First Community Trust NA
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed July 7, 2025), First Community Trust NA reported 326 stock positions worth $123.1 million. Its top holding was Apple (AAPL) at 9.7% of the portfolio, followed by Microsoft (MSFT, 8.4%) and Nvidia (NVDA, 6.2%). Compared with Q1 2025, it opened 23 new positions, sold out of 10, added to 29 and reduced 60. The biggest buy was Meta Platforms Class A (META, shares +2%) and the biggest sale Apple (AAPL, shares −0%).
- Most Recent 13F
- Q2 2026
- Location
- DUBUQUE, IA
- CIK
- 0001130344
- Portfolio Value
- $123.1M (Q2 2025)
- SEC Filing
- 0001130344-25-000004 ↗ filed Jul 7, 2025
Holdings Value
Holdings 326 stocks · $123.1M
| AAPL Apple Inc. | 9.70% | 58,176 | $11.9M | Reduce -0.1% |
| MSFT Microsoft Corp. | 8.36% | 20,679 | $10.3M | Reduce -0.4% |
| NVDA Nvidia Corp. | 6.17% | 48,027 | $7.6M | Reduce -0.3% |
| DE Deere & Co. | 5.94% | 14,367 | $7.3M | Reduce -8.9% |
| AMAT Applied Materials Inc. | 5.89% | 39,624 | $7.3M | Reduce -0.3% |
| META Meta Platforms Inc. Class A | 4.89% | 8,155 | $6.0M | Add +2.5% |
| PG The Procter & Gamble Co. | 3.31% | 25,576 | $4.1M | No change |
| GOOGL Alphabet Inc. Class A | 2.60% | 18,189 | $3.2M | Reduce -9.7% |
| AMZN Amazon.com Inc. | 2.14% | 12,029 | $2.6M | Add +0.7% |
| WMT Walmart Inc. | 1.89% | 23,834 | $2.3M | Add +4.8% |
| GOOG Alphabet Inc. Class C | 1.86% | 12,907 | $2.3M | Add +0.2% |
| ABBV Abbvie Inc. | 1.81% | 12,026 | $2.2M | Reduce -0.2% |
| ACN Accenture PLC Class A | 1.54% | 6,335 | $1.9M | Reduce -0.9% |
| SHY iShares 1-3 Year Treasury Bo | 1.53% | 22,800 | $1.9M | No change |
| IVV iShares Core S&P 500 ETF | 1.41% | 2,785 | $1.7M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 1.30% | 3,287 | $1.6M | Reduce -0.3% |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | 1.20% | 5,177 | $1.5M | Add +10.0% |
| IEF iShares 7-10 Year Treasury B | 1.18% | 15,185 | $1.5M | No change |
| AVGO Broadcom Inc. | 1.18% | 5,257 | $1.4M | Reduce -0.2% |
| MCK McKesson Corp. | 1.15% | 1,925 | $1.4M | No change |
| BDX Becton Dickinson and Co. | 1.00% | 7,127 | $1.2M | No change |
| USB US Bancorp | 1.00% | 27,103 | $1.2M | No change |
| XLK SS Technology Select Sector | 0.97% | 4,737 | $1.2M | No change |
| CLX Clorox Company | 0.92% | 9,429 | $1.1M | No change |
| HOLX Hologic Inc. | 0.90% | 17,066 | $1.1M | Reduce -0.6% |
| CVX Chevron Corp. | 0.88% | 7,605 | $1.1M | Add +5.2% |
| NTRS Northern Trust Corp. | 0.80% | 7,753 | $983K | No change |
| JPM JPMorgan Chase & Co. | 0.78% | 3,292 | $954K | No change |
| PFGC Performance Food Group Co. | 0.76% | 10,661 | $933K | Reduce -0.2% |
| ZBH Zimmer Biomet Holdings Inc. | 0.70% | 9,382 | $856K | Reduce -2.6% |
| MOAT Vaneck Morningstar Wide Moat | 0.63% | 8,242 | $773K | No change |
| VTV Vanguard Mrngstr Val ETF-Aui | 0.60% | 4,201 | $742K | Add +0.6% |
| RTX RTX Corp. | 0.58% | 4,865 | $710K | No change |
| COST Costco Wholesale Corp. | 0.57% | 709 | $702K | No change |
| PFE Pfizer Inc. | 0.52% | 26,397 | $640K | Reduce -2.9% |
| DIS The Walt Disney Co. filed as DISNEY WALT CO | 0.52% | 5,118 | $635K | No change |
| VOO Vanguard S&P 500 ETF | 0.50% | 1,090 | $619K | Reduce -5.5% |
| NEE Nextera Energy Inc. | 0.50% | 8,868 | $616K | No change |
| AMD Advanced Micro Devices | 0.48% | 4,179 | $593K | Reduce -37.9% |
| CRWD CrowdStrike Holdings Inc. Class A | 0.47% | 1,135 | $578K | Add +25.0% |
| SMCI Super Micro Computer Inc. | 0.47% | 11,710 | $574K | No change |
| PANW Palo Alto Networks Inc. | 0.46% | 2,782 | $569K | No change |
| CEG Constellation Energy | 0.45% | 1,700 | $549K | Reduce -2.3% |
| SMG Scotts Miracle-Gro Co. | 0.43% | 7,945 | $524K | Reduce -0.6% |
| VXUS Vanguard Total Intl Stock | 0.42% | 7,471 | $516K | Add +8.0% |
| WCLD Wisdomtree Cloud Computing | 0.39% | 13,310 | $481K | No change |
| TGT Target Corp. | 0.38% | 4,754 | $469K | No change |
| IOO iShares Global 100 ETF | 0.37% | 4,204 | $453K | No change |
| QQQ Invesco QQQ Trust Series 1 | 0.37% | 821 | $453K | No change |
| QCOM Qualcomm Inc. | 0.36% | 2,750 | $438K | No change |
| JNJ Johnson & Johnson | 0.35% | 2,823 | $431K | Add +4.8% |
| CAT Caterpillar Inc. | 0.33% | 1,050 | $408K | No change |
| UMBF Umb Financial Corp. | 0.32% | 3,730 | $392K | No change |
| ROK Rockwell Automation Inc. | 0.32% | 1,168 | $388K | No change |
| LNT Alliant Energy Corp. | 0.30% | 6,169 | $373K | No change |
| PEP Pepsico Inc. | 0.28% | 2,628 | $347K | Reduce -7.3% |
| AMBA Ambarella Inc. | 0.27% | 5,000 | $330K | No change |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | 0.26% | 1,154 | $323K | Add +8.2% |
| CRM Salesforce Inc. | 0.26% | 1,175 | $320K | Add +58.8% |
| BLK BlackRock Inc. | 0.26% | 305 | $320K | Add +231.5% |
| AMGN Amgen Inc. | 0.26% | 1,137 | $317K | No change |
| VT Vanguard Tot World STK ETF | 0.25% | 2,415 | $310K | No change |
| ITW Illinois Tool Works | 0.25% | 1,238 | $306K | No change |
| SPYV SS SPDR P S&P 500 Value ETF | 0.25% | 5,820 | $305K | Add +0.3% |
| VB Vanguard Most SM-Cap ETF-Usd | 0.25% | 1,278 | $303K | Add +8.9% |
| UNP Union Pacific Corp. | 0.25% | 1,315 | $303K | No change |
| EMR Emerson Electric Co. | 0.23% | 2,153 | $287K | No change |
| SUB iShares Short-Term National | 0.23% | 2,671 | $284K | Reduce -33.6% |
| CMG Chipotle Mexican Grill Inc. | 0.23% | 5,000 | $281K | Reduce -37.5% |
| V Visa Inc. Class A | 0.23% | 781 | $277K | No change |
| CTVA Corteva Inc. | 0.21% | 3,419 | $255K | No change |
| CSCO Cisco Systems Inc. | 0.20% | 3,568 | $248K | Reduce -7.8% |
| XRAY Dentsply Sirona Inc. | 0.19% | 15,090 | $240K | Add +66.0% |
| TMO Thermo Fisher Scientific Inc. | 0.19% | 567 | $230K | Reduce -2.2% |
| ABT Abbott Laboratories | 0.19% | 1,683 | $229K | Reduce -1.3% |
| PM Philip Morris International | 0.18% | 1,250 | $228K | No change |
| LLY Eli Lilly & Co. | 0.18% | 287 | $224K | Add +9.1% |
| BWA Borgwarner Inc. | 0.18% | 6,529 | $219K | No change |
| TRV The Travelers Cos Inc. | 0.17% | 800 | $214K | Reduce -5.3% |
| MDLZ Mondelez International Inc. Class A | 0.16% | 2,968 | $200K | No change |
| AXP American Express Co. | 0.16% | 610 | $195K | No change |
| VRT Vertiv Holdings Co. Class A | 0.15% | 1,446 | $186K | No change |
| IBM Intl Business Machines Corp. filed as INTERNATIONAL BUSINESS MACHS | 0.15% | 620 | $183K | No change |
| INTC Intel Corp. | 0.14% | 7,877 | $176K | No change |
| SHOP Shopify Inc. Class A | 0.14% | 1,515 | $175K | New |
| TXN Texas Instruments Inc. | 0.14% | 838 | $174K | Reduce -2.9% |
| GE General Electric filed as GE AEROSPACE | 0.14% | 671 | $173K | No change |
| MPC Marathon Petroleum Corp. | 0.14% | 1,020 | $169K | No change |
| FDX FedEx Corp. | 0.13% | 716 | $163K | Reduce -5.8% |
| QYLD Global X Nasd 100 Cov Call | 0.13% | 9,717 | $162K | No change |
| BA The Boeing Co. | 0.13% | 772 | $162K | No change |
| VLO Valero Energy Corp. | 0.13% | 1,200 | $161K | No change |
| WM Waste Management Inc. | 0.13% | 700 | $160K | No change |
| KO The Coca-Cola Co. | 0.13% | 2,246 | $159K | No change |
| SWKS Skyworks Solutions Inc. | 0.13% | 2,090 | $156K | No change |
| EPD Enterprise Products Partners | 0.13% | 4,960 | $154K | No change |
| HRL Hormel Foods Corp. | 0.12% | 5,000 | $151K | No change |
| WFC Wells Fargo & Co. | 0.11% | 1,704 | $137K | No change |
| COF Capital One Financial Corp. | 0.11% | 635 | $135K | No change |
| KVUE Kenvue Inc. | 0.11% | 6,260 | $131K | No change |
Portfolio Sells Q1 2025 → Q2 2025
| AAPL Apple Inc. | Reduce -0.1% | 9.70% | −1.62 |
| CBSH Commerce Bancshares Inc. | Sold out | 0.00% | −1.04 |
| DE Deere & Co. | Reduce -8.9% | 5.94% | −0.54 |
| ABBV Abbvie Inc. | Reduce -0.2% | 1.81% | −0.39 |
| ZBH Zimmer Biomet Holdings Inc. | Reduce -2.6% | 0.70% | −0.26 |
| BRK.B Berkshire Hathaway Inc. Class B | Reduce -0.3% | 1.30% | −0.24 |
| ACN Accenture PLC Class A | Reduce -0.9% | 1.54% | −0.21 |
| SUB iShares Short-Term National | Reduce -33.6% | 0.23% | −0.14 |
| CMG Chipotle Mexican Grill Inc. | Reduce -37.5% | 0.23% | −0.12 |
| AMD Advanced Micro Devices | Reduce -37.9% | 0.48% | −0.12 |
| GOOGL Alphabet Inc. Class A | Reduce -9.7% | 2.60% | −0.12 |
| DEA Easterly Govt Pptys Inc. | Sold out | 0.00% | −0.11 |
| PEP Pepsico Inc. | Reduce -7.3% | 0.28% | −0.09 |
| PFE Pfizer Inc. | Reduce -2.9% | 0.52% | −0.08 |
| TMO Thermo Fisher Scientific Inc. | Reduce -2.2% | 0.19% | −0.07 |
| JCPB JPMorgan Core Plus Bond ETF | Reduce -50.0% | 0.06% | −0.07 |
| FNDX Schwab Fndmntl US LRG Co. ETF | Reduce -50.0% | 0.06% | −0.06 |
| DFUS Dimensional US Eq MKT ETF | Reduce -50.0% | 0.06% | −0.06 |
| MGK Vngrd Mrgstr MG CP GR ETF-Ui | Reduce -50.0% | 0.07% | −0.05 |
| VFQY Vanguard U.S. Quality Factor | Reduce -50.1% | 0.05% | −0.05 |
| DFIV Dimensional International Va | Reduce -50.0% | 0.05% | −0.04 |
| TY Tri-Continental Corp. | Sold out | 0.00% | −0.04 |
| DFAS Dimensional US Small Cap ETF | Reduce -50.0% | 0.04% | −0.04 |
| YLD Principal Act Hi YLD ETF | Reduce -50.0% | 0.03% | −0.04 |
| EFG iShares MSCI Eafe Growth ETF | Reduce -47.3% | 0.04% | −0.04 |
| VWO Vanguard Ftse Emerging Marke | Reduce -27.4% | 0.10% | −0.03 |
| FDX FedEx Corp. | Reduce -5.8% | 0.13% | −0.03 |
| PFG Principal Financial Group | Reduce -41.7% | 0.03% | −0.03 |
| XEL Xcel Energy Inc. | Reduce -16.7% | 0.08% | −0.03 |
| VCSH Vanguard S/T Corp. Bond ETF | Reduce -50.0% | 0.02% | −0.03 |
| HOLX Hologic Inc. | Reduce -0.6% | 0.90% | −0.02 |
| TRV The Travelers Cos Inc. | Reduce -5.3% | 0.17% | −0.02 |
| BAX Baxter International Inc. | Reduce -31.8% | 0.02% | −0.02 |
| VOO Vanguard S&P 500 ETF | Reduce -5.5% | 0.50% | −0.02 |
| EXPD Expeditors Intl Wash Inc. | Reduce -4.9% | 0.08% | −0.02 |
| DNL Wisdmtree GB Ex-US QL GR-Usd | Reduce -25.0% | 0.05% | −0.01 |
| LOW Lowe's Cos Inc. | Reduce -2.1% | 0.08% | −0.01 |
| ABT Abbott Laboratories | Reduce -1.3% | 0.19% | −0.01 |
| BMY Bristol-Myers Squibb Co. | Reduce -69.3% | 0.00% | −0.01 |
| DRI Darden Restaurants Inc. | Reduce -15.5% | 0.05% | −0.01 |
| VIG Vanguard Dividend Apprec ETF | Sold out | 0.00% | −0.01 |
| SCHA Schwab US Small-Cap ETF | Reduce -12.5% | 0.07% | −0.01 |
| PCY Invesco Emerging Markets Sov | Reduce -50.0% | 0.01% | −0.01 |
| BNY Bank of New York Mellon Corp. | Reduce -13.4% | 0.06% | −0.01 |
| HPQ HP Inc. | Reduce -18.7% | 0.02% | −0.01 |
| SCHM Schwab US Mid Cap ETF | Reduce -8.5% | 0.08% | −0.01 |
| CSCO Cisco Systems Inc. | Reduce -7.8% | 0.20% | −0.01 |
| SCHP Schwab U.S. Tips ETF | Reduce -14.3% | 0.03% | −0.01 |
| VLTO Veralto Corp. | Sold out | 0.00% | −0.01 |
| ADP Automatic Data Processing | Reduce -4.5% | 0.05% | −0.01 |
Portfolio Buys Q1 2025 → Q2 2025
| META Meta Platforms Inc. Class A | Add +2.5% | 4.89% | +0.88 |
| CRWD CrowdStrike Holdings Inc. Class A | Add +25.0% | 0.47% | +0.19 |
| BLK BlackRock Inc. | Add +231.5% | 0.26% | +0.18 |
| AMZN Amazon.com Inc. | Add +0.7% | 2.14% | +0.15 |
| WMT Walmart Inc. | Add +4.8% | 1.89% | +0.15 |
| SHOP Shopify Inc. Class A | New | 0.14% | +0.14 |
| VV Vngrd Mrgstr LRG-Cap ETF-Usd | Add +10.0% | 1.20% | +0.14 |
| GOOG Alphabet Inc. Class C | Add +0.2% | 1.86% | +0.10 |
| HYD Vaneck High Yield Muni ETF | New | 0.10% | +0.10 |
| HOOD Robinhood Markets Inc. Class A | New | 0.09% | +0.09 |
| CRM Salesforce Inc. | Add +58.8% | 0.26% | +0.09 |
| UPS United Parcel Service Class B | Add +775.2% | 0.09% | +0.08 |
| XRAY Dentsply Sirona Inc. | Add +66.0% | 0.19% | +0.08 |
| AGNC AGNC Investment Corp. | New | 0.05% | +0.05 |
| VXUS Vanguard Total Intl Stock | Add +8.0% | 0.42% | +0.04 |
| IWF iShares Russell 1000 Growth | Add +525.0% | 0.04% | +0.04 |
| CWI State Street SPDR MSCI Acwi | New | 0.03% | +0.03 |
| SCHV Schwab US Large-Cap Value | New | 0.03% | +0.03 |
| SCHD Schwab US DVD Equity ETF | Add +160.8% | 0.05% | +0.03 |
| VO Vngrd Mrngstr MD-Cap ETF-Usd | Add +8.2% | 0.26% | +0.02 |
| SCHF Schwab Intl Equity ETF | New | 0.02% | +0.02 |
| VB Vanguard Most SM-Cap ETF-Usd | Add +8.9% | 0.25% | +0.02 |
| SPYM Ste STR SPDR PT S&P 500 ETF | New | 0.02% | +0.02 |
| IEFA iShares Core MSCI Eafe ETF | Add +45.8% | 0.04% | +0.01 |
| AVEM Avantis Emerging Markets Eq | New | 0.01% | +0.01 |
| IUSB Ishr CR Unvrse Usd BD ETF-Ui | New | 0.01% | +0.01 |
| AVUV Avantis US Small Cap Value | New | 0.01% | +0.01 |
| SLYG SS SPDR S&P 600 SC GR ETF | New | 0.01% | +0.01 |
| SCHG Schwab US Large-Cap Growth | New | 0.01% | +0.01 |
| LMT Lockheed Martin Corp. | New | 0.01% | +0.01 |
| RHP Ryman Hospitality Properties | Add +20.0% | 0.05% | +0.01 |
| IWM iShares Russell 2000 ETF | Add +19.3% | 0.03% | +0.01 |
| IWR iShares Russell Mid-Cap ETF | New | 0.01% | +0.01 |
| IWP iShares Russell Mid-Cap Grow | New | 0.01% | +0.01 |
| AGG iShares Core U.S. Aggregate | New | 0.01% | +0.01 |
| MDYG SS SPDR S&P 400 MC GR ETF | New | 0.00% | +0.00 |
| IWS iShares Russell Mid-Cap Valu | New | 0.00% | +0.00 |
| SCZ iShares MSCI Eafe Small-Cap | New | 0.00% | +0.00 |
| USHY iShares Broad Usd High Yield | New | 0.00% | +0.00 |
| MDYV SS SPDR S&P 400 MC Val ETF | New | 0.00% | +0.00 |
| EFV iShares MSCI Eafe Value ETF | New | 0.00% | +0.00 |
| PRU Prudential Financial Inc. | Add +21.1% | 0.02% | +0.00 |
| FLIN Franklin Ftse India ETF | Add +14.3% | 0.00% | +0.00 |
| VOE Vngrd Mrngstr MD-Cap Val ETF | Add +1.9% | 0.01% | −0.00 |
| GLDM SPDR Gold Minishares Trust | Add +0.3% | 0.05% | −0.00 |
| VGLT Vanguard Long-Term Treasury | Add +1.5% | 0.04% | −0.00 |
| VZ Verizon Communications Inc. | Add +5.3% | 0.07% | −0.01 |
| LLY Eli Lilly & Co. | Add +9.1% | 0.18% | −0.01 |
| SPYV SS SPDR P S&P 500 Value ETF | Add +0.3% | 0.25% | −0.01 |
| VTV Vanguard Mrngstr Val ETF-Aui | Add +0.6% | 0.60% | −0.03 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 333 | $221.4M | WTV, AMAT, AAPL, NVDA, DE |
| Q1 2026 | 359 | $135.5M | AAPL, AMAT, NVDA, DE, MSFT |
| Q4 2025 | 352 | $134.0M | AAPL, MSFT, NVDA, AMAT, DE |
| Q3 2025 | 340 | $129.2M | AAPL, MSFT, NVDA, AMAT, DE |
| Q2 2025 | 326 | $123.1M | AAPL, MSFT, NVDA, DE, AMAT |
| Q1 2025 | 313 | $114.3M | AAPL, MSFT, DE, AMAT, NVDA |
| Q4 2024 | 319 | $140.0M | AAPL, DE, MSFT, SUB, AMAT |
| Q3 2024 | 312 | $122.4M | AAPL, MSFT, AMAT, NVDA, DE |
| Q2 2024 | 304 | $116.9M | AAPL, AMAT, MSFT, DE, NVDA |
| Q1 2024 | 279 | $106.3M | AAPL, MSFT, AMAT, DE, PG |