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First Command Bank

SEC CIK
0001693750
Latest filing
Jul 21, 2023

Holdings in Q2 2021

Holdings as of Jun 30, 2021, filed Jul 20, 2021. Long positions only; changes compare share counts with Q1 2021.

Institution overview
Positions
436
−7 vs. Q1 2021
Portfolio value
$891.0M
+$427.7M (+92.3%) vs. Q1 2021
Filed
Jul 20, 2021
SEC
Holdings of First Command Bank in Q2 2021
SecurityClassSharesValue% of portfolioShare changeActionHistory
EDConsolidated Edison IncStock254$18.0K<0.1%00.0%UnchangedHistory
PWRQuanta Services, Inc.COM194$18.0K<0.1%00.0%UnchangedHistory
INGRIngredion IncCOM200$18.0K<0.1%00.0%UnchangedHistory
GMGeneral Motors CoCOM312$18.0K<0.1%00.0%UnchangedHistory
PDDPDD Holdings Inc.SPONSORED ADS143$18.0K<0.1%00.0%UnchangedHistory
GDVGabelli Dividend & Income TrustCOM712$18.0K<0.1%−237−25.0%ReducedHistory
AWFAlliancebernstein Global High Income Fund IncCOM1,450$18.0K<0.1%+1,450NewHistory
State Street SPDR S&P Biotech ETF78464A870ETF138$19.0K<0.1%00.0%Unchanged–
SWKSSkyworks Solutions, Inc.Stock100$19.0K<0.1%00.0%UnchangedHistory
WHRWhirlpool CorpStock88$19.0K<0.1%00.0%UnchangedHistory
MTZMastec IncCOM176$19.0K<0.1%00.0%UnchangedHistory
NUENucor CorpCOM200$19.0K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717X669US QTLY DIV GRT326$19.0K<0.1%00.0%Unchanged–
VRTXVertex Pharmaceuticals IncStock100$20.0K<0.1%00.0%UnchangedHistory
KKellanovaStock322$20.0K<0.1%00.0%UnchangedHistory
TSCOTractor Supply CoCOM110$20.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V308BUYBACK ACHIEV220$20.0K<0.1%00.0%Unchanged–
LYBLyondellBasell Industries N.V.SHS - A -194$20.0K<0.1%00.0%UnchangedHistory
ARNAArena Pharmaceuticals IncCOM NEW300$20.0K<0.1%00.0%UnchangedHistory
ACNAccenture plcStock70$21.0K<0.1%00.0%UnchangedHistory
ALLYAlly Financial Inc.Stock430$21.0K<0.1%00.0%UnchangedHistory
U.S. Global Jets ETF26922A842ETF876$21.0K<0.1%00.0%Unchanged–
FMNBFarmers National Banc CorpCOM1,338$21.0K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF243$22.0K<0.1%+243New–
PHMPultegroup IncCOM400$22.0K<0.1%00.0%UnchangedHistory
PEGPublic Service Enterprise Group IncCOM359$22.0K<0.1%−19−5.0%ReducedHistory
BIDUBaidu, Inc.ADR115$23.0K<0.1%00.0%UnchangedHistory
CHWYChewy, Inc.CL A294$23.0K<0.1%00.0%UnchangedHistory
BOHBank of Hawaii CorpCOM272$23.0K<0.1%00.0%UnchangedHistory
HOGHarley-Davidson, Inc.COM498$23.0K<0.1%00.0%UnchangedHistory
ALGNAlign Technology IncCOM38$23.0K<0.1%00.0%UnchangedHistory
OGNOrganon & Co.Stock809$24.0K<0.1%+809NewHistory
iShares Tr464288182MSCI AC ASIA ETF256$24.0K<0.1%00.0%Unchanged–
DECKDeckers Outdoor CorpCOM62$24.0K<0.1%00.0%UnchangedHistory
AMTAmerican Tower CorpREIT92$25.0K<0.1%00.0%UnchangedHistory
LGTYLogility Supply Chain Solutions, IncCL A1,160$25.0K<0.1%00.0%UnchangedHistory
Schwab U.S. Large-Cap Growth ETF808524300ETF175$26.0K<0.1%00.0%Unchanged–
DTEDte Energy CoCOM200$26.0K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock1,107$27.0K<0.1%+507+84.5%AddedHistory
OGEOGE Energy Corp.COM800$27.0K<0.1%00.0%UnchangedHistory
Dimensional ETF Trust25434V104US CORE EQT MKT900$27.0K<0.1%+900New–
PBCTPeople's United Financial, Inc.COM1,581$27.0K<0.1%+350+28.4%AddedHistory
FTVFortive CorpStock400$28.0K<0.1%−800−66.7%ReducedHistory
GSKGSK plcSPONSORED ADR706$28.0K<0.1%00.0%UnchangedHistory
VFCV F CorpStock355$29.0K<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock1,385$29.0K<0.1%00.0%UnchangedHistory
AESAES CorpStock1,138$30.0K<0.1%00.0%UnchangedHistory
CBSHCommerce Bancshares IncStock412$30.0K<0.1%00.0%UnchangedHistory
WTRGEssential Utilities, Inc.COM666$30.0K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock599$31.0K<0.1%−2,001−77.0%ReducedHistory
VTRSViatris IncStock2,258$32.0K<0.1%+425+23.2%AddedHistory
NVSNovartis AGADR348$32.0K<0.1%00.0%UnchangedHistory
BKHBlack Hills CorpCOM487$32.0K<0.1%−450−48.0%ReducedHistory
RDNRadian Group IncCOM1,500$33.0K<0.1%00.0%UnchangedHistory
KRKroger CoStock902$35.0K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock615$37.0K<0.1%00.0%UnchangedHistory
NTAPNetApp, Inc.Stock447$37.0K<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/99991,423$37.0K<0.1%00.0%UnchangedHistory
XRAYDentsply Sirona Inc.Stock600$38.0K<0.1%+600NewHistory
iShares Tr464288307MRGSTR MD CP GRW550$38.0K<0.1%−200−26.7%ReducedConverted for a 6-for-1 split–
iShares Tr46434V381FUTU EXPO TE ETF607$38.0K<0.1%00.0%Unchanged–
VLOValero Energy CorpStock512$40.0K<0.1%+152+42.2%AddedHistory
PFGPrincipal Financial Group IncCOM628$40.0K<0.1%00.0%UnchangedHistory
ETNEaton Corp plcStock283$42.0K<0.1%00.0%UnchangedHistory
ADMArcher-Daniels-Midland CoStock715$43.0K<0.1%−50−6.5%ReducedHistory
HPQHP IncStock1,431$43.0K<0.1%00.0%UnchangedHistory
SGENSeagen Inc.COM275$43.0K<0.1%−125−31.3%ReducedHistory
MCKMcKesson CorpStock230$44.0K<0.1%+121+111.0%AddedHistory
SUSuncor Energy IncStock1,890$45.0K<0.1%00.0%UnchangedHistory
BABAAlibaba Group Holding LtdADR199$45.0K<0.1%−101−33.7%ReducedHistory
ALKAlaska Air Group, Inc.COM763$46.0K<0.1%+403+111.9%AddedHistory
ILMNIllumina, Inc.COM100$47.0K<0.1%00.0%UnchangedHistory
MDCSekisui House U.S., Inc.COM938$47.0K<0.1%+494+111.3%AddedHistory
Paramount Global92556H206CL B1,117$50.0K<0.1%+590+112.0%Added–
LEGLeggett & Platt IncStock993$51.0K<0.1%+524+111.7%AddedHistory
PSXPhillips 66Stock588$51.0K<0.1%+488+488.0%AddedHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF806$51.0K<0.1%00.0%Unchanged–
FFINFirst Financial Bankshares IncCOM1,048$51.0K<0.1%00.0%UnchangedHistory
MSMorgan StanleyStock567$52.0K<0.1%−361−38.9%ReducedHistory
ALLAllstate CorpStock395$52.0K<0.1%+208+111.2%AddedHistory
DFSDiscover Financial ServicesCOM445$52.0K<0.1%00.0%UnchangedHistory
KEYKeycorpCOM2,582$53.0K<0.1%+1,363+111.8%AddedHistory
RCLRoyal Caribbean Cruises LtdCOM622$53.0K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF312$54.0K<0.1%00.0%Unchanged–
GLGlobe Life Inc.COM562$54.0K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF1,925$54.0K<0.1%00.0%Unchanged–
CMAComerica IncCOM754$54.0K<0.1%+237+45.8%AddedHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF740$55.0K<0.1%00.0%Unchanged–
EXCExelon CorpStock1,295$57.0K<0.1%00.0%UnchangedHistory
GBXGreenbrier Companies IncStock1,331$58.0K<0.1%+702+111.6%AddedHistory
STZConstellation Brands, Inc.Stock250$58.0K<0.1%−450−64.3%ReducedHistory
PPLPPL CorpCOM2,082$58.0K<0.1%00.0%UnchangedHistory
State Street Energy Select Sector SPDR ETF81369Y506ETF1,088$59.0K<0.1%+300+38.1%Added–
NVGNuveen AMT-Free Municipal Credit Income FundCEF3,301$59.0K<0.1%00.0%UnchangedHistory
Vanguard Ftse All-World Ex-US Index Fund922042775ETF950$60.0K<0.1%00.0%Unchanged–
GLWCorning IncCOM1,479$60.0K<0.1%00.0%UnchangedHistory
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,185$60.0K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W208US HIGH DIVIDEND776$61.0K<0.1%00.0%Unchanged–
VEEVVeeva Systems IncStock200$62.0K<0.1%00.0%UnchangedHistory
SAICScience Applications International CorpCOM707$62.0K<0.1%00.0%UnchangedHistory

Sold out since Q1 2021 (29)

Positions held at the end of Q1 2021 that are gone from this filing.

Positions of First Command Bank sold out since Q1 2021
SecurityClassShares in Q1 2021Value in Q1 2021% of portfolio in Q1 2021History
HLFHerbalife Ltd.COM SHS400$18.0K<0.1%History
CHRSCoherus Oncology, Inc.COM1,000$15.0K<0.1%History
ZMZoom Communications, Inc.Stock40$13.0K<0.1%History
DOCHealthpeak Properties, Inc.COM400$13.0K<0.1%History
State Street SPDR NYSE Technology ETF78464A102ETF77$11.0K<0.1%–
Global X FDS37954Y244EMKT INTRNT ECOM662$10.0K<0.1%–
BLKBlackRock, Inc.COM12$9.00K<0.1%History
SLBSLB LimitedStock300$8.00K<0.1%History
OCSLOaktree Specialty Lending CorpCOM1,240$8.00K<0.1%History
CNCCentene CorpStock65$4.00K<0.1%History
ESEversource EnergyStock49$4.00K<0.1%History
Schwab Fundamental U.S. Large Company ETF808524771ETF70$4.00K<0.1%–
TJXTJX Companies IncStock65$4.00K<0.1%History
PTCPTC Inc.Stock32$4.00K<0.1%History
AMEAmetek IncCOM32$4.00K<0.1%History
Schwab U.S. Small-Cap ETF808524607ETF23$2.00K<0.1%–
Schwab International Equity ETF808524805ETF40$2.00K<0.1%–
Schwab Fundamental International Small Equity ETF808524748ETF45$2.00K<0.1%–
Invesco Exch Traded FD Tr II46138E727RAFI EMRGNG MRKT70$2.00K<0.1%–
Invesco Exchange Traded FD T46137V597RAFI US 150013$2.00K<0.1%–
MRVLMarvell Technology, Inc.ORD49$2.00K<0.1%History
LUMNLumen Technologies, Inc.Stock112$1.00K<0.1%History
iShares Core MSCI Emerging Markets ETF46434G103ETF23$1.00K<0.1%–
Schwab Fundamental International Equity ETF808524755ETF17$1.00K<0.1%–
Xtrackers International Real Estate ETF233051846ETF29$1.00K<0.1%–
AIGAmerican International Group, Inc.Stock32$1.00K<0.1%History
Vanguard Ftse All-World Ex-US Small-Cap ETF922042718ETF7$1.00K<0.1%–
WABWestinghouse Air Brake Technologies CorpStock6$00.0%History
VRTVVeritiv CorpCOM7$00.0%History