First City Capital Management as of Sept. 30, 2023
Portfolio Holdings for First City Capital Management
First City Capital Management holds 161 positions in its portfolio as reported in the September 2023 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 5.2 | $8.2M | 26k | 315.75 | |
Home Depot (HD) | 4.1 | $6.6M | 22k | 302.16 | |
Eli Lilly & Co. (LLY) | 3.5 | $5.6M | 10k | 537.15 | |
Exxon Mobil Corporation (XOM) | 3.4 | $5.4M | 46k | 117.58 | |
Spdr S&p 500 Etf Tr Tr Unit (SPY) | 3.2 | $5.1M | 12k | 427.48 | |
Coca-Cola Company (KO) | 3.0 | $4.8M | 86k | 55.98 | |
Abbvie (ABBV) | 2.8 | $4.4M | 30k | 149.06 | |
Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.3 | $3.7M | 11k | 350.30 | |
Apple (AAPL) | 2.2 | $3.5M | 21k | 171.21 | |
Merck & Co (MRK) | 2.0 | $3.2M | 31k | 102.95 | |
Procter & Gamble Company (PG) | 1.6 | $2.5M | 17k | 145.86 | |
JPMorgan Chase & Co. (JPM) | 1.5 | $2.5M | 17k | 145.02 | |
Chevron Corporation (CVX) | 1.4 | $2.3M | 13k | 168.62 | |
Unified Ser Tr Ballast Smlmd Cp (MGMT) | 1.3 | $2.1M | 62k | 34.46 | |
Amazon (AMZN) | 1.3 | $2.0M | 16k | 127.12 | |
Illinois Tool Works (ITW) | 1.3 | $2.0M | 8.8k | 230.31 | |
Pfizer (PFE) | 1.2 | $2.0M | 60k | 33.17 | |
Lowe's Companies (LOW) | 1.2 | $1.9M | 9.3k | 207.85 | |
Raytheon Technologies Corp (RTX) | 1.2 | $1.9M | 27k | 71.97 | |
Southern Company (SO) | 1.1 | $1.8M | 28k | 64.72 | |
CVS Caremark Corporation (CVS) | 1.1 | $1.8M | 26k | 69.82 | |
Avery Dennison Corporation (AVY) | 1.1 | $1.7M | 9.3k | 182.67 | |
Johnson & Johnson (JNJ) | 1.1 | $1.7M | 11k | 155.75 | |
NVIDIA Corporation (NVDA) | 1.0 | $1.6M | 3.7k | 434.99 | |
Lockheed Martin Corporation (LMT) | 1.0 | $1.6M | 3.9k | 408.96 | |
Bank of America Corporation (BAC) | 1.0 | $1.6M | 59k | 27.38 | |
Northrop Grumman Corporation (NOC) | 1.0 | $1.6M | 3.6k | 440.19 | |
Innovator Etfs Tr Us Eqty Pwr Bf (PAUG) | 1.0 | $1.6M | 50k | 31.05 | |
Paychex (PAYX) | 1.0 | $1.6M | 14k | 115.33 | |
Bristol Myers Squibb (BMY) | 1.0 | $1.5M | 26k | 58.04 | |
Verizon Communications (VZ) | 0.9 | $1.5M | 45k | 32.41 | |
Mondelez Intl Cl A (MDLZ) | 0.9 | $1.5M | 21k | 69.40 | |
Altria (MO) | 0.9 | $1.4M | 34k | 42.05 | |
International Business Machines (IBM) | 0.9 | $1.4M | 10k | 140.30 | |
Vanguard Index Fds S&p 500 Etf Shs (VOO) | 0.9 | $1.4M | 3.5k | 392.68 | |
Sanofi Sponsored Adr (SNY) | 0.8 | $1.2M | 23k | 53.64 | |
Eaton Corp SHS (ETN) | 0.7 | $1.2M | 5.6k | 213.28 | |
General Mills (GIS) | 0.7 | $1.2M | 19k | 63.99 | |
Cisco Systems (CSCO) | 0.7 | $1.2M | 22k | 53.76 | |
Duke Energy Corp Com New (DUK) | 0.7 | $1.1M | 13k | 88.26 | |
Pepsi (PEP) | 0.7 | $1.1M | 6.6k | 169.43 | |
Abbott Laboratories (ABT) | 0.7 | $1.1M | 12k | 96.85 | |
Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.7 | $1.1M | 29k | 37.48 | |
At&t (T) | 0.7 | $1.1M | 72k | 15.02 | |
Direxion Shs Etf Tr Tsla Bull 1.5x (TSLL) | 0.7 | $1.1M | 68k | 15.47 | |
Cincinnati Financial Corporation (CINF) | 0.7 | $1.0M | 10k | 102.29 | |
Amgen (AMGN) | 0.6 | $1.0M | 3.8k | 268.76 | |
Honeywell International (HON) | 0.6 | $1.0M | 5.6k | 184.74 | |
Wells Fargo & Company (WFC) | 0.6 | $923k | 23k | 40.86 | |
Innovator Etfs Tr Us Eqty Pwr Buf (PJAN) | 0.6 | $884k | 25k | 34.80 | |
Intel Corporation (INTC) | 0.5 | $826k | 23k | 35.55 | |
Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $817k | 6.2k | 130.86 | |
Philip Morris International (PM) | 0.5 | $795k | 8.6k | 92.58 | |
Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.5 | $784k | 2.3k | 334.98 | |
Ishares Tr Rus 1000 Grw Etf (IWF) | 0.5 | $779k | 2.9k | 265.99 | |
Becton, Dickinson and (BDX) | 0.5 | $761k | 2.9k | 258.52 | |
Qualcomm (QCOM) | 0.5 | $748k | 6.7k | 111.06 | |
Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.5 | $740k | 35k | 20.99 | |
Carrier Global Corporation (CARR) | 0.5 | $740k | 13k | 55.20 | |
Genuine Parts Company (GPC) | 0.5 | $724k | 5.0k | 144.38 | |
Leggett & Platt (LEG) | 0.5 | $719k | 28k | 25.41 | |
3M Company (MMM) | 0.4 | $703k | 7.5k | 93.62 | |
Nextera Energy (NEE) | 0.4 | $691k | 12k | 57.29 | |
Astrazeneca Sponsored Adr (AZN) | 0.4 | $690k | 10k | 67.72 | |
Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.4 | $666k | 13k | 53.18 | |
Comcast Corp Cl A (CMCSA) | 0.4 | $659k | 15k | 44.34 | |
Textron (TXT) | 0.4 | $657k | 8.4k | 78.14 | |
L3harris Technologies (LHX) | 0.4 | $652k | 3.7k | 174.12 | |
Vanguard Index Fds Extend Mkt Etf (VXF) | 0.4 | $642k | 4.5k | 143.33 | |
Crane Company Common Stock (CR) | 0.4 | $632k | 7.1k | 88.84 | |
GSK Sponsored Adr (GSK) | 0.4 | $628k | 17k | 36.25 | |
UnitedHealth (UNH) | 0.4 | $626k | 1.2k | 504.19 | |
Kraft Heinz (KHC) | 0.4 | $617k | 18k | 33.64 | |
Northern Trust Corporation (NTRS) | 0.4 | $610k | 8.8k | 69.48 | |
McDonald's Corporation (MCD) | 0.4 | $598k | 2.3k | 263.44 | |
Whirlpool Corporation (WHR) | 0.4 | $572k | 4.3k | 133.70 | |
Novartis Sponsored Adr (NVS) | 0.4 | $566k | 5.6k | 101.86 | |
Acuity Brands (AYI) | 0.3 | $549k | 3.2k | 170.32 | |
Spdr Gold Tr Gold Shs (GLD) | 0.3 | $548k | 3.2k | 171.45 | |
Freeport-mcmoran CL B (FCX) | 0.3 | $547k | 15k | 37.29 | |
American Express Company (AXP) | 0.3 | $544k | 3.6k | 149.19 | |
Cardinal Health (CAH) | 0.3 | $543k | 6.3k | 86.82 | |
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) | 0.3 | $538k | 7.3k | 73.27 | |
Dover Corporation (DOV) | 0.3 | $531k | 3.8k | 139.51 | |
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.3 | $521k | 9.7k | 53.52 | |
Norfolk Southern (NSC) | 0.3 | $518k | 2.6k | 196.93 | |
Wp Carey (WPC) | 0.3 | $508k | 9.4k | 54.08 | |
Chubb (CB) | 0.3 | $496k | 2.4k | 208.18 | |
Sealed Air (SEE) | 0.3 | $491k | 15k | 32.86 | |
Seagen | 0.3 | $488k | 2.3k | 212.15 | |
Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.3 | $485k | 12k | 41.93 | |
Ishares Tr Msci Emg Mkt Etf (EEM) | 0.3 | $477k | 13k | 37.95 | |
Cummins (CMI) | 0.3 | $467k | 2.0k | 228.46 | |
Barrick Gold Corp (GOLD) | 0.3 | $466k | 32k | 14.55 | |
Wal-Mart Stores (WMT) | 0.3 | $463k | 2.9k | 159.93 | |
Meta Platforms Cl A (META) | 0.3 | $444k | 1.5k | 300.21 | |
Johnson Ctls Intl SHS (JCI) | 0.3 | $440k | 8.3k | 53.21 | |
Alphabet Cap Stk Cl C (GOOG) | 0.3 | $439k | 3.3k | 131.85 | |
McKesson Corporation (MCK) | 0.3 | $435k | 1.0k | 434.85 | |
Southern Copper Corporation (SCCO) | 0.3 | $431k | 5.7k | 75.29 | |
Canadian Pacific Kansas City (CP) | 0.3 | $423k | 5.7k | 74.41 | |
Sovos Brands | 0.3 | $417k | 19k | 22.55 | |
Brown Forman Corp CL B (BF.B) | 0.3 | $410k | 7.1k | 57.69 | |
Canadian Natl Ry (CNI) | 0.3 | $410k | 3.8k | 108.33 | |
Boeing Company (BA) | 0.3 | $407k | 2.1k | 191.68 | |
Costco Wholesale Corporation (COST) | 0.2 | $396k | 701.00 | 564.96 | |
Proshares Tr S&p 500 Dv Arist (NOBL) | 0.2 | $395k | 4.5k | 88.55 | |
Rio Tinto Sponsored Adr (RIO) | 0.2 | $394k | 6.2k | 63.64 | |
Ishares Tr Core S&p500 Etf (IVV) | 0.2 | $387k | 902.00 | 429.43 | |
Ishares Tr Core S&p Us Gwt (IUSG) | 0.2 | $387k | 4.1k | 94.83 | |
Ssga Active Etf Tr Spdr Tr Tactic (TOTL) | 0.2 | $366k | 9.5k | 38.65 | |
British Amern Tob Sponsored Adr (BTI) | 0.2 | $361k | 12k | 31.41 | |
Otis Worldwide Corp (OTIS) | 0.2 | $354k | 4.4k | 80.31 | |
Medtronic SHS (MDT) | 0.2 | $351k | 4.5k | 78.36 | |
Darden Restaurants (DRI) | 0.2 | $344k | 2.4k | 143.22 | |
Ishares Tr Core Div Grwth (DGRO) | 0.2 | $343k | 6.9k | 49.53 | |
Cameco Corporation (CCJ) | 0.2 | $335k | 8.5k | 39.64 | |
South State Corporation (SSB) | 0.2 | $334k | 5.0k | 67.36 | |
Crane Holdings (CXT) | 0.2 | $333k | 6.0k | 55.57 | |
United Parcel Service CL B (UPS) | 0.2 | $330k | 2.1k | 155.87 | |
PNC Financial Services (PNC) | 0.2 | $327k | 2.7k | 122.77 | |
Pioneer Natural Resources | 0.2 | $326k | 1.4k | 229.55 | |
Colgate-Palmolive Company (CL) | 0.2 | $324k | 4.6k | 71.11 | |
ConocoPhillips (COP) | 0.2 | $322k | 2.7k | 119.80 | |
FedEx Corporation (FDX) | 0.2 | $320k | 1.2k | 264.92 | |
Celanese Corporation (CE) | 0.2 | $320k | 2.5k | 125.52 | |
Ishares Tr Russell 2000 Etf (IWM) | 0.2 | $313k | 1.8k | 176.76 | |
Newmont Mining Corporation (NEM) | 0.2 | $307k | 8.3k | 36.95 | |
Goldman Sachs (GS) | 0.2 | $303k | 935.00 | 323.57 | |
Stanley Black & Decker (SWK) | 0.2 | $301k | 3.6k | 83.58 | |
Linde SHS (LIN) | 0.2 | $298k | 800.00 | 372.35 | |
Kkr & Co (KKR) | 0.2 | $293k | 4.8k | 61.60 | |
Visa Com Cl A (V) | 0.2 | $291k | 1.3k | 230.01 | |
Diageo Spon Adr New (DEO) | 0.2 | $289k | 1.9k | 149.18 | |
Weyerhaeuser Co Mtn Be Com New (WY) | 0.2 | $288k | 9.4k | 30.66 | |
Citigroup Com New (C) | 0.2 | $288k | 7.0k | 41.13 | |
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $276k | 3.6k | 76.99 | |
Ishares Gold Tr Ishares New (IAU) | 0.2 | $275k | 7.9k | 34.99 | |
Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $273k | 2.6k | 104.92 | |
Albemarle Corporation (ALB) | 0.2 | $272k | 1.6k | 170.04 | |
Union Pacific Corporation (UNP) | 0.2 | $264k | 1.3k | 203.63 | |
Pimco Etf Tr Active Bd Etf (BOND) | 0.2 | $259k | 3.0k | 87.90 | |
Trane Technologies SHS (TT) | 0.2 | $257k | 1.3k | 202.91 | |
Dow (DOW) | 0.2 | $250k | 4.8k | 51.56 | |
Vanguard Specialized Funds Div App Etf (VIG) | 0.2 | $245k | 1.6k | 155.38 | |
Dominion Resources (D) | 0.2 | $243k | 5.4k | 44.67 | |
International Flavors & Fragrances (IFF) | 0.1 | $239k | 3.5k | 68.17 | |
Ingredion Incorporated (INGR) | 0.1 | $237k | 2.4k | 98.40 | |
Kimberly-Clark Corporation (KMB) | 0.1 | $233k | 1.9k | 120.85 | |
Walt Disney Company (DIS) | 0.1 | $230k | 2.8k | 81.05 | |
Omega Healthcare Investors (OHI) | 0.1 | $227k | 6.8k | 33.16 | |
Hershey Company (HSY) | 0.1 | $220k | 1.1k | 200.08 | |
Dupont De Nemours (DD) | 0.1 | $217k | 2.9k | 74.59 | |
Oracle Corporation (ORCL) | 0.1 | $216k | 2.0k | 105.92 | |
Boston Scientific Corporation (BSX) | 0.1 | $213k | 4.0k | 52.80 | |
Bio-techne Corporation (TECH) | 0.1 | $211k | 3.1k | 68.07 | |
AFLAC Incorporated (AFL) | 0.1 | $210k | 2.7k | 76.75 | |
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.1 | $208k | 1.5k | 141.69 | |
Haleon Spon Ads (HLN) | 0.1 | $135k | 16k | 8.33 | |
Warner Bros Discovery Com Ser A (WBD) | 0.1 | $132k | 12k | 10.86 | |
Blackrock Muniyield Quality Fund (MQY) | 0.1 | $108k | 11k | 10.23 |