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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 4 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PFE PFIZER INC Healthcare 35,814.0 $862K 0.42% $24.08 +18.6%
62 B BARRICK MNG CORP Basic Materials 22,737.0 $835K 0.41% $36.73 +17.3%
63 WMT WALMART INC Consumer Defensive 7,354.0 $833K 0.41% $113.26 -6.5%
64 PAYX PAYCHEX INC Industrials 8,437.0 $830K 0.40% $98.33 +27.8%
65 GS GOLDMAN SACHS GROUP INC Financial Services 818.0 $827K 0.40% $1011.37 -0.9%
66 BSCQ INVESCO EXCH TRD SLF IDX FD 41,021.0 $801K 0.39% $19.52 -0.0%
67 JCI JOHNSON CONTROLS INTERNATION Industrials 5,469.0 $799K 0.39% $146.11 -4.7%
68 PHO INVESCO EXCHANGE TRADED FD T 11,335.0 $783K 0.38% $69.08 +1.5%
69 META META PLATFORMS INC Communication Services 1,387.0 $781K 0.38% -59.0 -4.1% $563.29 +2.7%
70 SRLN SSGA ACTIVE ETF TR 19,362.0 $780K 0.38% -2K -8.3% $40.29 +0.4%
71 AVY AVERY DENNISON CORP Industrials 4,730.0 $768K 0.37% $162.35 +6.6%
72 IWM ISHARES TR 2,497.0 $750K 0.36% -100.0 -3.9% $300.45 -3.3%
73 MCD MCDONALDS CORP Consumer Cyclical 2,722.0 $736K 0.36% $270.35 -3.4%
74 TXT TEXTRON INC Industrials 7,840.0 $719K 0.35% $91.73 -13.1%
75 TFC TRUIST FINL CORP Financial Services 14,368.0 $716K 0.35% $49.82 -0.8%
76 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 764.0 $715K 0.35% $935.47 +0.5%
77 MCK MCKESSON CORP Healthcare 925.0 $699K 0.34% $755.60 +20.0%
78 AZN ASTRAZENECA PLC Healthcare 3,619.0 $686K 0.33% -25.0 -0.7% $189.62 -14.3%
79 MDLZ MONDELEZ INTL INC Consumer Defensive 11,820.0 $684K 0.33% $57.84 +6.5%
80 CB CHUBB LIMITED Financial Services 1,992.0 $679K 0.33% $340.74 -0.6%
Page 4 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%