First County Bank /CT/

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

Import this data to Google Sheets with:

=jivedata("first-county-bank-ct-0001983616-filer","13f")

Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".

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: $187.3M2 positionsView on SEC.gov

			% of Portfolio
Abbott Labs	Equities	$440K	0.2%Prev: 0.5%	4,285 SH	Decreased-2,266 SH
AbbVie Inc	Equities	$3.2M	1.7%Prev: 1.9%	14,701 SH	Decreased-1,886 SH
Adobe System Inc	Equities	$452K	0.2%Prev: 0.3%	1,861 SH	Decreased+614 SH
Advanced Micro Devices	Equities	$1.2M	0.6%Prev: 0.4%	5,794 SH	Increased-1,718 SH
Air Products & Chemical Inc	Equities	$523K	0.3%Prev: 0.1%	1,801 SH	Increased+1,085 SH
Allstate Corp	Equities	$303K	0.2%	1,461 SH	New
Alphabet, Inc Class A	Equities	$4.0M	2.1%Prev: 1.4%	13,890 SH	Increased-2,619 SH
Alphabet, Inc Class C	Equities	$1.1M	0.6%Prev: 0.4%	3,746 SH	Increased-965 SH
Altria Grp Inc	Equities	$364K	0.2%	5,522 SH	New
Amazon.com Inc	Equities	$3.1M	1.7%Prev: 1.6%	15,110 SH	Increased+72 SH
American Elec Power Inc	Equities	$1.4M	0.7%Prev: 0.8%	10,412 SH	Decreased-3,158 SH
American Tower	Equities	$285K	0.2%Prev: 0.2%	1,653 SH	Decreased+243 SH
Ameriprise Finl Inc	Equities	$690K	0.4%Prev: 0.2%	1,553 SH	Increased+668 SH
Amgen Inc	Equities	$1.5M	0.8%Prev: 1.0%	4,167 SH	Decreased-1,472 SH
Analog Devices Inc	Equities	$330K	0.2%Prev: 0.2%	1,037 SH	Increased-419 SH
Apple Inc	Equities	$7.3M	3.9%Prev: 3.7%	28,946 SH	Increased-1,540 SH
Applied Materials Inc	Equities	$245K	0.1%	717 SH	New
AT&T Inc	Equities	$490K	0.3%Prev: 0.9%	16,895 SH	Decreased-39,417 SH
Automatic Data Processing Inc	Equities	$1.0M	0.5%Prev: 0.9%	4,950 SH	Decreased-175 SH
Berkshire Hathaway Inc - CL B	Equities	$1.1M	0.6%Prev: 0.8%	2,393 SH	Decreased-300 SH
Biogen Idec Inc	Equities	$764K	0.4%Prev: 0.4%	4,166 SH	Increased-606 SH
Blackstone Group Inc	Equities	$647K	0.3%Prev: 0.2%	5,628 SH	Increased+3,618 SH
Boeing Co	Equities	$249K	0.1%	1,250 SH	New
Booking Holdings Inc.	Equities	$547K	0.3%Prev: 0.3%	130 SH	Decreased+2 SH
Bristol-Myers Squibb	Equities	$458K	0.2%Prev: 0.6%	7,551 SH	Decreased-9,762 SH
British AmericanTobacco PLC	Equities	$468K	0.3%Prev: 0.3%	8,010 SH	Decreased-4,392 SH
Broadcom, Inc	Equities	$3.5M	1.9%Prev: 1.1%	11,360 SH	Increased-708 SH
Caterpillar Inc Del	Equities	$2.1M	1.1%Prev: 0.6%	2,922 SH	Increased-189 SH
Chevron Corp	Equities	$988K	0.5%Prev: 0.7%	4,775 SH	Decreased-2,478 SH
Chubb Limited	Equities	$578K	0.3%Prev: 0.3%	1,773 SH	Increased+43 SH
Cisco Systems Inc	Equities	$1.2M	0.6%Prev: 0.5%	15,468 SH	Increased+395 SH
Citi Group Inc 4.625 10/30/203	Fixed Income	$594K	0.3%	610,000 PRN	New
Coca-Cola Co	Equities	$646K	0.3%Prev: 0.6%	8,494 SH	Decreased-6,997 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
Conocophillips	Equities	$740K	0.4%Prev: 0.3%	5,605 SH	Increased-352 SH
Corning Inc	Equities	$589K	0.3%	4,332 SH	New
Costco Wholesale Corp	Equities	$2.9M	1.6%Prev: 1.7%	2,945 SH	Decreased-397 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	$72K	0.0%	75,000 PRN	New
Danaher Corp	Equities	$282K	0.2%Prev: 0.2%	1,489 SH	Decreased-10 SH
Deere & Co	Equities	$263K	0.1%Prev: 0.2%	467 SH	Decreased-205 SH
Digital Realty Trust, Inc	Equities	$460K	0.2%	2,555 SH	New
Dimensional ETF Trust US Small	Equities	$685K	0.4%Prev: 0.4%	9,630 SH	Decreased-2,542 SH
Dodge KS Sales Tax Rev Bds 5.00	Fixed Income	$26K	0.0%	25,000 PRN	New
Dow Inc	Equities	$636K	0.3%Prev: 0.2%	15,263 SH	Increased+7,224 SH
Duke Energy Corp New Com	Equities	$1.4M	0.7%Prev: 1.0%	10,629 SH	Decreased-4,182 SH
Eaton Corp PLC	Equities	$1.6M	0.9%Prev: 0.7%	4,604 SH	Increased+8 SH
Ecolab Inc	Equities	$364K	0.2%Prev: 0.2%	1,368 SH	Increased+108 SH
Eli Lilly & Co	Equities	$1.2M	0.6%Prev: 0.9%	1,270 SH	Decreased-684 SH
Emerson Electric Co	Equities	$2.1M	1.1%Prev: 1.1%	15,759 SH	Increased-2,545 SH
Enbridge Inc	Equities	$1.0M	0.5%Prev: 0.8%	18,945 SH	Decreased-11,811 SH
Entergy Corp	Equities	$658K	0.4%Prev: 0.5%	5,859 SH	Decreased-4,104 SH
Exxon Mobil Corp	Equities	$5.9M	3.1%Prev: 2.2%	34,612 SH	Increased+1,303 SH
Fifth Third Bancorp	Equities	$215K	0.1%	4,625 SH	New
GE Aerospace	Equities	$369K	0.2%Prev: 0.1%	1,299 SH	Increased+244 SH
Gilead Sciences Inc	Equities	$2.2M	1.2%Prev: 1.4%	15,499 SH	Decreased-7,265 SH
Goldman Sachs Corp	Equities	$383K	0.2%Prev: 0.2%	453 SH	Increased-66 SH
Goldman Sachs Group Inc 5.05 0	Fixed Income	$111K	0.1%	115,000 PRN	New
Home Depot Inc	Equities	$1.4M	0.8%Prev: 0.6%	4,304 SH	Increased+1,331 SH
Honeywell Intl Inc	Equities	$879K	0.5%Prev: 0.4%	3,888 SH	Increased+525 SH
Huntington Bancshares Inc	Equities	$617K	0.3%Prev: 0.5%	39,430 SH	Decreased-17,692 SH
IBM Corp	Equities	$1.2M	0.6%Prev: 0.6%	4,983 SH	Increased+510 SH
Intercontinental Exchange, Inc	Equities	$313K	0.2%Prev: 0.2%	1,989 SH	Decreased-431 SH
Invesco QQQ Trust Series 1 ETF	Equities	$313K	0.2%	543 SH	New
Invesco S&P 500 Equal Weight ET	Equities	$346K	0.2%Prev: 0.2%	1,802 SH	Decreased-410 SH
IShares Core MSCI EAFE ETF	Equities	$1.9M	1.0%Prev: 0.8%	20,437 SH	Increased+519 SH
IShares Core MSCI EM IMI ETF	Equities	$343K	0.2%Prev: 0.2%	4,918 SH	Increased-609 SH
IShares Core S&P 500 ETF	Equities	$4.1M	2.2%Prev: 2.0%	6,235 SH	Increased-89 SH
IShares Core S&P MidCap ETF	Equities	$1.5M	0.8%Prev: 0.8%	21,878 SH	Decreased-4,475 SH
iShares Int Govt Credit Bd ETF	Fixed Income	$1.3M	0.7%Prev: 0.5%	11,973 SH	Increased+2,983 SH
IShares Russell 1000 Growth	Equities	$278K	0.1%Prev: 0.2%	653 SH	Decreased-328 SH
IShares Russell 1000 Value	Equities	$770K	0.4%Prev: 0.4%	3,606 SH	Increased-151 SH
IShares Russell 2000	Equities	$780K	0.4%Prev: 0.4%	3,147 SH	Increased-383 SH
IShares Russell Midcap Index ET	Equities	$280K	0.1%Prev: 0.1%	2,883 SH	Increased-231 SH
IShares S&P 500 Growth Index ET	Equities	$665K	0.4%Prev: 0.4%	5,878 SH	Decreased-1,694 SH
IShares S&P 500 Value Index ETF	Equities	$347K	0.2%Prev: 0.1%	1,643 SH	Increased+388 SH
IShares S&P MidCap 400 Value	Equities	$225K	0.1%Prev: 0.1%	1,696 SH	Decreased-429 SH
IShares S&P Small Cap 600 Value	Equities	$6.0M	3.2%Prev: 2.9%	50,755 SH	Increased-2,796 SH
ISharesTr S&P Small Cap 600 Ind	Equities	$1.9M	1.0%Prev: 1.0%	15,564 SH	Increased-2,120 SH
Johnson & Johnson	Equities	$1.6M	0.8%Prev: 0.7%	6,439 SH	Increased-1,600 SH
Johnson Controls Int Plc	Equities	$214K	0.1%	1,631 SH	New
JP Morgan Chase & Co	Equities	$2.5M	1.3%Prev: 1.2%	8,588 SH	Increased-223 SH
Kla-Tencor Corp	Equities	$1.5M	0.8%Prev: 0.5%	1,034 SH	Increased-205 SH
Lam Research Corp	Equities	$522K	0.3%	2,441 SH	New
Linde PLC	Equities	$694K	0.4%Prev: 0.2%	1,400 SH	Increased+450 SH
Lockheed Martin Corp	Equities	$409K	0.2%	677 SH	New
Lowes Co Inc	Equities	$483K	0.3%Prev: 0.2%	2,044 SH	Increased+106 SH
Mastercard Inc CL A	Equities	$527K	0.3%Prev: 0.4%	1,054 SH	Decreased-260 SH
McDonalds Corp	Equities	$1.6M	0.8%Prev: 0.8%	5,008 SH	Increased+587 SH
Medtronic PLC	Equities	$428K	0.2%Prev: 0.1%	4,934 SH	Increased+2,195 SH
Merck & Co Inc New	Equities	$2.3M	1.2%Prev: 0.9%	18,936 SH	Increased+751 SH
Meta Platforms Inc	Equities	$1.2M	0.6%Prev: 0.6%	2,079 SH	Increased+64 SH
Microchip Tech Inc	Equities	$2.0M	1.1%Prev: 1.0%	30,756 SH	Increased-5,329 SH
Microsoft Corp	Equities	$6.7M	3.6%Prev: 3.5%	18,055 SH	Increased+975 SH
Mondelez International Inc - A	Equities	$224K	0.1%Prev: 0.1%	3,879 SH	Decreased+370 SH
Morgan Stanley Gd	Equities	$520K	0.3%Prev: 0.3%	3,159 SH	Decreased-1,909 SH
National Grid PLC	Equities	$639K	0.3%Prev: 0.5%	7,557 SH	Decreased-7,563 SH
Nextera Energy Inc	Equities	$465K	0.2%Prev: 0.3%	5,009 SH	Decreased-2,592 SH
Northrop Grumman Corp	Equities	$657K	0.4%Prev: 0.2%	963 SH	Increased+170 SH
Novartis AG-ADR	Equities	$308K	0.2%	2,014 SH	New
Nvidia Corp	Equities	$7.8M	4.2%Prev: 2.9%	44,757 SH	Increased-3,056 SH
Oracle Corp	Equities	$1.5M	0.8%Prev: 1.0%	9,928 SH	Decreased-3,472 SH
Palo Alto Networks, Inc	Equities	$1.6M	0.8%Prev: 0.9%	9,839 SH	Decreased+207 SH
Parker CO WTR & SWR Bds 4.00 1	Fixed Income	$26K	0.0%	25,000 PRN	New
Parker Hannifin Corp	Equities	$269K	0.1%Prev: 0.1%	300 SH	Increased-113 SH
Paypal Holdings, Inc.	Equities	$1.1M	0.6%Prev: 0.2%	24,492 SH	Increased+17,655 SH
Pepsico Inc	Equities	$1.2M	0.6%Prev: 0.5%	7,753 SH	Increased+1,391 SH
Pfizer Inc	Equities	$681K	0.4%Prev: 0.5%	24,266 SH	Decreased-12,493 SH
Philip Morris Intl Inc	Equities	$2.4M	1.3%Prev: 1.7%	14,631 SH	Decreased-4,921 SH
PNC Finl Srvs Grp Inc	Equities	$947K	0.5%Prev: 0.6%	4,550 SH	Decreased-1,985 SH
PPL Corp	Equities	$235K	0.1%Prev: 0.3%	6,164 SH	Decreased-7,030 SH
Procter & Gamble Corp	Equities	$2.0M	1.0%Prev: 1.3%	13,523 SH	Decreased-79 SH
Prologis, Inc	Equities	$429K	0.2%Prev: 0.2%	3,243 SH	Increased+438 SH
Qualcomm Inc	Equities	$299K	0.2%	2,321 SH	New
Quest Diagnostics Incorporated	Equities	$218K	0.1%	1,110 SH	New
Raytheon Technologies Corp	Equities	$1.2M	0.6%Prev: 0.4%	6,221 SH	Increased+281 SH
Salesforce.com Inc	Equities	$1.9M	1.0%Prev: 1.3%	10,154 SH	Decreased+1,409 SH
Schwab Emerging Market ETF	Equities	$383K	0.2%Prev: 0.2%	10,000 SH	Increased-703 SH
Schwab Fundamental Internationa	Equities	$1.1M	0.6%Prev: 0.5%	23,277 SH	Increased-1,000 SH
Schwab Short-Term US Treasury E	Fixed Income	$712K	0.4%Prev: 0.2%	29,330 SH	Increased+15,609 SH
Schwab US Large Cap Growth ETF	Equities	$1.8M	1.0%Prev: 0.6%	61,667 SH	Increased+21,138 SH
Schwab US Large Cap Value ETF	Equities	$1.3M	0.7%Prev: 0.5%	41,113 SH	Increased+9,390 SH
Schwab US Large-cap Etf Large C	Equities	$469K	0.3%Prev: 0.3%	18,290 SH	Decreased-3,981 SH
SPDR Gold Trust	Equities	$318K	0.2%Prev: 0.1%	740 SH	Increased+40 SH
Starbucks Corp	Equities	$250K	0.1%	2,789 SH	New
State Street Financial Select S	Equities	$336K	0.2%	6,811 SH	New
State Street SPDR S&P 500 ETF T	Equities	$2.2M	1.2%	3,459 SH	New
State Street SPDR Short Term Co	Fixed Income	$352K	0.2%	11,710 SH	New
Target Corp Com	Equities	$326K	0.2%	2,687 SH	New
TC Energy Corp	Equities	$1.1M	0.6%Prev: 0.6%	17,621 SH	Decreased-6,196 SH
TE Connectivity Plc	Equities	$457K	0.2%Prev: 0.2%	2,188 SH	Increased-237 SH
Tesla Motors, Inc	Equities	$671K	0.4%Prev: 0.3%	1,806 SH	Increased-278 SH
The Southern Co	Equities	$949K	0.5%Prev: 0.7%	9,831 SH	Decreased-4,063 SH
Thermo Fisher Scientific Inc	Equities	$751K	0.4%Prev: 0.4%	1,527 SH	Increased+193 SH
TJX Cos Inc New Com	Equities	$577K	0.3%Prev: 0.3%	3,610 SH	Decreased-1,390 SH
Truist Finl Corp	Equities	$483K	0.3%Prev: 0.4%	10,509 SH	Decreased-7,154 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	$1.5M	0.8%Prev: 0.8%	6,082 SH	Decreased-322 SH
United Rentals Inc	Equities	$318K	0.2%Prev: 0.1%	436 SH	Increased+6 SH
US Bancorp Del	Equities	$384K	0.2%Prev: 0.4%	7,392 SH	Decreased-11,097 SH
Vanguard Dividend Appreciation	Equities	$215K	0.1%	1,000 SH	New
Vanguard Extended Mkt ETF	Equities	$433K	0.2%Prev: 0.2%	2,104 SH	Increased-189 SH
Vanguard FTSE Develpd Mkts ETF	Equities	$1.0M	0.5%Prev: 0.5%	15,930 SH	Increased-1,022 SH
Vanguard Growth ETF	Equities	$1.2M	0.6%Prev: 1.3%	2,686 SH	Decreased-3,566 SH
Vanguard High Dividend Yield In	Equities	$3.0M	1.6%Prev: 1.5%	20,228 SH	Increased-635 SH
Vanguard Index FDS S&P 500 ETF	Equities	$2.1M	1.1%Prev: 1.6%	3,464 SH	Decreased-1,997 SH
Vanguard Intermediate-Term Bond	Fixed Income	$1.2M	0.7%Prev: 0.4%	16,004 SH	Increased+5,396 SH
Vanguard Mid-Cap ETF	Equities	$1.9M	1.0%Prev: 0.9%	6,618 SH	Increased+95 SH
Vanguard Short Term Corp Bond E	Fixed Income	$1.5M	0.8%Prev: 0.8%	18,635 SH	Increased
Vanguard Short- Term Treasury E	Fixed Income	$714K	0.4%Prev: 0.4%	12,194 SH	Decreased-265 SH
Vanguard Small- Cap ETF	Equities	$591K	0.3%Prev: 0.3%	2,258 SH	Increased-168 SH
Vanguard Total Stock Market ETF	Equities	$533K	0.3%Prev: 0.3%	1,661 SH	Decreased-572 SH
Vanguard Value ETF	Equities	$10.4M	5.6%Prev: 4.5%	53,070 SH	Increased+5,593 SH
Verizon Comm Inc	Equities	$1.5M	0.8%Prev: 1.2%	29,933 SH	Decreased-17,939 SH
Visa Inc CL A	Equities	$1.0M	0.5%Prev: 0.6%	3,329 SH	Decreased+8 SH
Wal-Mart Stores Inc	Equities	$691K	0.4%Prev: 0.3%	5,562 SH	Increased-199 SH
Waste Management Inc Del	Equities	$400K	0.2%Prev: 0.1%	1,742 SH	Increased+600 SH
Wells Fargo Co Perp Pfd Cnv A	Equities	$260K	0.1%Prev: 0.1%	225 SH	Decreased
Williams Cos Inc	Equities	$1.1M	0.6%Prev: 0.8%	15,264 SH	Decreased-7,471 SH
Zoetis Inc	Equities	$218K	0.1%Prev: 0.1%	1,847 SH	Decreased+246 SH

Sold (vs prior filing)

Accenture PLC CL A — $277K
Amcor PLC — $291K
Becton Dickinson & Co — $270K
Bk of America Corp — $248K
Canadian Imperial Bank — $816K
Chipotle Mexican Grill Inc — $1.5M
CVS Health Corp — $210K
Dell Technologies Inc CL C — $202K
Dominion Resources Inc VA — $262K
Elevance Health Inc. — $342K
Financial Select Sector SPDR — $387K
Fortive Corporation — $259K
Kenvue Inc. — $337K
Kimberly Clark Corp — $349K
Lyondellbasell Ind -Cl A — $254K
Netflix Inc — $235K
Paychex Inc — $234K
Realty Income Corp Common — $382K
Sanofi ADR — $442K
Schwab Strategic TR INTRM TRM T — $367K
… and 13 more

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