First City Capital Management as of June 30, 2025
Portfolio Holdings for First City Capital Management
First City Capital Management holds 145 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.7 | $9.9M | 20k | 497.41 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.6 | $8.0M | 13k | 617.85 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 3.8 | $6.6M | 12k | 568.02 | |
| Exxon Mobil Corporation (XOM) | 3.2 | $5.6M | 52k | 107.80 | |
| NVIDIA Corporation (NVDA) | 3.2 | $5.6M | 35k | 157.99 | |
| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 3.2 | $5.5M | 140k | 39.48 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.8 | $4.9M | 10k | 485.77 | |
| Home Depot (HD) | 2.8 | $4.9M | 13k | 366.64 | |
| Eli Lilly & Co. (LLY) | 2.8 | $4.9M | 6.2k | 779.50 | |
| Abbvie (ABBV) | 2.8 | $4.8M | 26k | 185.62 | |
| JPMorgan Chase & Co. (JPM) | 2.7 | $4.7M | 16k | 289.91 | |
| Coca-Cola Company (KO) | 2.3 | $4.0M | 57k | 70.75 | |
| Amazon (AMZN) | 2.1 | $3.6M | 16k | 219.39 | |
| International Business Machines (IBM) | 1.7 | $2.9M | 9.8k | 294.79 | |
| Apple (AAPL) | 1.6 | $2.8M | 14k | 205.17 | |
| Bank of America Corporation (BAC) | 1.5 | $2.6M | 54k | 47.32 | |
| Raytheon Technologies Corp (RTX) | 1.5 | $2.5M | 17k | 146.02 | |
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 1.2 | $2.1M | 51k | 40.46 | |
| Chevron Corporation (CVX) | 1.2 | $2.0M | 14k | 143.19 | |
| Procter & Gamble Company (PG) | 1.1 | $2.0M | 12k | 159.32 | |
| Verizon Communications (VZ) | 1.1 | $1.9M | 45k | 43.27 | |
| Southern Company (SO) | 1.1 | $1.9M | 20k | 91.83 | |
| Merck & Co (MRK) | 1.0 | $1.7M | 22k | 79.16 | |
| Johnson & Johnson (JNJ) | 0.9 | $1.6M | 11k | 152.75 | |
| Lockheed Martin Corporation (LMT) | 0.9 | $1.6M | 3.5k | 463.14 | |
| Altria (MO) | 0.9 | $1.6M | 27k | 58.63 | |
| Paychex (PAYX) | 0.9 | $1.6M | 11k | 145.46 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.8 | $1.4M | 32k | 45.29 | |
| Wells Fargo & Company (WFC) | 0.8 | $1.3M | 17k | 80.12 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.8 | $1.3M | 30k | 44.05 | |
| Eaton Corp SHS (ETN) | 0.8 | $1.3M | 3.7k | 356.99 | |
| Northrop Grumman Corporation (NOC) | 0.8 | $1.3M | 2.6k | 499.98 | |
| Duke Energy Corp Com New (DUK) | 0.7 | $1.3M | 11k | 118.00 | |
| Cincinnati Financial Corporation (CINF) | 0.7 | $1.3M | 8.5k | 148.92 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.2M | 2.8k | 440.64 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.7 | $1.2M | 4.0k | 304.83 | |
| Cisco Systems (CSCO) | 0.7 | $1.2M | 17k | 69.38 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $1.2M | 2.8k | 424.58 | |
| Meta Platforms Cl A (META) | 0.7 | $1.2M | 1.6k | 738.09 | |
| Philip Morris International (PM) | 0.6 | $1.1M | 6.1k | 182.13 | |
| Crane Company Common Stock (CR) | 0.6 | $1.1M | 5.7k | 189.89 | |
| Honeywell International (HON) | 0.6 | $1.1M | 4.6k | 232.88 | |
| Pfizer (PFE) | 0.6 | $1.1M | 44k | 24.24 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.0M | 22k | 46.29 | |
| At&t (T) | 0.6 | $975k | 34k | 28.94 | |
| Amgen (AMGN) | 0.5 | $950k | 3.4k | 279.21 | |
| Pepsi (PEP) | 0.5 | $917k | 6.9k | 132.04 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.5 | $908k | 5.2k | 176.22 | |
| Lowe's Companies (LOW) | 0.5 | $895k | 4.0k | 221.85 | |
| Qualcomm (QCOM) | 0.5 | $878k | 5.5k | 159.26 | |
| Mondelez Intl Cl A (MDLZ) | 0.5 | $872k | 13k | 67.44 | |
| Ssga Active Etf Tr Blackstone Senr (SRLN) | 0.5 | $867k | 21k | 41.59 | |
| Abbott Laboratories (ABT) | 0.5 | $866k | 6.4k | 136.02 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.5 | $849k | 42k | 20.49 | |
| Avery Dennison Corporation (AVY) | 0.5 | $830k | 4.7k | 175.47 | |
| McDonald's Corporation (MCD) | 0.5 | $826k | 2.8k | 292.16 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.5 | $809k | 1.4k | 566.48 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.5 | $792k | 11k | 69.91 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $788k | 4.3k | 181.74 | |
| Costco Wholesale Corporation (COST) | 0.5 | $781k | 789.00 | 989.94 | |
| Rio Tinto Sponsored Adr (RIO) | 0.4 | $757k | 13k | 58.33 | |
| Freeport-mcmoran CL B (FCX) | 0.4 | $752k | 17k | 43.35 | |
| Wal-Mart Stores (WMT) | 0.4 | $745k | 7.6k | 97.78 | |
| McKesson Corporation (MCK) | 0.4 | $678k | 925.00 | 732.78 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.4 | $676k | 35k | 19.52 | |
| Citigroup Com New (C) | 0.4 | $665k | 7.8k | 85.12 | |
| 3M Company (MMM) | 0.4 | $641k | 4.2k | 152.24 | |
| Textron (TXT) | 0.4 | $630k | 7.8k | 80.29 | |
| Chubb (CB) | 0.4 | $629k | 2.2k | 289.72 | |
| Johnson Ctls Intl SHS (JCI) | 0.4 | $620k | 5.9k | 105.62 | |
| Truist Financial Corp equities (TFC) | 0.4 | $617k | 14k | 42.99 | |
| Sanofi Sponsored Adr (SNY) | 0.4 | $610k | 13k | 48.31 | |
| Goldman Sachs (GS) | 0.3 | $579k | 818.00 | 707.75 | |
| Dover Corporation (DOV) | 0.3 | $575k | 3.1k | 183.23 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.3 | $569k | 3.2k | 177.40 | |
| Astrazeneca Sponsored Adr (AZN) | 0.3 | $567k | 8.1k | 69.88 | |
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.3 | $564k | 34k | 16.78 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $560k | 2.6k | 215.78 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $558k | 4.6k | 121.02 | |
| Barrick Mng Corp Com Shs (B) | 0.3 | $554k | 27k | 20.82 | |
| Cummins (CMI) | 0.3 | $544k | 1.7k | 327.50 | |
| L3harris Technologies (LHX) | 0.3 | $531k | 2.1k | 250.84 | |
| Visa Com Cl A (V) | 0.3 | $523k | 1.5k | 355.08 | |
| Trane Technologies SHS (TT) | 0.3 | $520k | 1.2k | 437.41 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $519k | 835.00 | 620.90 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $517k | 3.4k | 150.41 | |
| Enterprise Products Partners (EPD) | 0.3 | $513k | 17k | 31.01 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.3 | $503k | 8.3k | 60.94 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $499k | 24k | 20.92 | |
| Carrier Global Corporation (CARR) | 0.3 | $499k | 6.8k | 73.19 | |
| Cameco Corporation (CCJ) | 0.3 | $494k | 6.7k | 74.23 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.3 | $492k | 4.9k | 100.70 | |
| Kkr & Co (KKR) | 0.3 | $488k | 3.7k | 133.03 | |
| Spdr Series Trust S&P 600 SMCP GRW (SLYG) | 0.3 | $484k | 5.4k | 88.75 | |
| Acuity Brands (AYI) | 0.3 | $481k | 1.6k | 298.38 | |
| Broadcom (AVGO) | 0.3 | $475k | 1.7k | 275.65 | |
| Illinois Tool Works (ITW) | 0.3 | $472k | 1.9k | 247.25 | |
| Genuine Parts Company (GPC) | 0.3 | $471k | 3.9k | 121.30 | |
| Colgate-Palmolive Company (CL) | 0.3 | $460k | 5.1k | 90.90 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $453k | 5.7k | 79.27 | |
| Union Pacific Corporation (UNP) | 0.3 | $452k | 2.0k | 230.08 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $452k | 7.2k | 62.36 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.3 | $451k | 1.0k | 438.40 | |
| South State Corporation | 0.3 | $448k | 4.9k | 92.03 | |
| Oracle Corporation (ORCL) | 0.3 | $447k | 2.0k | 218.65 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $443k | 6.9k | 63.94 | |
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.3 | $437k | 12k | 37.48 | |
| Norfolk Southern (NSC) | 0.2 | $417k | 1.6k | 255.97 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $416k | 2.4k | 173.27 | |
| PNC Financial Services (PNC) | 0.2 | $415k | 2.2k | 186.42 | |
| Whirlpool Corporation (WHR) | 0.2 | $409k | 4.0k | 101.42 | |
| Northern Trust Corporation (NTRS) | 0.2 | $399k | 3.1k | 126.79 | |
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $392k | 8.3k | 47.33 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $390k | 5.6k | 69.09 | |
| Southern Copper Corporation (SCCO) | 0.2 | $379k | 3.7k | 101.17 | |
| Ge Aerospace Com New (GE) | 0.2 | $377k | 1.5k | 257.43 | |
| Sealed Air (SEE) | 0.2 | $366k | 12k | 31.03 | |
| UnitedHealth (UNH) | 0.2 | $364k | 1.2k | 311.97 | |
| Kla Corp Com New (KLAC) | 0.2 | $357k | 398.00 | 895.74 | |
| Becton, Dickinson and (BDX) | 0.2 | $350k | 2.0k | 172.24 | |
| Medtronic SHS (MDT) | 0.2 | $335k | 3.8k | 87.17 | |
| Blackrock (BLK) | 0.2 | $331k | 315.00 | 1049.25 | |
| Tesla Motors (TSLA) | 0.2 | $325k | 1.0k | 317.66 | |
| Innovator Etfs Trust International De (IDEC) | 0.2 | $318k | 11k | 30.04 | |
| CVS Caremark Corporation (CVS) | 0.2 | $317k | 4.6k | 68.97 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $300k | 2.7k | 109.20 | |
| Newmont Mining Corporation (NEM) | 0.2 | $288k | 5.0k | 58.26 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.2 | $285k | 6.8k | 42.23 | |
| Linde SHS (LIN) | 0.2 | $282k | 600.00 | 469.18 | |
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $281k | 2.6k | 108.59 | |
| Darden Restaurants (DRI) | 0.2 | $279k | 1.3k | 217.97 | |
| Comcast Corp Cl A (CMCSA) | 0.2 | $268k | 7.5k | 35.69 | |
| Nextera Energy (NEE) | 0.1 | $260k | 3.7k | 69.42 | |
| Netflix (NFLX) | 0.1 | $257k | 192.00 | 1339.13 | |
| Gilead Sciences (GILD) | 0.1 | $255k | 2.3k | 110.89 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $249k | 2.7k | 90.98 | |
| American Express Company (AXP) | 0.1 | $236k | 740.00 | 318.98 | |
| TJX Companies (TJX) | 0.1 | $235k | 1.9k | 123.49 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $230k | 1.1k | 204.67 | |
| Crane Holdings (CXT) | 0.1 | $228k | 4.2k | 53.90 | |
| Ubs Group SHS (UBS) | 0.1 | $220k | 6.5k | 33.82 | |
| Omega Healthcare Investors (OHI) | 0.1 | $216k | 5.9k | 36.65 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $209k | 1.7k | 123.58 | |
| GSK Sponsored Adr (GSK) | 0.1 | $201k | 5.2k | 38.40 | |
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $117k | 11k | 11.11 |