StockDriftsStockDriftsTop 50 First Citizens Financial Corp Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IYW | ISHARE DOW JONES TECH | 9.4% | 89.2K | $22.5M | -0.92%(-831) | $66.62(+278.71%) | 2026-06-30 | |
| IJK | ISHARE S&P MIDCAP 400/GROWTH INDEX FUND | 3.56% | 72.5K | $8.5M | -1.22%(-894) | $62.28(+88.47%) | 2026-06-30 | |
| EFA | ISHARE MSCI EAFE FUND | 3.24% | 74.7K | $7.8M | -2.55%(-1.95K) | $67.26(+61.37%) | 2026-06-30 | |
| IJJ | ISHARE S&P MIDCAP 400/VALUE INDEX FUND | 3.09% | 50.1K | $7.4M | -0.69%(-350) | $88.52(+70.08%) | 2026-06-30 | |
| IYF | ISHARE DOW JONES FINANCIAL SECTOR | 2.89% | 54.3K | $6.9M | -0.06%(-32) | $68.67(+99.99%) | 2026-06-30 | |
| AAPL | APPLE INC | 2.64% | 21.8K | $6.3M | +0.36%(+79) | $117.81(+160.31%) | 2026-06-30 | |
| IYH | ISHARE DOW JONES HEALTHCARE | 2.6% | 92.7K | $6.2M | -0.18%(-163) | $44.19(+60.16%) | 2026-06-30 | |
| VTI | VANGUARD TOTAL STOCK MKT INDEX | 2.52% | 16.3K | $6.0M | -1.95%(-323) | $237.97(+60.54%) | 2026-06-30 | |
| IJT | ISHARE S&P SMALL CAP 600 GROWTH INDEX | 2.46% | 32.9K | $5.9M | -0.17%(-57) | $96.77(+82.92%) | 2026-06-30 | |
| QUAL | ISHARES EDGE MSCI USA QUALITY FACTOR ETF | 2.36% | 25.8K | $5.7M | +11.31%(+2.62K) | $154.61(+46.34%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +16.52% | +58.20% | +8.39% | +49.61% |
| Top 20 Holdings Unweighted | +15.62% | +54.57% | +8.67% | +51.56% |
First Citizens Financial Corp reports $239.19M in US-listed equity holdings across 139 positions in its most recent 13F filing. Its largest disclosed positions are IYW (9.4%), IJK (3.6%) and EFA (3.2%). The top 20 holdings account for 53.31% of reported assets. Its disclosed equity book has returned +58.20% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Citizens Financial Corp’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1800597). View First Citizens Financial Corp’s 13F filings on SEC