Institutional filer · SEC 13F · Q1 2024
First Citizens Financial Corp
The reported 13F portfolio of First Citizens Financial Corp (CIK 1800597) - top holdings, how concentrated the book is, and what changed last quarter.
- $166.7M
- Reported book
- 113
- Positions
- #236
- of 360 filers
The verdict
According to SEC Form 13F-HR filings in this corpus, First Citizens Financial Corp ranks #236 of 360 institutional filers by reported book value (largest first), matching the /funds listing. As of Q1 2024 the reported book is $166.7M across 113 positions, a moderately concentrated portfolio.
- $166.7M
- reported 13F value
- 113
- disclosed positions
- 8.6%
- in ISHARE DOW JONES TECH
- #236
- of 360 filers
Top-5 share 25.8% → MID-PACK book (largest five positions vs the rest of the reported 13F book).
According to SEC Form 13F-HR filings in this corpus, First Citizens Financial Corp ranks #236 of 360 institutional filers by reported book value (largest first), matching the /funds listing.
Where First Citizens Financial Corp sits by disclosed position count
First Citizens Financial Corp reports 113 13F positions among 360 filers with holdings (inventory signal, not a quality ranking). Orthogonal to book-value rank.
First Citizens Financial Corp vs all filers by holding count
Where this filer's disclosed position inventory sits among every tracked 13F manager
113 172nd of 360 higher than 188 of 360 filers
Filers, banded by disclosed position count
Each bar is a band; taller bars hold more filers. The dashed line + filled bar mark this entry. Hover or tap any bar for its full count and share, and where it sits relative to this entry.
Source SEC Form 13F-HR filings · 2026-05-16
Concentration vs. book size among peer filers
First Citizens Financial Corp reports $0.17B across 113 disclosed positions, tracking the median among similarly sized peer filers on position count.
Reported book value vs. disclosed position count
How 13F filings are computed · All institutional filers · Largest filers by value
SEC Form 13F-HR filing desk
CIK 1800597 · Q1 2024 $167M book
BOOK-LIGHT · POS-FOCUS · CONC-MID · LEAD-HEAVY · PHOTO-FINISH · TREND-FLAT · FY-SNAPSHOT
- BOOK-LIGHT #236/360
- POS-FOCUS 113 names
- CONC-MID 26% top-5
- LEAD-HEAVY 8.6% top
- PHOTO-FINISH Menard Financial
- TREND-FLAT Book steady
- FY-SNAPSHOT Q1 2024
Photo-finish peer on reported book: Menard Financial Group LLC
Read with: Institutional investor types - Manager type shapes what a 13F book represents — RIAs, hedge funds, and banks file the same form differently.
Reported-book neighbourhood · First Citizens Financial Corp
Nearest tracked filers by aggregate 13F reported book, not a full corpus reprint.
How the reported book breaks down
$166.7M decomposed into the top 5 reported positions (shown below) versus every other disclosed position.
Top Reported Holdings
Frequently Asked Questions
- How big is First Citizens Financial Corp's 13F portfolio?
- First Citizens Financial Corp reports $166.7M of long US-equity positions across 113 securities as of Q1 2024. This reflects 13F-disclosed holdings only, it is not the firm's total assets under management.
- Where does First Citizens Financial Corp sit among tracked 13F filers?
- According to SEC Form 13F-HR filings in this corpus, First Citizens Financial Corp ranks #236 of 360 institutional filers by reported book value (largest first), matching the /funds listing. The ordinal is recomputed live from filers with reported book value > 0. See /methodology/#corpus-placement.
- What is First Citizens Financial Corp's largest position?
- First Citizens Financial Corp's largest reported position is ISHARE DOW JONES TECH at $14.3M, about 8.6% of its reported book as of Q1 2024.
Nationwide filers with similar book size or holding count
Two 13F-derived peer sets for First Citizens Financial Corp: nearest reported book value and nearest holding inventory, not catalog browse links.
Similar reported book
Nearest filers by reported long-equity book ($166.7M here).
Similar holding count
Nearest filers by number of disclosed positions (113 here).
Using this filing
- The rankings sort every tracked filer the same way First Citizens Financial Corp was placed above, so you can see exactly how the rest of the field compares. View the rankings
- Menard Financial Group LLC reported the nearest book value ($166.7M) this quarter, a useful scale comparison for First Citizens Financial Corp. Compare filers
- 13F-HR reports long US-listed equity positions only, not total AUM, short positions, or non-equity holdings, treat the reported book as a partial picture. Read the methodology
Form 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q1 2024 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Reported value is not total AUM.
PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Filer holdings, changes, and reported book on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.