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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
Page 2 of 4  ·  66 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COF CAPITAL ONE Financial Services 58,544.0 $10.7M 2.15% -829.0 -1.4% $182.43 +10.0%
22 MCD MCDONALDS CORP Consumer Cyclical 33,697.0 $10.5M 2.11% -865.0 -2.5% $310.80 -13.1%
23 PSX PHILLIPS 66 Energy 55,398.0 $10.1M 2.03% -560.0 -1.0% $182.17 -7.6%
24 MDLZ MONDELEZ INT'L Consumer Defensive 173,991.0 $10.0M 2.02% -2K -1.1% $57.64 +3.2%
25 TXN TEXAS INSTR. Technology 48,121.0 $9.3M 1.88% $194.14 +71.2%
26 PG PROCTER/GAMBLE Consumer Defensive 64,394.0 $9.3M 1.87% -709.0 -1.1% $144.44 +2.3%
27 ALC ALCON INC Healthcare 122,530.0 $9.2M 1.86% -8K -6.3% $75.35 -13.5%
28 AMGN AMGEN INC Healthcare 23,568.0 $8.3M 1.67% +6K +32.0% $351.83 -2.0%
29 DHR DANAHER CORP Healthcare 41,139.0 $7.8M 1.57% -1K -3.0% $189.60 -6.0%
30 BX BLACKSTONE Financial Services 66,204.0 $7.6M 1.53% -378.0 -0.6% $114.99 +7.2%
31 ORCL ORACLE CORP Technology 51,648.0 $7.6M 1.53% -409.0 -0.8% $147.11 +19.0%
32 PFE PFIZER Healthcare 268,209.0 $7.5M 1.51% -5K -1.9% $28.08 -10.7%
33 SLB SLB Energy 137,554.0 $7.1M 1.42% -4K -2.7% $51.39 -6.7%
34 SO SOUTHERN CO Utilities 65,741.0 $6.3M 1.28% +61K +1199.2% $96.52 -3.2%
35 ACN ACCENTURE PLC Technology 18,221.0 $3.6M 0.73% $198.29 -37.0%
36 IBDR 2026 ISHARES IBONDS ETF 77,676.0 $1.9M 0.38% -772.0 -1.0% $24.24 -0.1%
37 IBDT 2028 ISHARES IBONDS ETF 72,793.0 $1.8M 0.37% -2K -2.8% $25.33 -0.6%
38 IBDS 2027 ISHARES IBONDS ETF 75,886.0 $1.8M 0.37% -2K -2.2% $24.23 -0.3%
39 AAPL APPLE INC Technology 6,455.0 $1.6M 0.33% -1K -17.2% $253.76 +17.0%
40 IBDU 2029 ISHARES IBONDS ETF 59,253.0 $1.4M 0.28% -1K -1.8% $23.26 -0.7%
Page 2 of 4  ·  66 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
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%