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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 4 of 4  ·  69 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 XLF State Street Financial Select S 6,336.0 $340K 0.16% -475.0 -7.0% $53.61 +6.7%
62 T AT&T Inc Communication Services 16,186.0 $335K 0.16% -709.0 -4.2% $20.70 +25.7%
63 LMT Lockheed Martin Corp Industrials 650.0 $331K 0.16% -27.0 -4.0% $509.46 +6.9%
64 TGT Target Corp Com Consumer Defensive 2,484.0 $324K 0.15% -203.0 -7.5% $130.61 +25.4%
65 FNDE Schwab Emerging Market ETF 8,060.0 $320K 0.15% -2K -19.4% $39.68 +6.9%
66 PH Parker Hannifin Corp Industrials 295.0 $289K 0.14% -5.0 -1.7% $978.12 -2.7%
67 DE Deere & Co Industrials 451.0 $286K 0.14% -16.0 -3.4% $634.33 +6.6%
68 PPL PPL Corp Utilities 5,933.0 $216K 0.10% -231.0 -3.8% $36.35 -5.2%
69 MDLZ Mondelez International Inc - A Consumer Defensive 3,479.0 $201K 0.10% -400.0 -10.3% $57.84 +6.5%
Page 4 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%