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Jeffrey P Gribben

First Citizens Financial Corp

Assets Managed
$239.192M
Holdings
139
Last Quarter
2026 - Q2
Filed Date
7d ago
Growth Rate
12.93%(2Q avg: 8.79%)
Sustained Growth
5 quarters

Portfolio positions

This chart displays the top 10 holdings in First Citizens Financial Corp's 2026 - Q2 portfolio, based on their 13F SEC filing, out of a total of 139 positions.

Assets under management

The assets under management (AUM) of First Citizens Financial Corp over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2026 - Q2, they manage 239.192M in assets, with a quarterly growth rate of 12.93% and a 2-quarter average growth rate of 8.79%. The portfolio is managed by Jeffrey P Gribben, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IYW
Ishares Ustechnology Etf
Recent Activity
Decreased -0.92%
9.41%
$22.495M
89,186 shares@ $252.24 avg price
IJK
Ishares S&p Mid-cap 400 Grow
Recent Activity
Decreased -1.21%
3.57%
$8.523M
72,538 shares@ $117.5 avg price
EFA
Ishares Msci Eafe Etf
Recent Activity
Decreased -2.54%
3.25%
$7.759M
74,689 shares@ $103.88 avg price
IJJ
Ishares S&p Mid-cap 400 Valu
Recent Activity
Decreased -0.69%
3.1%
$7.4M
50,093 shares@ $147.74 avg price
IYF
Ishares Us Financials Etf
Recent Activity
Decreased -0.05%
2.9%
$6.923M
54,297 shares@ $127.51 avg price
AAPL
Apple Inc
Recent Activity
Increased 0.37%
2.64%
$6.309M
21,803 shares@ $289.36 avg price
IYH
Ishares U.s. Healthcare Etf
Recent Activity
Decreased -0.17%
2.6%
$6.213M
92,717 shares@ $67.01 avg price
VTI
Vanguard Total Stock Mkt Etf
Recent Activity
Decreased -1.94%
2.52%
$6.021M
16,270 shares@ $370.05 avg price
IJT
Ishares S&p Small-cap 600 Gr
Recent Activity
Decreased -0.17%
2.46%
$5.881M
32,931 shares@ $178.61 avg price
QUAL
Ishares Msci Usa Quality Fac
Recent Activity
Increased 11.31%
2.37%
$5.653M
25,763 shares@ $219.43 avg price

1-10 of 139