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First Command Bank

SEC CIK
0001693750
Latest filing
Jul 21, 2023

Holdings in Q4 2022

Holdings as of Dec 31, 2022, filed Jan 23, 2023. Long positions only; changes compare share counts with Q3 2022.

Institution overview
Positions
391
+4 vs. Q3 2022
Portfolio value
$788.1M
+$100.2M (+14.6%) vs. Q3 2022
Filed
Jan 23, 2023
SEC
Holdings of First Command Bank in Q4 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
ADNTAdient plcStock11$1.00K<0.1%+11NewHistory
iShares Core U.S. Aggregate Bond ETF464287226ETF5$1.00K<0.1%00.0%Unchanged–
iShares Tr464288281JPMORGAN USD EMG10$1.00K<0.1%−234−95.9%Reduced–
SPDR Index Shs FDS78463X871ST INTL CAP ETF28$1.00K<0.1%00.0%Unchanged–
PVHPVH Corp.COM5$1.00K<0.1%+5NewHistory
Goldman Sachs ETF Tr381430206ACTIVEBETA EME19$1.00K<0.1%+19New–
Vanguard Malvern FDS922020805STRM INFPROIDX8$1.00K<0.1%00.0%Unchanged–
MATMattel IncCOM50$1.00K<0.1%00.0%UnchangedHistory
NCLHNorwegian Cruise Line Holdings Ltd.SHS100$1.00K<0.1%00.0%UnchangedHistory
SPDR Index Shs FDS78463X756ST MARKE CAP ETF18$1.00K<0.1%00.0%Unchanged–
BHFBrighthouse Financial, Inc.COM20$1.00K<0.1%00.0%UnchangedHistory
BLDPBallard Power Systems Inc.COM100$1.00K<0.1%00.0%UnchangedHistory
BTBTBit Digital, IncSHS1,000$1.00K<0.1%00.0%UnchangedHistory
MNTXManitex International, Inc.COM275$1.00K<0.1%00.0%UnchangedHistory
Telemynd Inc New87946W202COM NEW1$1.00K<0.1%00.0%Unchanged–
WisdomTree Tr97717W331GLB EX US RL EST35$1.00K<0.1%00.0%Unchanged–
OGNOrganon & Co.Stock76$2.00K<0.1%−527−87.4%ReducedHistory
KDKyndryl Holdings, Inc.Stock171$2.00K<0.1%00.0%UnchangedHistory
Vanguard Total International Bond ETF92203J407ETF33$2.00K<0.1%00.0%Unchanged–
COINCoinbase Global, Inc.COM CL A50$2.00K<0.1%00.0%UnchangedHistory
iShares Tr46434V274INTL EQTY FACTOR99$2.00K<0.1%+99New–
DTMDT Midstream, Inc.COMMON STOCK43$2.00K<0.1%+43NewHistory
AVNTAvient CorpCOM91$3.00K<0.1%+91NewHistory
Alps ETF Tr00162Q593MED BREAKTHGH100$3.00K<0.1%00.0%Unchanged–
MROMarathon Oil CorpCOM101$3.00K<0.1%00.0%UnchangedHistory
NLYAnnaly Capital Management IncREIT187$4.00K<0.1%00.0%UnchangedHistory
Schwab US Dividend Equity ETF808524797ETF49$4.00K<0.1%+49New–
OCOwens CorningStock46$4.00K<0.1%00.0%UnchangedHistory
QSRRestaurant Brands International Inc.COM64$4.00K<0.1%00.0%UnchangedHistory
SOFISoFi Technologies, Inc.Stock1,000$5.00K<0.1%00.0%UnchangedHistory
WENWendy's CoStock218$5.00K<0.1%00.0%UnchangedHistory
HLNHaleon plcADR573$5.00K<0.1%00.0%UnchangedHistory
RRyder System IncCOM60$5.00K<0.1%+60NewHistory
PKPark Hotels & Resorts Inc.COM454$5.00K<0.1%00.0%UnchangedHistory
MLMMartin Marietta Materials IncCOM14$5.00K<0.1%00.0%UnchangedHistory
CPCanadian Pacific Kansas City LtdCOM73$5.00K<0.1%00.0%UnchangedHistory
JPMorgan Ultra-Short Income ETF46641Q837ETF110$6.00K<0.1%+110New–
ALBAlbemarle CorpStock29$6.00K<0.1%00.0%UnchangedHistory
ROPRoper Technologies IncStock13$6.00K<0.1%00.0%UnchangedHistory
MPTMedical Properties Trust IncCOM500$6.00K<0.1%+500NewHistory
CMECME Group Inc.COM37$6.00K<0.1%00.0%UnchangedHistory
AIVApartment Investment & Management CoCL A809$6.00K<0.1%00.0%UnchangedHistory
CMTGClaros Mortgage Trust, Inc.COMMON STOCK400$6.00K<0.1%+400NewHistory
VODVodafone Group Public Ltd CoADR732$7.00K<0.1%00.0%UnchangedHistory
DEODiageo PLCSPON ADR NEW41$7.00K<0.1%+41NewHistory
BAMBrookfield Asset Management Ltd.CL A LMT VTG SHS296$8.00K<0.1%+296NewHistory
SLBSLB LimitedStock159$9.00K<0.1%00.0%UnchangedHistory
NVSNovartis AGADR100$9.00K<0.1%00.0%UnchangedHistory
FULFuller H B CoStock121$9.00K<0.1%+121NewHistory
Vanguard Intl Equity Index F922042874FTSE EUROPE ETF171$9.00K<0.1%00.0%Unchanged–
GMGeneral Motors CoCOM312$10.0K<0.1%00.0%UnchangedHistory
SQMChemical & Mining Co of Chile IncSPON ADR SER B130$10.0K<0.1%00.0%UnchangedHistory
RPMRPM International IncCOM101$10.0K<0.1%+101NewHistory
XYLXylem Inc.COM88$10.0K<0.1%+88NewHistory
DTEDte Energy CoCOM86$10.0K<0.1%+86NewHistory
ETRNMidstream Co LLCCOM1,421$10.0K<0.1%00.0%UnchangedHistory
iShares S&P 500 Value ETF464287408ETF79$11.0K<0.1%00.0%Unchanged–
ENBEnbridge IncStock306$12.0K<0.1%−295−49.1%ReducedHistory
HGVHilton Grand Vacations Inc.COM319$12.0K<0.1%00.0%UnchangedHistory
PRUPrudential Financial IncStock131$13.0K<0.1%00.0%UnchangedHistory
State Street Communication Services Select Sector SPDR ETF81369Y852ETF266$13.0K<0.1%00.0%Unchanged–
KHCKraft Heinz CoStock317$13.0K<0.1%−15−4.5%ReducedHistory
BIDUBaidu, Inc.ADR115$13.0K<0.1%00.0%UnchangedHistory
NUENucor CorpCOM100$13.0K<0.1%−100−50.0%ReducedHistory
RSGRepublic Services, Inc.COM100$13.0K<0.1%00.0%UnchangedHistory
CCLCarnival Corp Ltd.UNIT 99/99/99991,572$13.0K<0.1%+50+3.3%AddedHistory
MMPMagellan Midstream Partners, L.P.COM UNIT RP LP250$13.0K<0.1%+250NewHistory
BF.BBrown Forman CorpStock207$14.0K<0.1%+207NewHistory
Invesco Nasdaq 100 ETF46138G649ETF128$14.0K<0.1%00.0%Unchanged–
MDLZMondelez International, Inc.Stock211$14.0K<0.1%+111+111.0%AddedHistory
State Street Consumer Discretionary Select Sector SPDR ETF81369Y407ETF105$14.0K<0.1%00.0%Unchanged–
MYRGMyr Group Inc.COM150$14.0K<0.1%00.0%UnchangedHistory
MOSMosaic CoCOM325$14.0K<0.1%−591−64.5%ReducedHistory
JCIJohnson Controls International plcStock230$15.0K<0.1%+230NewHistory
ACNAccenture plcStock57$15.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V100AEROSPACE DEFN188$15.0K<0.1%00.0%Unchanged–
OXYOccidental Petroleum CorpStock250$16.0K<0.1%00.0%UnchangedHistory
GSKGSK plcADR458$16.0K<0.1%00.0%UnchangedHistory
LYBLyondellBasell Industries N.V.SHS - A -194$16.0K<0.1%−28−12.6%ReducedHistory
OGEOGE Energy Corp.COM400$16.0K<0.1%00.0%UnchangedHistory
KKellanovaStock240$17.0K<0.1%00.0%UnchangedHistory
ORealty Income CorpREIT265$17.0K<0.1%00.0%UnchangedHistory
KRPKimbell Royalty Partners, LPUNIT1,000$17.0K<0.1%00.0%UnchangedHistory
JDJD.com, Inc.SPON ADS CL A300$17.0K<0.1%00.0%UnchangedHistory
DALDelta Air Lines, Inc.COM NEW531$17.0K<0.1%−50−8.6%ReducedHistory
LGTYLogility Supply Chain Solutions, IncCL A1,160$17.0K<0.1%00.0%UnchangedHistory
NIONIO Inc.ADR1,890$18.0K<0.1%00.0%UnchangedHistory
AALAmerican Airlines Group Inc.Stock1,385$18.0K<0.1%00.0%UnchangedHistory
KEYSKeysight Technologies, Inc.Stock103$18.0K<0.1%00.0%UnchangedHistory
Invesco Exch Traded FD Tr II46138G706SOLAR ETF243$18.0K<0.1%00.0%Unchanged–
Fidelity Comwlth Tr315912808NASDAQ COMPSIT435$18.0K<0.1%+435New–
Vanguard Scottsdale FDS92206C813LG-TERM COR BD240$18.0K<0.1%+1+0.4%Added–
Schwab U.S. Large-Cap Growth ETF808524300ETF350$19.0K<0.1%00.0%Unchanged–
AMTAmerican Tower CorpREIT92$19.0K<0.1%00.0%UnchangedHistory
iShares U S ETF Tr46431W507SHOR DURA BD ETF381$19.0K<0.1%+381New–
Fidelity Covington Trust316092824LOW VOLITY ETF401$19.0K<0.1%+401New–
SGENSeagen Inc.COM150$19.0K<0.1%00.0%UnchangedHistory
ABNBAirbnb, Inc.Stock232$20.0K<0.1%00.0%UnchangedHistory
INGRIngredion IncCOM200$20.0K<0.1%00.0%UnchangedHistory
Global X FDS37954Y624AUTONMOUS EV ETF1,000$20.0K<0.1%−925−48.1%Reduced–

Sold out since Q3 2022 (35)

Positions held at the end of Q3 2022 that are gone from this filing.

Positions of First Command Bank sold out since Q3 2022
SecurityClassShares in Q3 2022Value in Q3 2022% of portfolio in Q3 2022History
Invesco Exch TRD SLF Idx FD46138J882BULSHS 2022 CB21,458$454.0K0.1%–
DLTRDollar Tree, Inc.COM600$82.0K<0.1%History
iShares Tr464288257MSCI ACWI ETF996$78.0K<0.1%–
PWODPenns Woods Bancorp IncCOM3,125$72.0K<0.1%History
iShares Tr46428865310-20 YR TRS ETF579$63.0K<0.1%–
BAMBrookfield Asset Management Ltd.CL A LTD VT SH1,185$48.0K<0.1%History
iShares Tr464288646ISHS 1-5YR INVS739$36.0K<0.1%–
BLEBlackRock Municipal Income Trust IICOM3,500$35.0K<0.1%History
iShares Russell 2000 ETF464287655ETF205$34.0K<0.1%–
FCXFreeport-McMoran IncStock1,160$32.0K<0.1%History
RDNRadian Group IncCOM1,500$29.0K<0.1%History
PWRQuanta Services, Inc.COM194$25.0K<0.1%History
iShares Tr46435U853BROAD USD HIGH622$21.0K<0.1%–
XELXcel Energy IncStock300$19.0K<0.1%History
Dimensional World Ex U.S. Core Equity 2 ETF25434V880ETF874$17.0K<0.1%–
BLKBlackRock, Inc.COM30$17.0K<0.1%History
ICEIntercontinental Exchange, Inc.Stock150$14.0K<0.1%History
TJXTJX Companies IncStock211$13.0K<0.1%History
ETNEaton Corp plcStock98$13.0K<0.1%History
ADIAnalog Devices IncStock86$12.0K<0.1%History
WisdomTree Tr97717X669US QTLY DIV GRT226$12.0K<0.1%–
MTZMastec IncCOM176$11.0K<0.1%History
Invesco Exchange Traded FD T46137V720LEISU ENTMT ETF310$11.0K<0.1%–
U.S. Global Jets ETF26922A842ETF565$8.00K<0.1%–
SNVSynovus Financial CorpCOM NEW164$6.00K<0.1%History
TSNTyson Foods, Inc.Stock73$5.00K<0.1%History
BKNGBooking Holdings Inc.Stock3$5.00K<0.1%History
BWABorgwarner IncCOM175$5.00K<0.1%History
ZTRVirtus Total Return Fund Inc.COM729$5.00K<0.1%History
CMSCMS Energy CorpCOM57$3.00K<0.1%History
WKHSWorkhorse Group Inc.COM NEW1,000$3.00K<0.1%History
CNPCenterpoint Energy IncCOM50$1.00K<0.1%History
Vanguard World FD921910816MEGA GRWTH IND2$1.00K<0.1%–
DPRODraganfly Inc.COM NEW2,000$1.00K<0.1%History
VTRSViatris IncStock14––History