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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 4 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 VEA Vanguard FTSE Develpd Mkts ETF 15,930.0 $1.0M 0.55% -166.0 -1.0% $64.08 +11.5%
62 V Visa Inc CL A Financial Services 3,329.0 $1.0M 0.54% +90.0 +2.8% $302.24 +8.9%
63 ADP Automatic Data Processing Inc Industrials 4,950.0 $1.0M 0.54% $203.18 +6.8%
64 CVX Chevron Corp Energy 4,775.0 $988K 0.53% -490.0 -9.3% $206.90 -11.8%
65 SO The Southern Co Utilities 9,831.0 $949K 0.51% -2K -17.1% $96.52 -2.8%
66 PNC PNC Finl Srvs Grp Inc Financial Services 4,550.0 $947K 0.51% -1K -18.9% $208.09 +5.9%
67 HON Honeywell Intl Inc Industrials 3,888.0 $879K 0.47% +757.0 +24.2% $226.03 +3.0%
68 IWM IShares Russell 2000 3,147.0 $780K 0.42% -751.0 -19.3% $248.00 +17.2%
69 IWD IShares Russell 1000 Value 3,606.0 $770K 0.41% -171.0 -4.5% $213.67 +11.4%
70 BIIB Biogen Idec Inc Healthcare 4,166.0 $764K 0.41% -246.0 -5.6% $183.33 +8.2%
71 TMO Thermo Fisher Scientific Inc Healthcare 1,527.0 $751K 0.40% $491.53 -8.3%
72 COP Conocophillips Energy 5,605.0 $740K 0.40% +487.0 +9.5% $132.00 -12.5%
73 VGSH Vanguard Short- Term Treasury E 12,194.0 $714K 0.38% -532.0 -4.2% $58.54 -0.4%
74 SCHO Schwab Short-Term US Treasury E 29,330.0 $712K 0.38% +13K +83.5% $24.27 -0.4%
75 LIN Linde PLC Basic Materials 1,400.0 $694K 0.37% $495.76 +3.2%
76 WMT Wal-Mart Stores Inc Consumer Defensive 5,562.0 $691K 0.37% -71.0 -1.3% $124.28 -4.5%
77 AMP Ameriprise Finl Inc Financial Services 1,553.0 $690K 0.37% +698.0 +81.6% $444.40 -0.7%
78 DFAS Dimensional ETF Trust US Small 9,630.0 $685K 0.37% +57.0 +0.6% $71.13 +10.7%
79 PFE Pfizer Inc Healthcare 24,266.0 $681K 0.36% -5K -16.8% $28.08 -6.9%
80 TSLA Tesla Motors, Inc Consumer Cyclical 1,806.0 $671K 0.36% +44.0 +2.5% $371.75 +18.4%
Page 4 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%