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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 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 DUK Duke Energy Corp New Com Utilities 10,629.0 $1.4M 0.74% -1K -10.4% $130.94 -4.3%
42 AEP American Elec Power Inc Utilities 10,412.0 $1.4M 0.73% -1K -9.0% $131.08 -1.2%
43 GVI iShares Int Govt Credit Bd ETF 11,973.0 $1.3M 0.68% +766.0 +6.8% $106.68 -0.6%
44 SCHV Schwab US Large Cap Value ETF 41,113.0 $1.3M 0.67% -435.0 -1.1% $30.50 +9.9%
45 BIV Vanguard Intermediate-Term Bond 16,004.0 $1.2M 0.66% +3K +20.5% $77.18 -0.7%
46 IBM IBM Corp Technology 4,983.0 $1.2M 0.65% -232.0 -4.5% $242.39 +5.3%
47 PEP Pepsico Inc Consumer Defensive 7,753.0 $1.2M 0.64% $155.29 -4.9%
48 CSCO Cisco Systems Inc Technology 15,468.0 $1.2M 0.64% +794.0 +5.4% $77.59 +54.2%
49 RTX Raytheon Technologies Corp Industrials 6,221.0 $1.2M 0.64% -105.0 -1.7% $192.90 -8.5%
50 META Meta Platforms Inc Communication Services 2,079.0 $1.2M 0.64% +19.0 +0.9% $572.13 +11.0%
51 AMD Advanced Micro Devices Technology 5,794.0 $1.2M 0.63% -1K -15.6% $203.43 +143.6%
52 VUG Vanguard Growth ETF 2,686.0 $1.2M 0.63% -391.0 -12.7% $436.79 -79.8%
53 LLY Eli Lilly & Co Healthcare 1,270.0 $1.2M 0.62% -42.0 -3.2% $919.77 +17.7%
54 Berkshire Hathaway Inc - CL B 2,393.0 $1.1M 0.61% +26.0 +1.1% $479.20
55 FNDF Schwab Fundamental Internationa 23,277.0 $1.1M 0.61% -1K -4.1% $48.93 +10.5%
56 WMB Williams Cos Inc Energy 15,264.0 $1.1M 0.59% +1K +8.7% $72.78 +4.9%
57 PYPL Paypal Holdings, Inc. Financial Services 24,492.0 $1.1M 0.59% +19K +331.2% $45.23 -3.3%
58 TRP TC Energy Corp Energy 17,621.0 $1.1M 0.59% -2K -11.4% $62.60 +9.0%
59 GOOG Alphabet, Inc Class C Communication Services 3,746.0 $1.1M 0.57% +20.0 +0.5% $286.86 +34.2%
60 ENB Enbridge Inc Energy 18,945.0 $1.0M 0.55% -4K -18.2% $54.14 +3.7%
Page 3 of 9  ·  162 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%