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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 6 of 9  ·  162 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 TFC Truist Finl Corp Financial Services 10,509.0 $483K 0.26% -4K -28.0% $45.97 +5.3%
102 LOW Lowes Co Inc Consumer Cyclical 2,044.0 $483K 0.26% $236.28 -7.9%
103 SCHX Schwab US Large-cap Etf Large C 18,290.0 $469K 0.25% -2K -10.4% $25.64 +15.1%
104 BTI British AmericanTobacco PLC Consumer Defensive 8,010.0 $468K 0.25% -3K -27.5% $58.47 +9.6%
105 NEE Nextera Energy Inc Utilities 5,009.0 $465K 0.25% +992.0 +24.7% $92.88 -5.9%
106 DLR Digital Realty Trust, Inc Real Estate 2,555.0 $460K 0.25% NEW $180.21 +6.7%
107 BMY Bristol-Myers Squibb Healthcare 7,551.0 $458K 0.24% -281.0 -3.6% $60.65 -4.6%
108 TEL TE Connectivity Plc Technology 2,188.0 $457K 0.24% +24.0 +1.1% $209.02 -0.3%
109 ADBE Adobe System Inc Technology 1,861.0 $452K 0.24% -10.0 -0.5% $243.08 -1.8%
110 ABT Abbott Labs Healthcare 4,285.0 $440K 0.23% -620.0 -12.6% $102.67 -16.4%
111 VXF Vanguard Extended Mkt ETF 2,104.0 $433K 0.23% -50.0 -2.3% $205.80 +13.6%
112 PLD Prologis, Inc Real Estate 3,243.0 $429K 0.23% -739.0 -18.6% $132.18 +11.1%
113 MDT Medtronic PLC Healthcare 4,934.0 $428K 0.23% +1K +25.6% $86.65 -12.0%
114 LMT Lockheed Martin Corp Industrials 677.0 $409K 0.22% +134.0 +24.7% $604.39 -11.8%
115 WM Waste Management Inc Del Industrials 1,742.0 $400K 0.21% $229.79 -6.0%
116 USB US Bancorp Del Financial Services 7,392.0 $384K 0.20% -3K -30.3% $52.01 +5.1%
117 GS Goldman Sachs Corp Financial Services 453.0 $383K 0.20% -6.0 -1.3% $845.99 +17.7%
118 FNDE Schwab Emerging Market ETF 10,000.0 $383K 0.20% -703.0 -6.6% $38.26 +7.6%
119 GE GE Aerospace Industrials 1,299.0 $369K 0.20% $283.77 +12.4%
120 MO Altria Grp Inc Consumer Defensive 5,522.0 $364K 0.20% -15K -73.6% $65.99 +9.6%
Page 6 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%