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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 7 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ITW ILLINOIS TOOL WKS INC COM Industrials 1,154.0 $284K 0.05% $246.30 +1.5%
122 V VISA INC. Financial Services 798.0 $280K 0.05% -10.0 -1.2% $350.70 -5.7%
123 JCI JOHNSON CONTROLS INTERNATIONAL PLC Industrials 2,335.0 $280K 0.05% $119.75 +13.1%
124 BA BOEING CO COM Industrials 1,278.0 $277K 0.05% +65.0 +5.4% $217.12 +1.1%
125 ALL ALLSTATE CORP COM Financial Services 1,325.0 $276K 0.05% +92.0 +7.5% $208.15 +3.0%
126 SO SOUTHERN CO COM Utilities 2,991.0 $261K 0.05% $87.20 +7.4%
127 XLV STATE STREET HEALTH CARE SELECT SEC SPDR ETF 1,658.0 $257K 0.05% $154.80 -4.3%
128 ICVT I SHRS CONVERTIBLE BOND ETF 2,535.0 $250K 0.05% $98.50 +19.8%
129 XLF STATE STREET FINANCIAL SELECT SEC SPDR ETF 4,551.0 $249K 0.05% $54.77 -5.6%
130 SOLS SOLSTICE ADVANCED MATLS INC Basic Materials 4,862.0 $236K 0.04% NEW $48.57 +73.9%
131 PANW PALO ALTO NETWORKS INC Technology 1,277.0 $235K 0.04% $184.20 +37.3%
132 WM WASTE MANAGEMENT INC NEW Industrials 1,068.0 $235K 0.04% $219.71 -0.1%
133 SPY SPDR S & P 500 ETF TRUST Financial Services 335.0 $228K 0.04% $681.91 +8.9%
134 TM TOYOTA MOTOR CORP Consumer Cyclical 1,000.0 $214K 0.04% NEW $214.06 -11.3%
135 VXUS VANGUARD TOTAL INTL STOCK INDEX FUND - ETF 2,817.0 $213K 0.04% $75.44 +12.1%
136 GD GENERAL DYNAMICS CORP Industrials 623.0 $210K 0.04% NEW $336.65 +0.6%
137 GIS GENERAL MLS INC COM Consumer Defensive 4,383.0 $204K 0.04% -620.0 -12.4% $46.50 -28.0%
138 NXP NUVEEN SELECT TAX-FREE INCOME PORTFOLIO Financial Services 14,450.0 $204K 0.04% -9K -38.6% $14.10 +0.1%
139 AQST AQUESTIVE THERAPEUTICS INC Healthcare 15,000.0 $97K 0.02% $6.46 -34.5%
Page 7 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%