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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 14 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 SMH Vaneck Etf Trust Semiconductor 23.0 $15K 0.01% $655.87 -16.4%
262 DGRO Ishares Trust Core Dividend Growth Etf 197.0 $15K 0.01% $75.79 +4.7%
263 NCLH Norwegian Cruise Line Hldg Lshs Consumer Cyclical 700.0 $15K 0.01% +400.0 +133.3% $21.11 -25.2%
264 GPN Global Payments Inc Industrials 194.0 $14K 0.01% $72.56 +27.8%
265 BIIB Biogen Inc Com Healthcare 65.0 $14K 0.01% $216.06 +1.8%
266 AZN Astrazeneca Plc Ordinary Shares Healthcare 75.0 $14K 0.01% $186.92 -13.4%
267 UPS United Parcel Service Inc CL B Industrials 129.0 $14K 0.01% -1K -88.6% $107.50 -3.3%
268 MGV Vanguard Mega Cap Value ETF 80.0 $13K 0.01% $163.45 +2.5%
269 ICLN iShares Global Clean Energy ETF 625.0 $13K 0.01% $20.49 -16.1%
270 CASY Caseys Gen Stores Inc Com Consumer Cyclical 15.0 $12K 0.01% +7.0 +87.5% $794.80 -5.9%
271 STZ Constellation Brands Inc CL A Consumer Defensive 85.0 $12K 0.01% $139.09 -5.2%
272 IBIT Ishares Bitcoin Trust Etf (The) Beneficial Interest Financial Services 352.0 $12K 0.01% $33.29 +31.0%
273 XRAY Dentsply Sirona Inc Healthcare 1,090.0 $12K 0.01% -12K -92.0% $10.61 +7.2%
274 Carnival Corporation Ltd. Ordinary Shares ADR 400.0 $11K 0.01% NEW $28.57
275 RDVY First Trust Exchange-Traded Fund Vi Rising Dividend Achievers Etf 134.0 $11K 0.01% $81.06 +0.4%
276 PFG Principal Finl Group Inc Com Financial Services 100.0 $11K 0.01% -417.0 -80.7% $107.78 +4.1%
277 APAM Artisan Partners Asset Mgmt Financial Services 300.0 $10K 0.01% $34.53 +22.6%
278 SLYV SPDR S&P 600 Small Cap Value ETF 94.0 $10K 0.01% $109.11 +0.2%
279 FHN First Horizon Corp Financial Services 385.0 $10K 0.00% $25.64 -3.7%
280 PH Parker Hannifin Corp Industrials 10.0 $10K 0.00% $978.10 -2.0%
Page 14 of 17  ·  333 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%