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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 1 of 17  ·  333 positions
# 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 AMAT Applied Matls Inc Com Technology 28,280.0 $20.4M 9.23% -561.0 -1.9% $723.00 -38.9%
3 AAPL Apple Inc Com Technology 41,805.0 $12.1M 5.46% -4K -9.1% $289.36 +12.4%
4 NVDA Nvidia Corp Com Technology 49,250.0 $9.9M 4.45% -262.0 -0.5% $200.09 +8.7%
5 DE Deere & Co Com Industrials 14,295.0 $9.1M 4.09% +226.0 +1.6% $634.33 +6.6%
6 MSFT Microsoft Corp Com Technology 19,784.0 $7.4M 3.33% +325.0 +1.7% $373.02 +34.3%
7 GOOGL Alphabet Inc Cap Stk CL A Communication Services 18,694.0 $6.7M 3.02% +297.0 +1.6% $357.37 -6.3%
8 META Meta Platforms Inc CL A Communication Services 8,690.0 $4.9M 2.21% +145.0 +1.7% $563.29 +2.7%
9 GOOG Alphabet Inc Cap Stk CL C 12,332.0 $4.4M 1.97% -417.0 -3.3% $353.33
10 ANET Arista Networks Inc Ordinary Shares Technology 22,729.0 $3.9M 1.74% NEW $169.88 +11.4%
11 QQQ Invesco QQQ Tr Unit Ser 1 ETF Financial Services 4,971.0 $3.7M 1.65% $736.40 -3.9%
12 VV Vanguard Index Fund Large Cap ETF 10,226.0 $3.5M 1.59% +561.0 +5.8% $343.91 +2.0%
13 PG Procter & Gamble Co Com Consumer Defensive 21,426.0 $3.1M 1.42% -2K -9.1% $146.64 -0.3%
14 ABBV Abbvie Inc Com Healthcare 12,146.0 $3.1M 1.38% +148.0 +1.2% $251.64 +3.3%
15 MU Micron Technology Inc Com Technology 2,638.0 $3.0M 1.38% +1K +94.1% $1154.29 -19.1%
16 GARP iShares MSCI USA Quality GARP ETF 36,380.0 $3.0M 1.36% $82.55 -0.4%
17 AMZN Amazon Com Inc Com Consumer Cyclical 12,383.0 $3.0M 1.33% +303.0 +2.5% $238.34 +7.0%
18 AVUV American Century Etf Trust Avantis U.S. Small Cap Value 23,216.0 $2.9M 1.31% $124.76 -0.5%
19 WMT Wal-Mart Stores Inc Com Consumer Defensive 25,066.0 $2.8M 1.28% $113.26 -6.5%
20 AMD Advanced Micro Devices Inc Com Technology 4,449.0 $2.6M 1.17% -123.0 -2.7% $580.91 -20.9%
Page 1 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%