First County Bank /CT/

SEC CIK
0001983616

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Jul 2, 2026.SEC

Positions
169
+7 vs. Q1 2026
Total value
$212.52M
+$25.2M (+13.5%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

First County Bank /CT/ holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
VANGUARD MORNINGSTAR VALUE ETF922908744ETF58,439$12.74M5.99%+5,369+10.1%Added–
NVDANVIDIA CORPORATION COMStock44,721$8.95M4.21%−36−0.1%ReducedView
AAPLAPPLE INC COMStock28,849$8.35M3.93%−97−0.3%ReducedView
MSFTMICROSOFT CORP COMStock20,082$7.49M3.52%+2,027+11.2%AddedView
ISHARES S&P SMALL-CAP 600 VALUE ETF464287879ETF50,032$6.84M3.22%−723−1.4%Reduced–
GOOGLALPHABET INC CAP STK CL AStock13,343$4.77M2.24%−547−3.9%ReducedView
XOMEXXON MOBIL CORPCOM34,470$4.71M2.22%−142−0.4%ReducedView
ISHARES CORE S&P 500 ETF464287200ETF6,243$4.68M2.20%+8+0.1%Added–
AVGOBROADCOM INC COMStock11,657$4.4M2.07%+297+2.6%AddedView
ABBVABBVIE INC COMStock14,610$3.68M1.73%−91−0.6%ReducedView
AMZNAMAZON COM INC COMStock14,884$3.55M1.67%−226−1.5%ReducedView
PANWPALO ALTO NETWORKS INC COMStock9,937$3.39M1.59%+98+1.0%AddedView
AMDADVANCED MICRO DEVICES INC COMStock5,704$3.31M1.56%−90−1.6%ReducedView
VANGUARD HIGH DIVIDEND YIELD INDEX ETF921946406ETF20,228$3.2M1.50%00.0%Unchanged–
JPMJPMORGAN CHASE & CO COMStock9,744$3.19M1.50%+1,156+13.5%AddedView
KLACKLA CORPCOM NEW10,020$3.02M1.42%+8,986+869.1%AddedView
CATCATERPILLAR INC COMStock2,834$3.02M1.42%−88−3.0%ReducedView
SPYSTATE STREET SPDR S&P 500 ETFETF3,931$2.94M1.38%+472+13.6%AddedView
COSTCOSTCO WHOLESALE CORPORATION COMStock2,959$2.77M1.30%+14+0.5%AddedView
PMPHILIP MORRIS INTL INC COMStock14,318$2.59M1.22%−313−2.1%ReducedView
ISHARES CORE S&P SMALL CAP ETF464287804ETF16,454$2.44M1.15%+890+5.7%Added–
VANGUARD S&P 500 ETF922908363ETF3,529$2.42M1.14%+65+1.9%Added–
MRKMERCK & CO INC COMStock18,788$2.41M1.14%−148−0.8%ReducedView
SCHWAB U.S. LARGE-CAP GROWTH ETF808524300ETF65,198$2.21M1.04%+3,531+5.7%Added–
MCHPMICROCHIP TECHNOLOGY INC. COMStock23,815$2.17M1.02%−6,941−22.6%ReducedView
ISHARES CORE MSCI EAFE ETF46432F842ETF22,135$2.14M1.01%+1,698+8.3%Added–
VANGUARD SCOTTSDALE FDS92206C102SHORT TERM TREAS36,154$2.1M0.99%+23,960+196.5%Added–
EMREMERSON ELEC CO COMStock14,165$2.03M0.95%−1,594−10.1%ReducedView
ETNEATON CORP PLC SHSStock4,622$1.97M0.93%+18+0.4%AddedView
PGPROCTER & GAMBLE CO COMStock13,199$1.94M0.91%−324−2.4%ReducedView
VANGUARD MORNINGSTAR MID-CAP ETF922908629ETF23,745$1.91M0.90%+17,127+258.8%Added–
GILDGILEAD SCIENCES INC COMStock15,088$1.91M0.90%−411−2.7%ReducedView
VANGUARD SCOTTSDALE FDS92206C409SHRT TRM CORP BD22,838$1.8M0.85%+4,203+22.6%Added–
CSCOCISCO SYS INC COMStock14,697$1.73M0.81%−771−5.0%ReducedView
UNPUNION PAC CORP COMStock6,185$1.68M0.79%+103+1.7%AddedView
ISHARES CORE S&P MID-CAP ETF464287507ETF21,119$1.63M0.77%−759−3.5%Reduced–
JNJJOHNSON & JOHNSON COMStock6,398$1.62M0.76%−41−0.6%ReducedView
LLYELI LILLY & CO COMStock1,319$1.58M0.74%+49+3.9%AddedView
CRMSALESFORCE INC COMStock9,931$1.56M0.73%−223−2.2%ReducedView
HDHOME DEPOT INC COMStock4,373$1.54M0.73%+69+1.6%AddedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock2,950$1.48M0.69%+557+23.3%AddedView
AMGNAMGEN INC COMStock4,058$1.47M0.69%−109−2.6%ReducedView
METAMETA PLATFORMS INC CL AStock2,534$1.43M0.67%+455+21.9%AddedView
AEPAMERICAN ELEC PWR CO INC COMStock10,284$1.41M0.66%−128−1.2%ReducedView
ORCLORACLE CORP COMStock9,595$1.41M0.66%−333−3.4%ReducedView
SCHWAB U.S. LARGE-CAP VALUE ETF808524409ETF40,354$1.4M0.66%−759−1.8%Reduced–
IBMINTERNATIONAL BUSINESS MACHS COMStock4,983$1.4M0.66%00.0%UnchangedView
GOOGALPHABET INC CAP STK CL CStock3,937$1.39M0.65%+191+5.1%AddedView
MCDMCDONALDS CORP COMStock5,067$1.37M0.64%+59+1.2%AddedView
VANGUARD MORNINGSTAR GROWTH ETF922908736ETF15,464$1.33M0.63%+12,778+475.7%Added–
ISHARES TR464288612INTRM GOV CR ETF12,349$1.31M0.62%+376+3.1%Added–
VANGUARD FTSE DEVELOPED MARKETS ETF921943858ETF18,287$1.3M0.61%+2,357+14.8%Added–
VANGUARD INTERMEDIATE-TERM BOND ETF921937819ETF16,783$1.29M0.61%+779+4.9%Added–
DUKDUKE ENERGY CORP NEW COM NEWStock9,980$1.26M0.59%−649−6.1%ReducedView
RTXRTX CORPORATION COMStock6,312$1.2M0.56%+91+1.5%AddedView
VVISA INC COM CL AStock3,451$1.18M0.56%+122+3.7%AddedView
VZVERIZON COMMUNICATIONS INC COMStock27,925$1.18M0.56%−2,008−6.7%ReducedView
TRPTC ENERGY CORPCOM17,148$1.14M0.53%−473−2.7%ReducedView
ADPAUTOMATIC DATA PROCESSING INC COMStock4,956$1.11M0.52%+6+0.1%AddedView
WMBWILLIAMS COS INCCOM14,774$1.1M0.52%−490−3.2%ReducedView
LRCXLAM RESEARCH CORP COM NEWStock2,483$1.08M0.51%+42+1.7%AddedView
PEPPEPSICO INC COMStock7,782$1.05M0.50%+29+0.4%AddedView
PNCPNC FINL SVCS GROUP INC COMStock4,101$1.01M0.48%−449−9.9%ReducedView
ENBENBRIDGE INC COMStock18,363$995.46K0.47%−582−3.1%ReducedView
GLWCORNING INCCOM3,854$984.43K0.46%−478−11.0%ReducedView
SCHWAB FUNDAMENTAL INTERNATIONAL EQUITY ETF808524755ETF18,452$973.53K0.46%−4,825−20.7%Reduced–
ISHARES RUSSELL 2000 ETF464287655ETF3,081$925.69K0.44%−66−2.1%Reduced–
SOSOUTHERN CO COMStock9,656$924.18K0.43%−175−1.8%ReducedView
PYPLPAYPAL HLDGS INC COMStock20,542$887K0.42%−3,950−16.1%ReducedView
ISHARES RUSSELL 1000 VALUE ETF464287598ETF3,521$853.6K0.40%−85−2.4%Reduced–
BIIBBIOGEN INCCOM3,933$849.76K0.40%−233−5.6%ReducedView
DIMENSIONAL U.S. SMALL CAP ETF25434V500ETF10,012$824.39K0.39%+382+4.0%Added–
TMOTHERMO FISHER SCIENTIFIC INC COMStock1,589$796.66K0.37%+62+4.1%AddedView
TSLATESLA INC COMStock1,872$787.36K0.37%+66+3.7%AddedView
CVXCHEVRON CORPORATION COMStock4,679$775.59K0.36%−96−2.0%ReducedView
SCHWAB STRATEGIC TR808524862SHT TM US TRES32,046$773.59K0.36%+2,716+9.3%Added–
AMPAMERIPRISE FINL INCCOM1,647$755.58K0.36%+94+6.1%AddedView
LINLINDE PLC SHSStock1,404$728.59K0.34%+4+0.3%AddedView
HBANHUNTINGTON BANCSHARES INCCOM40,376$715.87K0.34%+946+2.4%AddedView
VANGUARD MORNINGSTAR SMALL-CAP ETF922908751ETF2,258$684.45K0.32%00.0%Unchanged–
KOCOCA COLA CO COMStock8,341$677.87K0.32%−153−1.8%ReducedView
ISHARES S&P 500 GROWTH ETF464287309ETF4,790$658.77K0.31%−1,088−18.5%Reduced–
MSMORGAN STANLEY COM NEWStock3,139$656.18K0.31%−20−0.6%ReducedView
ETRENTERGY CORP NEWCOM5,703$655.05K0.31%−156−2.7%ReducedView
BXBLACKSTONE INCCOM5,539$651.77K0.31%−89−1.6%ReducedView
WMTWALMART INC COMStock5,672$642.41K0.30%+110+2.0%AddedView
CBCHUBB LIMITED COMStock1,822$620.83K0.29%+49+2.8%AddedView
BKNGBOOKING HOLDINGS INC COMStock3,378$602.1K0.28%+3,248+2,498.5%AddedView
NGGNATIONAL GRID PLCSPONSORED ADR NE7,242$600.14K0.28%−315−4.2%ReducedView
INTCINTEL CORP COMStock4,241$592.17K0.28%+4,241NewView
VANGUARD MORNINGSTAR TOTAL STOCK MARKET ETF922908769ETF1,595$590.21K0.28%−66−4.0%Reduced–
Citi Group Inc 4.625 10/30/20317292GBL8Fixed Income–$586.83K0.28%–––
COPCONOCOPHILLIPS COMStock5,615$583.74K0.27%+10+0.2%AddedView
PFEPFIZER INC COMStock23,791$572.89K0.27%−475−2.0%ReducedView
TJXTJX COS INC NEW COMStock3,589$543.73K0.26%−21−0.6%ReducedView
APDAIR PRODUCTS AND CHEMICALS INC COMStock1,818$533K0.25%+17+0.9%AddedView
TFCTRUIST FINL CORPCOM10,484$522.31K0.25%−25−0.2%ReducedView
VANGUARD INDEX FDS922908652EXTEND MKT ETF2,104$518.03K0.24%00.0%Unchanged–
MAMASTERCARD INCORPORATED CL AStock1,005$516.17K0.24%−49−4.6%ReducedView
SCHWAB U.S. LARGE-CAP ETF808524201ETF17,370$511.2K0.24%−920−5.0%Reduced–

Sold out since Q1 2026 (5)

Positions held at the end of Q1 2026 that are no longer in this filing.

First County Bank /CT/ positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
HONHoneywell TechnologiesCOM3,888$878.8K0.47%
DOWDOW HLDGS INC COMStock15,263$635.7K0.34%
ICEINTERCONTINENTAL EXCHANGE INC COMStock1,989$312.83K0.17%
ZTSZOETIS INC CL AStock1,847$218.33K0.12%
Connecticut St Bds 5.00 03/15/20772JU26Fixed Income–$25.03K0.01%

13F filings by quarter

First County Bank /CT/ 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Jul 2, 2026169$212.52Mvs. Q1 2026SEC
Q1 2026Apr 3, 2026162$187.32Mvs. Q4 2025SEC
Q4 2025Jan 14, 2026167$190.98Mvs. Q3 2025SEC
Q3 2025Oct 8, 2025167$195.95Mvs. Q2 2025SEC
Q2 2025Jul 17, 2025164$185.97Mvs. Q1 2025SEC
Q1 2025Apr 7, 2025165$181.01Mvs. Q4 2024SEC
Q4 2024Jan 7, 2025146$178.97Mvs. Q3 2024SEC
Q3 2024Nov 12, 2024158$202.53Mvs. Q2 2024SEC
Q2 2024Aug 15, 2024157$194.45Mvs. Q1 2024SEC
Q1 2024May 14, 2024166$204.63Mvs. Q4 2023SEC
Q4 2023Feb 14, 2024162$206.31Mvs. Q3 2023SEC
Q3 2023Nov 7, 2023163$192.15Mvs. Q2 2023SEC
Q2 2023Jul 18, 2023167$206.05Mvs. Q1 2023SEC
Q1 2023Jul 18, 2023163$203.93Mvs. Q4 2022SEC
Q4 2022Jul 18, 2023161$208.53M–SEC