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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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM PHILLIP MORRIS INTERNATIONALINC Consumer Defensive 7,526.0 $1.2M 0.22% +302.0 +4.2% $160.40 +17.6%
62 SCHD SCHWAB STR US DIVIDEND EQUITY ETF 43,520.0 $1.2M 0.22% +1K +3.0% $27.43 +17.6%
63 COP CONOCOPHILLIPS COM Energy 11,795.0 $1.1M 0.20% $93.61 +28.8%
64 ORCL ORACLE CORP COM Technology 5,650.0 $1.1M 0.20% -50.0 -0.9% $194.91 -2.6%
65 IJR I SHARES CORE S & P SMALL CAP ETF 9,095.0 $1.1M 0.20% +720.0 +8.6% $120.18 +13.4%
66 MOO VANECK VEC AGRIBUSINESS ETF 14,917.0 $1.1M 0.20% -990.0 -6.2% $72.79 +10.5%
67 YUM YUM BRANDS INC Consumer Cyclical 6,876.0 $1.0M 0.19% $151.28 +0.9%
68 PFE PFIZER INC COM Healthcare 41,233.0 $1.0M 0.19% -658.0 -1.6% $24.89 +4.3%
69 ADP AUTOMATIC DATA PROCESSING INCOM Industrials 3,947.0 $1.0M 0.19% $257.22 -14.4%
70 IVW ISHARES S & P GROWTH ETF 7,859.0 $969K 0.18% +100.0 +1.3% $123.26 +10.8%
71 VEA VANGUARD FTSE DEVELOPED MARKET ETF 14,340.0 $896K 0.16% $62.47 +13.2%
72 INTC INTEL CORP COM Technology 22,706.0 $838K 0.15% +988.0 +4.5% $36.89 +221.2%
73 IBDS ISHARES IBONDS DEC 2027 TERMCORPORATE ETF 34,010.0 $825K 0.15% $24.27 -0.3%
74 DUK DUKE ENERGY CORP NEW Utilities 6,945.0 $814K 0.15% -178.0 -2.5% $117.21 +6.4%
75 AEP AMERICAN ELEC PWR INC COM Utilities 6,713.0 $774K 0.14% +5K +227.1% $115.31 +12.4%
76 MO ALTRIA GROUP INC COM Consumer Defensive 13,336.0 $769K 0.14% +2K +14.4% $57.65 +27.9%
77 CEG CONSTELLATION ENERGY CORP NPV Utilities 2,169.0 $766K 0.14% $353.26 -19.1%
78 DE DEERE & CO COM Industrials 1,587.0 $739K 0.14% $465.57 +14.1%
79 CVS CVS HEALTH CORPORATION Healthcare 9,297.0 $738K 0.14% $79.36 +17.6%
80 PSX PHILLIPS 66 Energy 5,678.0 $733K 0.13% $129.04 +39.0%
Page 4 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%