First County Bank /CT/

CIK 0001983616 • 6 13F filings • Apr 7, 2025 – Jul 2, 2026

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Filer information

Filed by, address, phone, and AUM appear here after the 13f-holdings-enricher runs (it reads the SEC cover page for each filing).

AUM over time

$0 latest

Sector allocation over time

Past 5 quarters

Q4 2025

Q3 2025

Q2 2026

Q2 2025

Q1 2026

TechnologyHealthcareConsumer DiscretionaryConsumer StaplesFinancialsCommunicationIndustrialsEnergyReal EstateOther

Holdings by filing

Portfolio value: $191.0M2 positionsView on SEC.gov

			% of Portfolio
Abbott Labs	Equities	$615K	0.3%Prev: 0.4%	4,905 SH	Decreased-1,160 SH
AbbVie Inc	Equities	$3.5M	1.9%Prev: 2.0%	15,497 SH	Decreased-1,194 SH
Adobe System Inc	Equities	$655K	0.3%Prev: 0.2%	1,871 SH	Increased+551 SH
Advanced Micro Devices	Equities	$1.5M	0.8%Prev: 0.6%	6,866 SH	Increased-100 SH
Air Products & Chemical Inc	Equities	$344K	0.2%Prev: 0.2%	1,394 SH	Decreased-234 SH
Allstate Corp	Equities	$209K	0.1%Prev: 0.1%	1,005 SH	Decreased-107 SH
Alphabet, Inc Class A	Equities	$4.5M	2.3%Prev: 1.9%	14,330 SH	Increased-1,038 SH
Alphabet, Inc Class C	Equities	$1.2M	0.6%Prev: 0.5%	3,726 SH	Increased-99 SH
Altria Grp Inc	Equities	$335K	0.2%Prev: 0.2%	5,817 SH	Decreased+295 SH
Amazon.com Inc	Equities	$3.5M	1.8%Prev: 1.6%	15,091 SH	Increased+1,085 SH
Amcor PLC	Equities	$179K	0.1%Prev: 0.1%	21,486 SH	Decreased-1,656 SH
American Elec Power Inc	Equities	$1.3M	0.7%Prev: 0.7%	11,443 SH	Decreased-314 SH
American Tower	Equities	$209K	0.1%Prev: 0.1%	1,191 SH	Decreased-106 SH
Ameriprise Finl Inc	Equities	$419K	0.2%Prev: 0.3%	855 SH	Decreased-373 SH
Amgen Inc	Equities	$1.6M	0.9%Prev: 0.7%	4,968 SH	Increased-85 SH
Analog Devices Inc	Equities	$294K	0.2%Prev: 0.1%	1,084 SH	Increased-68 SH
Apple Inc	Equities	$7.7M	4.1%Prev: 3.8%	28,462 SH	Increased-757 SH
Applied Materials Inc	Equities	$213K	0.1%	827 SH	New
AT&T Inc	Equities	$394K	0.2%Prev: 0.3%	15,849 SH	Decreased-5,406 SH
Automatic Data Processing Inc	Equities	$1.3M	0.7%Prev: 0.7%	4,950 SH	Decreased
Berkshire Hathaway Inc - CL B	Equities	$1.2M	0.6%Prev: 0.6%	2,367 SH	Decreased-6 SH
Biogen Idec Inc	Equities	$776K	0.4%Prev: 0.3%	4,412 SH	Increased-65 SH
Bk of America Corp	Equities	$234K	0.1%Prev: 0.1%	4,255 SH	Increased-207 SH
Blackstone Group Inc	Equities	$744K	0.4%Prev: 0.4%	4,827 SH	Decreased+290 SH
Boeing Co	Equities	$271K	0.1%Prev: 0.1%	1,250 SH	Decreased-50 SH
Booking Holdings Inc.	Equities	$702K	0.4%Prev: 0.3%	131 SH	Increased+10 SH
Bristol-Myers Squibb	Equities	$422K	0.2%Prev: 0.2%	7,832 SH	Decreased-1,852 SH
British AmericanTobacco PLC	Equities	$626K	0.3%Prev: 0.3%	11,051 SH	Increased+331 SH
Broadcom, Inc	Equities	$3.9M	2.0%Prev: 1.9%	11,299 SH	Increased+109 SH
Caterpillar Inc Del	Equities	$1.7M	0.9%Prev: 0.7%	2,974 SH	Increased+44 SH
Chevron Corp	Equities	$802K	0.4%Prev: 0.5%	5,265 SH	Decreased-757 SH
Chipotle Mexican Grill Inc	Equities	$419K	0.2%Prev: 0.6%	11,315 SH	Decreased-16,275 SH
Chubb Limited	Equities	$552K	0.3%Prev: 0.2%	1,767 SH	Increased+59 SH
Cisco Systems Inc	Equities	$1.1M	0.6%Prev: 0.5%	14,674 SH	Increased-168 SH
Citi Group Inc 4.625 10/30/203	Fixed Income	$630K	0.3%	625,000 PRN	New
Coca-Cola Co	Equities	$677K	0.4%Prev: 0.4%	9,685 SH	Decreased-3,132 SH
Connecticut GO Bds 4.00 06/01/	Fixed Income	$31K	0.0%	30,000 PRN	New
Connecticut St Bds 5.00 03/15/	Fixed Income	$25K	0.0%	25,000 PRN	New
Connecticut St Go Bds 5.00 03/	Fixed Income	$40K	0.0%	40,000 PRN	New
Conocophillips	Equities	$479K	0.3%Prev: 0.3%	5,118 SH	Decreased-518 SH
Corning Inc	Equities	$362K	0.2%Prev: 0.2%	4,130 SH	Decreased-474 SH
Costco Wholesale Corp	Equities	$2.6M	1.3%Prev: 1.4%	2,959 SH	Decreased+53 SH
CT Special Tax Oblig Bds 4.00	Fixed Income	$25K	0.0%	25,000 PRN	New
CT ST Health & EDL Rev Bds 3.50	Fixed Income	$74K	0.0%	75,000 PRN	New
Danaher Corp	Equities	$347K	0.2%Prev: 0.1%	1,514 SH	Increased+62 SH
Deere & Co	Equities	$216K	0.1%Prev: 0.1%	463 SH	Decreased-150 SH
Dell Technologies Inc CL C	Equities	$273K	0.1%Prev: 0.2%	2,166 SH	Decreased-52 SH
Dimensional ETF Trust US Small	Equities	$667K	0.3%Prev: 0.3%	9,573 SH	Decreased-234 SH
Dodge KS Sales Tax Rev Bds 5.00	Fixed Income	$26K	0.0%	25,000 PRN	New
Dow Inc	Equities	$251K	0.1%Prev: 0.2%	10,717 SH	Decreased-6,068 SH
Duke Energy Corp New Com	Equities	$1.4M	0.7%Prev: 0.8%	11,869 SH	Decreased-550 SH
Eaton Corp PLC	Equities	$1.5M	0.8%Prev: 0.9%	4,649 SH	Decreased+158 SH
Ecolab Inc	Equities	$339K	0.2%Prev: 0.2%	1,293 SH	Decreased+35 SH
Elevance Health Inc.	Equities	$228K	0.1%Prev: 0.1%	650 SH	Increased
Eli Lilly & Co	Equities	$1.4M	0.7%Prev: 0.8%	1,312 SH	Decreased-645 SH
Emerson Electric Co	Equities	$2.2M	1.1%Prev: 1.1%	16,450 SH	Decreased-712 SH
Enbridge Inc	Equities	$1.1M	0.6%Prev: 0.6%	23,173 SH	Decreased-517 SH
Entergy Corp	Equities	$563K	0.3%Prev: 0.3%	6,087 SH	Decreased-187 SH
Exxon Mobil Corp	Equities	$4.2M	2.2%Prev: 2.0%	35,237 SH	Increased+302 SH
GE Aerospace	Equities	$400K	0.2%Prev: 0.2%	1,299 SH	Increased
Gilead Sciences Inc	Equities	$2.1M	1.1%Prev: 1.0%	17,353 SH	Increased-388 SH
Goldman Sachs Corp	Equities	$403K	0.2%Prev: 0.2%	459 SH	Increased-5 SH
Goldman Sachs Group Inc	Fixed Income	$113K	0.1%	115,000 PRN	New
GSK plc Sponsored ADR	Equities	$244K	0.1%Prev: 0.1%	4,970 SH	Increased-117 SH
Home Depot Inc	Equities	$1.3M	0.7%Prev: 0.8%	3,859 SH	Decreased+9 SH
Honeywell Intl Inc	Equities	$611K	0.3%Prev: 0.4%	3,131 SH	Decreased-315 SH
Huntington Bancshares Inc	Equities	$730K	0.4%Prev: 0.4%	42,072 SH	Decreased-3,488 SH
IBM Corp	Equities	$1.5M	0.8%Prev: 0.8%	5,215 SH	Increased
Intercontinental Exchange, Inc	Equities	$322K	0.2%Prev: 0.2%	1,989 SH	Decreased
Invesco QQQ Trust Series 1 ETF	Equities	$237K	0.1%Prev: 0.1%	386 SH	Increased
Invesco S&P 500 Equal Weight ET	Equities	$360K	0.2%Prev: 0.2%	1,881 SH	Decreased-66 SH
IShares Core MSCI EAFE ETF	Equities	$1.8M	0.9%Prev: 0.9%	20,177 SH	Increased+321 SH
IShares Core MSCI EM IMI ETF	Equities	$345K	0.2%Prev: 0.2%	5,136 SH	Increased
IShares Core S&P 500 ETF	Equities	$4.3M	2.2%Prev: 2.1%	6,235 SH	Increased-7 SH
IShares Core S&P MidCap ETF	Equities	$1.6M	0.8%Prev: 0.8%	24,328 SH	Increased
iShares Int Govt Credit Bd ETF	Fixed Income	$1.2M	0.6%Prev: 0.6%	11,207 SH	Increased+806 SH
IShares Russell 1000 Growth	Equities	$452K	0.2%Prev: 0.2%	956 SH	Decreased-11 SH
IShares Russell 1000 Value	Equities	$794K	0.4%Prev: 0.4%	3,777 SH	Increased
IShares Russell 2000	Equities	$960K	0.5%Prev: 0.5%	3,898 SH	Increased+220 SH
IShares Russell Midcap Index ET	Equities	$278K	0.1%Prev: 0.1%	2,883 SH	Decreased
IShares S&P 500 Growth Index ET	Equities	$822K	0.4%Prev: 0.4%	6,671 SH	Increased
IShares S&P 500 Value Index ETF	Equities	$224K	0.1%Prev: 0.1%	1,055 SH	Increased
IShares S&P MidCap 400 Value	Equities	$259K	0.1%Prev: 0.1%	1,969 SH	Increased
IShares S&P Small Cap 600 Value	Equities	$5.9M	3.1%Prev: 2.9%	52,195 SH	Increased+10 SH
ISharesTr S&P Small Cap 600 Ind	Equities	$1.9M	1.0%Prev: 1.0%	16,064 SH	Decreased-745 SH
Johnson & Johnson	Equities	$1.4M	0.7%Prev: 0.8%	6,917 SH	Decreased-1,722 SH
JP Morgan Chase & Co	Equities	$2.6M	1.4%Prev: 1.4%	8,204 SH	Decreased-187 SH
Kla-Tencor Corp	Equities	$1.3M	0.7%Prev: 0.6%	1,038 SH	Increased-8 SH
Lam Research Corp	Equities	$442K	0.2%Prev: 0.2%	2,581 SH	Increased-145 SH
Linde PLC	Equities	$597K	0.3%Prev: 0.3%	1,400 SH	Decreased
Lockheed Martin Corp	Equities	$263K	0.1%Prev: 0.1%	543 SH	Decreased-11 SH
Lowes Co Inc	Equities	$493K	0.3%Prev: 0.3%	2,044 SH	Decreased-25 SH
Mastercard Inc CL A	Equities	$618K	0.3%Prev: 0.3%	1,083 SH	Decreased-13 SH
McDonalds Corp	Equities	$1.5M	0.8%Prev: 0.7%	4,757 SH	Increased+23 SH
Medtronic PLC	Equities	$378K	0.2%Prev: 0.2%	3,930 SH	Decreased-241 SH
Merck & Co Inc New	Equities	$2.0M	1.0%Prev: 0.9%	19,001 SH	Increased-905 SH
Meta Platforms Inc	Equities	$1.4M	0.7%Prev: 0.8%	2,060 SH	Decreased+50 SH
Microchip Tech Inc	Equities	$2.0M	1.1%Prev: 1.1%	32,088 SH	Decreased-2,668 SH
Microsoft Corp	Equities	$8.3M	4.3%Prev: 4.5%	17,163 SH	Decreased+226 SH
Morgan Stanley Gd	Equities	$518K	0.3%Prev: 0.3%	2,918 SH	Decreased-358 SH
National Grid PLC	Equities	$664K	0.3%Prev: 0.4%	8,588 SH	Decreased-2,470 SH
Nextera Energy Inc	Equities	$322K	0.2%Prev: 0.3%	4,017 SH	Decreased-3,498 SH
Nike Inc Cl B	Equities	$220K	0.1%Prev: 0.1%	3,451 SH	Decreased-100 SH
Northrop Grumman Corp	Equities	$566K	0.3%Prev: 0.3%	992 SH	Increased+74 SH
Novartis AG-ADR	Equities	$202K	0.1%Prev: 0.1%	1,462 SH	Decreased-332 SH
Nvidia Corp	Equities	$8.5M	4.5%Prev: 4.3%	45,655 SH	Increased+42 SH
Oracle Corp	Equities	$2.1M	1.1%Prev: 1.8%	10,797 SH	Decreased-1,537 SH
Palo Alto Networks, Inc	Equities	$1.9M	1.0%Prev: 1.1%	10,118 SH	Decreased-114 SH
Parker CO WTR & SWR Bds 4.00 1	Fixed Income	$26K	0.0%	25,000 PRN	New
Parker Hannifin Corp	Equities	$284K	0.1%Prev: 0.1%	323 SH	Increased-8 SH
Paypal Holdings, Inc.	Equities	$332K	0.2%Prev: 0.2%	5,680 SH	Decreased-247 SH
Pepsico Inc	Equities	$1.1M	0.6%Prev: 0.6%	7,791 SH	Decreased-420 SH
Pfizer Inc	Equities	$726K	0.4%Prev: 0.4%	29,152 SH	Decreased-4,891 SH
Philip Morris Intl Inc	Equities	$2.5M	1.3%Prev: 1.3%	15,351 SH	Decreased-939 SH
PNC Finl Srvs Grp Inc	Equities	$1.2M	0.6%Prev: 0.6%	5,607 SH	Increased+141 SH
PPL Corp	Equities	$246K	0.1%Prev: 0.2%	7,031 SH	Decreased-1,903 SH
Procter & Gamble Corp	Equities	$1.6M	0.8%Prev: 1.0%	11,201 SH	Decreased-1,433 SH
Prologis, Inc	Equities	$508K	0.3%Prev: 0.2%	3,982 SH	Increased-287 SH
Qualcomm Inc	Equities	$294K	0.2%Prev: 0.2%	1,720 SH	Decreased-193 SH
Raytheon Technologies Corp	Equities	$1.2M	0.6%Prev: 0.5%	6,326 SH	Increased+141 SH
Realty Income Corp Common	Equities	$308K	0.2%Prev: 0.2%	5,468 SH	Decreased-1,009 SH
Salesforce.com Inc	Equities	$1.3M	0.7%Prev: 1.0%	5,081 SH	Decreased-2,835 SH
Sanofi ADR	Equities	$303K	0.2%Prev: 0.2%	6,258 SH	Decreased-2,305 SH
Schwab Emerging Market ETF	Equities	$386K	0.2%Prev: 0.2%	10,703 SH	Decreased
Schwab Fundamental Internationa	Equities	$1.1M	0.6%Prev: 0.5%	24,277 SH	Increased
Schwab Short-Term US Treasury E	Fixed Income	$389K	0.2%Prev: 0.2%	15,981 SH	Increased+593 SH
Schwab Strategic TR INTRM TRM T	Fixed Income	$327K	0.2%Prev: 0.2%	13,044 SH	Increased+383 SH
Schwab US Large Cap Growth ETF	Equities	$1.9M	1.0%Prev: 0.9%	58,900 SH	Increased+3,238 SH
Schwab US Large Cap Value ETF	Equities	$1.2M	0.6%Prev: 0.6%	41,548 SH	Increased+1,677 SH
Schwab US Large-cap Etf Large C	Equities	$550K	0.3%Prev: 0.3%	20,421 SH	Increased-400 SH
SPDR Gold Trust	Equities	$293K	0.2%Prev: 0.1%	740 SH	Increased
SPDR S&P 500 ETF Tr	Equities	$3.2M	1.7%Prev: 1.7%	4,677 SH	Decreased-354 SH
SPDR Short Term Corp Bd ETF	Fixed Income	$318K	0.2%Prev: 0.1%	10,526 SH	Increased+1,100 SH
State Street Financial Select S	Equities	$391K	0.2%	7,146 SH	New
Target Corp Com	Equities	$207K	0.1%Prev: 0.1%	2,118 SH	Decreased-653 SH
TC Energy Corp	Equities	$1.1M	0.6%Prev: 0.6%	19,884 SH	Decreased-700 SH
TE Connectivity Plc	Equities	$492K	0.3%Prev: 0.3%	2,164 SH	Decreased-174 SH
Tesla Motors, Inc	Equities	$792K	0.4%Prev: 0.4%	1,762 SH	Increased+14 SH
The Southern Co	Equities	$1.0M	0.5%Prev: 0.6%	11,861 SH	Decreased-294 SH
Thermo Fisher Scientific Inc	Equities	$885K	0.5%Prev: 0.4%	1,528 SH	Increased+81 SH
TJX Cos Inc New Com	Equities	$568K	0.3%Prev: 0.3%	3,696 SH	Increased-66 SH
Truist Finl Corp	Equities	$718K	0.4%Prev: 0.4%	14,595 SH	Increased-605 SH
U.S. Treasury Nts 4.00 01/15/2	Fixed Income	$50K	0.0%	50,000 PRN	New
U.S. Treasury Nts 4.125 02/15/	Fixed Income	$50K	0.0%	50,000 PRN	New
Union Pacific Corp	Equities	$1.3M	0.7%Prev: 0.7%	5,584 SH	Decreased-14 SH
United Rentals Inc	Equities	$353K	0.2%Prev: 0.2%	436 SH	Decreased-2 SH
US Bancorp Del	Equities	$566K	0.3%Prev: 0.3%	10,604 SH	Decreased-2,984 SH
Vanguard Dividend Appreciation	Equities	$220K	0.1%Prev: 0.1%	1,000 SH	Increased
Vanguard Emer Mkts ETF	Equities	$201K	0.1%Prev: 0.1%	3,733 SH	Decreased
Vanguard Extended Mkt ETF	Equities	$450K	0.2%Prev: 0.2%	2,154 SH	Decreased
Vanguard FTSE Develpd Mkts ETF	Equities	$1.0M	0.5%Prev: 0.5%	16,096 SH	Increased+379 SH
Vanguard Growth ETF	Equities	$1.5M	0.8%Prev: 1.6%	3,077 SH	Decreased-3,457 SH
Vanguard High Dividend Yield In	Equities	$4.0M	2.1%Prev: 1.5%	27,789 SH	Increased+7,380 SH
Vanguard Index FDS S&P 500 ETF	Equities	$2.7M	1.4%Prev: 1.1%	4,281 SH	Increased+916 SH
Vanguard Intermediate-Term Bond	Fixed Income	$1.0M	0.5%Prev: 0.5%	13,279 SH	Increased+1,323 SH
Vanguard Mid-Cap ETF	Equities	$1.8M	1.0%Prev: 1.0%	6,371 SH	Decreased-83 SH
Vanguard REIT ETF	Equities	$362K	0.2%Prev: 0.2%	4,094 SH	Decreased-446 SH
Vanguard Short Term Corp Bond E	Fixed Income	$1.5M	0.8%Prev: 0.8%	18,635 SH	Decreased
Vanguard Short- Term Treasury E	Fixed Income	$747K	0.4%Prev: 0.4%	12,726 SH	Increased+140 SH
Vanguard Small- Cap ETF	Equities	$562K	0.3%Prev: 0.3%	2,179 SH	Increased+16 SH
Vanguard Total Stock Market ETF	Equities	$744K	0.4%Prev: 0.4%	2,218 SH	Increased
Vanguard Value ETF	Equities	$9.0M	4.7%Prev: 4.2%	47,113 SH	Increased+3,454 SH
Verizon Comm Inc	Equities	$1.2M	0.6%Prev: 0.9%	28,422 SH	Decreased-12,497 SH
Visa Inc CL A	Equities	$1.1M	0.6%Prev: 0.5%	3,239 SH	Increased+148 SH
Wal-Mart Stores Inc	Equities	$628K	0.3%Prev: 0.3%	5,633 SH	Increased+271 SH
Waste Management Inc Del	Equities	$381K	0.2%Prev: 0.2%	1,734 SH	Decreased-10 SH
Wells Fargo Co Perp Pfd Cnv A	Equities	$273K	0.1%Prev: 0.1%	225 SH	Decreased
Williams Cos Inc	Equities	$844K	0.4%Prev: 0.7%	14,040 SH	Decreased-6,633 SH

Sold (vs prior filing)

Becton Dickinson & Co — $226K
Digital Realty Trust, Inc — $345K
Financial Select Sector SPDR — $385K
Kimberly Clark Corp — $365K
Mondelez International Inc - A — $213K
Netflix Inc — $239K
Texas Instruments Inc — $207K
Total S A — $618K
Unitedhealth Grp Inc — $257K
Walt Disney Hldg Co — $253K
Xcel Energy Inc — $360K
Zoetis Inc — $225K

All filings

Open a filing on Jive Data

Filing Date	Quarter	Form	Accession	Portfolio	Filing
Oct 13, 2026	Q3 2026	13F-HR	0001140361-26-039397	—	View
Jan 14, 2026	Q4 2025	13F-HR	0001140361-26-001163	$191.0M	View
Oct 8, 2025	Q3 2025