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Portfolio (Quarterly) Guide ↗

First City Capital Management, Inc.

· CIK 0001427350
13F Portfolio $189M AUM 160 positions Filed Apr 17, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 30 Added 69 Reduced 3 Exited
Page 5 of 8  ·  160 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 IWM ISHARES TR 2,597.0 $644K 0.34% $248.00 +17.1%
82 SCCO SOUTHERN COPPER CORP Basic Materials 3,705.0 $637K 0.34% -104.0 -2.7% $172.06 +9.1%
83 IAU ISHARES GOLD TR Financial Services 7,133.0 $629K 0.33% -60.0 -0.8% $88.16 -5.0%
84 DOV DOVER CORP Industrials 2,954.0 $616K 0.33% -84.0 -2.8% $208.45 +2.4%
85 ABT ABBOTT LABORATORIES Healthcare 5,937.0 $610K 0.32% -256.0 -4.1% $102.68 -16.6%
86 EPD ENTERPRISE PRODS PARTNERS L Energy 15,841.0 $599K 0.32% -700.0 -4.2% $37.84 +0.4%
87 CCJ CAMECO CORP Energy 5,350.0 $581K 0.31% -1K -15.8% $108.61 -1.0%
88 KLAC KLA CORP Technology 382.0 $562K 0.30% $1472.41 +32.9%
89 IVV ISHARES TR 855.0 $559K 0.30% +20.0 +2.4% $653.52 +15.4%
90 GDX VANECK ETF TRUST 5,977.0 $548K 0.29% +580.0 +10.8% $91.77 -6.9%
91 MMM 3M CO Industrials 3,762.0 $546K 0.29% -450.0 -10.7% $145.23 +6.8%
92 SLYG SPDR SERIES TRUST 5,523.0 $534K 0.28% +95.0 +1.8% $96.62 +13.7%
93 IUSG ISHARES TR 3,440.0 $534K 0.28% $155.12 +21.8%
94 SNY SANOFI SA Healthcare 11,020.0 $531K 0.28% -300.0 -2.6% $48.18 -7.8%
95 NEM NEWMONT CORP Basic Materials 4,700.0 $509K 0.27% -250.0 -5.0% $108.25 -1.0%
96 VXUS VANGUARD STAR FDS 6,333.0 $488K 0.26% +688.0 +12.2% $77.11 +11.3%
97 KJAN INNOVATOR ETFS TRUST 11,670.0 $487K 0.26% $41.72 +7.4%
98 ITW ILLINOIS TOOL WKS INC Industrials 1,869.0 $486K 0.26% $260.29 -3.8%
99 DGRO ISHARES TR 6,929.0 $486K 0.26% $70.18 +6.3%
100 BKLN INVESCO EXCH TRADED FD TR II 22,808.0 $466K 0.25% -845.0 -3.6% $20.41 +0.4%
Page 5 of 8  ·  160 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
Financial Services 19.3%
Healthcare 16.5%
Technology 15.9%
Industrials 12.5%
Consumer Defensive 9.4%
Energy 8.7%
Consumer Cyclical 7.1%
Communication Services 4.8%
Basic Materials 3.0%
Utilities 2.4%