First Financial Group Corp
Filing Date
Global Rank
#6,983
/ 8,232
▲ 155
Top Industry
Software - Infrastructure
22.6%
3Y Alpha vs SPY
-9.5%
Period ended 2 months ago
Filed Apr 22, 2026 · 52d
6 quarters · since Dec 2024
Clone Performance
Feb 2025–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+10.6%
SPY
+23.4%
Annualised alpha
-9.3%
Max drawdown
−20.2%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
20.1%
−4.2 pts
Top 5
60.0%
−2.2 pts
Top 10
78.3%
−2.4 pts
HHI
971
Diversified−140
Portfolio Trend
6 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 45.8% | $14,652,220 |
| Healthcare | 13.7% | $4,393,186 |
| Financial Services | 11.2% | $3,584,450 |
| Unclassified | 7.4% | $2,358,358 |
| Consumer Cyclical | 7.2% | $2,294,262 |
| Basic Materials | 4.9% | $1,573,579 |
| Communication Services | 3.1% | $1,002,606 |
| Industrials | 2.0% | $654,751 |
| Consumer Defensive | 1.9% | $603,134 |
| Utilities | 1.6% | $501,369 |
| Energy | 1.1% | $356,286 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased
11 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| EZBC | Franklin Templeton Digital Holdings Trust | +765 | 5,834 | $228,634 | |
| AAPL | Apple Inc. | +84 | 20,029 | $5,083,159 | |
| APH | Amphenol Corp /De/ | +40 | 1,669 | $210,878 | |
| NVDA | Nvidia Corp | +28 | 11,320 | $1,974,208 | |
| GOOGL | Alphabet Inc. | +23 | 2,645 | $760,596 | |
| IBM | International Business Machines Corp | +19 | 986 | $238,996 | |
| XOM | Exxon Mobil Corp | +16 | 2,100 | $356,286 | |
| GS | Goldman Sachs Group Inc | +11 | 246 | $208,113 | |
| WMT | Walmart Inc. | +10 | 2,990 | $371,597 | |
| JNJ | Johnson & Johnson | +7 | 1,047 | $255,928 | |
| BRK-B | Berkshire Hathaway Inc | +5 | 2,564 | $1,228,668 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced
17 positions
| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DUK | Duke Energy CORP | −1,600 | 3,829 | $501,369 | |
| FTHY | First Trust High Yield Opportunities 2027 Term Fund | −630 | 27,125 | $367,001 | |
| TFC | Truist Financial Corp | −304 | 11,641 | $535,136 | |
| SHW | Sherwin Williams Co | −249 | 4,909 | $1,573,579 | |
| WFC | Wells Fargo & Company/Mn | −243 | 2,809 | $223,624 | |
| PG | PROCTER & GAMBLE Co | −224 | 1,603 | $231,537 | |
| GE | General Electric Co | −96 | 1,283 | $364,076 | |
| AMZN | Amazon Com Inc | −71 | 7,271 | $1,514,331 | |
| MSFT | Microsoft Corp | −67 | 17,367 | $6,428,742 | |
| DIS | Walt Disney Co | −61 | 2,511 | $242,010 | |
| GEV | GE Vernova Inc. | −42 | 333 | $290,675 | |
| LH | Labcorp Holdings Inc. | −38 | 14,657 | $3,910,634 | |
| ABBV | AbbVie Inc. | −35 | 1,042 | $226,624 | |
| COF | Capital One Financial Corp | −34 | 1,584 | $288,969 | |
| MA | Mastercard Inc | −7 | 839 | $419,214 | |
| V | Visa Inc. | −5 | 1,038 | $313,725 | |
| QQQ | Invesco Qqq Trust, Series 1 | −3 | 3,109 | $1,794,452 | |
| No positions match the current search. | |||||
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
8 positions ·
$3,584,450 total
· Financial Services only
· as of Mar 31, 2026
All sectors
Basic Materials
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
Utilities
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Added | 2,564 | $1,228,668 | 34.28% | |
| TFC |
Truist Financial Corp
Financial Services
|
Reduced | 11,641 | $535,136 | 14.93% | |
| MA |
Mastercard Inc
Financial Services
|
Reduced | 839 | $419,214 | 11.70% | |
| FTHY |
First Trust High Yield Opportunities 2027 Term Fund
Financial Services
|
Reduced | 27,125 | $367,001 | 10.24% | |
| V |
Visa Inc.
Financial Services
|
Reduced | 1,038 | $313,725 | 8.75% | |
| COF |
Capital One Financial Corp
Financial Services
|
Reduced | 1,584 | $288,969 | 8.06% | |
| WFC |
Wells Fargo & Company/Mn
Financial Services
|
Reduced | 2,809 | $223,624 | 6.24% | |
| GS |
Goldman Sachs Group Inc
Financial Services
|
Added | 246 | $208,113 | 5.81% |