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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 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VTI Vanguard Total Stock Market ETF 1,595.0 $590K 0.28% -66.0 -4.0% $370.04 +1.4%
42 PFE Pfizer Inc Healthcare 23,791.0 $573K 0.27% -475.0 -2.0% $24.08 +18.6%
43 TJX TJX Cos Inc New Com Consumer Cyclical 3,589.0 $544K 0.26% -21.0 -0.6% $151.50 -12.0%
44 MA Mastercard Inc CL A Financial Services 1,005.0 $516K 0.24% -49.0 -4.7% $513.60 +13.1%
45 SCHX Schwab US Large-cap Etf Large C 17,370.0 $511K 0.24% -920.0 -5.0% $29.43 +2.0%
46 AMAT Applied Materials Inc Technology 692.0 $500K 0.23% -25.0 -3.5% $723.00 -38.9%
47 GE GE Aerospace Industrials 1,265.0 $473K 0.22% -34.0 -2.6% $373.73 -11.4%
48 GS Goldman Sachs Corp Financial Services 447.0 $452K 0.21% -6.0 -1.3% $1011.37 -0.9%
49 DLR Digital Realty Trust, Inc Real Estate 2,427.0 $436K 0.20% -128.0 -5.0% $179.58 +2.1%
50 USB US Bancorp Del Financial Services 7,177.0 $433K 0.20% -215.0 -2.9% $60.40 +1.3%
51 PLD Prologis, Inc Real Estate 3,183.0 $431K 0.20% -60.0 -1.9% $135.47 +3.1%
52 BMY Bristol-Myers Squibb Healthcare 7,016.0 $404K 0.19% -535.0 -7.1% $57.62 +16.1%
53 ADI Analog Devices Inc Technology 1,011.0 $402K 0.19% -26.0 -2.5% $397.17 -10.7%
54 NEE Nextera Energy Inc Utilities 4,566.0 $401K 0.19% -443.0 -8.8% $87.77 -5.5%
55 MO Altria Grp Inc Consumer Defensive 5,493.0 $395K 0.19% -29.0 -0.5% $71.95 -3.3%
56 LOW Lowes Co Inc Consumer Cyclical 1,694.0 $374K 0.18% -350.0 -17.1% $220.49 -9.3%
57 QQQ Invesco QQQ Trust Series 1 ETF Financial Services 489.0 $360K 0.17% -54.0 -9.9% $736.40 -3.9%
58 ABT Abbott Labs Healthcare 3,960.0 $359K 0.17% -325.0 -7.6% $90.74 +20.1%
59 ADBE Adobe System Inc Technology 1,748.0 $358K 0.17% -113.0 -6.1% $205.02 +39.5%
60 RSP Invesco S&P 500 Equal Weight ET 1,677.0 $357K 0.17% -125.0 -6.9% $212.77 +2.3%
Page 3 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%