Q1 2026, First Citizens Financial Corp made 111 total portfolio adjustments, initiating 9 new buys, adding to 55 positions, trimming 46 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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