Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
First Growth Capital LLC (CIK 2112081) reported $131.9M across 136 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: VRT ($24.3M, 18.41%), IVV ($9.9M, 7.48%), SCHA ($3.2M, 2.41%), SCHX ($3.1M, 2.32%), QQQ ($2.6M, 1.96%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VRT | VERTIV HOLDINGS CO | $24.3M | 18.41% | 72,532 | Trimmed |
| 2 | IVV | ISHARES TR | $9.9M | 7.48% | 13,173 | Trimmed |
| 3 | SCHA | SCHWAB STRATEGIC TR | $3.2M | 2.41% | 87,861 | Hold |
| 4 | SCHX | SCHWAB STRATEGIC TR | $3.1M | 2.32% | 103,820 | Hold |
| 5 | QQQ | INVESCO QQQ TR | $2.6M | 1.96% | 3,519 | Trimmed |
| 6 | RECS | COLUMBIA ETF TR I | $2.4M | 1.82% | 55,371 | Trimmed |
| 7 | SCHD | SCHWAB STRATEGIC TR | $1.8M | 1.36% | 56,645 | Hold |
| 8 | VTI | VANGUARD INDEX FDS | $1.8M | 1.33% | 4,739 | Hold |
| 9 | AAPL | APPLE INC | $1.7M | 1.32% | 6,011 | Trimmed |
| 10 | MSFT | MICROSOFT CORP | $1.7M | 1.30% | 4,606 | Trimmed |
| 11 | SCHM | SCHWAB STRATEGIC TR | $1.7M | 1.27% | 45,486 | Hold |
| 12 | BINC | BLACKROCK ETF TRUST II | $1.7M | 1.27% | 32,013 | Added |
| 13 | INTC | INTEL CORP | $1.5M | 1.17% | 11,023 | Trimmed |
| 14 | CMPO | GPGI INC | $1.5M | 1.14% | 94,804 | Trimmed |
| 15 | XLI | SELECT SECTOR SPDR TR | $1.5M | 1.12% | 7,947 | New |
| 16 | COHR | COHERENT CORP | $1.5M | 1.11% | 3,704 | Trimmed |
| 17 | VOO | VANGUARD INDEX FDS | $1.4M | 1.07% | 2,059 | Added |
| 18 | XAR | SPDR SERIES TRUST | $1.4M | 1.04% | 4,819 | Added |
| 19 | CAT | CATERPILLAR INC | $1.4M | 1.03% | 1,271 | Trimmed |
| 20 | XLC | SELECT SECTOR SPDR TR | $1.3M | 1.01% | 12,480 | New |
| 21 | BOND | PIMCO ETF TR | $1.3M | 0.99% | 14,164 | Added |
| 22 | WWD | WOODWARD INC | $1.3M | 0.98% | 3,029 | Hold |
| 23 | AAXJ | ISHARES TR | $1.3M | 0.96% | 10,589 | Trimmed |
| 24 | MFUS | PIMCO EQUITY SER | $1.2M | 0.95% | 18,599 | Trimmed |
| 25 | PH | PARKER-HANNIFIN CORP | $1.2M | 0.94% | 1,266 | Trimmed |
Source: SEC Form 13F filings · as of 2026-06-30