Institutional Fund
First Citizens Financial Corp
Mason City, IACIK 18005975 filings on record
Portfolio Value
$211.82M
Q1 2026
Holdings
135
Reported positions
New Buys
9
Opened this quarter
QoQ Change
+4.6%
from $202.43M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Ishares Tr7.7%
- Ishares Tr3.5%
- Ishares Tr3.5%
- Ishares Tr3.2%
- Ishares Tr3.0%
- Ishares Tr2.7%
- Other76.4%
Portfolio Holdings
135 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Ishares Tr | 90.0K | $16.33M | 7.7% | −302 | Reduced |
| 2 | Ishares Tr | 76.6K | $7.44M | 3.5% | −2.7K | Reduced |
| 3 | Ishares Tr | 73.4K | $7.39M | 3.5% | −117 | Reduced |
| 4 | Ishares Tr | 50.4K | $6.68M | 3.2% | −550 | Reduced |
| 5 | Ishares Tr | 54.3K | $6.39M | 3.0% | −94 | Reduced |
| 6 | Ishares Tr | 92.9K | $5.73M | 2.7% | −737 | Reduced |
| 7 | Apple Inc | 21.7K | $5.51M | 2.6% | +1.0K | Added |
| 8 | J P Morgan Exchange Traded F | 108.6K | $5.49M | 2.6% | +62.8K | Added |
| 9 | Vanguard Index Fds | 16.6K | $5.32M | 2.5% | +1.8K | Added |
| 10 | Ishares Tr | 32.8K | $4.84M | 2.3% | −313 | Reduced |
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