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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 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TGT TARGET CORP Consumer Defensive 21,184.0 $2.1M 0.38% -2K -7.4% $97.75 +25.1%
42 PNC PNC FINL SVCS GROUP INC COM Financial Services 9,590.0 $2.0M 0.37% $208.73 +3.9%
43 KMB KIMBERLY-CLARK CORP COM Consumer Defensive 19,236.0 $1.9M 0.36% -100.0 -0.5% $100.89 -2.1%
44 BERKSHIRE HATHAWAY INC DEL 3,727.0 $1.9M 0.34% +1K +64.9% $502.64
45 EMR EMERSON ELEC CO COM Industrials 12,773.0 $1.7M 0.31% -150.0 -1.2% $132.72 +1.6%
46 MMM 3M CO COMMON Industrials 10,422.0 $1.7M 0.31% -120.0 -1.1% $160.10 -5.3%
47 BAC BANK OF AMERICA CORP Financial Services 28,999.0 $1.6M 0.29% $55.00 -6.4%
48 VWO VANGUARD FTSE EMERGING MARKETS ETF 29,095.0 $1.6M 0.29% +2K +7.6% $53.75 +9.2%
49 MTUM I SHRS MOMENTUM 6,180.0 $1.5M 0.28% +455.0 +8.0% $250.31 +20.7%
50 TEL TE CONNECTIVITY PLC Technology 6,323.0 $1.4M 0.26% $227.51 -11.5%
51 VNQ VANGUARD REIT INDEX #0986 16,213.0 $1.4M 0.26% -202.0 -1.2% $88.49 +9.2%
52 AMZN AMAZON COM INC. Consumer Cyclical 6,206.0 $1.4M 0.26% +295.0 +5.0% $230.82 +16.3%
53 LMT LOCKHEED MARTIN CORP COM Industrials 2,916.0 $1.4M 0.26% $483.66 +8.1%
54 BMY BRISTOL MYERS SQUIBB CO COM Healthcare 25,045.0 $1.4M 0.25% -850.0 -3.3% $53.93 +10.4%
55 ABT ABBOTT LABS COM Healthcare 10,648.0 $1.3M 0.24% $125.29 -29.9%
56 DIS DISNEY (WALT) COMPANY HOLDING CO Communication Services 11,522.0 $1.3M 0.24% -200.0 -1.7% $113.77 -9.0%
57 T A T & T INC Communication Services 52,700.0 $1.3M 0.24% +4K +8.4% $24.84 +0.4%
58 IBDT ISHARES IBONDS DEC 2028 CORPORATE ETF 49,640.0 $1.3M 0.23% $25.45 -0.9%
59 COST COSTCO WHOLESALE CORP Consumer Defensive 1,440.0 $1.2M 0.23% $862.33 +21.8%
60 GEV GE VERNOVA INC Utilities 1,877.0 $1.2M 0.23% -51.0 -2.6% $653.55 +59.7%
Page 3 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%