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Portfolio (Quarterly) Guide ↗

FIRST NATIONAL BANK & TRUST CO OF NEWTOWN

· CIK 0001339908
13F Portfolio $528M AUM Filed Oct 28, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 137 New
Page 7 of 7  ·  137 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ALL ALLSTATE CORP COM Financial Services 1,233.0 $265K 0.05% NEW $214.65 -0.1%
122 BA BOEING CO COM Industrials 1,213.0 $262K 0.05% NEW $215.83 +1.8%
123 PANW PALO ALTO NETWORKS INC Technology 1,277.0 $260K 0.05% NEW $203.62 +24.2%
124 JCI JOHNSON CONTROLS INTERNATIONAL PLC Industrials 2,335.0 $257K 0.05% NEW $109.95 +23.2%
125 ICVT I SHRS CONVERTIBLE BOND ETF 2,535.0 $254K 0.05% NEW $100.05 +17.9%
126 GIS GENERAL MLS INC COM Consumer Defensive 5,003.0 $252K 0.05% NEW $50.41 -33.6%
127 PPG PPG INDS INC COM Basic Materials 2,395.0 $252K 0.05% NEW $105.11 -0.7%
128 XLF SELECT SECTOR FINANCIAL SPDR FUND 4,551.0 $245K 0.05% NEW $53.86 -4.0%
129 WM WASTE MANAGEMENT INC NEW Industrials 1,068.0 $236K 0.04% NEW $220.83 -0.6%
130 AEP AMERICAN ELEC PWR INC COM Utilities 2,052.0 $231K 0.04% NEW $112.50 +15.2%
131 XLV HEALTH CARE SELECT SECTOR SPDR FUND 1,658.0 $231K 0.04% NEW $139.17 +6.5%
132 SPY SPDR S & P 500 ETF TRUST Financial Services 335.0 $223K 0.04% NEW $666.17 +11.5%
133 DOW DOW INC Basic Materials 9,311.0 $213K 0.04% NEW $22.93 +56.6%
134 OKE ONEOK INC NEW COMMON Energy 2,904.0 $212K 0.04% NEW $72.97 +26.9%
135 GPC GENUINE PARTS CO COMMON Consumer Cyclical 1,500.0 $208K 0.04% NEW $138.60 -29.6%
136 VXUS VANGUARD TOTAL INTL STOCK INDEX FUND - ETF 2,817.0 $207K 0.04% NEW $73.45 +15.2%
137 AQST AQUESTIVE THERAPEUTICS INC Healthcare 15,000.0 $84K 0.02% NEW $5.59 -24.3%
Page 7 of 7  ·  137 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 36.5%
Consumer Defensive 10.6%
Industrials 10.4%
Healthcare 9.7%
Consumer Cyclical 8.0%
Communication Services 6.4%
Utilities 6.0%
Financial Services 5.8%
Energy 5.8%
Basic Materials 1.0%