First Financial Corp Q2 Activity: Significant ETF Buys, Minor Adjustments

As part of its investment strategy, First Financial Corp, acting through its entity THFF, made observable changes to its portfolio during the second quarter ending June 30, 2026.

The investor's portfolio saw notable shifts in certain sectors. In terms of direct stock holdings, THFF experienced a slight reduction in shares held by approximately -1.43%, maintaining its position as the largest holding at about 20.43% allocation to Financial Services.

The most significant activity occurred within exchange-traded funds (ETFs). The investor demonstrated substantial buying interest, particularly increasing exposure to Vanguard Information Technology ETF by an extraordinary +670.75% in terms of shares and a massive +299.46% from the prior period, boosting its allocation to 6.41%. Similarly, Vanguard Mid-Cap ETF saw a significant increase with +299.46%, adding another ~0.27% allocation points.

This buying pattern extended to other funds as well, including iShares Russell 1000 Income ETF (+186.12%) and Vanguard Growth ETF (+458.62%). Additionally, the investor added a new position in KLA Corp, investing $820k and increasing shares by 900%, resulting in a very small allocation of just under 0.3%.

Conversely, the investor slightly reduced its position in Vanguard S&P 500 ETF, decreasing shares by -2.76%. Other minor adjustments included a slight reduction in Abbot Laboratories (-8.84%) and small changes to several other holdings, though the majority of these were either maintained or saw very modest increases.

In summary, First Financial Corp focused its buying activity heavily on large-cap ETFs during Q2 2026, particularly in Technology exposure via VGT and VO. The largest holding, THFF itself, was slightly trimmed, while other direct stock positions like MSFT and LLY saw minor reductions.