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Portfolio (Quarterly) Guide ↗

First Fiduciary Investment Counsel, Inc.

· CIK 0001072843
13F Portfolio $497M AUM 66 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 2 New 11 Added 42 Reduced 7 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 JNJ JOHNSON/JOHNSON Healthcare 91,022.0 $22.2M 4.47% +2K +2.6% $244.44 -5.4%
2 NEE NEXTERA ENERGY Utilities 150,447.0 $14.0M 2.81% +937.0 +0.6% $92.88 -7.3%
3 NDAQ NASDAQ Financial Services 162,634.0 $13.8M 2.78% +2K +1.3% $84.89 -2.7%
4 GOOGL ALPHABET INC CL A Communication Services 40,333.0 $11.6M 2.33% +798.0 +2.0% $287.56 +21.6%
5 UNP UNION PACIFIC Industrials 45,641.0 $11.1M 2.23% +23K +104.5% $242.61 +7.1%
6 AMGN AMGEN INC Healthcare 23,568.0 $8.3M 1.67% +6K +32.0% $351.83 -2.0%
7 SO SOUTHERN CO Utilities 65,741.0 $6.3M 1.28% +61K +1199.2% $96.52 -3.2%
8 BSCR 2027 INVESCO BULLETSHARES CORP BOND ETF 48,702.0 $956K 0.19% +2K +3.6% $19.63 -0.2%
9 SF STIFEL FINANCIAL Financial Services 5,175.0 $383K 0.08% +2K +50.0% $74.01 -0.3%
10 ITOT ISHARES TOTAL U.S. STOCK MKT E 2,447.0 $349K 0.07% +26.0 +1.1% $142.62 +14.5%
11 BSCU 2030 INVESCO BULLETSHARES CORP BOND ETF 20,785.0 $348K 0.07% +3K +16.7% $16.74 -0.9%

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 22.8%
Healthcare 14.8%
Technology 13.2%
Industrials 12.5%
Consumer Cyclical 10.8%
Consumer Defensive 9.7%
Communication Services 5.0%
Utilities 4.2%
Energy 3.6%
Real Estate 3.4%