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Portfolio (Quarterly) Guide ↗

First City Capital Management, Inc.

· CIK 0001427350
13F Portfolio $206M AUM 164 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 9 New 29 Added 32 Reduced 5 Exited
Page 2 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CSCO CISCO SYS INC Technology 18,209.0 $2.1M 1.04% -100.0 -0.6% $117.46 -6.6%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 50,143.0 $2.1M 1.03% -315.0 -0.6% $42.34 +18.8%
23 GOOGL ALPHABET INC Communication Services 5,784.0 $2.1M 1.01% $357.35 -6.2%
24 PAUG INNOVATOR ETFS TRUST 45,250.0 $2.1M 1.00% $45.64 +2.0%
25 DEM WISDOMTREE TR 35,039.0 $1.9M 0.92% +1K +3.9% $53.79 +4.2%
26 MO ALTRIA GROUP INC Consumer Defensive 25,483.0 $1.8M 0.89% $71.95 -3.3%
27 RSP INVESCO EXCHANGE TRADED FD T 7,562.0 $1.6M 0.78% +1K +15.7% $212.77 +2.3%
28 BSCS INVESCO EXCH TRD SLF IDX FD 78,430.0 $1.6M 0.78% +9K +13.2% $20.36 -0.4%
29 CINF CINCINNATI FINL CORP Financial Services 8,373.0 $1.6M 0.75% $185.14 -8.0%
30 SO SOUTHERN CO Utilities 15,894.0 $1.5M 0.74% -196.0 -1.2% $95.71 -8.0%
31 GLD SPDR GOLD TR Financial Services 4,094.0 $1.5M 0.73% -90.0 -2.1% $368.38 +7.7%
32 PM PHILIP MORRIS INTL INC Consumer Defensive 8,210.0 $1.5M 0.72% +377.0 +4.8% $180.91 +3.4%
33 DIA STATE STR SPDR DOW JONES IND Financial Services 2,835.0 $1.5M 0.72% $522.36 +1.0%
34 VXUS VANGUARD STAR FDS 17,049.0 $1.5M 0.71% +11K +169.2% $85.49 +1.4%
35 PG PROCTER & GAMBLE CO Consumer Defensive 9,917.0 $1.5M 0.71% +444.0 +4.7% $146.63 -0.3%
36 PJAN INNOVATOR ETFS TRUST 28,820.0 $1.4M 0.69% $49.49 +1.9%
37 LMT LOCKHEED MARTIN CORP Industrials 2,776.0 $1.4M 0.69% -20.0 -0.7% $509.46 +6.9%
38 ETN EATON CORP PLC Industrials 3,318.0 $1.4M 0.69% $426.12 -8.3%
39 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,957.0 $1.4M 0.67% $703.34 -3.3%
40 ACWX ISHARES TR 17,969.0 $1.4M 0.67% +2K +10.6% $76.11 +1.0%
Page 2 of 9  ·  164 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
Financial Services 20.2%
Technology 18.8%
Healthcare 17.3%
Industrials 11.8%
Consumer Defensive 9.2%
Consumer Cyclical 7.2%
Energy 6.3%
Communication Services 3.7%
Basic Materials 2.8%
Utilities 2.3%