First Financial Group Corp
•CIK: 2054920•Filing: Q4 2025
**First Financial Group Corp** manages $118M across a diverse portfolio of 73 positions. The fund exhibits significant concentration in technology and financial infrastructure, with top holdings including DFAU at $11.6M and MSFT at $8.4M. Notable allocations also include DFAC ($6.1M), VNLA ($5.8M), and DFAI ($5.5M). This positioning suggests a tactical focus on growth sectors underpinned by established market leaders.
Total AUM
$117.5M
QoQ Performance
+1.9%
Positions
45
Top 10 Concentration
52.0%
Latest Filing
Q4 2025
Top Holdings Allocation
DFAU
MSFT
DFAC
DFAU9.9%
MSFT7.2%
DFAC5.2%
VNLA4.9%
DFAI4.7%
AAPL4.6%
DFAS4.3%
DFCF3.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other77.2%
Technology14.5%
Financial2.6%
Consumer2.5%
Materials1.4%
Utilities0.5%
Healthcare0.4%
Industrial0.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW4 new positions
↑31 increased
↓32 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024