Top 50 First County Bank /Ct/ Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VTV | Vanguard Value ETF | 5.56% | 53.1K | $10.4M | +12.64%(+5.96K) | $157.57(+31.07%) | 2026-03-31 | |
| NVDA | Nvidia Corp | 4.17% | 44.8K | $7.8M | -1.97%(-898) | $41.51(+373.42%) | 2026-03-31 | |
| AAPL | Apple Inc | 3.92% | 28.9K | $7.3M | +1.70%(+484) | $140.01(+102.96%) | 2026-03-31 | |
| MSFT | Microsoft Corp | 3.57% | 18.1K | $6.7M | +5.20%(+892) | $266.79(+54.20%) | 2026-03-31 | |
| IJS | IShares S&P Small Cap 600 Value | 3.21% | 50.8K | $6.0M | -2.76%(-1.44K) | $97.81(+32.18%) | 2026-03-31 | |
| XOM | Exxon Mobil Corp | 3.13% | 34.6K | $5.9M | -1.77%(-625) | $101.84(+52.09%) | 2026-03-31 | |
| IVV | IShares Core S&P 500 ETF | 2.17% | 6.2K | $4.1M | +0.00%(+0) | $378.91(+91.86%) | 2026-03-31 | |
| GOOGL | Alphabet, Inc Class A | 2.13% | 13.9K | $4.0M | -3.07%(-440) | $97.93(+296.66%) | 2026-03-31 | |
| AVGO | Broadcom, Inc | 1.88% | 11.4K | $3.5M | +0.54%(+61) | $61.74(+592.22%) | 2026-03-31 | |
| ABBV | AbbVie Inc | 1.71% | 14.7K | $3.2M | -5.14%(-796) | $148.24(+39.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +14.04% | +48.30% |
| Top 20 Holdings Unweighted | +14.20% | +48.95% |
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