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Portfolio (Quarterly) Guide ↗

First County Bank /CT/

· CIK 0001983616
13F Portfolio $213M AUM 385 positions Filed Jul 2, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 53 Added 69 Reduced 5 Exited
Page 3 of 3  ·  53 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 TEL TE Connectivity Plc Technology 2,272.0 $458K 0.22% +84.0 +3.8% $201.61 +3.2%
42 MDT Medtronic PLC Healthcare 5,336.0 $417K 0.20% +402.0 +8.2% $78.23 +17.7%
43 ECL Ecolab Inc Basic Materials 1,464.0 $408K 0.19% +96.0 +7.0% $278.61 +0.6%
44 ALL Allstate Corp Financial Services 1,549.0 $369K 0.17% +88.0 +6.0% $237.94 +8.4%
45 SPSB State Street SPDR Short Term Co 12,105.0 $363K 0.17% +395.0 +3.4% $30.01 -0.8%
46 IWR IShares Russell Midcap Index ET 3,111.0 $343K 0.16% +228.0 +7.9% $110.32 +0.2%
47 DHR Danaher Corp Healthcare 1,557.0 $297K 0.14% +68.0 +4.6% $190.48 +8.6%
48 SBUX Starbucks Corp Consumer Cyclical 2,829.0 $289K 0.14% +40.0 +1.4% $102.19 +3.9%
49 AMT American Tower Real Estate 1,747.0 $286K 0.13% +94.0 +5.7% $163.57 +7.6%
50 FITB Fifth Third Bancorp Financial Services 4,685.0 $264K 0.12% +60.0 +1.3% $56.37 -6.0%
51 IWF IShares Russell 1000 Growth 2,056.0 $255K 0.12% +1K +214.8% $124.17 -2.4%
52 VIG Vanguard Dividend Appreciation 1,020.0 $241K 0.11% +20.0 +2.0% $236.62 +1.9%
53 DGX Quest Diagnostics Incorporated Healthcare 1,129.0 $239K 0.11% +19.0 +1.7% $211.95 +11.5%
Page 3 of 3  ·  53 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 36.3%
Healthcare 12.0%
Financial Services 11.2%
Industrials 9.8%
Consumer Defensive 7.6%
Energy 6.4%
Consumer Cyclical 6.2%
Communication Services 5.3%
Utilities 3.3%
Basic Materials 1.1%