StockDriftsStockDriftsTop 50 First Community Trust NA Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| WTV | Wisdomtree Trust U.S. Value Fund | 25.08% | 545.8K | $55.5M | new | $97.38(+10.45%) | 2026-06-30 | |
| AMAT | Applied Matls Inc Com | 9.23% | 28.3K | $20.4M | -1.95%(-561) | $145.02(+266.71%) | 2026-06-30 | |
| AAPL | Apple Inc Com | 5.46% | 41.8K | $12.1M | -9.05%(-4.16K) | $160.37(+90.42%) | 2026-06-30 | |
| NVDA | Nvidia Corp Com | 4.45% | 49.3K | $9.9M | -0.53%(-262) | $75.69(+198.68%) | 2026-06-30 | |
| DE | Deere & Co Com | 4.1% | 14.3K | $9.1M | +1.61%(+226) | $387.93(+56.44%) | 2026-06-30 | |
| MSFT | Microsoft Corp Com | 3.33% | 19.8K | $7.4M | +1.67%(+325) | $323.97(+50.03%) | 2026-06-30 | |
| GOOGL | Alphabet Inc Cap Stk CL A | 3.02% | 18.7K | $6.7M | +1.61%(+297) | $146.21(+135.77%) | 2026-06-30 | |
| META | Meta Platforms Inc CL A | 2.21% | 8.7K | $4.9M | +1.70%(+145) | $373.72(+55.28%) | 2026-06-30 | |
| GOOG | Alphabet Inc Cap Stk CL C | 1.97% | 12.3K | $4.4M | -3.27%(-417) | $137.31(+149.55%) | 2026-06-30 | |
| ANET | Arista Networks Inc Ordinary Shares | 1.74% | 22.7K | $3.9M | new | $143.01(+40.62%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative | Since First Filing (18 quarters) |
|---|---|---|---|---|---|
| Top 20 Holdings Weighted | +23.65% | +89.07% | — | — | +63.92% |
| Top 20 Holdings Unweighted | +18.95% | +68.30% | — | — | +39.05% |
First Community Trust NA reports $221.42M in US-listed equity holdings across 333 positions in its most recent 13F filing. Its largest disclosed positions are WTV (25.1%), AMAT (9.2%) and AAPL (5.5%). The top 20 holdings account for 74.46% of reported assets. Its disclosed equity book has returned +89.07% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from First Community Trust NA’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1130344). View First Community Trust NA’s 13F filings on SEC