13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001983616
Total reported value
$212.5M
$212.5M
162 檔
18.0%
According to the latest 13F quarterly dataset, First County Bank /CT/ managed an equity portfolio of $212.5M at the end of Q1 2026, spanning 162 distinct U.S. exchange-listed positions.
In Q1 2026, First County Bank /CT/ adopted a defensive or profit-taking posture, trimming 80 positions and completely liquidating 13 holdings to manage risk exposure.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VTV | Vanguard Value ETF | ETF-Other | 5.56% | +0.43% | +12.64% | |
| 2 | NVDA | Nvidia CORP | Stock-Tech | 4.17% | +0.04% | -1.97% | |
| 3 | AAPL | Apple Inc | Stock-Tech | 3.92% | +0.01% | +1.70% | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 3.57% | -0.05% | +5.20% | |
| 5 | IJS | Ishares S&p Small-cap 600 Va | ETF-Other | 3.21% | +0.01% | -2.76% | |
| 6 | XOM | Exxon Mobil CORP | Stock-Energy | 3.13% | -0.91% | -1.77% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.17% | +0.03% | — | |
| 8 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.13% | +0.11% | -3.07% | |
| 9 | AVGO | Broadcom Inc | Stock-Tech | 1.88% | +0.19% | +0.54% | |
| 10 | ABBV | Abbvie Inc | Stock-Healthcare | 1.71% | +0.02% | -5.14% | |
| 11 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 1.68% | -0.01% | — | |
| 12 | VYM | Vanguard High Dvd Yield ETF | ETF-Other | 1.60% | -0.10% | -27.21% | |
| 13 | COST | Costco Wholesale CORP | Stock-Consumer Staples | 1.57% | -0.27% | -0.47% | |
| 14 | JPM | Jpmorgan Chase & Co | Stock-Financials | 1.35% | +0.15% | +4.68% | |
| 15 | PM | Philip Morris International | Stock-Consumer Staples | 1.29% | -0.07% | -4.69% | |
| 16 | MRK | Merck & Co. Inc. | Stock-Healthcare | 1.22% | -0.08% | -0.34% | |
| 17 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 1.20% | +0.18% | -26.04% | |
| 18 | GILD | Gilead Sciences Inc | Stock-Healthcare | 1.15% | -0.25% | -10.68% | |
| 19 | CAT | Caterpillar Inc | Stock-Industrials | 1.11% | +0.31% | -1.75% | |
| 20 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 1.11% | +0.04% | -19.08% | |
| 21 | EMR | Emerson Electric Co | Stock-Industrials | 1.10% | -0.15% | -4.20% | |
| 22 | MCHP | Microchip Technology Inc | Stock-Tech | 1.06% | -0.04% | -4.15% | |
| 23 | PG | Procter & Gamble Co/the | Stock-Consumer Staples | 1.04% | -0.13% | +20.73% | |
| 24 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 1.03% | +0.12% | -3.11% | |
| 25 | VO | Vanguard Mid-cap ETF | ETF-Other | 1.01% | -0.11% | +3.88% | |
| 26 | CRM | Salesforce Inc | Stock-Tech | 1.01% | -0.28% | +99.84% | |
| 27 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.99% | +0.02% | +1.29% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.96% | +0.08% | +4.70% | |
| 29 | ETN | Eaton Corporation plc | Stock-Industrials | 0.88% | +0.05% | -0.97% | |
| 30 | PANW | Palo Alto Networks Inc | Stock-Tech | 0.84% | +0.75% | -2.76% | |
| 31 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.84% | -0.08% | -6.91% | |
| 32 | MCD | Mcdonald's CORP | Stock-Consumer Disc | 0.83% | -0.19% | +5.28% | |
| 33 | KLAC | Kla CORP | Stock-Tech | 0.81% | +0.61% | -0.39% | |
| 34 | VZ | Verizon Communications Inc | Stock-Comm Services | 0.80% | -0.24% | +5.32% | |
| 35 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.79% | -0.02% | -10.07% | |
| 36 | VCSH | Vanguard S/t CORP Bond ETF | ETF-Corp Bonds | 0.79% | +0.06% | — | |
| 37 | UNP | Union Pacific CORP | Stock-Industrials | 0.79% | — | +8.92% | |
| 38 | AMGN | Amgen Inc | Stock-Healthcare | 0.78% | -0.09% | -16.12% | |
| 39 | ORCL | Oracle CORP | Stock-Tech | 0.78% | -0.12% | -8.05% | |
| 40 | HD | Home Depot Inc | Stock-Consumer Disc | 0.76% | -0.03% | +11.53% | |
| 41 | DUK | Duke Energy CORP | Stock-Utilities | 0.74% | -0.15% | -10.45% | |
| 42 | AEP | American Electric Power | Stock-Utilities | 0.73% | -0.07% | -9.01% | |
| 43 | GVI | Ishares Intermediate Governm | ETF-Other | 0.68% | -0.06% | +6.83% | |
| 44 | SCHV | Schwab US Large-cap Value | ETF-Other | 0.67% | -0.01% | -1.05% | |
| 45 | BIV | Vanguard Intermediate-term B | ETF-Other | 0.66% | -0.05% | +20.52% | |
| 46 | IBM | Intl Business Machines CORP | Stock-Tech | 0.64% | +0.02% | -4.45% | |
| 47 | PEP | Pepsico Inc | Stock-Consumer Staples | 0.64% | -0.14% | -0.49% | |
| 48 | CSCO | Cisco Systems Inc | Stock-Tech | 0.64% | +0.17% | +5.41% | |
| 49 | RTX | Rtx CORP | Stock-Industrials | 0.64% | -0.08% | -1.66% | |
| 50 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.63% | +0.03% | +0.92% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | XOM | Exxon Mobil CORP | +0.9% | -1.77% | Trim |
| 2 | VTV | Vanguard Value ETF | +0.9% | +12.64% | Add |
| 3 | PYPL | Paypal Holdings Inc | +0.4% | +331.20% | Add |
| 4 | CRM | Salesforce Inc | +0.3% | +99.84% | Add |
| 5 | COST | Costco Wholesale CORP | +0.2% | -0.47% | Trim |
| 6 | CAT | Caterpillar Inc | +0.2% | -1.75% | Trim |
| 7 | DOW | Dow Inc | +0.2% | +42.42% | Add |
| 8 | PG | Procter & Gamble Co/the | +0.2% | +20.73% | Add |
| 9 | VZ | Verizon Communications Inc | +0.2% | +5.32% | Add |
| 10 | SCHO | Schwab Short-term US Treas | +0.2% | +83.53% | Add |
| 11 | MRK | Merck & Co. Inc. | +0.2% | -0.34% | Trim |
| 12 | AMP | Ameriprise Financial Inc | +0.2% | +81.64% | Add |
| 13 | HON | Honeywell International Inc | +0.2% | +24.18% | Add |
| 14 | WMB | Williams Cos Inc | +0.2% | +8.72% | Add |
| 15 | KLAC | Kla CORP | +0.2% | -0.39% | Trim |
| 16 | COP | Conocophillips | +0.2% | +9.52% | Add |
| 17 | GLW | Corning Inc | +0.1% | +4.89% | Add |
| 18 | BIV | Vanguard Intermediate-term B | +0.1% | +20.52% | Add |
| 19 | CVX | Chevron CORP | +0.1% | -9.31% | Trim |
| 20 | UNP | Union Pacific CORP | +0.1% | +8.92% | Add |
| 21 | APD | Air Products & Chemicals Inc | +0.1% | +29.20% | Add |
| 22 | ETN | Eaton Corporation plc | +0.1% | -0.97% | Trim |
| 23 | IJS | Ishares S&p Small-cap 600 Va | +0.1% | -2.76% | Trim |
| 24 | JNJ | Johnson & Johnson | +0.1% | -6.91% | Trim |
| 25 | LMT | Lockheed Martin CORP | +0.1% | +24.68% | Add |
| 26 | NEE | Nextera Energy Inc | +0.1% | +24.70% | Add |
| 27 | IVE | Ishares S&p 500 Value ETF | +0.1% | +55.73% | Add |
| 28 | MCD | Mcdonald's CORP | +0.1% | +5.28% | Add |
| 29 | TGT | Target CORP | +0.1% | +26.86% | Add |
| 30 | LIN | Linde plc | +0.1% | — | Unchanged |
| 31 | ETR | Entergy CORP | +0.1% | -3.75% | Trim |
| 32 | HD | Home Depot Inc | +0.1% | +11.53% | Add |
| 33 | NVS | Novartis Ag-sponsored Adr | +0.1% | +37.76% | Add |
| 34 | T | At&t Inc | +0.1% | +6.60% | Add |
| 35 | ALL | Allstate CORP | +0.1% | +45.37% | Add |
| 36 | NOC | Northrop Grumman CORP | +0.1% | -2.92% | Trim |
| 37 | PEP | Pepsico Inc | +0.1% | -0.49% | Trim |
| 38 | LRCX | Lam Research CORP | +0.1% | -5.42% | Trim |
| 39 | QQQ | Invesco Qqq Trust Series 1 | +0.1% | +40.67% | Add |
| 40 | GVI | Ishares Intermediate Governm | +0.1% | +6.83% | Add |
| 41 | CSCO | Cisco Systems Inc | +0.1% | +5.41% | Add |
| 42 | AMT | American Tower CORP | 0% | +38.79% | Add |
| 43 | WMT | Walmart Inc | 0% | -1.26% | Trim |
| 44 | VO | Vanguard Mid-cap ETF | 0% | +3.88% | Add |
| 45 | AEP | American Electric Power | 0% | -9.01% | Trim |
| 46 | IEFA | Ishares Core Msci Eafe ETF | 0% | +1.29% | Add |
| 47 | FNDF | Schwab Fndmn Intl Lrg Co ETF | 0% | -4.12% | Trim |
| 48 | MDT | Medtronic plc | 0% | +25.55% | Add |
| 49 | DE | Deere & Co | 0% | +0.86% | Add |
| 50 | RTX | Rtx CORP | 0% | -1.66% | Trim |
According to official SEC Form 13F filings, First County Bank /CT/ reported a total U.S. public equity portfolio value of $212.5M across 162 disclosed positions in Q1 2026.
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 VTV, NVDA, AAPL) accounted for 18.0% of total reported equity market value during Q1 2026.
Top New Position Initiated
AMZN
市值: $3.1M
Top Position Liquidated / Trimmed
CMG
前期市值: $418.7K
During Q1 2026, First County Bank /CT/'s top holdings by market value included VTV (5.6%)、NVDA (4.2%)、AAPL (3.9%). The largest single position, VTV, represented 5.6% of total portfolio value.
In Q1 2026, First County Bank /CT/ made 153 total portfolio adjustments, initiating 8 new buys, adding to 52 positions, trimming 80 holdings, and fully liquidating 13 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.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.