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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
MDLZMondelez International, Inc.Stock1,012$63.0K<0.1%00.0%UnchangedHistory
SNASnap-on IncCOM281$63.0K<0.1%+149+112.9%AddedHistory
CCitigroup IncStock927$65.0K<0.1%−25−2.6%ReducedHistory
iShares Russell 1000 Value ETF464287598ETF413$66.0K<0.1%00.0%Unchanged–
BUDAnheuser-Busch InBev SA/NVADR942$68.0K<0.1%−875−48.2%ReducedHistory
ELVElevance Health, Inc.Stock180$69.0K<0.1%00.0%UnchangedHistory
VMRKVivmark ResidentialSH BEN INT900$69.0K<0.1%00.0%UnchangedHistory
DIASPDR Dow Jones Industrial Average ETF TrustUT SER 1200$69.0K<0.1%00.0%UnchangedHistory
TRVTravelers Companies, Inc.Stock467$70.0K<0.1%00.0%UnchangedHistory
FLFoot Locker, Inc.COM1,157$71.0K<0.1%+611+111.9%AddedHistory
WBAWalgreens Boots Alliance, Inc.COM1,342$71.0K<0.1%+505+60.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW78$72.0K<0.1%+36+85.7%AddedHistory
NTRNutrien Ltd.COM1,180$72.0K<0.1%+580+96.7%AddedHistory
IPInternational Paper CoCOM1,186$73.0K<0.1%00.0%UnchangedHistory
PWODPenns Woods Bancorp IncCOM3,125$74.0K<0.1%00.0%UnchangedHistory
iShares Tr464287390LATN AMER 40 ETF2,408$76.0K<0.1%00.0%Unchanged–
COKECoca-Cola Consolidated, Inc.COM190$76.0K<0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM981$76.0K<0.1%−200−16.9%ReducedHistory
ADBEAdobe Inc.Stock133$78.0K<0.1%00.0%UnchangedHistory
AMCRAmcor plcORD7,001$80.0K<0.1%00.0%UnchangedHistory
BPBP PLCADR3,217$85.0K<0.1%+84+2.7%AddedHistory
HLTHilton Worldwide Holdings Inc.COM700$85.0K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock1,505$86.0K<0.1%00.0%UnchangedHistory
VanEck Semiconductor ETF92189F676ETF336$88.0K<0.1%00.0%Unchanged–
EBAYeBay IncCOM1,250$88.0K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW1,541$88.0K<0.1%00.0%UnchangedHistory
HIIHuntington Ingalls Industries, Inc.COM423$89.0K<0.1%00.0%UnchangedHistory
iShares U.S. Medical Devices ETF464288810ETF250$90.0K<0.1%00.0%Unchanged–
AAgilent Technologies, Inc.COM606$90.0K<0.1%00.0%UnchangedHistory
PALLabrdn Palladium ETF TrustPHYSICAL PALLADM352$91.0K<0.1%−140−28.5%ReducedHistory
TXTTextron IncCOM1,344$92.0K<0.1%00.0%UnchangedHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME2,253$92.0K<0.1%−207−8.4%Reduced–
iShares Tr464288281JPMORGAN USD EMG837$94.0K<0.1%00.0%Unchanged–
ITWIllinois Tool Works IncStock432$96.0K<0.1%00.0%UnchangedHistory
MELIMercadolibre IncCOM63$98.0K<0.1%00.0%UnchangedHistory
DLTRDollar Tree, Inc.COM993$99.0K<0.1%−100−9.1%ReducedHistory
AEPAmerican Electric Power Co IncStock1,178$100.0K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR1,890$101.0K<0.1%00.0%UnchangedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF1,461$102.0K<0.1%00.0%Unchanged–
CBChubb LtdStock648$103.0K<0.1%00.0%UnchangedHistory
ETREntergy CorpCOM1,055$105.0K<0.1%00.0%UnchangedHistory
WisdomTree Tr97717W604US SMALLCAP DIVD3,300$105.0K<0.1%00.0%Unchanged–
COPConocoPhillipsStock1,739$106.0K<0.1%+696+66.7%AddedHistory
AVGOBroadcom Inc.Stock226$108.0K<0.1%+51+29.1%AddedHistory
Dimensional ETF Trust25434V401US EQUI MARK ETF2,301$108.0K<0.1%+2,301New–
JJacobs Solutions Inc.COM811$108.0K<0.1%00.0%UnchangedHistory
EVRGEvergy, Inc.Stock1,815$109.0K<0.1%00.0%UnchangedHistory
GIBCgi IncCL A1,198$109.0K<0.1%+1,198NewHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,355$110.0K<0.1%−125−8.4%Reduced–
iShares Tr464287234MSCI EMG MKT ETF2,037$112.0K<0.1%00.0%Unchanged–
Vanguard S&P 500 ETF922908363ETF290$114.0K<0.1%00.0%Unchanged–
Vanguard Ftse Developed Markets ETF921943858ETF2,217$114.0K<0.1%00.0%Unchanged–
QCOMQualcomm IncStock822$117.0K<0.1%00.0%UnchangedHistory
BAXBaxter International IncStock1,475$119.0K<0.1%00.0%UnchangedHistory
iShares Tr46434V464LOW CA OP MS ETF735$122.0K<0.1%−26−3.4%Reduced–
CLColgate Palmolive CoStock1,519$123.0K<0.1%−32−2.1%ReducedHistory
SPDR Index Shs FDS78463X400SP CHINA ETF924$123.0K<0.1%00.0%Unchanged–
PNWPinnacle West Capital CorpCOM1,500$123.0K<0.1%00.0%UnchangedHistory
CVSCVS Health CorpStock1,487$124.0K<0.1%+284+23.6%AddedHistory
DELLDell Technologies Inc.Stock1,246$124.0K<0.1%00.0%UnchangedHistory
ROSTRoss Stores, Inc.COM1,000$124.0K<0.1%00.0%UnchangedHistory
iShares Russell 1000 Growth ETF464287614ETF459$125.0K<0.1%−50−9.8%Reduced–
AMATApplied Materials IncStock884$126.0K<0.1%00.0%UnchangedHistory
SWKStanley Black & Decker, Inc.COM616$126.0K<0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J460INVSCO 30 CORP6,591$129.0K<0.1%+6,591New–
UBSIUnited Bankshares IncCOM3,536$129.0K<0.1%00.0%UnchangedHistory
SYKStryker CorpStock500$130.0K<0.1%00.0%UnchangedHistory
CRMSalesforce, Inc.Stock541$132.0K<0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J577BULETSHS 20296,178$132.0K<0.1%+6,178New–
OTISOtis Worldwide CorpStock1,644$134.0K<0.1%−24−1.4%ReducedHistory
TGTTarget CorpStock558$135.0K<0.1%−44−7.3%ReducedHistory
NADNuveen Quality Municipal Income FundCOM8,771$140.0K<0.1%00.0%UnchangedHistory
SYYSysco CorpStock1,810$141.0K<0.1%00.0%UnchangedHistory
HUNHuntsman CORPCOM5,296$141.0K<0.1%00.0%UnchangedHistory
PPGPPG Industries IncStock851$144.0K<0.1%00.0%UnchangedHistory
GSGoldman Sachs Group IncStock384$146.0K<0.1%00.0%UnchangedHistory
GDGeneral Dynamics CorpStock798$150.0K<0.1%00.0%UnchangedHistory
MOAltria Group, Inc.Stock3,383$161.0K<0.1%00.0%UnchangedHistory
EMREmerson Electric CoStock1,687$162.0K<0.1%00.0%UnchangedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF907$162.0K<0.1%00.0%Unchanged–
TELTE Connectivity plcREG SHS1,219$165.0K<0.1%00.0%UnchangedHistory
UPSUnited Parcel Service IncStock816$169.0K<0.1%−433−34.7%ReducedHistory
WFCWells Fargo & CompanyStock3,746$169.0K<0.1%00.0%UnchangedHistory
iShares Russell 2000 ETF464287655ETF755$173.0K<0.1%−130−14.7%Reduced–
SAMBoston Beer Co IncCL A171$174.0K<0.1%00.0%UnchangedHistory
GPNGlobal Payments IncStock938$176.0K<0.1%00.0%UnchangedHistory
CICigna GroupStock750$178.0K<0.1%+37+5.2%AddedHistory
PMPhilip Morris International Inc.Stock1,829$182.0K<0.1%−99−5.1%ReducedHistory
DEDeere & CoStock518$183.0K<0.1%00.0%UnchangedHistory
RYRoyal Bank of CanadaStock1,822$185.0K<0.1%00.0%UnchangedHistory
Invesco Exch TRD SLF Idx FD46138J841BULSHS 2024 CB8,312$185.0K<0.1%+6,451+346.6%Added–
State Street Communication Services Select Sector SPDR ETF81369Y852ETF2,296$186.0K<0.1%00.0%Unchanged–
Invesco Exch TRD SLF Idx FD46138J791BULSHS 2026 CB8,857$191.0K<0.1%+8,857New–
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT1,266$191.0K<0.1%−170−11.8%Reduced–
Invesco Exch TRD SLF Idx FD46138J825BULSHS 2025 CB8,562$191.0K<0.1%+6,421+299.9%Added–
FEFirstenergy CorpCOM5,211$194.0K<0.1%00.0%UnchangedHistory
iShares Russell Mid-Cap Value ETF464287473ETF1,717$197.0K<0.1%00.0%Unchanged–
FFord Motor CoStock13,600$202.0K<0.1%00.0%UnchangedHistory
SHYFShyft Group, Inc.COM5,435$203.0K<0.1%00.0%UnchangedHistory
ROKRockwell Automation, IncStock724$207.0K<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