Arkolith/Funds/First Citizens Financial Corp

First Citizens Financial Corp

CIK 1800597
Holdings as of Jun 30, 2026·disclosed Jul 7, 2026·~7-day 13F lag·13F-HR
Active Filer

First Citizens Financial Corp holds a diversified book of 139 stocks worth $239.2M as of Q2 2026 (disclosed Jul 7, 2026, a ~45-day 13F lag). This quarter they opened Advanced Micro Devices and trimmed Ishares Ustechnology ETF. Their largest long position is Ishares Ustechnology ETF at 9% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
8
new positions
Added to
40
existing
Trimmed
64
reduced
Sold out
3
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
22%
Top 10 holdings
35%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

27% mapped to company sectors

ETF / fund or unclassified
73%
Information Technology
7%
Financials
7%
Industrials
4%
Health Care
3%
Consumer Discretionary
2%
Materials
2%
Consumer Staples
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

139 positions
#SecurityValueShares% PortLast moveHistory
1Ishare Dow Jones Tech
Exchange Traded Fund
$22.5M89.2K
9.4%
−0.9%
Reduced · −831 sh
2Ishare S&P Midcap 400/GROWTH Index Fund
Exchange Traded Fund
$8.5M72.5K
3.6%
−1.2%
Reduced · −894 sh
3Ishare Msci Eafe Fund
Exchange Traded Fund
$7.8M74.7K
3.2%
−2.5%
Reduced · −2K sh
4Ishare S&P Midcap 400/VALUE Index Fund
Exchange Traded Fund
$7.4M50.1K
3.1%
−0.7%
Reduced · −350 sh
5Ishare Dow Jones Financial Sector
Exchange Traded Fund
$6.9M54.3K
2.9%
−0.1%
Reduced · −32 sh
6Apple Inc
Common Stock
$6.3M21.8K
2.6%
+0.4%
Added · +79 sh
7Ishare Dow Jones Healthcare
Exchange Traded Fund
$6.2M92.7K
2.6%
−0.2%
Reduced · −163 sh
8Vanguard Total Stock MKT Index
Exchange Traded Fund
$6.0M16.3K
2.5%
−1.9%
Reduced · −323 sh
9Ishare S&P Small Cap 600 Growth Index
Exchange Traded Fund
$5.9M32.9K
2.5%
−0.2%
Reduced · −57 sh
10Ishares Edge Msci USA Quality Factor ETF
Exchange Traded Fund
$5.7M25.8K
2.4%
+11%
Added · +3K sh
11Ishare S&P Smallcap 600 Barra Value Ind
Exchange Traded Fund
$5.5M39.9K
2.3%
−1.2%
Reduced · −503 sh
12Ishare Dow Jones Industrial
Exchange Traded Fund
$5.4M32.4K
2.3%
−1.3%
Reduced · −435 sh
13JP Morgan Exchange Traded FD Ultra SHRT Inc
Exchange Traded Fund
$5.4M106.0K
2.2%
−2.3%
Reduced · −3K sh
14Ishare Dow Jones Consumer Discretionary ETF
Exchange Traded Fund
$5.0M49.2K
2.1%
−1.1%
Reduced · −547 sh
15Berkshire Hathaway Inc CL B
Common Stock
$4.9M9.8K
2.0%
−2.5%
Reduced · −256 sh
16Technology Select Sector SPDR FD
Exchange Traded Fund
$4.1M21.4K
1.7%
−9.0%
Reduced · −2K sh
17J P Morgan Income ETF
Exchange Traded Fund
$3.9M84.7K
1.6%
+14%
Added · +10K sh
18Ishares Short Duration Bond Active ETF
Exchange Traded Fund
$3.8M75.4K
1.6%
+5.0%
Added · +4K sh
19Cummins Inc Com
Common Stock
$3.3M4.6K
1.4%
−20%
Reduced · −1K sh
20Invesco QQQ TR Unit Ser 1
Exchange Traded Fund
$3.3M4.4K
1.4%
Held
21Caterpillar Inc Stock
Common Stock
$3.2M3.0K
1.3%
−18%
Reduced · −675 sh
22JPMorgan Chase & Co Com
Common Stock
$3.1M9.6K
1.3%
−3.1%
Reduced · −305 sh
23Pgim Ultra Short ETF Bond
Exchange Traded Fund
$2.9M59.1K
1.2%
−7.9%
Reduced · −5K sh
24Microsoft Corp
Common Stock
$2.9M7.8K
1.2%
−3.5%
Reduced · −285 sh
25Ishare S&P 500/ Growth Indexfund
Exchange Traded Fund
$2.8M20.6K
1.2%
+8.2%
Added · +2K sh
26Ishare U.S. Consumer Staples ETF
Exchange Traded Fund
$2.8M38.2K
1.2%
−0.7%
Reduced · −258 sh
27Eli Lilly & Co
Common Stock
$2.8M2.3K
1.2%
−5.5%
Reduced · −133 sh
28Pgim Active High Yield BD ETF
Exchange Traded Fund
$2.6M73.6K
1.1%
+14%
Added · +9K sh
29Ishares US Equity Factor Rotation Active ETF
Exchange Traded Fund
$2.6M37.7K
1.1%
+14%
Added · +5K sh
30Pgim ETF TR Total Return Bond
Exchange Traded Fund
$2.5M61.4K
1.1%
+17%
Added · +9K sh
31Pimco Multisector BD
Exchange Traded Fund
$2.5M94.4K
1.0%
+17%
Added · +14K sh
32Corning Inc Com
Common Stock
$2.3M9.1K
1.0%
−0.4%
Reduced · −35 sh
33Nvidia Corp
Common Stock
$2.1M10.3K
0.9%
+3.1%
Added · +309 sh
34Ishare Dow Jones Energy
Exchange Traded Fund
$2.0M35.6K
0.8%
−0.1%
Reduced · −24 sh
35ETF Vanguard Emerging Markets
Exchange Traded Fund
$2.0M33.0K
0.8%
−3.0%
Reduced · −1K sh
36Morgan Stanley
Common Stock
$2.0M9.4K
0.8%
−8.6%
Reduced · −878 sh
37Goldman Sachs Group Inc
Common Stock
$1.9M1.9K
0.8%
−9.5%
Reduced · −203 sh
38Ishare Dow Jones Utilities
Exchange Traded Fund
$1.9M16.8K
0.8%
−0.1%
Reduced · −20 sh
39Ishares Emerging Markets Equity Factor ETF
Exchange Traded Fund
$1.9M26.0K
0.8%
+14%
Added · +3K sh
40Johnson & Johnson Com
Common Stock
$1.9M7.4K
0.8%
+0.9%
Added · +70 sh
41Ishares DJ US Real Estate
Exchange Traded Fund
$1.8M17.4K
0.7%
−3.0%
Reduced · −534 sh
42Home Depot Inc Common Stock
Common Stock
$1.7M4.9K
0.7%
−0.1%
Reduced · −4 sh
43Ishare Dow Jones Basic Materials
Exchange Traded Fund
$1.6M8.8K
0.7%
−0.8%
Reduced · −76 sh
44J P Morgan Equity Focus ETF
Exchange Traded Fund
$1.5M19.1K
0.6%
+9.2%
Added · +2K sh
45Ishares Msci USA Momentum Factor ETF
Exchange Traded Fund
$1.5M4.4K
0.6%
+3.3%
Added · +142 sh
46Ishares Msci Value Index Fund Eafe ETF
Exchange Traded Fund
$1.5M19.3K
0.6%
+7.1%
Added · +1K sh
47Steel Dynamics Inc
Common Stock
$1.3M5.8K
0.6%
−6.5%
Reduced · −400 sh
48Vanguard Communication Services ETF
Exchange Traded Fund
$1.3M7.2K
0.6%
Held
49Abbvie Inc
Common Stock
$1.3M5.2K
0.5%
−5.7%
Reduced · −315 sh
50Ishares Msci Eafe Growth Index Fund ETF
Exchange Traded Fund
$1.2M9.8K
0.5%
+27%
Added · +2K sh
Showing 50 of 139 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 7, 2026140$239.2M13F-HR
Q1 2026Mar 31, 2026Apr 7, 2026136$211.8M13F-HR
Q4 2025Dec 31, 2025Jan 6, 2026128$202.4M13F-HR
Q3 2025Sep 30, 2025Oct 3, 2025138$202.3M13F-HR
Q2 2025Jun 30, 2025Jul 7, 2025126$181.8M13F-HR
Q1 2025Mar 31, 2025Apr 3, 2025123$176.8M13F-HR
Q4 2024Dec 31, 2024Jan 3, 2025123$184.2M13F-HR
Q3 2024Sep 30, 2024Oct 3, 2024123$189.0M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.