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Portfolio (Quarterly) Guide ↗

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

· CIK 0001339908
13F Portfolio $545M AUM 237 positions Filed Jan 29, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 5 New 37 Added 32 Reduced 3 Exited
Page 1 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VTI VANGUARD TOTAL STOCK MARKET ETF 431,347.0 $144.6M 26.51% $335.26 +8.9%
2 VCSH VANGUARD SHORT TERM CORP BD ETF #3145 614,077.0 $49.0M 8.97% -7K -1.1% $79.72 -1.0%
3 AAPL APPLE INC Technology 138,837.0 $37.7M 6.92% $271.85 +12.2%
4 BIV VANGUARD INTERMEDIATE TERM BOND INDEX ETF 328,228.0 $25.6M 4.69% +3K +1.0% $77.88 -2.1%
5 DVY I SHARES SELECT DIVIDEND ETF 170,391.0 $24.0M 4.41% $141.14 +9.2%
6 IEFA I SHARES MSCI EAFE CORE 259,427.0 $23.2M 4.25% +3K +1.0% $89.46 +8.8%
7 MSFT MICROSOFT CORP COM Technology 36,204.0 $17.5M 3.21% $483.61 -13.3%
8 JNJ JOHNSON & JOHNSON COM Healthcare 49,939.0 $10.3M 1.90% +21K +72.3% $206.95 +12.0%
9 TIP I SHRS TIPS BOND ETF 84,444.0 $9.3M 1.70% $109.91 +0.4%
10 NVDA NVIDIA CORPORATION Technology 47,155.0 $8.8M 1.61% -3K -5.5% $186.50 +17.7%
11 DFUS DIMENSIONAL US EQUITY MARKETETF TR 116,849.0 $8.7M 1.59% +9K +7.9% $74.17 +8.9%
12 HD HOME DEPOT INC COM Consumer Cyclical 23,664.0 $8.1M 1.49% -350.0 -1.5% $344.09 -8.8%
13 PHO INVESCO WATER RESOURCES ETF 112,159.0 $7.9M 1.45% -590.0 -0.5% $70.40 -7.8%
14 PGX INVESCO PREFERRED ETF 602,400.0 $6.8M 1.24% -32K -5.1% $11.24 -2.6%
15 XOM EXXON MOBIL CORP COM Energy 51,177.0 $6.2M 1.13% +947.0 +1.9% $120.34 +29.9%
16 CAT CATERPILLAR INC COM Industrials 8,967.0 $5.1M 0.94% -130.0 -1.4% $572.86 +51.2%
17 GOOGL ALPHABET INC - CLASS A Communication Services 15,645.0 $4.9M 0.90% +742.0 +5.0% $313.00 +23.9%
18 PEP PEPSICO INC COM Consumer Defensive 33,299.0 $4.8M 0.88% -564.0 -1.7% $143.52 +3.7%
19 BINC I SHARES FLEX I ACTIVE ETF 87,260.0 $4.6M 0.84% NEW $52.77 -1.1%
20 PG PROCTER AND GAMBLE CO COM Consumer Defensive 31,211.0 $4.5M 0.82% +288.0 +0.9% $143.31 -0.6%
Page 1 of 7  ·  139 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 35.5%
Healthcare 12.5%
Industrials 10.3%
Consumer Defensive 9.8%
Consumer Cyclical 7.0%
Communication Services 6.8%
Utilities 5.9%
Energy 5.9%
Financial Services 5.6%
Basic Materials 0.6%