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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 7 of 9  ·  169 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 IVE IShares S&P 500 Value Index ETF 1,643.0 $373K 0.18% $227.06 +4.0%
122 ALL Allstate Corp Financial Services 1,549.0 $369K 0.17% +88.0 +6.0% $237.94 +9.2%
123 SPSB State Street SPDR Short Term Co 12,105.0 $363K 0.17% +395.0 +3.4% $30.01 -0.8%
124 QQQ Invesco QQQ Trust Series 1 ETF Financial Services 489.0 $360K 0.17% -54.0 -9.9% $736.40 -4.0%
125 CIBR First Trust Nasdaq Cybersecurit 4,000.0 $359K 0.17% NEW $89.85 +4.8%
126 ABT Abbott Labs Healthcare 3,960.0 $359K 0.17% -325.0 -7.6% $90.74 +22.1%
127 ADBE Adobe System Inc Technology 1,748.0 $358K 0.17% -113.0 -6.1% $205.02 +38.4%
128 RSP Invesco S&P 500 Equal Weight ET 1,677.0 $357K 0.17% -125.0 -6.9% $212.77 +2.5%
129 IWR IShares Russell Midcap Index ET 3,111.0 $343K 0.16% +228.0 +7.9% $110.32 +0.3%
130 XLF State Street Financial Select S 6,336.0 $340K 0.16% -475.0 -7.0% $53.61 +7.3%
131 T AT&T Inc Communication Services 16,186.0 $335K 0.16% -709.0 -4.2% $20.70 +26.9%
132 LMT Lockheed Martin Corp Industrials 650.0 $331K 0.16% -27.0 -4.0% $509.46 +5.9%
133 TGT Target Corp Com Consumer Defensive 2,484.0 $324K 0.15% -203.0 -7.5% $130.61 +25.6%
134 FNDE Schwab Emerging Market ETF 8,060.0 $320K 0.15% -2K -19.4% $39.68 +7.2%
135 NVS Novartis AG-ADR Healthcare 2,022.0 $317K 0.15% $156.72 +4.0%
136 DHR Danaher Corp Healthcare 1,557.0 $297K 0.14% +68.0 +4.6% $190.48 +10.7%
137 SBUX Starbucks Corp Consumer Cyclical 2,829.0 $289K 0.14% +40.0 +1.4% $102.19 +3.9%
138 PH Parker Hannifin Corp Industrials 295.0 $289K 0.14% -5.0 -1.7% $978.12 -3.3%
139 DE Deere & Co Industrials 451.0 $286K 0.14% -16.0 -3.4% $634.33 +7.7%
140 AMT American Tower Real Estate 1,747.0 $286K 0.13% +94.0 +5.7% $163.57 +6.5%
Page 7 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%