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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 2 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DUK Duke Energy Corp New Com Utilities 9,980.0 $1.3M 0.59% -649.0 -6.1% $126.58 -4.4%
22 VZ Verizon Comm Inc Communication Services 27,925.0 $1.2M 0.56% -2K -6.7% $42.34 +19.0%
23 TRP TC Energy Corp Energy 17,148.0 $1.1M 0.54% -473.0 -2.7% $66.29 -5.7%
24 WMB Williams Cos Inc Energy 14,774.0 $1.1M 0.52% -490.0 -3.2% $74.34 -0.8%
25 PNC PNC Finl Srvs Grp Inc Financial Services 4,101.0 $1.0M 0.47% -449.0 -9.9% $246.22 -0.1%
26 ENB Enbridge Inc Energy 18,363.0 $995K 0.47% -582.0 -3.1% $54.21 -7.4%
27 GLW Corning Inc Technology 3,854.0 $984K 0.46% -478.0 -11.0% $255.43 -40.5%
28 FNDF Schwab Fundamental Internationa 18,452.0 $974K 0.46% -5K -20.7% $52.76 +6.8%
29 IWM IShares Russell 2000 3,081.0 $926K 0.44% -66.0 -2.1% $300.45 -1.5%
30 SO The Southern Co Utilities 9,656.0 $924K 0.43% -175.0 -1.8% $95.71 -7.7%
31 PYPL Paypal Holdings, Inc. Financial Services 20,542.0 $887K 0.42% -4K -16.1% $43.18 +26.3%
32 IWD IShares Russell 1000 Value 3,521.0 $854K 0.40% -85.0 -2.4% $242.43 +6.4%
33 BIIB Biogen Idec Inc Healthcare 3,933.0 $850K 0.40% -233.0 -5.6% $216.06 +2.3%
34 CVX Chevron Corp Energy 4,679.0 $776K 0.36% -96.0 -2.0% $165.76 +26.1%
35 KO Coca-Cola Co Consumer Defensive 8,341.0 $678K 0.32% -153.0 -1.8% $81.27 +8.6%
36 IVW IShares S&P 500 Growth Index ET 4,790.0 $659K 0.31% -1K -18.5% $137.53 +2.2%
37 MS Morgan Stanley Gd Financial Services 3,139.0 $656K 0.31% -20.0 -0.6% $209.04 +3.7%
38 Entergy Corp 5,703.0 $655K 0.31% -156.0 -2.7% $114.86
39 BX Blackstone Group Inc Financial Services 5,539.0 $652K 0.31% -89.0 -1.6% $117.67 +17.0%
40 NGG National Grid PLC Utilities 7,242.0 $600K 0.28% -315.0 -4.2% $82.87 -5.5%
Page 2 of 4  ·  69 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%