FIRST COMMUNITY TRUST NA

CIK

1130344

Location

DUBUQUE, IA

Portfolio Value

Micro $1,936,336

Diversification

Diversified

Filing Date

Global Rank

#5,185 / 8,232 ▲ 352

Top Industry

Semiconductors 12.2%

3Y Alpha vs SPY

-1.2%

Period ended 2 months ago

Filed Apr 16, 2026 · 59d

18 quarters · since Dec 2021

Clone Performance

Jun 2023–Jun 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+71.3%

SPY

+76.3%

Annualised alpha

-1.2%

Max drawdown

−19.9%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

233 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

10.8%

−1.1 pts

Top 5

41.8%

−0.7 pts

Top 10

59.9%

−1.7 pts

HHI

464

Diversified−26

Portfolio Trend

18 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	41.7%	$45,149,149	38
Industrials	12.1%	$13,096,198	31
Communication Services	10.1%	$10,950,679	8
Consumer Defensive	9.6%	$10,404,000	21
Healthcare	7.7%	$8,392,563	30
Financial Services	7.3%	$7,866,454	31
Consumer Cyclical	3.5%	$3,822,109	24
Unclassified	2.9%	$3,116,389	6
Energy	2.6%	$2,842,408	12
Utilities	1.8%	$1,936,336	16
Basic Materials	0.5%	$541,377	10
Real Estate	0.2%	$209,817	6

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SMCI	Super Micro Computer, Inc.	+11,710	23,420	$533,273
QQQ	Invesco Qqq Trust, Series 1	+4,150	4,971	$2,869,161
NVDA	Nvidia Corp	+2,076	49,512	$8,634,892
USB	US Bancorp De	+1,427	28,567	$1,485,769
BWA	Borgwarner Inc	+1,196	7,625	$413,732
PFGC	Performance Food Group Co	+1,091	12,630	$1,081,885
CLX	Clorox Co /De/	+533	10,074	$1,043,968
WMT	Walmart Inc.	+501	24,949	$3,100,661
T	At&T Inc.	+500	2,911	$84,389
CVX	Chevron Corp	+499	7,937	$1,642,165
VRT	Vertiv Holdings Co	+490	2,606	$653,011
RTX	RTX Corp	+456	6,001	$1,157,592
CEG	Constellation Energy Corp	+454	2,845	$794,466
BDX	Becton Dickinson & Co	+449	7,534	$1,184,570
AMZN	Amazon Com Inc	+429	12,080	$2,515,901
AVGO	Broadcom Inc.	+423	5,860	$1,813,728
PG	PROCTER & GAMBLE Co	+313	23,565	$3,403,728
MU	Micron Technology Inc	+307	1,359	$459,124
SLB	Slb Limited/Nv	+300	828	$42,550
MS	Morgan Stanley	+300	373	$61,384
AMD	Advanced Micro Devices Inc	+281	4,572	$930,081
MSFT	Microsoft Corp	+271	19,459	$7,203,138
JPM	Jpmorgan Chase & Co	+266	3,739	$1,099,864
BRK-B	Berkshire Hathaway Inc	+245	3,490	$1,672,408
HD	Home Depot, Inc.	+210	694	$228,249
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
LNT	Alliant Energy Corp	−5,076	1,093	$78,433
ACN	Accenture plc	−1,304	1,646	$326,385
XRAY	DENTSPLY SIRONA Inc.	−1,000	13,590	$157,644
EMO	ClearBridge Energy Midstream Opportunity Fund Inc.	−772	772	$40,777
CARR	CARRIER GLOBAL Corp	−600	272	$15,316
HOLX	HOLOGIC INC	−421	16,132	$1,219,417
PFG	Principal Financial Group Inc	−376	517	$46,586
XPO	XPO, Inc.	−354	146	$28,404
OTIS	Otis Worldwide Corp	−300	136	$10,482
INTC	Intel Corp	−250	7,627	$336,579
SMG	Scotts Miracle-Gro Co	−150	1,170	$71,147
JNJ	Johnson & Johnson	−136	2,649	$647,521
MDT	Medtronic plc	−100	339	$29,374
CRM	Salesforce, Inc.	−85	1,045	$195,070
KHC	Kraft Heinz Co	−75	232	$5,217
TGT	Target Corp	−75	1,229	$148,954
CL	Colgate Palmolive Co	−70	393	$33,495
DE	Deere & Co	−65	14,069	$7,925,067
FDX	Fedex Corp	−60	100	$35,618
NTRS	Northern Trust Corp	−50	6,803	$949,494
SOLS	Solstice Advanced Materials Inc.	−37	68	$5,178
GE	General Electric Co	−30	641	$181,896
PEP	Pepsico Inc	−27	1,239	$192,404
SPY	Spdr S&P 500 ETF Trust	−23	162	$105,355
AMAT	Applied Materials Inc /De	−11	28,841	$9,857,565
No positions match the current search.

New Positions

Positions the filer opened this quarter

7 positions

Ticker	Company	Shares	Value
WAT	Waters Corp /De/	945	$281,421
FTAI	FTAI Aviation Ltd.	905	$221,725
PL	Planet Labs PBC	4,115	$115,014
RCAT	Red Cat Holdings, Inc.	8,025	$105,047
VST	Vistra Corp.	357	$53,667
AZN	Astrazeneca PLC	75	$14,791
VSNT	Versant Media Group, Inc.	44	$1,628
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
SLV	iShares Silver Trust	1,825	$117,566
IAU	Ishares Gold Trust	1,030	$83,605
EXAS	EXACT SCIENCES CORP	325	$33,007
ENPH	Enphase Energy, Inc.	700	$22,435
NKE	NIKE, Inc.	200	$12,742
PII	Polaris Inc.	72	$4,554
LW	Lamb Weston Holdings, Inc.	33	$1,382
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

16 positions · $1,936,336 total · Utilities only · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
CEG	Constellation Energy Corp Utilities	Added	2,845	+454	$794,466	−5.9%	41.03%
NEE	Nextera Energy Inc Utilities	Held	4,388	0	$407,557	+15.7%	21.05%
XEL	Xcel Energy Inc Utilities	Held	1,500	0	$119,160	+7.6%	6.15%
ED	Consolidated Edison Inc Utilities	Held	700	0	$79,226	+14.0%	4.09%
LNT	Alliant Energy Corp Utilities	Reduced	1,093	-5,076	$78,433	−80.4%	4.05%
AEE	Ameren Corp Utilities	Held	700	0	$76,944	+10.1%	3.97%
ES	Eversource Energy Utilities	Held	1,080	0	$74,822	+2.9%	3.86%
VST	Vistra Corp. Utilities	NEW	357	NEW	$53,667	NEW	2.77%
DUK	Duke Energy CORP Utilities	Held	348	0	$45,567	+11.7%	2.35%
PEG	Public Service Enterprise Group Inc Utilities	Held	488	0	$39,503	+0.8%	2.04%
SO	Southern Co Utilities	Held	400	0	$38,608	+10.7%	1.99%
NI	Nisource Inc. Utilities	Held	792	0	$36,954	+11.7%	1.91%
AEP	American Electric Power Co Inc Utilities	Held	266	0	$34,867	+13.7%	1.80%
WTRG	Essential Utilities, Inc. Utilities	Held	802	0	$32,296	+5.0%	1.67%
WEC	Wec Energy Group, Inc. Utilities	Held	166	0	$19,217	+9.8%	0.99%
EIX	Edison International Utilities	Held	69	0	$5,049	+21.9%	0.26%