Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

First City Capital Management, Inc. 13F Holdings -- Portfolio & Top Positions (2026-03-31)

First City Capital Management, Inc. (CIK 1427350) reported $188.7M across 159 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: SPY ($8.4M, 4.45%), VOO ($8.1M, 4.27%), XOM ($7.5M, 3.96%), MSFT ($7.2M, 3.81%), MGMT ($6.6M, 3.49%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPYSTATE STR SPDR S&P 500 ETF T$8.4M4.45%12,902Trimmed
2VOOVANGUARD INDEX FDS$8.1M4.27%13,477Added
3XOMEXXON MOBIL CORP$7.5M3.96%44,061Trimmed
4MSFTMICROSOFT CORP$7.2M3.81%19,427Trimmed
5MGMTUNIFIED SER TR$6.6M3.49%146,074Added
6NVDANVIDIA CORPORATION$6.0M3.17%34,336Trimmed
7LLYELI LILLY & CO$5.6M2.98%6,122Trimmed
8ABBVABBVIE INC$5.3M2.81%24,349Trimmed
9BRK/BBERKSHIRE HATHAWAY INC DEL$4.8M2.54%10,008Added
10JPMJPMORGAN CHASE & CO$4.4M2.35%15,047Added
11HDHOME DEPOT INC$4.3M2.30%13,193Added
12KOCOCA COLA CO$4.3M2.27%56,199Trimmed
13AAPLAPPLE INC$3.5M1.88%13,981Added
14CVXCHEVRON CORPORATION$3.4M1.82%16,577Trimmed
15RTXRTX CORPORATION$3.0M1.60%15,687Trimmed
16AMZNAMAZON COM INC$3.0M1.57%14,249Added
17JNJJOHNSON & JOHNSON$2.6M1.38%10,637Trimmed
18VZVERIZON COMMUNICATIONS INC$2.5M1.34%50,458Added
19MRKMERCK & CO INC$2.2M1.18%18,503Trimmed
20BACBANK AMERICA CORP$2.1M1.10%42,385Trimmed
21IBMINTERNATIONAL BUSINESS MACHS$2.0M1.07%8,297Trimmed
22PAUGINNOVATOR ETFS TRUST$1.9M1.03%45,375Trimmed
23GLDSPDR GOLD TR$1.8M0.95%4,184Trimmed
24LMTLOCKHEED MARTIN CORP$1.7M0.90%2,796Trimmed
25MOALTRIA GROUP INC$1.7M0.89%25,547Trimmed

Source: SEC Form 13F filings · as of 2026-03-31