# First Citizens Financial Corp 13F holdings

> Latest reported SEC 13F equity book. Teaser: top 10 of 139 long-equity positions.
> CIK 1800597. Latest filing Q2 2026, as of quarter end 2026-06-30. Long-equity book $239.2M.

## Top holdings (teaser)

| # | Ticker | Issuer | Value | % of book | Change |
|---|--------|--------|-------|-----------|--------|
| 1 | n/a | Ishare Dow Jones Tech | $22.5M | 9.4% | Reduced |
| 2 | n/a | Ishare S&P Midcap 400/GROWTH Index Fund | $8.5M | 3.6% | Reduced |
| 3 | n/a | Ishare Msci Eafe Fund | $7.8M | 3.2% | Reduced |
| 4 | n/a | Ishare S&P Midcap 400/VALUE Index Fund | $7.4M | 3.1% | Reduced |
| 5 | n/a | Ishare Dow Jones Financial Sector | $6.9M | 2.9% | Reduced |
| 6 | n/a | Apple Inc | $6.3M | 2.6% | Added |
| 7 | n/a | Ishare Dow Jones Healthcare | $6.2M | 2.6% | Reduced |
| 8 | n/a | Vanguard Total Stock MKT Index | $6.0M | 2.5% | Reduced |
| 9 | n/a | Ishare S&P Small Cap 600 Growth Index | $5.9M | 2.5% | Reduced |
| 10 | n/a | Ishares Edge Msci USA Quality Factor ETF | $5.7M | 2.4% | Added |

## Latest moves

Bought: Advanced Micro Devices, United Rentals Incorporated, Honeywell Intl Inc Com
Sold: Ishare Dow Jones Tech, Ishare S&P Midcap 400/GROWTH Index Fund, Ishare Msci Eafe Fund

Counts and totals reflect the 13F filers and securities Arkolith tracks, not the entire institutional universe. Option legs are excluded from the book above.

## Full data via the API and MCP

This page is a teaser. The complete book, full quarter-over-quarter history, and per-datapoint
provenance are available through the metered REST API and MCP server.

- Endpoint: https://arkolith.com/api/mcp (transport: streamable-http)
- Auth: Bearer API key. Mint one and copy a ready-to-paste command at https://arkolith.com/connect
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- Discovery: `tools/list` is free; `tools/call` is metered by credits.

### Machine-readable
- Tool catalog JSON: https://arkolith.com/api/mcp/catalog
- MCP descriptor: https://arkolith.com/.well-known/mcp.json
- OpenAPI 3.1 REST spec: https://arkolith.com/openapi.json
- Full LLM guide: https://arkolith.com/llms-full.txt
- Human docs: https://arkolith.com/docs

## Source and method

- Source: SEC EDGAR 13F-HR (public domain). Long-equity positions only (option legs excluded). Filed quarterly, about a 45-day lag.
- Primary source: https://www.sec.gov/Archives/edgar/data/1800597/000180059726000003/xslForm13F_X02/primary_doc.xml
- Human page: https://arkolith.com/fund/first-citizens-financial-corp-1800597
- Per-datapoint lineage: call the `provenance.get` MCP tool for the source URL and fetch history behind any figure.

Paid product with a one-time evaluation grant at signup (no card to evaluate). Most calls cost 1 credit (~$0.01); heavier point-in-time / cross-source tools cost more.

_Latest disclosed public filings. Data, not investment advice._