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CIK: 0001092203
Total reported value
$6.7B
$6.7B
637 檔
24.1%
The Q4 2025 SEC filing reveals that First Citizens Bank & Trust Co held a total portfolio value of $6.7B, covering 637 public equity positions.
In Q4 2025, First Citizens Bank & Trust Co displayed an active expansion posture, initiating 3 new positions and adding to 29 existing holdings, outstripping position reductions.
Showing top 200 holdings (of 637 total)
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 11.47% | -4.47% | +1.31% | |
| 2 | IWS | Ishares Russell Mid-cap Valu | ETF-Other | 8.05% | -2.25% | +1.24% | |
| 3 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 5.43% | +12.25% | -0.59% | |
| 4 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.99% | -1.42% | +2.82% | |
| 5 | AAPL | Apple Inc | Stock-Tech | 3.67% | -0.57% | +0.67% | |
| 6 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 3.53% | -0.40% | +2.27% | |
| 7 | FCNCA | First Citizens Bcshs -cl A | Stock-Financials | 3.52% | -0.70% | -0.22% | |
| 8 | NVDA | Nvidia CORP | Stock-Tech | 2.67% | -0.37% | +1.91% | |
| 9 | MSFT | Microsoft CORP | Stock-Tech | 2.56% | -0.54% | -8.86% | |
| 10 | DFIS | Dimensional International Sm | ETF-Other | 2.39% | -0.59% | +1.43% | |
| 11 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.32% | +1.06% | -0.43% | |
| 12 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 1.44% | -1.93% | -3.29% | |
| 13 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.44% | -0.02% | +5.25% | |
| 14 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 1.20% | -0.09% | +0.50% | |
| 15 | AVGO | Broadcom Inc | Stock-Tech | 1.09% | -0.08% | +2.45% | |
| 16 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.00% | -0.38% | +3.36% | |
| 17 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.97% | -0.24% | -0.29% | |
| 18 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 0.96% | -0.16% | +1.85% | |
| 19 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.86% | -0.10% | +0.14% | |
| 20 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 0.85% | -0.13% | +0.10% | |
| 21 | TSLA | Tesla Inc | Stock-Consumer Disc | 0.74% | -0.08% | +11.81% | |
| 22 | LLY | Eli Lilly & Co | Stock-Healthcare | 0.66% | -0.02% | +18.95% | |
| 23 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.64% | -0.24% | +2.89% | |
| 24 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 0.63% | -0.11% | -1.88% | |
| 25 | XOM | Exxon Mobil CORP | Stock-Energy | 0.62% | -0.35% | +24.09% | |
| 26 | V | Visa Inc-class A Shares | Stock-Financials | 0.60% | +0.02% | +2.86% | |
| 27 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 0.60% | -0.14% | — | |
| 28 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.59% | -0.09% | +0.10% | |
| 29 | MUB | Ishares National Muni Bond E | ETF-Other | 0.49% | -0.12% | -17.98% | |
| 30 | CSCO | Cisco Systems Inc | Stock-Tech | 0.47% | +0.06% | +3.65% | |
| 31 | NFLX | Netflix Inc | Stock-Comm Services | 0.45% | -0.21% | +895.68% | |
| 32 | HD | Home Depot Inc | Stock-Consumer Disc | 0.45% | -0.05% | +1.54% | |
| 33 | AMAT | Applied Materials Inc | Stock-Tech | 0.44% | +0.02% | -1.07% | |
| 34 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 0.42% | -0.11% | +9.10% | |
| 35 | IDXX | Idexx Laboratories Inc | Stock-Healthcare | 0.41% | -0.10% | +40.75% | |
| 36 | MO | Altria Group Inc | Stock-Consumer Staples | 0.41% | -0.16% | -1.38% | |
| 37 | RF | Regions Financial CORP | Stock-Financials | 0.40% | -0.05% | +2.53% | |
| 38 | IGSB | Ishares 1-5y Inv Grade CORP | ETF-Other | 0.40% | -0.13% | +3.05% | |
| 39 | LRCX | Lam Research CORP | Stock-Tech | 0.40% | +0.18% | -20.84% | |
| 40 | MA | Mastercard Inc - A | Stock-Financials | 0.39% | -0.03% | +3.11% | |
| 41 | BKNG | Booking Holdings Inc | Stock-Consumer Disc | 0.38% | -0.06% | +25.75% | |
| 42 | TROW | T Rowe Price Group Inc | Stock-Financials | 0.38% | -0.02% | +0.30% | |
| 43 | GVI | Ishares Intermediate Governm | ETF-Other | 0.37% | +0.94% | -0.44% | |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.36% | -0.10% | -37.20% | |
| 45 | UNP | Union Pacific CORP | Stock-Industrials | 0.36% | -0.07% | +1.17% | |
| 46 | ORCL | Oracle CORP | Stock-Tech | 0.36% | -0.08% | +0.05% | |
| 47 | ETN | Eaton Corporation plc | Stock-Industrials | 0.36% | -0.05% | +1.77% | |
| 48 | CSGP | Costar Group Inc | Stock-Real Estate | 0.36% | -0.14% | +117.87% | |
| 49 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.36% | -0.09% | +2.96% | |
| 50 | BAC | Bank Of America CORP | Stock-Financials | 0.35% | -0.05% | -1.89% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | FCNCA | First Citizens Bcshs -cl A | +0.5% | -0.22% | Trim |
| 2 | IWX | Ishares Russell Top 200 Valu | +0.3% | +1.31% | Add |
| 3 | BEN | Franklin Resources Inc | +0.3% | +5903.42% | Add |
| 4 | LLY | Eli Lilly & Co | +0.3% | +18.95% | Add |
| 5 | GOOG | Alphabet Inc-cl C | +0.2% | +0.50% | Add |
| 6 | GOOGL | Alphabet Inc-cl A | +0.2% | +0.10% | Add |
| 7 | CSGP | Costar Group Inc | +0.2% | +117.87% | Add |
| 8 | IWB | Ishares Russell 1000 ETF | +0.2% | +340.22% | Add |
| 9 | AAPL | Apple Inc | +0.1% | +0.67% | Add |
| 10 | XOM | Exxon Mobil CORP | +0.1% | +24.09% | Add |
| 11 | IDXX | Idexx Laboratories Inc | +0.1% | +40.75% | Add |
| 12 | AEP | American Electric Power | +0.1% | +934.38% | Add |
| 13 | AMZN | Amazon.com Inc | +0.1% | +5.25% | Add |
| 14 | AMAT | Applied Materials Inc | +0.1% | -1.07% | Trim |
| 15 | TSLA | Tesla Inc | +0.1% | +11.81% | Add |
| 16 | BND | Vanguard Total Bond Market | +0.1% | +119.79% | Add |
| 17 | BKNG | Booking Holdings Inc | +0.1% | +25.75% | Add |
| 18 | BX | Blackstone Inc | +0.1% | +1527.66% | Add |
| 19 | BA | Boeing Co/the | +0.1% | +214.55% | Add |
| 20 | VTI | Vanguard Total Stock Mkt ETF | +0.1% | +64.09% | Add |
| 21 | IEFA | Ishares Core Msci Eafe ETF | +0.1% | +2.27% | Add |
| 22 | DFIS | Dimensional International Sm | +0.1% | +1.43% | Add |
| 23 | CSCO | Cisco Systems Inc | +0.1% | +3.65% | Add |
| 24 | QCOM | Qualcomm Inc | +0.1% | +98.36% | Add |
| 25 | ISRG | Intuitive Surgical Inc | +0.1% | +2.71% | Add |
| 26 | AVGO | Broadcom Inc | 0% | +2.45% | Add |
| 27 | IWY | Ishares Russell Top 200 Grow | 0% | -0.59% | Trim |
| 28 | HCA | Hca Healthcare Inc | -0.1% | -83.92% | Trim |
| 29 | MPC | Marathon Petroleum CORP | -0.1% | -49.75% | Trim |
| 30 | IWS | Ishares Russell Mid-cap Valu | -0.1% | +1.24% | Add |
| 31 | TEL | TE Connectivity plc | -0.1% | -72.69% | Trim |
| 32 | MO | Altria Group Inc | -0.1% | -1.38% | Trim |
| 33 | COIN | Coinbase Global Inc -class A | -0.1% | -6.44% | Trim |
| 34 | HD | Home Depot Inc | -0.1% | +1.54% | Add |
| 35 | DHR | Danaher CORP | -0.1% | -63.23% | Trim |
| 36 | MUB | Ishares National Muni Bond E | -0.1% | -17.98% | Trim |
| 37 | HSIC | Henry Schein Inc | -0.1% | -97.19% | Trim |
| 38 | META | Meta Platforms Inc-class A | -0.1% | -0.29% | Trim |
| 39 | NFLX | Netflix Inc | -0.2% | +895.68% | Add |
| 40 | TMO | Thermo Fisher Scientific Inc | -0.2% | -72.18% | Trim |
| 41 | ORCL | Oracle CORP | -0.2% | +0.05% | Add |
| 42 | ACN | Accenture plc | -0.2% | -63.71% | Trim |
| 43 | IWP | Ishares Russell Mid-cap Grow | -0.2% | +2.82% | Add |
| 44 | BRK-B | Berkshire Hathaway Inc-cl B | -0.2% | -37.20% | Trim |
| 45 | AJG | Arthur J Gallagher & Co | -0.3% | -95.97% | Trim |
| 46 | MSFT | Microsoft CORP | -0.6% | -8.86% | Trim |
| 47 | MKTX | Marketaxess Holdings Inc | — | EXIT | Sold out |
| 48 | OKE | Oneok Inc | — | NEW | New buy |
| 49 | VCRB | Vanguard Core Bond ETF | — | NEW | New buy |
| 50 | FICO | Fair Isaac CORP | — | NEW | New buy |
According to official SEC Form 13F filings, First Citizens Bank & Trust Co reported a total U.S. public equity portfolio value of $6.7B across 637 disclosed positions in Q4 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including IWX, IWS, IWY) accounted for 24.1% of total reported equity market value during Q4 2025.
Top New Position Initiated
OKE
市值: $3.0M
Top Position Liquidated / Trimmed
MKTX
前期市值: $6.0M
During Q4 2025, First Citizens Bank & Trust Co's top holdings by market value included IWX (11.5%)、IWS (8.1%)、IWY (5.4%). The largest single position, IWX, represented 11.5% of total portfolio value.
In Q4 2025, First Citizens Bank & Trust Co made 50 total portfolio adjustments, initiating 3 new buys, adding to 29 positions, trimming 17 holdings, and fully liquidating 1 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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