First City Capital Management as of Dec. 31, 2025
Portfolio Holdings for First City Capital Management
First City Capital Management holds 156 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 5.0 | $9.5M | 20k | 483.61 | |
| Spdr S&p 500 Etf Tr Tr Unit (SPY) | 4.7 | $8.8M | 13k | 681.92 | |
| Vanguard Index Fds S&p 500 Etf Shs (VOO) | 4.2 | $8.0M | 13k | 627.15 | |
| Eli Lilly & Co. (LLY) | 3.5 | $6.7M | 6.2k | 1074.65 | |
| NVIDIA Corporation (NVDA) | 3.4 | $6.5M | 35k | 186.50 | |
| Unified Ser Tr Ballast Smlmd Cp (MGMT) | 3.4 | $6.4M | 145k | 44.33 | |
| Exxon Mobil Corporation (XOM) | 3.4 | $6.4M | 53k | 120.34 | |
| Abbvie (ABBV) | 3.0 | $5.7M | 25k | 228.49 | |
| JPMorgan Chase & Co. (JPM) | 2.5 | $4.8M | 15k | 322.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 2.5 | $4.7M | 9.4k | 502.65 | |
| Home Depot (HD) | 2.4 | $4.5M | 13k | 344.10 | |
| Coca-Cola Company (KO) | 2.1 | $4.0M | 57k | 69.91 | |
| Apple (AAPL) | 1.9 | $3.6M | 13k | 271.86 | |
| Raytheon Technologies Corp (RTX) | 1.6 | $3.0M | 16k | 183.40 | |
| Bank of America Corporation (BAC) | 1.6 | $3.0M | 54k | 55.00 | |
| Amazon (AMZN) | 1.5 | $2.8M | 12k | 230.82 | |
| International Business Machines (IBM) | 1.4 | $2.7M | 9.1k | 296.22 | |
| Chevron Corporation (CVX) | 1.3 | $2.5M | 17k | 152.41 | |
| Johnson & Johnson (JNJ) | 1.2 | $2.2M | 11k | 206.95 | |
| Merck & Co (MRK) | 1.1 | $2.1M | 20k | 105.26 | |
| Innovator Etfs Trust Us Eqty Pwr Bf (PAUG) | 1.0 | $2.0M | 46k | 43.25 | |
| Verizon Communications (VZ) | 1.0 | $2.0M | 48k | 40.73 | |
| Southern Company (SO) | 0.9 | $1.8M | 20k | 87.20 | |
| Spdr Gold Tr Gold Shs (GLD) | 0.9 | $1.7M | 4.2k | 396.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.9 | $1.6M | 5.2k | 312.98 | |
| Wisdomtree Tr Emer Mkt High Fd (DEM) | 0.8 | $1.5M | 33k | 46.71 | |
| Altria (MO) | 0.8 | $1.5M | 26k | 57.66 | |
| Procter & Gamble Company (PG) | 0.8 | $1.5M | 11k | 143.31 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $1.4M | 2.9k | 483.67 | |
| Cisco Systems (CSCO) | 0.7 | $1.4M | 18k | 77.03 | |
| Cincinnati Financial Corporation (CINF) | 0.7 | $1.4M | 8.5k | 163.32 | |
| Spdr Dow Jones Indl Average Ut Ser 1 (DIA) | 0.7 | $1.4M | 2.8k | 480.56 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PJAN) | 0.7 | $1.4M | 29k | 47.02 | |
| Ishares Tr Rus 1000 Grw Etf (IWF) | 0.7 | $1.3M | 2.7k | 473.30 | |
| Duke Energy Corp Com New (DUK) | 0.6 | $1.2M | 11k | 117.21 | |
| Pepsi (PEP) | 0.6 | $1.2M | 8.2k | 143.52 | |
| Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY) | 0.6 | $1.2M | 1.9k | 603.28 | |
| Barrick Mng Corp Com Shs (B) | 0.6 | $1.1M | 26k | 43.55 | |
| Northrop Grumman Corporation (NOC) | 0.6 | $1.1M | 2.0k | 570.21 | |
| Amgen (AMGN) | 0.6 | $1.1M | 3.3k | 327.31 | |
| Wells Fargo & Company (WFC) | 0.6 | $1.1M | 12k | 93.20 | |
| Eaton Corp SHS (ETN) | 0.6 | $1.1M | 3.3k | 318.51 | |
| Bristol Myers Squibb (BMY) | 0.6 | $1.1M | 20k | 53.94 | |
| Philip Morris International (PM) | 0.6 | $1.0M | 6.5k | 160.40 | |
| Paychex (PAYX) | 0.5 | $1.0M | 9.3k | 112.18 | |
| Crane Company Common Stock (CR) | 0.5 | $1.0M | 5.4k | 184.43 | |
| Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) | 0.5 | $1.0M | 5.2k | 191.56 | |
| Lowe's Companies (LOW) | 0.5 | $990k | 4.1k | 241.15 | |
| Alphabet Cap Stk Cl C (GOOG) | 0.5 | $987k | 3.1k | 313.80 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PDEC) | 0.5 | $975k | 23k | 43.38 | |
| Rio Tinto Sponsored Adr (RIO) | 0.5 | $973k | 12k | 80.03 | |
| Meta Platforms Cl A (META) | 0.5 | $962k | 1.5k | 660.09 | |
| Qualcomm (QCOM) | 0.5 | $928k | 5.4k | 171.05 | |
| Proshares Tr S&p 500 Dv Arist (NOBL) | 0.5 | $926k | 8.9k | 104.07 | |
| Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS) | 0.5 | $918k | 45k | 20.60 | |
| Pfizer (PFE) | 0.5 | $895k | 36k | 24.90 | |
| Citigroup Com New (C) | 0.5 | $895k | 7.7k | 116.70 | |
| Honeywell International (HON) | 0.5 | $865k | 4.4k | 195.09 | |
| McDonald's Corporation (MCD) | 0.5 | $865k | 2.8k | 305.63 | |
| Avery Dennison Corporation (AVY) | 0.5 | $860k | 4.7k | 181.88 | |
| Ssga Active Etf Tr State Street Bla (SRLN) | 0.5 | $854k | 21k | 41.27 | |
| Wal-Mart Stores (WMT) | 0.4 | $836k | 7.5k | 111.41 | |
| Ishares Tr Msci Acwi Ex Us (ACWX) | 0.4 | $833k | 12k | 67.13 | |
| Invesco Exchange Traded Fd T Water Res Etf (PHO) | 0.4 | $798k | 11k | 70.41 | |
| Cummins (CMI) | 0.4 | $784k | 1.5k | 510.45 | |
| At&t (T) | 0.4 | $781k | 32k | 24.84 | |
| Abbott Laboratories (ABT) | 0.4 | $776k | 6.2k | 125.30 | |
| McKesson Corporation (MCK) | 0.4 | $759k | 925.00 | 820.29 | |
| Freeport-mcmoran CL B (FCX) | 0.4 | $756k | 15k | 50.79 | |
| Goldman Sachs (GS) | 0.4 | $719k | 818.00 | 879.00 | |
| Astrazeneca Sponsored Adr (AZN) | 0.4 | $716k | 7.8k | 91.93 | |
| Johnson Ctls Intl SHS (JCI) | 0.4 | $703k | 5.9k | 119.75 | |
| Truist Financial Corp equities (TFC) | 0.4 | $685k | 14k | 49.21 | |
| Textron (TXT) | 0.4 | $683k | 7.8k | 87.17 | |
| Chubb (CB) | 0.4 | $676k | 2.2k | 312.12 | |
| 3M Company (MMM) | 0.4 | $674k | 4.2k | 160.10 | |
| Costco Wholesale Corporation (COST) | 0.4 | $672k | 779.00 | 862.34 | |
| Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ) | 0.4 | $667k | 34k | 19.57 | |
| Mondelez Intl Cl A (MDLZ) | 0.3 | $651k | 12k | 53.83 | |
| Ishares Tr Russell 2000 Etf (IWM) | 0.3 | $639k | 2.6k | 246.16 | |
| L3harris Technologies (LHX) | 0.3 | $621k | 2.1k | 293.57 | |
| Novartis Sponsored Adr (NVS) | 0.3 | $596k | 4.3k | 137.88 | |
| Dover Corporation (DOV) | 0.3 | $593k | 3.0k | 195.24 | |
| Ishares Gold Tr Ishares New (IAU) | 0.3 | $584k | 7.2k | 81.17 | |
| Cameco Corporation (CCJ) | 0.3 | $581k | 6.4k | 91.49 | |
| Invesco Exch Trd Slf Idx Invsco 30 Corp (BSCU) | 0.3 | $581k | 34k | 16.92 | |
| Ishares Tr Core S&p Us Gwt (IUSG) | 0.3 | $578k | 3.4k | 167.93 | |
| Ishares Tr Core S&p500 Etf (IVV) | 0.3 | $572k | 835.00 | 684.94 | |
| Sanofi Sa Sponsored Adr (SNY) | 0.3 | $549k | 11k | 48.46 | |
| Southern Copper Corporation (SCCO) | 0.3 | $547k | 3.8k | 143.47 | |
| Enterprise Products Partners (EPD) | 0.3 | $530k | 17k | 32.06 | |
| Visa Com Cl A (V) | 0.3 | $517k | 1.5k | 350.65 | |
| Spdr Series Trust State Street Spd (SLYG) | 0.3 | $511k | 5.4k | 94.19 | |
| Invesco Exch Traded Fd Tr Ii Sr Ln Etf (BKLN) | 0.3 | $497k | 24k | 21.00 | |
| Newmont Mining Corporation (NEM) | 0.3 | $494k | 5.0k | 99.85 | |
| Broadcom (AVGO) | 0.3 | $485k | 1.4k | 346.12 | |
| Innovator Etfs Trust Us Sml Cp Pwr B (KJAN) | 0.3 | $483k | 12k | 41.42 | |
| Ishares Tr Core Div Grwth (DGRO) | 0.3 | $481k | 6.9k | 69.42 | |
| Genuine Parts Company (GPC) | 0.3 | $478k | 3.9k | 122.97 | |
| Acuity Brands (AYI) | 0.2 | $473k | 1.3k | 360.11 | |
| Kkr & Co (KKR) | 0.2 | $468k | 3.7k | 127.48 | |
| Kla Corp Com New (KLAC) | 0.2 | $464k | 382.00 | 1215.08 | |
| British Amern Tob Sponsored Adr (BTI) | 0.2 | $464k | 8.2k | 56.62 | |
| Vaneck Etf Trust Gold Miners Etf (GDX) | 0.2 | $463k | 5.4k | 85.77 | |
| Illinois Tool Works (ITW) | 0.2 | $460k | 1.9k | 246.30 | |
| Norfolk Southern (NSC) | 0.2 | $455k | 1.6k | 288.72 | |
| Southstate Bk Corp (SSB) | 0.2 | $452k | 4.8k | 94.11 | |
| Vanguard Index Fds Growth Etf (VUG) | 0.2 | $451k | 925.00 | 487.86 | |
| Ge Aerospace Com New (GE) | 0.2 | $450k | 1.5k | 308.09 | |
| Sealed Air (SEE) | 0.2 | $435k | 11k | 41.43 | |
| Northern Trust Corporation (NTRS) | 0.2 | $430k | 3.1k | 136.59 | |
| Vanguard Star Fds Vg Tl Intl Stk F (VXUS) | 0.2 | $426k | 5.6k | 75.44 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $420k | 5.7k | 73.63 | |
| PNC Financial Services (PNC) | 0.2 | $420k | 2.0k | 208.73 | |
| UnitedHealth (UNH) | 0.2 | $411k | 1.2k | 330.11 | |
| Ishares Tr U.s. Tech Etf (IYW) | 0.2 | $409k | 2.1k | 199.68 | |
| Oracle Corporation (ORCL) | 0.2 | $398k | 2.0k | 194.92 | |
| Trane Technologies SHS (TT) | 0.2 | $398k | 1.0k | 389.20 | |
| Becton, Dickinson and (BDX) | 0.2 | $388k | 2.0k | 194.06 | |
| Carrier Global Corporation (CARR) | 0.2 | $358k | 6.8k | 52.84 | |
| Tesla Motors (TSLA) | 0.2 | $357k | 794.00 | 449.72 | |
| Kimberly-Clark Corporation (KMB) | 0.2 | $342k | 3.4k | 100.89 | |
| Vanguard Scottsdale Fds Vng Rus1000grw (VONG) | 0.2 | $334k | 2.7k | 121.75 | |
| Innovator Etfs Trust International De (IDEC) | 0.2 | $330k | 10k | 32.29 | |
| Colgate-Palmolive Company (CL) | 0.2 | $318k | 4.0k | 79.02 | |
| Innovator Etfs Trust Us Eqty Pwr Buf (PMAR) | 0.2 | $303k | 6.8k | 44.94 | |
| Boeing Company (BA) | 0.2 | $301k | 1.4k | 217.12 | |
| Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP) | 0.2 | $301k | 2.6k | 116.40 | |
| Nextera Energy (NEE) | 0.2 | $300k | 3.7k | 80.28 | |
| Ubs Group SHS (UBS) | 0.2 | $300k | 6.5k | 46.31 | |
| Blackrock (BLK) | 0.2 | $292k | 273.00 | 1070.34 | |
| First Tr Exchange-traded Smid Risng Etf (SDVY) | 0.2 | $290k | 7.6k | 38.32 | |
| Cadence Bank (CADE) | 0.2 | $290k | 6.8k | 42.84 | |
| Union Pacific Corporation (UNP) | 0.2 | $289k | 1.2k | 231.32 | |
| Medtronic SHS (MDT) | 0.2 | $287k | 3.0k | 96.06 | |
| TJX Companies (TJX) | 0.2 | $284k | 1.9k | 153.61 | |
| American Express Company (AXP) | 0.1 | $274k | 740.00 | 369.95 | |
| CVS Caremark Corporation (CVS) | 0.1 | $268k | 3.4k | 79.35 | |
| Gilead Sciences (GILD) | 0.1 | $267k | 2.2k | 122.74 | |
| Ishares Tr S&p Mc 400gr Etf (IJK) | 0.1 | $265k | 2.7k | 96.88 | |
| Linde SHS (LIN) | 0.1 | $256k | 600.00 | 426.39 | |
| Vanguard Specialized Funds Div App Etf (VIG) | 0.1 | $246k | 1.1k | 219.78 | |
| Ishares Tr China Lg-cap Etf (FXI) | 0.1 | $244k | 6.4k | 38.29 | |
| Applied Materials (AMAT) | 0.1 | $243k | 946.00 | 256.99 | |
| FedEx Corporation (FDX) | 0.1 | $240k | 832.00 | 288.86 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 0.1 | $240k | 4.8k | 49.65 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $237k | 781.00 | 303.89 | |
| Darden Restaurants (DRI) | 0.1 | $236k | 1.3k | 184.02 | |
| Ge Vernova (GEV) | 0.1 | $229k | 351.00 | 653.57 | |
| Omega Healthcare Investors (OHI) | 0.1 | $227k | 5.1k | 44.34 | |
| Ishares Tr S&p Mc 400vl Etf (IJJ) | 0.1 | $222k | 1.7k | 131.59 | |
| Ishares Tr Rus 1000 Val Etf (IWD) | 0.1 | $210k | 1.0k | 210.34 | |
| Ishares Tr Msci India Etf (INDA) | 0.1 | $202k | 3.7k | 54.05 | |
| Comcast Corp Cl A (CMCSA) | 0.1 | $202k | 6.8k | 29.89 | |
| Blackrock Muniyield Quality Fund (MQY) | 0.1 | $119k | 11k | 11.30 | |
| Ocuphire Pharma (IRD) | 0.0 | $24k | 12k | 2.01 |