Free Trial

First Financial Top Holdings and 13F Report (2025)

About First Financial

First Financial NASDAQ: THFF has filed 13-F forms with the SEC as an investor. First Financial is itself a publicly traded company. For more information on First Financial stock, visit the First Financial stock profile here.

Investment Activity

  • First Financial has $206.86 million in total holdings as of March 31, 2025.
  • First Financial owns shares of 343 different stocks, but just 54 companies or ETFs make up 80% of its holdings.
  • Approximately 4.51% of the portfolio was purchased this quarter.
  • About 6.95% of the portfolio was sold this quarter.
  • This quarter, First Financial has purchased 399 new stocks and bought additional shares in 46 stocks.
  • First Financial sold shares of 113 stocks and completely divested from 64 stocks this quarter.

Largest Holdings

First Financial
$29,061,842
Microsoft
$6,829,470

Largest New Holdings this Quarter

09290D101 - Blackrock Inc N/sh
$244,192 Holding
60871R209 - Molson Coors Beverage
$36,522 Holding
12541W209 - C.H. Robinson Worldwide
$30,720 Holding
74144T108 - T. Rowe Price Group
$22,968 Holding
427866108 - Hershey
$4,276 Holding

Largest Purchases this Quarter

Vanguard Information Technology ETF
3,137 shares (about $1.70M)
Vanguard Mid-Cap ETF
3,562 shares (about $921.20K)
Intercontinental Exchange
4,596 shares (about $792.81K)
Amazon.com
3,933 shares (about $748.29K)
Chipotle Mexican Grill
12,747 shares (about $640.03K)

Largest Sales this Quarter

First Financial
168,313 shares (about $8.24M)
Charles Schwab
10,259 shares (about $803.08K)
Starbucks
6,526 shares (about $640.13K)
NIKE
7,078 shares (about $449.31K)
Vanguard Mega Cap ETF
2,000 shares (about $402.76K)

Sector Allocation Over Time

Map of 500 Largest Holdings ofFirst Financial

 
 
Selling
 
 
Neutral
 
 
Buying
Issuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSector
First Financial Co. stock logo
THFF
First Financial
$29,061,842$8,243,971 -22.1%593,34114.0%Finance
Vanguard S&P 500 ETF stock logo
VOO
Vanguard S&P 500 ETF
$24,728,321$360,765 1.5%48,11812.0%ETF
Vanguard Information Technology ETF stock logo
VGT
Vanguard Information Technology ETF
$11,724,086$1,701,446 17.0%21,6165.7%ETF
Vanguard FTSE Developed Markets ETF stock logo
VEA
Vanguard FTSE Developed Markets ETF
$6,990,243$159,606 -2.2%137,5223.4%ETF
Microsoft Co. stock logo
MSFT
Microsoft
$6,829,470$25,151 0.4%18,1933.3%Computer and Technology
Apple Inc. stock logo
AAPL
Apple
$4,707,823$68,860 1.5%21,1942.3%Computer and Technology
Vanguard Mid-Cap ETF stock logo
VO
Vanguard Mid-Cap ETF
$4,603,695$921,205 25.0%17,8012.2%ETF
Vanguard Small-Cap ETF stock logo
VB
Vanguard Small-Cap ETF
$3,912,557$188,266 5.1%17,6441.9%ETF
Eli Lilly and Company stock logo
LLY
Eli Lilly and Company
$3,753,761$33,862 0.9%4,5451.8%Medical
Vanguard Financials ETF stock logo
VFH
Vanguard Financials ETF
$3,595,091$414,561 13.0%30,0921.7%ETF
Vanguard Communication Services ETF stock logo
VOX
Vanguard Communication Services ETF
$3,143,346$521,443 19.9%21,1831.5%ETF
Vanguard Health Care ETF stock logo
VHT
Vanguard Health Care ETF
$2,899,852$392,065 -11.9%10,9541.4%ETF
JPMorgan Chase & Co. stock logo
JPM
JPMorgan Chase & Co.
$2,880,313$41,701 -1.4%11,7421.4%Finance
Vanguard Consumer Discretionary ETF stock logo
VCR
Vanguard Consumer Discretionary ETF
$2,796,457$303,050 12.2%8,5911.4%ETF
Vanguard Industrials ETF stock logo
VIS
Vanguard Industrials ETF
$2,445,299$110,655 4.7%9,8781.2%ETF
Abbott Laboratories stock logo
ABT
Abbott Laboratories
$2,242,183$35,683 1.6%16,9031.1%Medical
Exxon Mobil Co. stock logo
XOM
Exxon Mobil
$2,215,190$37,582 1.7%18,6261.1%Energy
NVIDIA Co. stock logo
NVDA
NVIDIA
$2,190,360$50,722 -2.3%20,2101.1%Computer and Technology
The Procter & Gamble Company stock logo
PG
Procter & Gamble
$2,014,364$45,161 2.3%11,8201.0%Consumer Staples
AbbVie Inc. stock logo
ABBV
AbbVie
$1,997,145$106,227 -5.1%9,5321.0%Medical
Waste Connections, Inc. stock logo
WCN
Waste Connections
$1,903,1030.0%9,7500.9%Business Services
Meta Platforms, Inc. stock logo
META
Meta Platforms
$1,885,850$3,458 -0.2%3,2720.9%Computer and Technology
Amazon.com, Inc. stock logo
AMZN
Amazon.com
$1,826,306$748,293 69.4%9,5990.9%Retail/Wholesale
Broadcom Inc. stock logo
AVGO
Broadcom
$1,722,855$8,372 -0.5%10,2900.8%Computer and Technology
Visa Inc. stock logo
V
Visa
$1,621,929$7,009 0.4%4,6280.8%Business Services
The Home Depot, Inc. stock logo
HD
Home Depot
$1,609,257$88,324 5.8%4,3910.8%Retail/Wholesale
iShares U.S. Real Estate ETF stock logo
IYR
iShares U.S. Real Estate ETF
$1,567,810$73,536 4.9%16,3740.8%ETF
Invesco NASDAQ 100 ETF stock logo
QQQM
Invesco NASDAQ 100 ETF
$1,489,728$118,900 8.7%7,7180.7%ETF
Lockheed Martin Co. stock logo
LMT
Lockheed Martin
$1,449,127$160,816 12.5%3,2440.7%Aerospace
iShares Russell 1000 ETF stock logo
IWB
iShares Russell 1000 ETF
$1,410,0840.0%4,5970.7%ETF
Alphabet Inc. stock logo
GOOGL
Alphabet
$1,220,574$3,093 0.3%7,8930.6%Computer and Technology
NextEra Energy, Inc. stock logo
NEE
NextEra Energy
$1,218,670$116,401 10.6%17,1910.6%Utilities
SPDR Portfolio S&P 500 Growth ETF stock logo
SPYG
SPDR Portfolio S&P 500 Growth ETF
$1,208,1220.0%15,0320.6%ETF
Invesco QQQ stock logo
QQQ
Invesco QQQ
$1,164,797$63,304 -5.2%2,4840.6%Finance
Merck & Co., Inc. stock logo
MRK
Merck & Co., Inc.
$1,161,494$17,952 -1.5%12,9400.6%Medical
Palo Alto Networks, Inc. stock logo
PANW
Palo Alto Networks
$1,153,015$91,292 8.6%6,7570.6%Computer and Technology
Comcast Co. stock logo
CMCSA
Comcast
$1,128,033$113,394 11.2%30,5700.5%Consumer Discretionary
Thermo Fisher Scientific Inc. stock logo
TMO
Thermo Fisher Scientific
$1,108,653$73,147 7.1%2,2280.5%Medical
Linde PLC
$1,104,032$142,486 14.8%2,3710.5%Com
Walmart Inc. stock logo
WMT
Walmart
$1,083,768$9,832 -0.9%12,3450.5%Retail/Wholesale
Avantis U.S. Small Cap Value ETF stock logo
AVUV
Avantis U.S. Small Cap Value ETF
$1,066,961$67,208 -5.9%12,2400.5%ETF
Mondelez International, Inc. stock logo
MDLZ
Mondelez International
$1,054,321$170,100 19.2%15,5390.5%Consumer Staples
Vanguard FTSE Emerging Markets ETF stock logo
VWO
Vanguard FTSE Emerging Markets ETF
$1,029,484$23,671 -2.2%22,7460.5%ETF
Vanguard Energy ETF stock logo
VDE
Vanguard Energy ETF
$1,003,956$133,472 -11.7%7,7400.5%ETF
iShares Russell 1000 Value ETF stock logo
IWD
iShares Russell 1000 Value ETF
$979,184$11,290 -1.1%5,2040.5%ETF
Costco Wholesale Co. stock logo
COST
Costco Wholesale
$977,937$12,295 -1.2%1,0340.5%Retail/Wholesale
Vanguard Consumer Staples ETF stock logo
VDC
Vanguard Consumer Staples ETF
$970,905$101,095 -9.4%4,4370.5%ETF
Chevron Co. stock logo
CVX
Chevron
$969,111$1,171 -0.1%5,7930.5%Energy
The Coca-Cola Company stock logo
KO
Coca-Cola
$951,687$21,486 -2.2%13,2880.5%Consumer Staples
Johnson Controls International plc stock logo
JCI
Johnson Controls International
$910,129$186,576 25.8%11,3610.4%Construction
McDonald's Co. stock logo
MCD
McDonald's
$908,372$11,245 -1.2%2,9080.4%Retail/Wholesale
Intercontinental Exchange, Inc. stock logo
ICE
Intercontinental Exchange
$864,915$792,810 1,099.5%5,0140.4%Finance
iShares Russell 1000 Growth ETF stock logo
IWF
iShares Russell 1000 Growth ETF
$839,173$50,553 -5.7%2,3240.4%ETF
UnitedHealth Group Incorporated stock logo
UNH
UnitedHealth Group
$837,477$210,548 -20.1%1,5990.4%Medical
Vanguard Real Estate ETF stock logo
VNQ
Vanguard Real Estate ETF
$809,789$35,944 -4.3%8,9440.4%ETF
Vanguard Utilities ETF stock logo
VPU
Vanguard Utilities ETF
$800,416$51,243 6.8%4,6860.4%ETF
PayPal Holdings, Inc. stock logo
PYPL
PayPal
$795,789$60,161 8.2%12,1960.4%Computer and Technology
SPDR S&P 500 ETF Trust stock logo
SPY
SPDR S&P 500 ETF Trust
$778,1110.0%1,3910.4%Finance
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund stock logo
XSOE
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
$747,764$90,449 13.8%24,2230.4%Finance
American Tower Co. stock logo
AMT
American Tower
$744,844$132,301 -15.1%3,4230.4%Finance
Union Pacific Co. stock logo
UNP
Union Pacific
$727,619$10,631 -1.4%3,0800.4%Transportation
Sysco Co. stock logo
SYY
Sysco
$697,797$81,118 13.2%9,2990.3%Consumer Staples
Chipotle Mexican Grill, Inc. stock logo
CMG
Chipotle Mexican Grill
$682,303$640,026 1,513.9%13,5890.3%Retail/Wholesale
Cisco Systems, Inc. stock logo
CSCO
Cisco Systems
$649,313$9,257 -1.4%10,5220.3%Computer and Technology
Schwab US Dividend Equity ETF stock logo
SCHD
Schwab US Dividend Equity ETF
$643,947$44,876 -6.5%23,0310.3%ETF
RTX Co. stock logo
RTX
RTX
$641,239$21,194 -3.2%4,8410.3%Aerospace
SPDR Dow Jones Industrial Average ETF Trust stock logo
DIA
SPDR Dow Jones Industrial Average ETF Trust
$634,8590.0%1,5120.3%Finance
Republic Services, Inc. stock logo
RSG
Republic Services
$620,8980.0%2,5640.3%Business Services
Vanguard Mega Cap ETF stock logo
MGC
Vanguard Mega Cap ETF
$604,140$402,760 -40.0%3,0000.3%ETF
Bristol-Myers Squibb stock logo
BMY
Bristol-Myers Squibb
$594,165$671 -0.1%9,7420.3%Medical
Vanguard Materials ETF stock logo
VAW
Vanguard Materials ETF
$578,325$66,650 13.0%3,0630.3%ETF
BP p.l.c. stock logo
BP
BP
$530,199$33,790 -6.0%15,6910.3%Energy
PepsiCo, Inc. stock logo
PEP
PepsiCo
$524,641$26,689 5.4%3,4990.3%Consumer Staples
Suncor Energy Inc. stock logo
SU
Suncor Energy
$512,420$50,607 11.0%13,2340.2%Energy
Bank of America Co. stock logo
BAC
Bank of America
$485,236$6,259 -1.3%11,6280.2%Finance
Johnson & Johnson stock logo
JNJ
Johnson & Johnson
$475,629$44,279 -8.5%2,8680.2%Medical
Novo Nordisk A/S stock logo
NVO
Novo Nordisk A/S
$449,2770.0%6,4700.2%Medical
BHP Group Limited stock logo
BHP
BHP Group
$447,393$164,308 58.0%9,2170.2%Basic Materials
Mastercard Incorporated stock logo
MA
Mastercard
$444,525$22,473 -4.8%8110.2%Business Services
Accenture plc stock logo
ACN
Accenture
$441,5370.0%1,4150.2%Computer and Technology
Caterpillar Inc. stock logo
CAT
Caterpillar
$431,378$32,980 -7.1%1,3080.2%Industrials
Elevance Health, Inc. stock logo
ELV
Elevance Health
$422,3460.0%9710.2%Medical
iShares Russell Mid-Cap ETF stock logo
IWR
iShares Russell Mid-Cap ETF
$411,7390.0%4,8400.2%ETF
Vanguard Small-Cap Growth ETF stock logo
VBK
Vanguard Small-Cap Growth ETF
$409,630$20,393 -4.7%1,6270.2%ETF
Salesforce, Inc. stock logo
CRM
Salesforce
$408,444$13,418 -3.2%1,5220.2%Computer and Technology
The Walt Disney Company stock logo
DIS
Walt Disney
$401,413$21,418 -5.1%4,0670.2%Consumer Discretionary
Vanguard Russell 2000 ETF stock logo
VTWO
Vanguard Russell 2000 ETF
$387,7650.0%4,8080.2%ETF
Wells Fargo & Company stock logo
WFC
Wells Fargo & Company
$387,020$30,008 -7.2%5,3910.2%Finance
Waste Management, Inc. stock logo
WM
Waste Management
$365,7860.0%1,5800.2%Business Services
Starbucks Co. stock logo
SBUX
Starbucks
$363,227$640,135 -63.8%3,7030.2%Retail/Wholesale
iShares Core MSCI EAFE ETF stock logo
IEFA
iShares Core MSCI EAFE ETF
$349,0490.0%4,6140.2%ETF
Marathon Petroleum Co. stock logo
MPC
Marathon Petroleum
$339,021$13,695 -3.9%2,3270.2%Energy
Oracle Co. stock logo
ORCL
Oracle
$338,3400.0%2,4200.2%Computer and Technology
iShares Russell Mid-Cap Value ETF stock logo
IWS
iShares Russell Mid-Cap Value ETF
$338,1030.0%2,6840.2%ETF
Shell plc stock logo
SHEL
Shell
$328,294$7,988 -2.4%4,4800.2%Energy
Pfizer Inc. stock logo
PFE
Pfizer
$319,968$23,439 -6.8%12,6270.2%Medical
Honeywell International Inc. stock logo
HON
Honeywell International
$300,897$179,776 -37.4%1,4210.1%Multi-Sector Conglomerates
General Dynamics Co. stock logo
GD
General Dynamics
$296,840$15,537 -5.0%1,0890.1%Aerospace
Texas Instruments Incorporated stock logo
TXN
Texas Instruments
$296,325$16,532 -5.3%1,6490.1%Computer and Technology
iShares Russell Mid-Cap Growth ETF stock logo
IWP
iShares Russell Mid-Cap Growth ETF
$296,310$1,997 -0.7%2,5220.1%ETF

Showing largest 100 holdings. View all holdings.
SEC Filings and Trading Data