First County Bank /CT/

CIK

1983616

Location

Stamford, CT

Portfolio Value

Small $190,486,171

Diversification

Diversified

Reports for

FCI Advisors - Inv Advisor FCI Advisors - Outside Inv Adv

Filing Date

Global Rank

#6,217 / 8,807 — · as of Jun 2026

Top Industry

Semiconductors 15.6%

Period ended 20 days ago

Filed Oct 13, 2026 · 7d

16 quarters · since Dec 2022

Regulatory profile

From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.

Holder type

Unknown

Portfolio style

Measured from the filed 13F common-share book for Jun 30, 2026, the newest measured quarter, never from the firm's own description.

Style

Diversified active

Top 10 weight 43.3%, 31.8 effective positions, active share 53.1% against the S&P 500 as of 2026-06-30; it meets none of the index-like, systematic-like or concentrated tests

Turnover

Low turnover

15.3% over the last four quarters (under 30%)

Horizon

Long horizon

Value-weighted holding period 13.1 quarters (12+)

Closest benchmark: the S&P 500 as of 2026-06-30, active share 53.1%; sector active share 24.7% against the combined 13F book's sector weights.

Over time 15 measured quarters

How the bands are measured

Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.

Clone Performance

Build a hypothetical price-return history from this filer's public 13F holdings.

View clone backtest

Portfolio Concentration

161 tracked positions · as of Sep 30, 2026 · Δ vs Jun 30, 2026

Top Position

11.2%

+0.9 pts

Top 5

31.0%

−0.3 pts

Top 10

42.5%

−0.8 pts

HHI

304

Diversified−10

Portfolio Trend

16 quarters · across all stocks

Sector Breakdown

As of Sep 30, 2026

Sector	% Portfolio	Value	Positions
Technology	31.2%	$59,523,365	25
Unclassified	22.9%	$43,691,836	45
Healthcare	9.9%	$18,868,263	17
Financial Services	7.4%	$14,090,388	18
Industrials	6.6%	$12,578,225	15
Consumer Defensive	5.9%	$11,186,985	10
Communication Services	5.5%	$10,466,685	6
Consumer Cyclical	4.5%	$8,621,252	8
Energy	2.4%	$4,587,692	5
Utilities	2.3%	$4,394,384	6
Basic Materials	0.7%	$1,369,670	3
Real Estate	0.6%	$1,107,426	3

Last Quarter's Activity

Export CSV

Sep 30, 2026 vs Jun 30, 2026

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
SCHG	Schwab U.S. Large-Cap Growth ETF	+8,480	73,678	$2,647,250
VTV	VANGUARD VALUE INDEX FUND	+5,952	64,391	$13,913,607
VEA	Vanguard FTSE Developed Markets ETF	+4,919	23,206	$1,638,575
NVDA	Nvidia Corp	+4,495	49,216	$11,239,949
IJR	iShares Core S&P Small-Cap ETF	+2,418	18,872	$0
SCHO	Schwab Short-Term U.S. Treasury ETF	+1,967	34,013	$811,550
APH	Amphenol Corp /De/	+1,727	3,108	$262,004
INTC	Intel Corp	+1,458	5,699	$685,190
IEFA	iShares Core MSCI EAFE ETF	+1,225	23,360	$0
VUG	VANGUARD GROWTH INDEX FUND	+1,204	16,668	$1,501,953
IJH	iShares Core S&P Mid-Cap ETF	+1,177	22,296	$0
AAPL	Apple Inc.	+1,098	29,947	$9,972,948
GOOG	Alphabet Inc.	+1,050	4,987	$1,699,269
WMB	Williams Companies, Inc.	+843	15,617	$1,061,487
PG	PROCTER & GAMBLE Co	+810	14,009	$2,035,226
VWO	VANGUARD EMERGING MARKETS STOCK INDEX FUND	+788	4,313	$255,804
TSLA	Tesla, Inc.	+695	2,567	$910,796
VOO	VANGUARD 500 INDEX FUND	+643	4,172	$2,923,987
LRCX	Lam Research Corp	+611	3,094	$1,016,408
AVGO	Broadcom Inc.	+584	12,241	$4,298,915
NEE	Nextera Energy Inc	+510	5,076	$384,455
META	Meta Platforms, Inc.	+485	3,019	$2,189,316
GOOGL	Alphabet Inc.	+453	13,796	$4,746,925
MDT	Medtronic plc	+445	5,781	$498,841
BRK-B	Berkshire Hathaway Inc	+437	3,387	$1,686,555
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
T	At&T Inc.	−4,763	11,423	$278,720
HBAN	Huntington Bancshares Inc /Md/	−4,338	36,038	$549,939
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	−3,498	32,656	$1,879,679
PFE	Pfizer Inc	−1,713	22,078	$629,664
NGG	National Grid PLC	−1,536	5,706	$432,628
GILD	Gilead Sciences, Inc.	−1,535	13,553	$2,020,074
VZ	Verizon Communications Inc	−1,234	26,691	$1,224,316
SCHV	Schwab U.S. Large-Cap Value ETF	−1,182	39,172	$1,304,819
PANW	Palo Alto Networks Inc	−1,044	8,893	$3,533,277
CSCO	Cisco Systems, Inc.	−952	13,745	$1,479,372
ADBE	Adobe Inc.	−900	848	$203,468
BTI	British American Tobacco p.l.c.	−835	7,175	$390,320
MSFT	Microsoft Corp	−833	19,249	$9,872,810
SCHX	Schwab U.S. Large-Cap ETF	−800	16,570	$497,100
EMR	Emerson Electric Co	−793	13,372	$2,073,997
MCHP	Microchip Technology Inc	−768	23,047	$1,792,365
SO	Southern Co	−613	9,043	$749,573
AEP	American Electric Power Co Inc	−575	9,709	$1,151,874
USB	US Bancorp De	−519	6,658	$384,565
LIN	Linde PLC	−480	924	$438,576
AMZN	Amazon Com Inc	−465	14,419	$3,592,492
MRK	Merck & Co., Inc.	−394	18,394	$2,672,830
BX	Blackstone Inc.	−326	5,213	$584,324
IJS	iShares S&P Small-Cap 600 Value ETF	−316	49,716	$0
ORCL	Oracle Corp	−307	9,288	$1,275,242
No positions match the current search.

New Positions

Positions the filer opened this quarter

6 positions

Ticker	Company	Shares	Value
NFLX	Netflix Inc	4,716	$328,139
BND	VANGUARD TOTAL BOND MARKET INDEX FUND	4,123	$289,228
GEV	GE Vernova Inc.	272	$258,532
VXUS	Vanguard Total International Stock ETF	2,678	$227,522
ACN	Accenture plc	1,147	$210,325
IGIB	iShares 5-10 Year Investment Grade Corporate Bond ETF	9,476	$0
No positions match the current search.

Sold Out

Positions the filer fully exited

4 positions

Ticker	Company	Shares	Value
XOM	ExxonMobil Holdings Corp	34,470	$4,712,736
—		2,104	$518,025
PPL	PPL Corp	5,933	$215,663
FTV	Fortive Corp	3,408	$208,193
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

161 tracked positions · $190,486,171 total · filing declares 383 positions · $216,322,042 · as of Sep 30, 2026

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

Showing 1–50 of 161 positions by value · page 1 of 4

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
VTV	VANGUARD VALUE INDEX FUND	Added	64,391	+5,952	$13,913,607	+9.2%	7.30%
NVDA	Nvidia Corp Technology	Added	49,216	+4,495	$11,239,949	+25.6%	5.90%
AAPL	Apple Inc. Technology	Added	29,947	+1,098	$9,972,948	+19.5%	5.24%
MSFT	Microsoft Corp Technology	Reduced	19,249	-833	$9,872,810	+31.8%	5.18%
GOOGL	Alphabet Inc. Communication Services	Added	13,796	+453	$4,746,925	−0.5%	2.49%
AVGO	Broadcom Inc. Technology	Added	12,241	+584	$4,298,915	−2.4%	2.26%
ABBV	AbbVie Inc. Healthcare	Added	14,671	+61	$3,837,786	+4.4%	2.01%
AMZN	Amazon Com Inc Consumer Cyclical	Reduced	14,419	-465	$3,592,492	+1.3%	1.89%
PANW	Palo Alto Networks Inc Technology	Reduced	8,893	-1,044	$3,533,277	+4.3%	1.85%
AMD	Advanced Micro Devices Inc Technology	Added	5,762	+58	$3,524,961	+6.4%	1.85%
JPM	Jpmorgan Chase & Co Financial Services	Added	9,997	+253	$3,307,306	+3.7%	1.74%
VYM	VANGUARD HIGH DIVIDEND YIELD INDEX FUND	Added	20,306	+78	$3,151,491	−1.4%	1.65%
SPY	Spdr S&P 500 ETF Trust	Reduced	3,921	-10	$2,990,272	+1.9%	1.57%
VOO	VANGUARD 500 INDEX FUND	Added	4,172	+643	$2,923,987	+20.6%	1.54%
COST	Costco Wholesale Corp /New Consumer Defensive	Added	3,050	+91	$2,776,535	+0.3%	1.46%
PM	Philip Morris International Inc. Consumer Defensive	Reduced	14,098	-220	$2,690,179	+3.9%	1.41%
MRK	Merck & Co., Inc. Healthcare	Reduced	18,394	-394	$2,672,830	+10.7%	1.40%
SCHG	Schwab U.S. Large-Cap Growth ETF	Added	73,678	+8,480	$2,647,250	+20.0%	1.39%
CRM	Salesforce, Inc. Technology	Added	10,093	+162	$2,317,048	+48.9%	1.22%
CAT	Caterpillar Inc Industrials	Reduced	2,752	-82	$2,231,291	−26.1%	1.17%
META	Meta Platforms, Inc. Communication Services	Added	3,019	+485	$2,189,316	+53.4%	1.15%
EMR	Emerson Electric Co Industrials	Reduced	13,372	-793	$2,073,997	+2.3%	1.09%
PG	PROCTER & GAMBLE Co Consumer Defensive	Added	14,009	+810	$2,035,226	+5.2%	1.07%
GILD	Gilead Sciences, Inc. Healthcare	Reduced	13,553	-1,535	$2,020,074	+6.0%	1.06%
ETN	Eaton Corp plc Industrials	Added	4,667	+45	$2,005,455	+1.8%	1.05%
KLAC	Kla Corp Technology	Added	10,068	+48	$1,962,555	−35.1%	1.03%
VGSH	VANGUARD SHORT-TERM TREASURY INDEX FUND	Reduced	32,656	-3,498	$1,879,679	−10.7%	0.99%
VO	VANGUARD MID-CAP INDEX FUND	Reduced	23,638	-107	$1,853,691	−3.1%	0.97%
MCHP	Microchip Technology Inc Technology	Reduced	23,047	-768	$1,792,365	−17.5%	0.94%
VCSH	VANGUARD SHORT-TERM CORPORATE BOND INDEX FUND	Held	22,838	0	$1,764,235	−2.3%	0.93%
JNJ	Johnson & Johnson Healthcare	Added	6,582	+184	$1,742,517	+7.2%	0.91%
AMGN	Amgen Inc Healthcare	Reduced	4,037	-21	$1,701,634	+15.8%	0.89%
GOOG	Alphabet Inc. Communication Services	Added	4,987	+1,050	$1,699,269	+22.2%	0.89%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	3,387	+437	$1,686,555	+14.3%	0.89%
UNP	Union Pacific Corp Industrials	Reduced	6,067	-118	$1,651,012	−1.9%	0.87%
VEA	Vanguard FTSE Developed Markets ETF	Added	23,206	+4,919	$1,638,575	+25.8%	0.86%
LLY	ELI LILLY & Co Healthcare	Added	1,397	+78	$1,616,440	+2.2%	0.85%
VUG	VANGUARD GROWTH INDEX FUND	Added	16,668	+1,204	$1,501,953	+12.8%	0.79%
CSCO	Cisco Systems, Inc. Technology	Reduced	13,745	-952	$1,479,372	−14.3%	0.78%
ADP	Automatic Data Processing Inc Technology	Added	5,059	+103	$1,305,525	+17.6%	0.69%
SCHV	Schwab U.S. Large-Cap Value ETF	Reduced	39,172	-1,182	$1,304,819	−7.1%	0.68%
V	Visa Inc. Financial Services	Added	3,591	+140	$1,290,352	+9.0%	0.68%
ORCL	Oracle Corp Technology	Reduced	9,288	-307	$1,275,242	−9.3%	0.67%
HD	Home Depot, Inc. Consumer Cyclical	Added	4,417	+44	$1,256,590	−18.5%	0.66%
MCD	Mcdonalds Corp Consumer Cyclical	Added	5,401	+334	$1,247,305	−8.9%	0.65%
VZ	Verizon Communications Inc Communication Services	Reduced	26,691	-1,234	$1,224,316	+3.5%	0.64%
BIV	Vanguard Bond Index Funds	Added	16,786	+3	$1,223,027	−5.0%	0.64%
RTX	RTX Corp Industrials	Added	6,397	+85	$1,187,601	−0.8%	0.62%
AEP	American Electric Power Co Inc Utilities	Reduced	9,709	-575	$1,151,874	−18.1%	0.60%
DUK	Duke Energy CORP Utilities	Reduced	9,714	-266	$1,107,492	−12.3%	0.58%

Showing the top 50 of 161 positions. Create a free account to see every position, past quarters, search, filters and CSV export.

Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.