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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 9 of 9  ·  164 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VB VANGUARD INDEX FDS 681.0 $206K 0.10% NEW $303.03 -2.4%
162 FXI ISHARES TR 6,470.0 $204K 0.10% -50.0 -0.8% $31.59 +11.9%
163 MQY BLACKROCK MUNIYILD QULT FD I Financial Services 10,548.0 $122K 0.06% $11.60 -5.4%
164 OPUS GENETICS INC 11,836.0 $49K 0.02% $4.11
Page 9 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%