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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 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 LRCX Lam Research Corp Technology 2,483.0 $1.1M 0.51% +42.0 +1.7% $433.33 -33.0%
62 PEP Pepsico Inc Consumer Defensive 7,782.0 $1.1M 0.50% $135.40 +3.2%
63 PNC PNC Finl Srvs Grp Inc Financial Services 4,101.0 $1.0M 0.47% -449.0 -9.9% $246.22 -3.5%
64 ENB Enbridge Inc Energy 18,363.0 $995K 0.47% -582.0 -3.1% $54.21 -6.4%
65 GLW Corning Inc Technology 3,854.0 $984K 0.46% -478.0 -11.0% $255.43 -43.0%
66 FNDF Schwab Fundamental Internationa 18,452.0 $974K 0.46% -5K -20.7% $52.76 +4.8%
67 IWM IShares Russell 2000 3,081.0 $926K 0.44% -66.0 -2.1% $300.45 -3.3%
68 SO The Southern Co Utilities 9,656.0 $924K 0.43% -175.0 -1.8% $95.71 -8.0%
69 PYPL Paypal Holdings, Inc. Financial Services 20,542.0 $887K 0.42% -4K -16.1% $43.18 +21.4%
70 IWD IShares Russell 1000 Value 3,521.0 $854K 0.40% -85.0 -2.4% $242.43 +5.6%
71 BIIB Biogen Idec Inc Healthcare 3,933.0 $850K 0.40% -233.0 -5.6% $216.06 -0.0%
72 DFAS Dimensional ETF Trust US Small 10,012.0 $824K 0.39% +382.0 +4.0% $82.34 -2.0%
73 TMO Thermo Fisher Scientific Inc Healthcare 1,589.0 $797K 0.38% +62.0 +4.1% $501.36 +19.8%
74 TSLA Tesla Motors, Inc Consumer Cyclical 1,872.0 $787K 0.37% +66.0 +3.6% $420.60 -15.3%
75 CVX Chevron Corp Energy 4,679.0 $776K 0.36% -96.0 -2.0% $165.76 +27.3%
76 SCHO Schwab Short-Term US Treasury E 32,046.0 $774K 0.36% +3K +9.3% $24.14 -0.6%
77 AMP Ameriprise Finl Inc Financial Services 1,647.0 $756K 0.36% +94.0 +6.0% $458.76 +18.3%
78 LIN Linde PLC Basic Materials 1,404.0 $729K 0.34% $518.94 -6.2%
79 HBAN Huntington Bancshares Inc Financial Services 40,376.0 $716K 0.34% +946.0 +2.4% $17.73 -7.4%
80 VB Vanguard Small- Cap ETF 2,258.0 $684K 0.32% $303.12 -2.4%
Page 4 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%