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Portfolio (Quarterly) Guide ↗

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

· CIK 0001339908
13F Portfolio $528M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 137 New
Page 2 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 26,195.0 $4.1M 0.77% NEW $155.29 +23.0%
22 BERKSHIRE HATHAWAY INC. DELWARE CL 5.0 $3.8M 0.71% NEW $754200.00
23 IBDU ISHARES IBONDS DEC 2029 TERMCORPORATE ETF 159,990.0 $3.8M 0.71% NEW $23.46 -1.4%
24 GOOGL ALPHABET INC - CLASS A Communication Services 14,903.0 $3.6M 0.69% NEW $243.10 +59.5%
25 MCD MCDONALDS CORP COM Consumer Cyclical 10,436.0 $3.2M 0.60% NEW $303.88 -6.5%
26 GLW CORNING INC COM Technology 35,886.0 $2.9M 0.56% NEW $82.03 +133.9%
27 ITOT I SHARES CORE S & P TOTAL U S STOCK MARKET 19,930.0 $2.9M 0.55% NEW $145.65 +11.3%
28 VZ VERIZON COMMUNICATIONS INC Communication Services 64,341.0 $2.8M 0.54% NEW $43.95 +8.8%
29 GE GE AEROSPACE Industrials 9,187.0 $2.8M 0.52% NEW $300.82 +0.3%
30 GOOG ALPHABET INC - CLASS C Communication Services 11,125.0 $2.7M 0.51% NEW $243.55 +57.5%
31 ABBV ABBVIE INC Healthcare 11,527.0 $2.7M 0.51% NEW $231.54 -7.3%
32 MRK MERCK & CO INC NEW Healthcare 30,788.0 $2.6M 0.49% NEW $83.93 +38.1%
33 JPM J P MORGAN CHASE & CO Financial Services 7,779.0 $2.5M 0.47% NEW $315.42 -3.9%
34 NEE NEXTERA ENERGY INC COM Utilities 32,377.0 $2.4M 0.46% NEW $75.49 +18.8%
35 LLY ELI LILLY & CO COM Healthcare 3,184.0 $2.4M 0.46% NEW $763.00 +36.5%
36 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 19,336.0 $2.4M 0.46% NEW $124.34 -20.6%
37 AON AON PLC NPV Financial Services 6,658.0 $2.4M 0.45% NEW $356.57 -9.1%
38 WMT WALMART INC COM Consumer Defensive 21,447.0 $2.2M 0.42% NEW $103.06 +27.0%
39 TGT TARGET CORP Consumer Defensive 22,879.0 $2.1M 0.39% NEW $89.70 +36.4%
40 IVV I SHARES CORE S & P 500 ETF 2,898.0 $1.9M 0.37% NEW $669.28 +11.5%
Page 2 of 7  ·  137 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 36.5%
Consumer Defensive 10.6%
Industrials 10.4%
Healthcare 9.7%
Consumer Cyclical 8.0%
Communication Services 6.4%
Utilities 6.0%
Financial Services 5.8%
Energy 5.8%
Basic Materials 1.0%