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Portfolio (Quarterly) Guide ↗

FIRST COMMUNITY TRUST NA

· CIK 0001130344
13F Portfolio $221M AUM 333 positions Filed Jul 10, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 14 New 44 Added 45 Reduced 40 Exited
Page 2 of 3  ·  44 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 BWA Borgwarner Inc Com Consumer Cyclical 8,163.0 $542K 0.24% +538.0 +7.1% $66.40 -2.6%
22 GEV GE Vernova LLC Utilities 448.0 $526K 0.24% +283.0 +171.5% $1174.86 -22.0%
23 IGSB Ishares Trust 1-5 Year Investment Grade Corporate Bond Etf 8,114.0 $425K 0.19% +114.0 +1.4% $52.41 -1.2%
24 PLTR Palantir Technologies Inc Technology 3,030.0 $354K 0.16% +2K +145.3% $116.67 +42.6%
25 TSM Taiwan Semiconductor Manufacturing Co Ltd Technology 540.0 $258K 0.12% +353.0 +188.8% $477.57 -13.6%
26 PL Planet Labs Industrials 6,018.0 $199K 0.09% +2K +46.2% $33.13 -40.7%
27 DELL DELL Technologies Inc Technology 364.0 $157K 0.07% +155.0 +74.2% $431.46 +6.3%
28 LOW Lowes Cos Inc Com Consumer Cyclical 625.0 $138K 0.06% +199.0 +46.7% $220.49 -8.7%
29 IEFA iShares Tr CORE MSCI Eafe ETF 1,354.0 $131K 0.06% +374.0 +38.2% $96.58 +3.2%
30 SCHV Schwab Strategic Trust U.S. Large-Cap Value Etf 3,585.0 $125K 0.06% +2K +201.8% $34.81 -0.9%
31 KLAC Kla Corp Technology 390.0 $118K 0.05% +351.0 +900.0% $301.71 -43.0%
32 SCHG Schwab Strategic Tr US Lcap GR ETF 2,935.0 $99K 0.04% +3K +662.3% $33.84 +4.5%
33 VGT Vanguard Info Tec Index ETF 752.0 $90K 0.04% +658.0 +700.0% $119.52 -0.3%
34 DFAS Dimensional Etf Trust U.S. Small Cap 1,068.0 $88K 0.04% +318.0 +42.4% $82.34 -1.0%
35 MGK Vanguard World Fund Mega Cap Growth Etf 875.0 $77K 0.04% +700.0 +400.0% $87.91 +1.7%
36 IWF iShares Russell 1000 Growth ETF 500.0 $62K 0.03% +375.0 +300.0% $124.17 -1.8%
37 HDV iShares CORE High Dividend ETF 2,175.0 $60K 0.03% +2K +400.0% $27.41 +8.5%
38 VUG Vanguard Growth ETF 548.0 $47K 0.02% +451.0 +464.9% $86.14 +1.9%
39 AVEM American Century Etf Trust Avantis Emerging Markets Equity 443.0 $43K 0.02% +256.0 +136.9% $96.49 -1.9%
40 NCLH Norwegian Cruise Line Hldg Lshs Consumer Cyclical 700.0 $15K 0.01% +400.0 +133.3% $21.11 -25.9%
Page 2 of 3  ·  44 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 51.5%
Industrials 11.4%
Communication Services 9.1%
Financial Services 8.2%
Consumer Defensive 6.9%
Healthcare 5.5%
Consumer Cyclical 3.2%
Utilities 1.7%
Energy 1.7%
Basic Materials 0.4%