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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 17 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
321 STNE Stoneco LTD Technology 250.0 $3K 0.00% $10.84 -10.9%
322 VTRS Viatris Inc Healthcare 170.0 $3K 0.00% $15.88 +4.7%
323 DDOG Datadog Inc Ordinary Shares - Class A Technology 10.0 $3K 0.00% +4.0 +66.7% $260.40 -14.0%
324 AG First Majestic Silver Corp Com Basic Materials 128.0 $2K 0.00% $16.96 +17.1%
325 SHLD Global X Funds Defense Tech Etf 29.0 $2K 0.00% $59.72 +7.3%
326 WEN Wendys Co Com Consumer Cyclical 200.0 $2K 0.00% $8.29 -0.2%
327 GEVO Gevo Inc Basic Materials 1,000.0 $2K 0.00% $1.50 +9.3%
328 DEA Easterly Govt PPTYS Inc REIT Real Estate 60.0 $1K 0.00% $24.93 -1.7%
329 FLIN Franklin Templeton Etf Trust Ftse India 40.0 $1K 0.00% $35.58 -0.0%
330 CAG Conagra Brands Inc Consumer Defensive 51.0 $686.0 $13.45 +19.8%
331 FBND Fidelity Merrimack Street Trust Total Bond Etf 14.0 $637.0 $45.50 -1.9%
332 MMIT New York Life Investments Active Etf Trust Nyli Mackay Muni Intermediate 2,005.0 $488.0 NEW $0.24 +9649.7%
333 374Water Inc 50.0 $95.0 $1.90
Page 17 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%