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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 WTV Wisdomtree Trust U.S. Value Fund 545,821.0 $55.5M 25.07% NEW $101.72 +5.7%
2 ANET Arista Networks Inc Ordinary Shares Technology 22,729.0 $3.9M 1.74% NEW $169.88 +11.4%
3 LITE Lumentum Hldgs Inc Com Technology 173.0 $148K 0.07% NEW $858.06 +1.3%
4 LIN Linde Plc Ireland Basic Materials 190.0 $99K 0.04% NEW $518.94 -6.2%
5 GLW Corning Inc Com Technology 280.0 $72K 0.03% NEW $255.43 -43.0%
6 Honeywell International Inc Ordinary Shares 213.0 $48K 0.02% NEW $223.90
7 FCX Freeport-McMoRan Inc Ordinary Shares Basic Materials 735.0 $46K 0.02% NEW $62.89 +15.2%
8 Dupont DE Nemours Inc Ordinary Shares 315.0 $43K 0.02% NEW $135.78
9 NOC Northrop Grumman Industrials 78.0 $40K 0.02% NEW $509.31 +4.6%
10 VEA Vanguard Ftse Developed Markets ETF 521.0 $37K 0.02% NEW $71.25 +1.2%
11 Carnival Corporation Ltd. Ordinary Shares ADR 400.0 $11K 0.01% NEW $28.57
12 Fedex Freight Holding Company Inc. Ordinary Shares 50.0 $8K 0.00% NEW $151.00
13 SpaceX 34.0 $6K 0.00% NEW $170.85
14 MMIT New York Life Investments Active Etf Trust Nyli Mackay Muni Intermediate 2,005.0 $488.0 NEW $0.24 +9649.7%

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%