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First Financial Equity Corporation Historical SEC 13F Holdings & Archive (Q1 2017)
First Financial Equity CorporationCIK: 0000768965
Diversified strategyLong-term holderQuality / disciplined sizing
Total reported value
$583.6M
Reporting period: 2017-03-31 · Number of holdings: 451
FIRST FINANCIAL EQUITY CORPORATION disclosed 451 holdings in its latest 13F filing for the period ending 2017-03-31, with total reported value of $583.6M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 2.81
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 44.39
- Diversification
- 100
- Sizing Uniformity
- 85.3
First Financial Equity Corporation's disclosed holdings carry a Herfindahl concentration index of 0.007 — mathematically equivalent to about 142 equally-sized positions, well below its 451 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.47), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Sector classification currently covers about 22% of this portfolio's disclosed value; the remainder includes holdings (e.g. unmapped tickers, options, or other security types) not yet covered by our sector mapping.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govNo holding changes this quarter
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
Showing top 200 holdings (of 451 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | MDY | State Street Spdr S&p Midcap | ETF-Other | 2.30% | — | — | — |
| 2 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.11% | — | — | — |
| 3 | T | At&t Inc | Stock-Comm Services | 1.92% | — | — | — |
| 4 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 1.90% | — | — | — |
| 5 | AAPL | Apple Inc | Stock-Tech | 1.73% | — | — | — |
| 6 | MO | Altria Group Inc | Stock-Consumer Staples | 1.41% | — | — | — |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 1.36% | — | — | — |
| 8 | VZ | Verizon Communications Inc | Stock-Comm Services | 1.33% | — | — | — |
| 9 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 1.20% | — | — | — |
| 10 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 1.14% | — | — | — |
| 11 | FLOT | Ishares Floating Rate Bond E | ETF-Other | 1.13% | — | — | — |
| 12 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 1.13% | — | — | — |
| 13 | HD | Home Depot Inc | Stock-Consumer Disc | 1.11% | — | — | — |
| 14 | PM | Philip Morris International | Stock-Consumer Staples | 1.10% | — | — | — |
| 15 | REYN | Reynolds Consumer Products Inc. | Stock-Other | 1.02% | — | — | — |
| 16 | EPD | Enterprise Products Partners | Stock-Energy | 1.00% | — | — | — |
| 17 | WFC | Wells Fargo & Co | Stock-Financials | 0.98% | — | — | — |
| 18 | VUG | Vanguard Growth ETF | ETF-Other | 0.96% | — | — | — |
| 19 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.96% | — | — | — |
| 20 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.92% | — | — | — |
| 21 | XLK | Ss Technology Select Sector | ETF-Tech | 0.92% | — | — | — |
| 22 | LMT | Lockheed Martin CORP | Stock-Industrials | 0.92% | — | — | — |
| 23 | EMR | Emerson Electric Co | Stock-Industrials | 0.92% | — | — | — |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.89% | — | — | — |
| 25 | O | Realty Income CORP | Stock-Real Estate | 0.89% | — | — | — |
| 26 | VTV | Vanguard Value ETF | ETF-Other | 0.88% | — | — | — |
| 27 | XLF | Ss Financial Select Sector | ETF-Other | 0.84% | — | — | — |
| 28 | EEM | Ishares Msci Emerging Market | ETF-Emerging Markets | 0.84% | — | — | — |
| 29 | KMI | Kinder Morgan, Inc. | Stock-Energy | 0.83% | — | — | — |
| 30 | OKE | Oneok Inc | Stock-Energy | 0.79% | — | — | — |
| 31 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 0.79% | — | — | — |
| 32 | CBRL | Cracker Barrel Old Country | Stock-Other | 0.78% | — | — | — |
| 33 | WPC | Wp Carey Inc | Stock-Real Estate | 0.77% | — | — | — |
| 34 | LEG | Leggett & Platt Inc | Stock-Consumer Disc | 0.77% | — | — | — |
| 35 | SON | Sonoco Products Co | Stock-Consumer Disc | 0.76% | — | — | — |
| 36 | RDS-A | Shell Plc-spon Adr-a | Stock-Other | 0.75% | — | — | — |
| 37 | APU | Amerigas Partners LP | Stock-Other | 0.74% | — | — | — |
| 38 | ✓ | Powershares ETF Tr Ii | ETF-Other | 0.74% | — | — | — |
| 39 | TBF | Proshares Short 20+ Treasury | ETF-Gov Bonds | 0.72% | — | — | — |
| 40 | AMLPUSD | Alerian Mlp ETF | ETF-Other | 0.71% | — | — | — |
| 41 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.68% | — | — | — |
| 42 | VOE | Vanguard Mid-cap Value ETF | ETF-Other | 0.68% | — | — | — |
| 43 | XLE | Ss Energy Select Sector | ETF-Other | 0.67% | — | — | — |
| 44 | PFF | Ishares Preferred & Income S | ETF-Other | 0.67% | — | — | — |
| 45 | ✓ | Powershares Qqq Trust Ser 1 | Stock-Other | 0.66% | — | — | — |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.66% | — | — | — |
| 47 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.63% | — | — | — |
| 48 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.63% | — | — | — |
| 49 | VGIT | Vanguard Intermediate-term T | ETF-Other | 0.63% | — | — | — |
| 50 | XLV | Ss Health Care Select Sector | ETF-Other | 0.62% | — | — | — |
1–50 of 200
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Data Source Notice: AlphaSMO is the web's most authoritative 13F / Inside Trader database. Institutional holdings and insider trades presented here are precisely computed to deliver accurate portfolio reporting.
Reported value over time
Not enough data yet to compute personality scores
Sector allocation
Sector allocation over time
Not enough sector-mapped data yet
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|
Filing History
FAQ
What is First Financial Equity Corporation and what type of investor is it?
First Financial Equity Corporation is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2017-03-31), the firm manages a tracked equity portfolio valued at approximately $583.6M, spread across 451 disclosed positions.
What are First Financial Equity Corporation's largest equity positions?
Based on the latest 13F filing, First Financial Equity Corporation's top holdings by market value are:
1. State Street Spdr S&p Midcap (MDY) — $13.4M (2.3%)
2. Ss Spdr S&p 500 ETF Trust-us (SPY) — $12.3M (2.1%)
3. At&t Inc (T) — $11.2M (1.9%)
4. Vanguard Ftse Developed ETF (VEA) — $11.1M (1.9%)
5. Apple Inc (AAPL) — $10.1M (1.7%)
What changes did First Financial Equity Corporation make in its most recent portfolio filing?
No notable portfolio changes were recorded for First Financial Equity Corporation in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does First Financial Equity Corporation focus on?
First Financial Equity Corporation is concentrated in the following sectors based on its current disclosed equity portfolio:
• Communication Services: 21.9%
• Information Technology: 17.1%
• Consumer Discretionary: 16.8%
• Financials: 11.4%
• Consumer Staples: 10.7%
• Health Care: 10.5%
Investment Profile
First Financial Equity Corporation's portfolio is broadly diversified and long-term-holding.
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Developer Access
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