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: $212.5M2 positionsView on SEC.gov

			% of Portfolio
Abbott Labs	Equities	$359K	0.2%Prev: 0.4%	3,960 SH	Decreased-2,105 SH
AbbVie Inc	Equities	$3.7M	1.7%Prev: 1.7%	14,610 SH	Increased-2,044 SH
Adobe System Inc	Equities	$358K	0.2%Prev: 0.2%	1,748 SH	Decreased+552 SH
Advanced Micro Devices	Equities	$3.3M	1.6%Prev: 0.5%	5,704 SH	Increased-1,262 SH
Air Products & Chemical Inc	Equities	$533K	0.3%Prev: 0.2%	1,818 SH	Increased+255 SH
Allstate Corp	Equities	$369K	0.2%Prev: 0.1%	1,549 SH	Increased+554 SH
Alphabet, Inc Class A	Equities	$4.8M	2.2%Prev: 1.5%	13,343 SH	Increased-2,312 SH
Alphabet, Inc Class C	Equities	$1.4M	0.7%Prev: 0.4%	3,937 SH	Increased-64 SH
Altria Grp Inc	Equities	$395K	0.2%	5,493 SH	New
Amazon.com Inc	Equities	$3.5M	1.7%Prev: 1.7%	14,884 SH	Increased+879 SH
American Elec Power Inc	Equities	$1.4M	0.7%Prev: 0.7%	10,284 SH	Increased-2,007 SH
American Tower	Equities	$286K	0.1%Prev: 0.2%	1,747 SH	Increased+482 SH
Ameriprise Finl Inc	Equities	$756K	0.4%Prev: 0.3%	1,647 SH	Increased+497 SH
Amgen Inc	Equities	$1.5M	0.7%Prev: 0.8%	4,058 SH	Increased-1,087 SH
Amphenol Corp Cl A	Equities	$243K	0.1%	1,381 SH	New
Analog Devices Inc	Equities	$402K	0.2%Prev: 0.1%	1,011 SH	Increased-157 SH
Apple Inc	Equities	$8.3M	3.9%Prev: 3.2%	28,849 SH	Increased-254 SH
Applied Materials Inc	Equities	$500K	0.2%	692 SH	New
AT&T Inc	Equities	$335K	0.2%Prev: 0.8%	16,186 SH	Decreased-32,518 SH
Automatic Data Processing Inc	Equities	$1.1M	0.5%Prev: 0.8%	4,956 SH	Decreased+6 SH
Berkshire Hathaway Inc - CL B	Equities	$1.5M	0.7%Prev: 0.6%	2,950 SH	Increased+613 SH
Biogen Idec Inc	Equities	$850K	0.4%Prev: 0.3%	3,933 SH	Increased-544 SH
Bk of America Corp	Equities	$211K	0.1%Prev: 0.1%	3,708 SH	Decreased-1,304 SH
Blackstone Group Inc	Equities	$652K	0.3%Prev: 0.4%	5,539 SH	Decreased+1,086 SH
Boeing Co	Equities	$271K	0.1%Prev: 0.1%	1,250 SH	Decreased-50 SH
Booking Holdings Inc.	Equities	$602K	0.3%Prev: 0.4%	3,378 SH	Decreased+3,256 SH
Bristol-Myers Squibb	Equities	$404K	0.2%Prev: 0.3%	7,016 SH	Decreased-5,006 SH
British AmericanTobacco PLC	Equities	$495K	0.2%Prev: 0.3%	8,010 SH	Decreased-3,952 SH
Broadcom, Inc	Equities	$4.4M	2.1%Prev: 1.7%	11,657 SH	Increased-27 SH
Caterpillar Inc Del	Equities	$3.0M	1.4%Prev: 0.6%	2,834 SH	Increased-93 SH
Chevron Corp	Equities	$776K	0.4%Prev: 0.5%	4,679 SH	Decreased-1,817 SH
Chubb Limited	Equities	$621K	0.3%Prev: 0.3%	1,822 SH	Increased+160 SH
Cisco Systems Inc	Equities	$1.7M	0.8%Prev: 0.6%	14,697 SH	Increased-382 SH
Citi Group Inc 4.625 10/30/203	Fixed Income	$587K	0.3%	610,000 PRN	New
Coca-Cola Co	Equities	$678K	0.3%Prev: 0.5%	8,341 SH	Decreased-5,335 SH
Connecticut GO Bds 4.00 06/01/	Fixed Income	$31K	0.0%	30,000 PRN	New
Conocophillips	Equities	$584K	0.3%Prev: 0.3%	5,615 SH	Increased-313 SH
Corning Inc	Equities	$984K	0.5%Prev: 0.1%	3,854 SH	Increased-527 SH
Costco Wholesale Corp	Equities	$2.8M	1.3%Prev: 1.5%	2,959 SH	Decreased+56 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
CVS Health Corp	Equities	$252K	0.1%	2,436 SH	New
Danaher Corp	Equities	$297K	0.1%Prev: 0.2%	1,557 SH	Increased+136 SH
Deere & Co	Equities	$286K	0.1%Prev: 0.2%	451 SH	Decreased-162 SH
Digital Realty Trust, Inc	Equities	$436K	0.2%Prev: 0.2%	2,427 SH	Increased+576 SH
Dimensional ETF Trust US Small	Equities	$824K	0.4%Prev: 0.5%	10,012 SH	Decreased-3,727 SH
Dodge KS Sales Tax Rev Bds 5.00	Fixed Income	$25K	0.0%	25,000 PRN	New
Duke Energy Corp New Com	Equities	$1.3M	0.6%Prev: 0.8%	9,980 SH	Decreased-2,985 SH
Eaton Corp PLC	Equities	$2.0M	0.9%Prev: 0.9%	4,622 SH	Increased+135 SH
Ecolab Inc	Equities	$408K	0.2%Prev: 0.2%	1,464 SH	Increased+231 SH
Elevance Health Inc.	Equities	$244K	0.1%Prev: 0.2%	630 SH	Decreased-90 SH
Eli Lilly & Co	Equities	$1.6M	0.7%Prev: 0.8%	1,319 SH	Increased-634 SH
Emerson Electric Co	Equities	$2.0M	1.0%Prev: 1.2%	14,165 SH	Decreased-2,997 SH
Enbridge Inc	Equities	$995K	0.5%Prev: 0.6%	18,363 SH	Decreased-7,466 SH
Entergy Corp	Equities	$655K	0.3%Prev: 0.4%	5,703 SH	Increased-2,140 SH
Exxon Mobil Corp	Equities	$4.7M	2.2%Prev: 2.0%	34,470 SH	Increased+581 SH
Fifth Third Bancorp	Equities	$264K	0.1%	4,685 SH	New
First Trust Nasdaq Cybersecurit	Equities	$359K	0.2%	4,000 SH	New
Fortive Corporation	Equities	$208K	0.1%	3,408 SH	New
GE Aerospace	Equities	$473K	0.2%Prev: 0.2%	1,265 SH	Increased-34 SH
Gilead Sciences Inc	Equities	$1.9M	0.9%Prev: 1.2%	15,088 SH	Decreased-4,303 SH
Goldman Sachs Corp	Equities	$452K	0.2%Prev: 0.2%	447 SH	Increased-21 SH
Goldman Sachs Group Inc 5.05 0	Fixed Income	$109K	0.1%	115,000 PRN	New
Home Depot Inc	Equities	$1.5M	0.7%Prev: 0.7%	4,373 SH	Increased+743 SH
Huntington Bancshares Inc	Equities	$716K	0.3%Prev: 0.4%	40,376 SH	Decreased-8,306 SH
IBM Corp	Equities	$1.4M	0.7%Prev: 0.8%	4,983 SH	Decreased-334 SH
Intel Corp	Equities	$592K	0.3%	4,241 SH	New
Invesco QQQ Trust Series 1 ETF	Equities	$360K	0.2%Prev: 0.1%	489 SH	Increased+103 SH
Invesco S&P 500 Equal Weight ET	Equities	$357K	0.2%Prev: 0.2%	1,677 SH	Decreased-413 SH
IShares Core MSCI EAFE ETF	Equities	$2.1M	1.0%Prev: 0.9%	22,135 SH	Increased+2,860 SH
IShares Core MSCI EM IMI ETF	Equities	$407K	0.2%Prev: 0.2%	4,918 SH	Increased-475 SH
IShares Core S&P 500 ETF	Equities	$4.7M	2.2%Prev: 2.1%	6,243 SH	Increased+1 SH
IShares Core S&P MidCap ETF	Equities	$1.6M	0.8%Prev: 0.8%	21,119 SH	Increased-3,179 SH
iShares Int Govt Credit Bd ETF	Fixed Income	$1.3M	0.6%Prev: 0.6%	12,349 SH	Increased+2,357 SH
IShares Russell 1000 Growth	Equities	$255K	0.1%Prev: 0.2%	2,056 SH	Decreased+1,073 SH
IShares Russell 1000 Value	Equities	$854K	0.4%Prev: 0.4%	3,521 SH	Increased-256 SH
IShares Russell 2000	Equities	$926K	0.4%Prev: 0.4%	3,081 SH	Increased-295 SH
IShares Russell Midcap Index ET	Equities	$343K	0.2%Prev: 0.2%	3,111 SH	Increased+53 SH
IShares S&P 500 Growth Index ET	Equities	$659K	0.3%Prev: 0.4%	4,790 SH	Decreased-1,923 SH
IShares S&P 500 Value Index ETF	Equities	$373K	0.2%Prev: 0.1%	1,643 SH	Increased+588 SH
IShares S&P MidCap 400 Value	Equities	$251K	0.1%Prev: 0.1%	1,696 SH	Decreased-395 SH
IShares S&P Small Cap 600 Value	Equities	$6.8M	3.2%Prev: 2.7%	50,032 SH	Increased-1,013 SH
IShares US Technology ETF	Equities	$212K	0.1%	841 SH	New
ISharesTr S&P Small Cap 600 Ind	Equities	$2.4M	1.1%Prev: 1.0%	16,454 SH	Increased-355 SH
Johnson & Johnson	Equities	$1.6M	0.8%Prev: 0.7%	6,398 SH	Increased-2,151 SH
Johnson Controls Int Plc	Equities	$238K	0.1%	1,631 SH	New
JP Morgan Chase & Co	Equities	$3.2M	1.5%Prev: 1.3%	9,744 SH	Increased+1,422 SH
Kla-Tencor Corp	Equities	$3.0M	1.4%Prev: 0.5%	10,020 SH	Increased+8,970 SH
Lam Research Corp	Equities	$1.1M	0.5%Prev: 0.1%	2,483 SH	Increased-259 SH
Linde PLC	Equities	$729K	0.3%Prev: 0.4%	1,404 SH	Increased-2 SH
Lockheed Martin Corp	Equities	$331K	0.2%Prev: 0.1%	650 SH	Increased+158 SH
Lowes Co Inc	Equities	$374K	0.2%Prev: 0.2%	1,694 SH	Decreased-375 SH
Mastercard Inc CL A	Equities	$516K	0.2%Prev: 0.3%	1,005 SH	Decreased-130 SH
McDonalds Corp	Equities	$1.4M	0.6%Prev: 0.7%	5,067 SH	Increased+444 SH
Medtronic PLC	Equities	$417K	0.2%Prev: 0.2%	5,336 SH	Increased+1,295 SH
Merck & Co Inc New	Equities	$2.4M	1.1%Prev: 0.8%	18,788 SH	Increased-926 SH
Meta Platforms Inc	Equities	$1.4M	0.7%Prev: 0.7%	2,534 SH	Increased+697 SH
Microchip Tech Inc	Equities	$2.2M	1.0%Prev: 1.3%	23,815 SH	Decreased-11,040 SH
Micron Tech	Equities	$232K	0.1%	201 SH	New
Microsoft Corp	Equities	$7.5M	3.5%Prev: 4.5%	20,082 SH	Decreased+3,392 SH
Mondelez International Inc - A	Equities	$201K	0.1%	3,479 SH	New
Morgan Stanley Gd	Equities	$656K	0.3%Prev: 0.4%	3,139 SH	Decreased-1,745 SH
National Grid PLC	Equities	$600K	0.3%Prev: 0.5%	7,242 SH	Decreased-5,514 SH
Nextera Energy Inc	Equities	$401K	0.2%Prev: 0.3%	4,566 SH	Decreased-3,105 SH
Northrop Grumman Corp	Equities	$509K	0.2%Prev: 0.2%	999 SH	Increased+92 SH
Novartis AG-ADR	Equities	$317K	0.1%Prev: 0.1%	2,022 SH	Increased+303 SH
Nvidia Corp	Equities	$8.9M	4.2%Prev: 3.8%	44,721 SH	Increased-402 SH
Oracle Corp	Equities	$1.4M	0.7%Prev: 1.5%	9,595 SH	Decreased-2,789 SH
Palantir Technologies Inc Cl A	Equities	$252K	0.1%	2,160 SH	New
Palo Alto Networks, Inc	Equities	$3.4M	1.6%Prev: 1.1%	9,937 SH	Increased-305 SH
Parker CO WTR & SWR Bds 4.00 1	Fixed Income	$26K	0.0%	25,000 PRN	New
Parker Hannifin Corp	Equities	$289K	0.1%Prev: 0.1%	295 SH	Increased-36 SH
Paypal Holdings, Inc.	Equities	$887K	0.4%Prev: 0.3%	20,542 SH	Increased+14,237 SH
Pepsico Inc	Equities	$1.1M	0.5%Prev: 0.6%	7,782 SH	Increased-11 SH
Pfizer Inc	Equities	$573K	0.3%Prev: 0.4%	23,791 SH	Decreased-10,281 SH
Philip Morris Intl Inc	Equities	$2.6M	1.2%Prev: 1.7%	14,318 SH	Decreased-3,005 SH
PNC Finl Srvs Grp Inc	Equities	$1.0M	0.5%Prev: 0.6%	4,101 SH	Decreased-1,636 SH
PPL Corp	Equities	$216K	0.1%Prev: 0.2%	5,933 SH	Decreased-4,887 SH
Procter & Gamble Corp	Equities	$1.9M	0.9%Prev: 1.1%	13,199 SH	Decreased+696 SH
Prologis, Inc	Equities	$431K	0.2%Prev: 0.2%	3,183 SH	Increased-824 SH
Qualcomm Inc	Equities	$429K	0.2%Prev: 0.1%	2,319 SH	Increased+589 SH
Quest Diagnostics Incorporated	Equities	$239K	0.1%	1,129 SH	New
Raytheon Technologies Corp	Equities	$1.2M	0.6%Prev: 0.5%	6,312 SH	Increased+160 SH
Salesforce.com Inc	Equities	$1.6M	0.7%Prev: 1.1%	9,931 SH	Decreased+2,249 SH
Schwab Emerging Market ETF	Equities	$320K	0.2%Prev: 0.2%	8,060 SH	Decreased-2,643 SH
Schwab Fundamental Internationa	Equities	$974K	0.5%Prev: 0.5%	18,452 SH	Increased-5,825 SH
Schwab Short-Term US Treasury E	Fixed Income	$774K	0.4%Prev: 0.2%	32,046 SH	Increased+17,497 SH
Schwab US Large Cap Growth ETF	Equities	$2.2M	1.0%Prev: 0.8%	65,198 SH	Increased+12,829 SH
Schwab US Large Cap Value ETF	Equities	$1.4M	0.7%Prev: 0.6%	40,354 SH	Increased+1,906 SH
Schwab US Large-cap Etf Large C	Equities	$511K	0.2%Prev: 0.3%	17,370 SH	Decreased-4,001 SH
SPDR Gold Trust	Equities	$273K	0.1%Prev: 0.1%	740 SH	Increased
Starbucks Corp	Equities	$289K	0.1%	2,829 SH	New
State Street Financial Select S	Equities	$340K	0.2%	6,336 SH	New
State Street SPDR S&P 500 ETF T	Equities	$2.9M	1.4%	3,931 SH	New
State Street SPDR S&P MidCap 40	Equities	$250K	0.1%	355 SH	New
State Street SPDR Short Term Co	Fixed Income	$363K	0.2%	12,105 SH	New
Target Corp Com	Equities	$324K	0.2%Prev: 0.1%	2,484 SH	Increased-249 SH
TC Energy Corp	Equities	$1.1M	0.5%Prev: 0.6%	17,148 SH	Increased-4,888 SH
TE Connectivity Plc	Equities	$458K	0.2%Prev: 0.2%	2,272 SH	Increased-147 SH
Tesla Motors, Inc	Equities	$787K	0.4%Prev: 0.3%	1,872 SH	Increased+123 SH
The Southern Co	Equities	$924K	0.4%Prev: 0.6%	9,656 SH	Decreased-3,118 SH
Thermo Fisher Scientific Inc	Equities	$797K	0.4%Prev: 0.3%	1,589 SH	Increased+208 SH
TJX Cos Inc New Com	Equities	$544K	0.3%Prev: 0.3%	3,589 SH	Increased-188 SH
Truist Finl Corp	Equities	$522K	0.2%Prev: 0.4%	10,484 SH	Decreased-5,907 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	$1.7M	0.8%Prev: 0.7%	6,185 SH	Increased+772 SH
United Rentals Inc	Equities	$501K	0.2%Prev: 0.2%	442 SH	Increased+12 SH
US Bancorp Del	Equities	$433K	0.2%Prev: 0.4%	7,177 SH	Decreased-7,575 SH
Vanguard Dividend Appreciation	Equities	$241K	0.1%Prev: 0.1%	1,020 SH	Increased+20 SH
Vanguard Emer Mkts ETF	Equities	$210K	0.1%	3,525 SH	New
Vanguard Extended Mkt ETF	Equities	$518K	0.2%Prev: 0.2%	2,104 SH	Increased-50 SH
Vanguard FTSE Develpd Mkts ETF	Equities	$1.3M	0.6%Prev: 0.5%	18,287 SH	Increased+3,202 SH
Vanguard Growth ETF	Equities	$1.3M	0.6%Prev: 1.5%	15,464 SH	Decreased+9,201 SH
Vanguard High Dividend Yield In	Equities	$3.2M	1.5%Prev: 1.5%	20,228 SH	Increased-534 SH
Vanguard Index FDS S&P 500 ETF	Equities	$2.4M	1.1%Prev: 1.1%	3,529 SH	Increased-63 SH
Vanguard Intermediate-Term Bond	Fixed Income	$1.3M	0.6%Prev: 0.5%	16,783 SH	Increased+5,543 SH
Vanguard Mid-Cap ETF	Equities	$1.9M	0.9%Prev: 0.9%	23,745 SH	Increased+17,783 SH
Vanguard Short Term Corp Bond E	Fixed Income	$1.8M	0.8%Prev: 0.8%	22,838 SH	Increased+4,203 SH
Vanguard Short- Term Treasury E	Fixed Income	$2.1M	1.0%Prev: 0.4%	36,154 SH	Increased+23,568 SH
Vanguard Small- Cap ETF	Equities	$684K	0.3%Prev: 0.3%	2,258 SH	Increased-149 SH
Vanguard Total Stock Market ETF	Equities	$590K	0.3%Prev: 0.4%	1,595 SH	Decreased-672 SH
Vanguard Value ETF	Equities	$12.7M	6.0%Prev: 4.2%	58,439 SH	Increased+13,977 SH
Verizon Comm Inc	Equities	$1.2M	0.6%Prev: 1.0%	27,925 SH	Decreased-16,732 SH
Visa Inc CL A	Equities	$1.2M	0.6%Prev: 0.6%	3,451 SH	Increased+411 SH
Wal-Mart Stores Inc	Equities	$642K	0.3%Prev: 0.3%	5,672 SH	Increased+355 SH
Waste Management Inc Del	Equities	$389K	0.2%Prev: 0.2%	1,746 SH	Decreased+2 SH
Wells Fargo Co Perp Pfd Cnv A	Equities	$260K	0.1%Prev: 0.1%	225 SH	Decreased
Williams Cos Inc	Equities	$1.1M	0.5%Prev: 0.7%	14,774 SH	Decreased-6,964 SH

Sold (vs prior filing)

Amcor PLC — $201K
Canadian Imperial Bank — $847K
Chipotle Mexican Grill Inc — $1.5M
Dell Technologies Inc CL C — $272K
Dow Inc — $389K
Financial Select Sector SPDR — $393K
Honeywell Intl Inc — $833K
Intercontinental Exchange, Inc — $365K
Kenvue Inc. — $214K
Kimberly Clark Corp — $329K
Netflix Inc — $262K
Nike Inc Cl B — $252K
Realty Income Corp Common — $379K
Sanofi ADR — $408K
Schwab Strategic TR INTRM TRM T — $302K
SPDR S&P 500 ETF Tr — $3.4M
SPDR Short Term Corp Bd ETF — $261K
Texas Instruments Inc — $234K
Total S A — $683K
United Parcel Service — $226K
… and 4 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