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Portfolio (Quarterly) Guide ↗

First County Bank /CT/

· CIK 0001983616
13F Portfolio $187M AUM 374 positions Filed Apr 3, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 8 New 50 Added 75 Reduced 13 Exited
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 ECL Ecolab Inc Basic Materials 1,368.0 $364K 0.19% +75.0 +5.8% $266.02 -1.3%
42 SPSB State Street SPDR Short Term Co 11,710.0 $352K 0.19% +1K +11.2% $30.07 -0.2%
43 IVE IShares S&P 500 Value Index ETF 1,643.0 $347K 0.18% +588.0 +55.7% $211.15 +8.0%
44 TGT Target Corp Com Consumer Defensive 2,687.0 $326K 0.17% +569.0 +26.9% $121.20 +5.9%
45 QQQ Invesco QQQ Trust Series 1 ETF Financial Services 543.0 $313K 0.17% +157.0 +40.7% $577.18 +26.4%
46 NVS Novartis AG-ADR Healthcare 2,014.0 $308K 0.16% +552.0 +37.8% $152.75 -1.0%
47 ALL Allstate Corp Financial Services 1,461.0 $303K 0.16% +456.0 +45.4% $207.34 +0.7%
48 QCOM Qualcomm Inc Technology 2,321.0 $299K 0.16% +601.0 +34.9% $128.78 +81.2%
49 AMT American Tower Real Estate 1,653.0 $285K 0.15% +462.0 +38.8% $172.58 +7.2%
50 DE Deere & Co Industrials 467.0 $263K 0.14% +4.0 +0.9% $563.30 -6.0%
Page 3 of 3  ·  50 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 30.6%
Healthcare 12.4%
Financial Services 10.7%
Industrials 10.2%
Consumer Defensive 8.5%
Energy 8.2%
Consumer Cyclical 6.6%
Communication Services 6.3%
Utilities 3.8%
Basic Materials 1.7%