First Investment Corporation

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Assets, Funds, Holdings

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First Investment Corporation
CRD #110972
SEC #801-24481
CIK #0000898726, 0001574189, 0002054920
AUM
Employees
Phone918-377-2045
Address302 SE Osage
Bartlesville, OK 74003
Source [IAPD] [EDGAR] [Website]
Total AUM ($M)
14011284562802001200920172025
Sector Form 13F Holdings Value ($M)
Microsoft Corp 6.5
Apple Inc 5.6
Laboratory Corp of America Holdings 4.1
Nvidia Corp 2.3
Amazon Com Inc 1.7
Sherwin Williams Co 1.7
 
 
 
 
 
Holdings by Sector ($M)
14011284562802023202420252027
AUM Breakdown Accounts AUM ($M)
By Client Type
(a) Individuals (other than high net worth individuals) 0 0.0
(b) Individuals (high net worth individuals) 0 0.0
(c) Banking or thrift institutions 0 0.0
(d) Investment companies 0 0.0
(e) Business development companies 0 0.0
(f) Pooled investment vehicles 0 0.0
(g) Pension and profit sharing plans 0 0.0
(h) Charitable organizations 0 0.0
(i) State or municipal government entities 0 0.0
(j) Other investment advisers 0 0.0
(k) Insurance companies 0 0.0
(l) Sovereign wealth funds and foreign official institutions 0 0.0
(m) Corporations or other businesses not listed above 0 0.0
(n) Other 0 0.0
Total 655 134.8
By Discretionary
Discretionary 95 61.6
Non-Discretionary 560 73.2
Total 655 134.8
By Non-United States Persons
Non-United States Persons 0.0
United States Persons 134.8
Total 655 134.8
EDGAR Form CIK 2011 - 2026
D [0000898726]
D [0001574189]
13F-HR [0002054920]
Firm Profile (Form ADV)
Discretionary AUM$0.1B
Clients500
ServesRetail
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