First County Bank /CT/

data from 31/12/2025

Capitalization

$ 190.976 M -2.54 %

Average holding period

9 ans

Performance

$ 80.376 M 41.54 %

Capitalization

Portfolio size

Portfolio performance

Portfolio performance %

Performance compared to S&P 500 (%)

Stock in First County Bank /CT/

Date Ticket Name Weight Capitalization Share number First added Performance ($) Performance (%)
2025/12/31 Vanguard Value ETF 4.71% 8.998 M $ 47113 2022/12/31 196.465 K $ 2.41 %
2025/12/31 Nvidia Corp 4.46% 8.515 M $ 45655 2022/12/31 -3.649 K $ -0.04 %
2025/12/31 Microsoft Corp 4.35% 8.300 M $ 17163 2022/12/31 -581.447 K $ -6.63 %
2025/12/31 Apple Inc 4.05% 7.738 M $ 28462 2022/12/31 503.443 K $ 6.77 %
2025/12/31 IShares S&P Small Cap 600 Value 3.11% 5.936 M $ 52195 2022/12/31 163.339 K $ 2.83 %
2025/12/31 Alphabet, Inc Class A 2.35% 4.485 M $ 14330 2022/12/31 1.074 M $ 28.75 %
2025/12/31 IShares Core S&P 500 ETF 2.24% 4.271 M $ 6235 2022/12/31 97.624 K $ 2.34 %
2025/12/31 Exxon Mobil Corp 2.22% 4.240 M $ 35237 2022/12/31 265.156 K $ 6.73 %
2025/12/31 Vanguard High Dividend Yield In 2.09% 3.988 M $ 27789 2025/03/31 52.451 K $ 1.82 %
2025/12/31 Broadcom, Inc 2.05% 3.911 M $ 11299 2022/12/31 181.166 K $ 4.91 %
2025/12/31 Altria Grp Inc 2.00% 3.819 M $ 20908 2025/09/30 643.754 K $ 176.48 %
2025/12/31 AbbVie Inc 1.85% 3.541 M $ 15497 2022/12/31 -50.907 K $ -1.32 %
2025/12/31 SPDR S&P 500 ETF Tr 1.67% 3.189 M $ 4677 2022/12/31 79.187 K $ 2.36 %
2025/12/31 Vanguard Index FDS S&P 500 ETF 1.41% 2.685 M $ 4281 2022/12/31 49.633 K $ 2.41 %
2025/12/31 JP Morgan Chase & Co 1.38% 2.643 M $ 8204 2022/12/31 56.974 K $ 2.15 %
2025/12/31 Costco Wholesale Corp 1.34% 2.552 M $ 2959 2022/12/31 -183.920 K $ -6.84 %
2025/12/31 Philip Morris Intl Inc 1.29% 2.462 M $ 15351 2022/12/31 -29.321 K $ -1.11 %
2025/12/31 Emerson Electric Co 1.14% 2.183 M $ 16450 2025/03/31 26.429 K $ 1.17 %
2025/12/31 Gilead Sciences Inc 1.12% 2.130 M $ 17353 2022/12/31 208.279 K $ 10.58 %
2025/12/31 Oracle Corp 1.10% 2.104 M $ 10797 2022/12/31 -1.065 M $ -30.70 %
2025/12/31 Microchip Tech Inc 1.07% 2.045 M $ 32088 2025/03/31 -17.378 K $ -0.78 %
2025/12/31 Merck & Co Inc New 1.05% 2.000 M $ 19001 2022/12/31 424.594 K $ 25.41 %
2025/12/31 ISharesTr S&P Small Cap 600 Ind 1.01% 1.931 M $ 16064 2022/12/31 22.692 K $ 1.14 %
2025/12/31 Schwab US Large Cap Growth ETF 1.01% 1.921 M $ 58900 2025/03/31 39.520 K $ 2.23 %
2025/12/31 Palo Alto Networks, Inc 0.98% 1.864 M $ 10118 2022/12/31 -198.705 K $ -9.54 %
2025/12/31 Vanguard Mid-Cap ETF 0.97% 1.849 M $ 6371 2022/12/31 -22.718 K $ -1.20 %
2025/12/31 IShares Core MSCI EAFE ETF 0.95% 1.805 M $ 20177 2022/12/31 42.690 K $ 2.46 %
2025/12/31 Caterpillar Inc Del 0.89% 1.704 M $ 2974 2022/12/31 280.459 K $ 20.06 %
2025/12/31 Amgen Inc 0.85% 1.626 M $ 4968 2022/12/31 227.940 K $ 15.99 %
2025/12/31 IShares Core S&P MidCap ETF 0.84% 1.606 M $ 24328 2022/12/31 18.002 K $ 1.13 %
2025/12/31 Procter & Gamble Corp 0.84% 1.605 M $ 11201 2022/12/31 -130.635 K $ -6.73 %
2025/12/31 IBM Corp 0.81% 1.545 M $ 5215 2022/12/31 73.270 K $ 4.98 %
2025/12/31 Vanguard Growth ETF 0.79% 1.501 M $ 3077 2022/12/31 53.905 K $ 1.72 %
2025/12/31 Vanguard Short Term Corp Bond E 0.78% 1.486 M $ 18635 2023/06/30 -3.727 K $ -0.25 %
2025/12/31 Eaton Corp PLC 0.78% 1.481 M $ 4649 2022/12/31 -250.328 K $ -14.89 %
2025/12/31 Advanced Micro Devices 0.77% 1.470 M $ 6866 2025/03/31 364.809 K $ 32.37 %
2025/12/31 McDonalds Corp 0.76% 1.454 M $ 4757 2022/12/31 8.237 K $ 0.57 %
2025/12/31 Johnson & Johnson 0.75% 1.431 M $ 6917 2022/12/31 185.997 K $ 11.61 %
2025/12/31 Eli Lilly & Co 0.74% 1.410 M $ 1312 2022/12/31 609.957 K $ 40.85 %
2025/12/31 Duke Energy Corp New Com 0.73% 1.391 M $ 11869 2022/12/31 -81.220 K $ -5.28 %
2025/12/31 Meta Platforms Inc 0.71% 1.360 M $ 2060 2022/12/31 -149.322 K $ -10.12 %
2025/12/31 Salesforce.com Inc 0.70% 1.346 M $ 5081 2022/12/31 220.935 K $ 11.78 %
2025/12/31 Home Depot Inc 0.70% 1.328 M $ 3859 2022/12/31 -235.196 K $ -15.08 %
2025/12/31 American Elec Power Inc 0.69% 1.319 M $ 11443 2022/12/31 33.037 K $ 2.50 %
2025/12/31 Union Pacific Corp 0.68% 1.292 M $ 5584 2022/12/31 -28.269 K $ -2.14 %
2025/12/31 Automatic Data Processing Inc 0.67% 1.273 M $ 4950 2022/12/31 -179.536 K $ -12.36 %
2025/12/31 Kla-Tencor Corp 0.66% 1.261 M $ 1038 2022/12/31 142.758 K $ 12.65 %
2025/12/31 Schwab US Large Cap Value ETF 0.64% 1.230 M $ 41548 2025/03/31 19.935 K $ 1.72 %
2025/12/31 iShares Int Govt Credit Bd ETF 0.63% 1.203 M $ 11207 2025/03/31 -936.000 $ -0.08 %
2025/12/31 Berkshire Hathaway Inc - CL B 0.62% 1.190 M $ 2367 2022/12/31 -213.000 $ -0.02 %
2025/12/31 PNC Finl Srvs Grp Inc 0.61% 1.170 M $ 5607 2022/12/31 42.634 K $ 3.88 %
2025/12/31 Alphabet, Inc Class C 0.61% 1.169 M $ 3726 2022/12/31 268.706 K $ 28.84 %
2025/12/31 Raytheon Technologies Corp 0.61% 1.160 M $ 6326 2022/12/31 99.392 K $ 9.60 %
2025/12/31 Verizon Comm Inc 0.61% 1.158 M $ 28422 2022/12/31 -131.759 K $ -7.33 %
2025/12/31 Visa Inc CL A 0.59% 1.136 M $ 3239 2022/12/31 28.839 K $ 2.73 %
2025/12/31 Cisco Systems Inc 0.59% 1.130 M $ 14674 2022/12/31 127.789 K $ 12.58 %
2025/12/31 Pepsico Inc 0.59% 1.118 M $ 7791 2022/12/31 25.289 K $ 2.19 %
2025/12/31 Enbridge Inc 0.58% 1.108 M $ 23173 2022/12/31 -62.304 K $ -5.21 %
2025/12/31 Schwab Fundamental Internationa 0.57% 1.098 M $ 24277 2025/03/31 54.623 K $ 5.24 %
2025/12/31 TC Energy Corp 0.57% 1.094 M $ 19884 2022/12/31 12.350 K $ 1.10 %
2025/12/31 The Southern Co 0.54% 1.034 M $ 11861 2022/12/31 -92.013 K $ -7.99 %
2025/12/31 Vanguard Intermediate-Term Bond 0.54% 1.034 M $ 13279 2022/12/31 -2.510 K $ -0.27 %
2025/12/31 Vanguard FTSE Develpd Mkts ETF 0.53% 1.006 M $ 16096 2022/12/31 40.078 K $ 4.26 %
2025/12/31 IShares Russell 2000 0.50% 959.532 K $ 3898 2022/12/31 15.447 K $ 1.74 %
2025/12/31 Thermo Fisher Scientific Inc 0.46% 885.399 K $ 1528 2022/12/31 136.640 K $ 19.47 %
2025/12/31 Williams Cos Inc 0.44% 843.944 K $ 14040 2022/12/31 -66.980 K $ -5.11 %
2025/12/31 IShares S&P 500 Growth Index ET 0.43% 822.267 K $ 6671 2022/12/31 16.944 K $ 2.10 %
2025/12/31 Chevron Corp 0.42% 802.439 K $ 5265 2022/12/31 -17.343 K $ -1.85 %
2025/12/31 IShares Russell 1000 Value 0.42% 794.454 K $ 3777 2024/12/31 25.494 K $ 3.32 %
2025/12/31 Tesla Motors, Inc 0.41% 792.407 K $ 1762 2023/03/31 8.740 K $ 1.12 %
2025/12/31 Biogen Idec Inc 0.41% 776.468 K $ 4412 2025/03/31 160.769 K $ 25.64 %
2025/12/31 Vanguard Short- Term Treasury E 0.39% 747.398 K $ 12726 2022/12/31 -1.510 K $ -0.20 %
2025/12/31 Blackstone Group Inc 0.39% 744.034 K $ 4827 2023/03/31 -75.813 K $ -9.78 %
2025/12/31 Vanguard Total Stock Market ETF 0.39% 743.628 K $ 2218 2022/12/31 15.747 K $ 2.16 %
2025/12/31 Huntington Bancshares Inc 0.38% 729.949 K $ 42072 2022/12/31 3.644 K $ 0.46 %
2025/12/31 Pfizer Inc 0.38% 725.885 K $ 29152 2022/12/31 -19.744 K $ -2.28 %
2025/12/31 Truist Finl Corp 0.38% 718.220 K $ 14595 2022/12/31 53.048 K $ 7.63 %
2025/12/31 Booking Holdings Inc. 0.37% 701.548 K $ 131 2025/03/31 -5.316 K $ -0.81 %
2025/12/31 Coca-Cola Co 0.35% 677.078 K $ 9685 2022/12/31 46.013 K $ 5.41 %
2025/12/31 Dimensional ETF Trust US Small 0.35% 666.951 K $ 9573 2025/03/31 11.866 K $ 1.77 %
2025/12/31 National Grid PLC 0.35% 664.282 K $ 8588 2022/12/31 51.751 K $ 6.44 %
2025/12/31 Adobe System Inc 0.34% 654.832 K $ 1871 2022/12/31 -3.643 K $ -0.78 %
2025/12/31 Citi Group Inc 4.625 10/30/203 0.33% 629.772 K $ 625000 2025/12/31 0.000 $ 0.00 %
2025/12/31 Wal-Mart Stores Inc 0.33% 627.573 K $ 5633 2022/12/31 44.772 K $ 8.10 %
2025/12/31 British AmericanTobacco PLC 0.33% 625.708 K $ 11051 2022/12/31 37.948 K $ 6.67 %
2025/12/31 Mastercard Inc CL A 0.32% 618.263 K $ 1083 2022/12/31 2.268 K $ 0.36 %
2025/12/31 Abbott Labs 0.32% 614.547 K $ 4905 2022/12/31 -52.462 K $ -6.46 %
2025/12/31 Honeywell Intl Inc 0.32% 610.826 K $ 3131 2022/12/31 -53.102 K $ -7.32 %
2025/12/31 Linde PLC 0.31% 596.946 K $ 1400 2025/03/31 -68.054 K $ -10.23 %
2025/12/31 TJX Cos Inc New Com 0.30% 567.743 K $ 3696 2022/12/31 34.121 K $ 6.28 %
2025/12/31 US Bancorp Del 0.30% 565.829 K $ 10604 2022/12/31 68.347 K $ 10.41 %
2025/12/31 Northrop Grumman Corp 0.30% 565.648 K $ 992 2023/06/30 -35.902 K $ -6.42 %
2025/12/31 Entergy Corp 0.29% 562.621 K $ 6087 2023/06/30 -4.768 K $ -0.82 %
2025/12/31 Vanguard Small- Cap ETF 0.29% 562.073 K $ 2179 2022/12/31 7.938 K $ 1.44 %
2025/12/31 Chubb Limited 0.29% 551.516 K $ 1767 2023/06/30 51.017 K $ 10.58 %
2025/12/31 Schwab US Large-cap Etf Large C 0.29% 549.529 K $ 20421 2022/12/31 11.867 K $ 2.16 %
2025/12/31 Morgan Stanley Gd 0.27% 518.032 K $ 2918 2022/12/31 60.835 K $ 11.68 %
2025/12/31 Prologis, Inc 0.27% 508.342 K $ 3982 2022/12/31 56.094 K $ 11.47 %
2025/12/31 Lowes Co Inc 0.26% 492.931 K $ 2044 2022/12/31 -21.000 K $ -4.04 %
2025/12/31 TE Connectivity Plc 0.26% 492.333 K $ 2164 2024/09/30 18.657 K $ 3.64 %