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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 2 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 HON HONEYWELL INTL INC COM Industrials 20,485.0 $4.0M 0.73% $195.09 +14.7%
22 WTRG ESSENTIAL UTILITIES INC Utilities 103,260.0 $4.0M 0.73% -3K -2.7% $38.36 -4.7%
23 CVX CHEVRON CORPORATION Energy 25,955.0 $4.0M 0.72% -240.0 -0.9% $152.41 +25.3%
24 IBDU ISHARES IBONDS DEC 2029 TERMCORPORATE ETF 163,590.0 $3.8M 0.70% +4K +2.2% $23.40 -1.1%
25 GOOG ALPHABET INC - CLASS C Communication Services 11,105.0 $3.5M 0.64% $313.79 +22.2%
26 LLY ELI LILLY & CO COM Healthcare 3,240.0 $3.5M 0.64% +56.0 +1.8% $1074.67 -3.1%
27 MRK MERCK & CO INC NEW Healthcare 30,858.0 $3.2M 0.59% $105.26 +10.1%
28 GLW CORNING INC COM Technology 37,086.0 $3.2M 0.59% +1K +3.3% $87.56 +119.2%
29 MCD MCDONALDS CORP COM Consumer Cyclical 10,574.0 $3.2M 0.59% +138.0 +1.3% $305.63 -7.0%
30 BERKSHIRE HATHAWAY INC. DELWARE CL 4.0 $3.0M 0.55% -1.0 -20.0% $754800.00
31 ITOT I SHARES CORE S & P TOTAL U S STOCK MARKET 19,930.0 $3.0M 0.54% $148.69 +9.1%
32 GE GE AEROSPACE Industrials 9,171.0 $2.8M 0.52% $308.02 -2.0%
33 ABBV ABBVIE INC Healthcare 11,766.0 $2.7M 0.49% +239.0 +2.1% $228.49 -6.1%
34 IVV I SHARES CORE S & P 500 ETF 3,828.0 $2.6M 0.48% +930.0 +32.1% $684.93 +8.9%
35 VZ VERIZON COMMUNICATIONS INC Communication Services 64,243.0 $2.6M 0.48% $40.72 +17.4%
36 NEE NEXTERA ENERGY INC COM Utilities 32,377.0 $2.6M 0.48% $80.28 +11.7%
37 IBM INTERNATIONAL BUSINESS MACHSCOM Technology 8,675.0 $2.6M 0.47% +2K +33.3% $296.20 -14.6%
38 JPM J P MORGAN CHASE & CO Financial Services 7,779.0 $2.5M 0.46% $322.21 -6.0%
39 WMT WALMART INC COM Consumer Defensive 21,397.0 $2.4M 0.44% $111.41 +17.4%
40 AON AON PLC NPV Financial Services 6,658.0 $2.3M 0.43% $352.88 -8.1%
Page 2 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%