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Portfolio (Quarterly) Guide ↗

FIRST COMMUNITY TRUST NA

· CIK 0001130344
13F Portfolio $136M AUM 359 positions Filed Apr 16, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 37 New 48 Added 38 Reduced 30 Exited
Page 5 of 18  ·  359 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PEP PepsiCo Inc Com Consumer Defensive 1,239.0 $192K 0.14% -27.0 -2.1% $155.29 -4.1%
82 ZBH Zimmer Biomet Hldgs Inc Com Healthcare 2,107.0 $191K 0.14% $90.42 -5.6%
83 SHOP Shopify Inc CL A Technology 1,599.0 $190K 0.14% $118.62 -11.5%
84 MRK Merck & Co Inc Com Healthcare 1,575.0 $189K 0.14% $120.29 -3.7%
85 EPD Enterprise Prods Partners L Com Energy 4,960.0 $188K 0.14% $37.84 +4.3%
86 PM Philip Morris Intl Inc Com Consumer Defensive 1,135.0 $188K 0.14% $165.34 +14.1%
87 XOM Exxon Mobil Corp Com Energy 1,089.0 $185K 0.14% $169.66 -7.9%
88 GE GE Aerospace Industrials 641.0 $182K 0.13% -30.0 -4.5% $283.77 +6.3%
89 PLTR Palantir Technologies Inc Technology 1,235.0 $181K 0.13% $146.28 -6.2%
90 MDLZ Mondelez Intl Inc CL A Consumer Defensive 2,968.0 $171K 0.13% $57.64 +6.7%
91 ABT Abbott Labs Com Healthcare 1,633.0 $168K 0.12% $102.67 -14.5%
92 WM Waste Mgmt Inc Del Com Industrials 700.0 $161K 0.12% $229.79 -4.4%
93 HOOD Robinhood Markets Inc. Financial Services 2,301.0 $159K 0.12% $69.30 +9.6%
94 XRAY Dentsply Sirona Inc Healthcare 13,590.0 $158K 0.12% -1K -6.8% $11.60 -15.2%
95 BA Boeing Co Com Industrials 792.0 $158K 0.12% $199.03 +10.3%
96 EMR Emerson Elec Co Com Industrials 1,153.0 $151K 0.11% $131.02 +3.0%
97 IBM International Business MacHscom Technology 617.0 $150K 0.11% $242.39 +4.4%
98 TGT Target Corp Com Consumer Defensive 1,229.0 $149K 0.11% -75.0 -5.8% $121.20 +0.9%
99 GEV GE Vernova LLC Utilities 165.0 $144K 0.11% $872.90 +19.6%
100 AXP American Express Co Com Financial Services 475.0 $144K 0.11% $302.48 +2.4%
Page 5 of 18  ·  359 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 41.5%
Communication Services 13.4%
Industrials 11.7%
Consumer Defensive 9.6%
Financial Services 8.5%
Healthcare 6.6%
Consumer Cyclical 3.5%
Energy 2.6%
Utilities 1.9%
Basic Materials 0.5%