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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 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IJR ISharesTr S&P Small Cap 600 Ind 16,454.0 $2.4M 1.15% +890.0 +5.7% $148.31 -3.6%
22 VOO Vanguard Index FDS S&P 500 ETF 3,529.0 $2.4M 1.14% +65.0 +1.9% $686.81 +2.0%
23 MRK Merck & Co Inc New Healthcare 18,788.0 $2.4M 1.14% -148.0 -0.8% $128.50 +16.7%
24 SCHG Schwab US Large Cap Growth ETF 65,198.0 $2.2M 1.04% +4K +5.7% $33.84 +4.2%
25 MCHP Microchip Tech Inc Technology 23,815.0 $2.2M 1.02% -7K -22.6% $91.20 -21.7%
26 IEFA IShares Core MSCI EAFE ETF 22,135.0 $2.1M 1.01% +2K +8.3% $96.58 +2.9%
27 VGSH Vanguard Short- Term Treasury E 36,154.0 $2.1M 0.99% +24K +196.5% $58.20 -0.6%
28 EMR Emerson Electric Co Industrials 14,165.0 $2.0M 0.95% -2K -10.1% $143.15 +3.2%
29 ETN Eaton Corp PLC Industrials 4,622.0 $2.0M 0.93% $426.12 -8.3%
30 PG Procter & Gamble Corp Consumer Defensive 13,199.0 $1.9M 0.91% -324.0 -2.4% $146.64 -0.3%
31 VO Vanguard Mid-Cap ETF 23,745.0 $1.9M 0.90% +17K +258.8% $80.57 +0.9%
32 GILD Gilead Sciences Inc Healthcare 15,088.0 $1.9M 0.90% -411.0 -2.6% $126.34 +18.7%
33 VCSH Vanguard Short Term Corp Bond E 22,838.0 $1.8M 0.85% +4K +22.6% $79.03 -1.2%
34 CSCO Cisco Systems Inc Technology 14,697.0 $1.7M 0.81% -771.0 -5.0% $117.46 -6.6%
35 UNP Union Pacific Corp Industrials 6,185.0 $1.7M 0.79% +103.0 +1.7% $272.00 +6.8%
36 IJH IShares Core S&P MidCap ETF 21,119.0 $1.6M 0.77% -759.0 -3.5% $77.11 -3.3%
37 JNJ Johnson & Johnson Healthcare 6,398.0 $1.6M 0.77% -41.0 -0.6% $253.97 +6.8%
38 LLY Eli Lilly & Co Healthcare 1,319.0 $1.6M 0.74% +49.0 +3.9% $1199.43 -3.3%
39 CRM Salesforce.com Inc Technology 9,931.0 $1.6M 0.73% -223.0 -2.2% $156.66 +64.8%
40 HD Home Depot Inc Consumer Cyclical 4,373.0 $1.5M 0.73% +69.0 +1.6% $352.68 -9.3%
Page 2 of 9  ·  169 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%