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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 5 of 17  ·  333 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PM Philip Morris Intl Inc Com Consumer Defensive 1,135.0 $205K 0.09% $180.91 +3.4%
82 MRK Merck & Co Inc Com Healthcare 1,575.0 $202K 0.09% $128.50 +16.7%
83 PL Planet Labs Industrials 6,018.0 $199K 0.09% +2K +46.2% $33.13 -41.9%
84 PFE Pfizer Inc Com Healthcare 7,880.0 $190K 0.09% -4K -32.0% $24.08 +18.6%
85 SHOP Shopify Inc CL A Technology 1,599.0 $183K 0.08% $114.18 +22.5%
86 EPD Enterprise Prods Partners L Com 4,960.0 $182K 0.08% $36.76
87 HD Home Depot Inc Com Consumer Cyclical 516.0 $182K 0.08% -178.0 -25.6% $352.68 -9.3%
88 MDLZ Mondelez Intl Inc CL A Consumer Defensive 2,968.0 $172K 0.08% $57.84 +6.5%
89 BA Boeing Co Com Industrials 792.0 $171K 0.08% $216.47 -5.0%
90 UNH UnitedHealth Group Inc Com Healthcare 408.0 $170K 0.08% $415.63 -4.7%
91 ACN Accenture PLC Ireland Shs Class A Technology 1,342.0 $167K 0.07% -304.0 -18.5% $124.44 +51.1%
92 EMR Emerson Elec Co Com Industrials 1,153.0 $165K 0.07% $143.15 +3.2%
93 AXP American Express Co Com Financial Services 475.0 $161K 0.07% $338.25 -4.2%
94 TGT Target Corp Com Consumer Defensive 1,229.0 $161K 0.07% $130.61 +25.4%
95 DELL DELL Technologies Inc Technology 364.0 $157K 0.07% +155.0 +74.2% $431.46 -1.6%
96 WM Waste Mgmt Inc Del Com Industrials 700.0 $156K 0.07% $222.88 -1.4%
97 QYLD Global X Nasdaq 100 Covered Call ETF 8,251.0 $152K 0.07% $18.43 -1.4%
98 PEP PepsiCo Inc Com Consumer Defensive 1,123.0 $152K 0.07% -116.0 -9.4% $135.40 +3.2%
99 LITE Lumentum Hldgs Inc Com Technology 173.0 $148K 0.07% NEW $858.06 +1.3%
100 KO Coca Cola Co Com Consumer Defensive 1,826.0 $148K 0.07% $81.27 +8.3%
Page 5 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%