Fund Holdings

First County Bank /CT/

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
Amazon.com Inc(AMZN)015,110+15,11003,146,9601.68%+3,146,960
Exxon Mobil Corp35,23734,612-6254,240,4215,872,2723.13%+1,631,851
Vanguard Value ETF47,11353,070+5,9578,998,11210,412,3345.56%+1,414,222
Paypal Holdings, Inc.(PYPL)5,68024,492+18,812331,5981,107,7740.59%+776,176
Salesforce.com Inc(CRM)5,08110,154+5,0731,346,0091,895,4481.01%+549,439
Digital Realty Trust, Inc(DLR)02,555+2,5550460,4370.25%+460,437
Dow Inc(DOW)10,71715,263+4,546250,564635,7040.34%+385,140
Costco Wholesale Corp(COST)2,9592,945-142,551,6642,934,4861.57%+382,822
Caterpillar Inc Del(CAT)2,9742,922-521,703,7152,070,1211.11%+366,406
Procter & Gamble Corp(PG)11,20113,523+2,3221,605,2161,953,2611.04%+348,045
Verizon Comm Inc(VZ)28,42229,933+1,5111,157,6291,502,6370.80%+345,008
Schwab Short-Term US Treasury E15,98129,330+13,349389,457711,8390.38%+322,382
Merck & Co Inc New(MRK)19,00118,936-652,000,0452,277,8111.22%+277,766
Ameriprise Finl Inc(AMP)8551,553+698419,240690,1540.37%+270,914
Honeywell Intl Inc(HON)3,1313,888+757610,826878,8040.47%+267,978
Williams Cos Inc(WMB)14,04015,264+1,224843,9441,110,9140.59%+266,970
Kla-Tencor Corp(KLAC)1,0381,034-41,261,2531,522,4720.81%+261,219
Conocophillips(COP)5,1185,605+487479,096739,8600.39%+260,764
Starbucks Corp(SBUX)02,789+2,7890249,8670.13%+249,867
Corning Inc(GLW)4,1304,332+202361,622589,0220.31%+227,400
Mondelez International Inc - A(MDLZ)03,879+3,8790223,5860.12%+223,586
Zoetis Inc(ZTS)01,847+1,8470218,3340.12%+218,334
Quest Diagnostics Incorporated(DGX)01,110+1,1100217,5370.12%+217,537
Fifth Third Bancorp(FITB)04,625+4,6250214,8770.11%+214,877
Johnson Controls Int Plc
SHS
01,631+1,6310213,5790.11%+213,579
Vanguard Intermediate-Term Bond13,27916,004+2,7251,034,1691,235,1890.66%+201,020
Chevron Corp(CVX)5,2654,775-490802,439987,9470.53%+185,508
Union Pacific Corp(UNP)5,5846,082+4981,291,6901,475,6150.79%+183,925
Air Products & Chemical Inc1,3941,801+407344,346523,1730.28%+178,827
Eaton Corp PLC(ETN)4,6494,604-451,480,7541,646,7130.88%+165,959
Lockheed Martin Corp(LMT)543677+134262,632409,1720.22%+146,540
Nextera Energy Inc(NEE)4,0175,009+992322,485465,2360.25%+142,751
Johnson & Johnson(JNJ)6,9176,439-4781,431,4731,573,9500.84%+142,477
IShares S&P 500 Value Index ETF1,0551,643+588223,734346,9190.19%+123,185
Target Corp Com(TGT)2,1182,687+569207,035325,6640.17%+118,629
Novartis AG-ADR(NVS)1,4622,014+552201,566307,6390.16%+106,073
McDonalds Corp(MCD)4,7575,008+2511,453,8821,556,4370.83%+102,555
Linde PLC(LIN)1,4001,4000596,946694,0640.37%+97,118
AT&T Inc(T)15,84916,895+1,046393,689489,7860.26%+96,097
Entergy Corp(ETR)6,0875,859-228562,621658,3180.35%+95,697
Allstate Corp(ALL)1,0051,461+456209,191302,9240.16%+93,733
Northrop Grumman Corp(NOC)992963-29565,648656,9970.35%+91,349
Home Depot Inc(HD)3,8594,304+4451,327,8831,415,5430.76%+87,660
Pepsico Inc(PEP)7,7917,753-381,118,1651,203,9630.64%+85,798
Lam Research Corp(LRCX)2,5812,441-140441,816521,5440.28%+79,728
IShares S&P Small Cap 600 Value52,19550,755-1,4405,935,6156,011,9303.21%+76,315
Invesco QQQ Trust Series 1 ETF386543+157237,124313,4090.17%+76,285
American Tower(AMT)1,1911,653+462209,104285,2750.15%+76,171
iShares Int Govt Credit Bd ETF11,20711,973+7661,203,0711,277,2800.68%+74,209
Cisco Systems Inc(CSCO)14,67415,468+7941,130,3381,200,1620.64%+69,824
Wal-Mart Stores Inc(WMT)5,6335,562-71627,573691,2460.37%+63,673
Vanguard Mid-Cap ETF6,3716,618+2471,848,9921,900,5571.01%+51,565
Medtronic PLC(MDT)3,9304,934+1,004377,516427,5310.23%+50,015
Deere & Co(DE)463467+4215,559263,0610.14%+47,502
American Elec Power Inc11,44310,412-1,0311,319,4931,364,8050.73%+45,312
IShares Core MSCI EAFE ETF
CORE MSCI EAFE
20,17720,437+2601,805,0341,850,1620.99%+45,128
Schwab Fundamental Internationa24,27723,277-1,0001,097,5631,138,9440.61%+41,381
Raytheon Technologies Corp(RTX)6,3266,221-1051,160,1881,200,0310.64%+39,843
Analog Devices Inc(ADI)1,0841,037-47293,981329,9110.18%+35,930
Bristol-Myers Squibb(BMY)7,8327,551-281422,458457,9690.24%+35,511
State Street SPDR Short Term Co
ST SHOR CORP ETF
10,52611,710+1,184317,885352,1200.19%+34,235
Applied Materials Inc827717-110212,531245,0630.13%+32,532
Gilead Sciences Inc(GILD)17,35315,499-1,8542,129,9072,160,0951.15%+30,188
Vanguard Small- Cap ETF2,1792,258+79562,073591,4160.32%+29,343
Chubb Limited
COM
1,7671,773+6551,516577,8740.31%+26,358
SPDR Gold Trust(GLD)7407400293,269318,4150.17%+25,146
Ecolab Inc(ECL)1,2931,368+75339,439363,9150.19%+24,476
Schwab US Large Cap Value ETF41,54841,113-4351,230,2361,253,9470.67%+23,711
Waste Management Inc Del(WM)1,7341,742+8380,978400,2950.21%+19,317
Dimensional ETF Trust US Small
US SMALL CAP ETF
9,5739,630+57666,951684,9820.37%+18,031
Vanguard FTSE Develpd Mkts ETF16,09615,930-1661,005,5171,020,7940.54%+15,277
TC Energy Corp(TRP)19,88417,621-2,2631,093,8191,103,0750.59%+9,256
TJX Cos Inc New Com(TJX)3,6963,610-86567,743576,5170.31%+8,774
Qualcomm Inc(QCOM)1,7202,321+601294,206298,8980.16%+4,692
ISharesTr S&P Small Cap 600 Ind16,06415,564-5001,930,5721,934,7611.03%+4,189
IShares Russell Midcap Index ET2,8832,8830277,546280,3140.15%+2,768
Morgan Stanley Gd(MS)2,9183,159+241518,032519,8770.28%+1,845
Duke Energy Corp New Com(DUK)11,86910,629-1,2401,391,1661,391,7610.74%+595
CT Special Tax Oblig Bds 4.0000025,06525,0340.01%-31
Connecticut St Bds 5.00 03/15/00025,10725,0260.01%-81
U.S. Treasury Nts 4.00 01/15/2(T)00050,24150,0950.03%-146
U.S. Treasury Nts 4.125 02/15/(T)00050,33050,1560.03%-174
Dodge KS Sales Tax Rev Bds 5.0000025,81125,6010.01%-210
Connecticut GO Bds 4.00 06/01/00031,08530,8220.02%-263
Parker CO WTR & SWR Bds 4.00 100026,00525,6590.01%-346
Goldman Sachs Group Inc 5.05 0(GS)000112,577110,7020.06%-1,875
IShares Core MSCI EM IMI ETF
CORE MSCI EMKT
5,1364,918-218345,242343,0310.18%-2,211
CT ST Health & EDL Rev Bds 3.5000073,93171,5070.04%-2,424
Schwab Emerging Market ETF10,70310,000-703385,950382,6000.20%-3,350
Vanguard Dividend Appreciation1,0001,0000219,780215,0600.11%-4,720
Vanguard Short Term Corp Bond E
SHRT TRM CORP BD
18,63518,63501,485,7691,477,1960.79%-8,573
Intercontinental Exchange, Inc(ICE)1,9891,9890322,138312,8300.17%-9,308
Lowes Co Inc(LOW)2,0442,0440492,931482,9560.26%-9,975
PPL Corp(PPL)7,0316,164-867246,225235,4650.13%-10,760
Wells Fargo Co Perp Pfd Cnv A(WFC)2252250272,932260,3590.14%-12,573
Biogen Idec Inc(BIIB)4,4124,166-246776,468763,7530.41%-12,715
Invesco S&P 500 Equal Weight ET
S&P500 EQL WGT
1,8811,802-79360,324345,8400.18%-14,484
Parker Hannifin Corp(PH)323300-23283,904268,5720.14%-15,332
Vanguard Extended Mkt ETF2,1542,104-50450,444433,0030.23%-17,441
Goldman Sachs Corp(GS)459453-6403,461383,2330.20%-20,228
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