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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
METMetlife IncStock287$21.0K<0.1%−25−8.0%ReducedHistory
BOHBank of Hawaii CorpCOM272$21.0K<0.1%00.0%UnchangedHistory
VRTXVertex Pharmaceuticals IncStock75$22.0K<0.1%00.0%UnchangedHistory
ESEversource EnergyStock262$22.0K<0.1%00.0%UnchangedHistory
TSCOTractor Supply CoCOM100$22.0K<0.1%00.0%UnchangedHistory
PAYXPaychex IncStock200$23.0K<0.1%00.0%UnchangedHistory
HIGHartford Insurance Group, Inc.Stock300$23.0K<0.1%00.0%UnchangedHistory
NINisource Inc.COM832$23.0K<0.1%+832NewHistory
State Street Utilities Select Sector SPDR ETF81369Y886ETF347$24.0K<0.1%+347New–
BRBroadridge Financial Solutions, Inc.Stock190$25.0K<0.1%00.0%UnchangedHistory
Global X Lithium & Battery Tech ETF37954Y855ETF423$25.0K<0.1%00.0%Unchanged–
EDConsolidated Edison IncStock264$25.0K<0.1%00.0%UnchangedHistory
FTVFortive CorpStock400$26.0K<0.1%00.0%UnchangedHistory
OKEONEOK IncCOM393$26.0K<0.1%00.0%UnchangedHistory
GIBCgi IncCL A298$26.0K<0.1%−75−20.1%ReducedHistory
SPLKSplunk IncCOM300$26.0K<0.1%00.0%UnchangedHistory
EMNEastman Chemical CoStock336$27.0K<0.1%00.0%UnchangedHistory
EPDEnterprise Products Partners L.P.Stock1,207$29.0K<0.1%−338−21.9%ReducedHistory
State Street Consumer Staples Select Sector SPDR ETF81369Y308ETF390$29.0K<0.1%00.0%Unchanged–
iShares Select Dividend ETF464287168ETF238$29.0K<0.1%+149+167.4%Added–
iShares Tr46434V381FUTU EXPO TE ETF607$29.0K<0.1%00.0%Unchanged–
TRVTravelers Companies, Inc.Stock158$30.0K<0.1%−66−29.5%ReducedHistory
ALKAlaska Air Group, Inc.COM700$30.0K<0.1%+500+250.0%AddedHistory
BABAAlibaba Group Holding LtdADR349$31.0K<0.1%−77−18.1%ReducedHistory
CBSHCommerce Bancshares IncStock453$31.0K<0.1%+21+4.9%AddedHistory
iShares Tr464287697U.S. UTILITS ETF367$32.0K<0.1%+367New–
WTRGEssential Utilities, Inc.COM666$32.0K<0.1%00.0%UnchangedHistory
AESAES CorpStock1,138$33.0K<0.1%00.0%UnchangedHistory
FNBFNB CorpCOM2,498$33.0K<0.1%00.0%UnchangedHistory
ISRGIntuitive Surgical IncCOM NEW126$33.0K<0.1%00.0%UnchangedHistory
FFINFirst Financial Bankshares IncCOM1,048$36.0K<0.1%00.0%UnchangedHistory
HPQHP IncStock1,365$37.0K<0.1%00.0%UnchangedHistory
GLWCorning IncCOM1,164$37.0K<0.1%00.0%UnchangedHistory
BNBROOKFIELD CorpCL A LTD VT SH1,185$37.0K<0.1%+1,185NewHistory
RCLRoyal Caribbean Cruises LtdCOM772$38.0K<0.1%00.0%UnchangedHistory
IPInternational Paper CoCOM1,093$38.0K<0.1%00.0%UnchangedHistory
CTVACorteva, Inc.Stock687$40.0K<0.1%+593+630.9%AddedHistory
PSXPhillips 66Stock394$41.0K<0.1%+50+14.5%AddedHistory
ADBEAdobe Inc.Stock125$42.0K<0.1%00.0%UnchangedHistory
Vanguard Morningstar Small-Cap Growth ETF922908595ETF210$42.0K<0.1%00.0%Unchanged–
MELIMercadolibre IncCOM50$42.0K<0.1%00.0%UnchangedHistory
iShares Russell Midcap ETF464287499ETF635$43.0K<0.1%+366+136.1%Added–
SWKStanley Black & Decker, Inc.COM575$43.0K<0.1%00.0%UnchangedHistory
SHELShell plcADR766$44.0K<0.1%+263+52.3%AddedHistory
MNSTMonster Beverage CorpCOM436$44.0K<0.1%+436NewHistory
Invesco Exchange Traded FD T46137V746LARG CAP GRO ETF740$44.0K<0.1%00.0%Unchanged–
EBAYeBay IncCOM1,050$44.0K<0.1%00.0%UnchangedHistory
DFSDiscover Financial ServicesCOM445$44.0K<0.1%−38−7.9%ReducedHistory
EQTEQT CorpStock1,332$45.0K<0.1%00.0%UnchangedHistory
HRLHormel Foods CorpCOM1,000$46.0K<0.1%00.0%UnchangedHistory
BNYBank of New York Mellon CorpStock1,042$47.0K<0.1%+142+15.8%AddedHistory
KRKroger CoStock1,061$47.0K<0.1%+40+3.9%AddedHistory
WBDWarner Bros. Discovery, Inc.Stock5,079$48.0K<0.1%−318−5.9%ReducedHistory
Vanguard Morningstar Small-Cap Value ETF922908611ETF305$48.0K<0.1%00.0%Unchanged–
SAMBoston Beer Co IncCL A145$48.0K<0.1%−8−5.2%ReducedHistory
PEGPublic Service Enterprise Group IncCOM787$48.0K<0.1%+787NewHistory
WisdomTree Tr97717W208US HIGH DIVIDEND571$49.0K<0.1%00.0%Unchanged–
DELLDell Technologies Inc.Stock1,246$50.0K<0.1%00.0%UnchangedHistory
TXNMTXNM Energy IncCOM1,024$50.0K<0.1%+1,024NewHistory
EIXEdison InternationalStock812$52.0K<0.1%00.0%UnchangedHistory
FULTFulton Financial CorpCOM3,109$52.0K<0.1%+3,109NewHistory
VMRKVivmark ResidentialSH BEN INT900$53.0K<0.1%00.0%UnchangedHistory
PFGPrincipal Financial Group IncCOM628$53.0K<0.1%00.0%UnchangedHistory
PNWPinnacle West Capital CorpCOM700$53.0K<0.1%−304−30.3%ReducedHistory
AEEAmeren CorpCOM599$53.0K<0.1%+536+850.8%AddedHistory
DOWDow Inc.Stock1,099$55.0K<0.1%+302+37.9%AddedHistory
STZConstellation Brands, Inc.Stock250$58.0K<0.1%00.0%UnchangedHistory
AAgilent Technologies, Inc.COM386$58.0K<0.1%00.0%UnchangedHistory
Invesco Exchange Traded FD T46137V480S&P SMCP VLU MNT1,350$62.0K<0.1%00.0%Unchanged–
COFCapital One Financial CorpStock681$63.0K<0.1%00.0%UnchangedHistory
VLOValero Energy CorpStock512$65.0K<0.1%00.0%UnchangedHistory
AMBAAmbarella IncSHS800$66.0K<0.1%00.0%UnchangedHistory
GISGeneral Mills IncStock805$67.0K<0.1%−144−15.2%ReducedHistory
CRMSalesforce, Inc.Stock505$67.0K<0.1%−245−32.7%ReducedHistory
CCitigroup IncStock1,487$67.0K<0.1%00.0%UnchangedHistory
VMWVmware LLCCL A COM548$67.0K<0.1%00.0%UnchangedHistory
GLGlobe Life Inc.COM562$68.0K<0.1%00.0%UnchangedHistory
OTISOtis Worldwide CorpStock898$70.0K<0.1%−178−16.5%ReducedHistory
EMREmerson Electric CoStock744$71.0K<0.1%+444+148.0%AddedHistory
ADMArcher-Daniels-Midland CoStock766$71.0K<0.1%00.0%UnchangedHistory
DDDuPont de Nemours, Inc.COM1,031$71.0K<0.1%−172−14.3%ReducedHistory
Vanguard Ftse Developed Markets ETF921943858ETF1,750$73.0K<0.1%00.0%Unchanged–
BPBP PLCADR2,133$75.0K<0.1%00.0%UnchangedHistory
BAXBaxter International IncStock1,475$75.0K<0.1%00.0%UnchangedHistory
iShares S&P Mid-Cap 400 Growth ETF464287606ETF1,127$77.0K<0.1%00.0%Unchanged–
ETF Ser Solutions26922A289DEFIANCE CONNECT2,574$77.0K<0.1%00.0%Unchanged–
iShares Russell 1000 Growth ETF464287614ETF362$78.0K<0.1%−56−13.4%Reduced–
SAICScience Applications International CorpCOM705$78.0K<0.1%00.0%UnchangedHistory
iShares U.S. Medical Devices ETF464288810ETF1,500$79.0K<0.1%00.0%Unchanged–
Vanguard Morningstar Mid-Cap ETF922908629ETF404$82.0K<0.1%00.0%Unchanged–
ITWIllinois Tool Works IncStock377$83.0K<0.1%00.0%UnchangedHistory
USBUS Bancorp DECOM NEW1,893$83.0K<0.1%+234+14.1%AddedHistory
Vanguard World FD921910840MEGA CAP VAL ETF812$84.0K<0.1%+812New–
HLTHilton Worldwide Holdings Inc.COM700$88.0K<0.1%00.0%UnchangedHistory
ETREntergy CorpCOM808$91.0K<0.1%+65+8.7%AddedHistory
ELVElevance Health, Inc.Stock180$92.0K<0.1%−28−13.5%ReducedHistory
AMATApplied Materials IncStock949$92.0K<0.1%+173+22.3%AddedHistory
iShares Russell 1000 Value ETF464287598ETF608$92.0K<0.1%00.0%Unchanged–
ROKRockwell Automation, IncStock361$93.0K<0.1%00.0%UnchangedHistory
CAHCardinal Health IncStock1,212$93.0K<0.1%00.0%UnchangedHistory

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