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Funds / First National Bank & Trust Co Of Newtown
Institutional Fund

First National Bank & Trust Co Of Newtown

Newtown, PACIK 13399085 filings on record

Portfolio Value
$463.62M
Q1 2026
Holdings
142
Reported positions
New Buys
9
Opened this quarter
QoQ Change
-15.0%
from $545.49M

Portfolio Value Trend

Reported 13F value by quarter

Portfolio value trend — upgrade to see history

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Top Allocations

Largest positions by weight

  • Vanguard Index Fds24.1%
  • Vanguard Scottsdale Fds8.9%
  • Apple Inc6.3%
  • Ishares Tr4.9%
  • Vanguard Bd Index Fds4.9%
  • Ishares Tr4.3%
  • Other46.6%

Portfolio Holdings

142 positions · Q1 2026

#SecuritySharesValue% Port.Δ SharesActivity
1Vanguard Index Fds347.7K$111.55M24.1%83.6KReduced
2Vanguard Scottsdale Fds519.9K$41.21M8.9%94.2KReduced
3Apple Inc115.2K$29.24M6.3%23.6KReduced
4Ishares Tr151.2K$22.89M4.9%19.2KReduced
5Vanguard Bd Index Fds292.0K$22.54M4.9%36.2KReduced
6Ishares Tr220.2K$19.93M4.3%39.2KReduced
7Johnson & Johnson46.1K$11.27M2.4%3.8KReduced
8Microsoft Corp26.9K$9.97M2.1%9.3KReduced
9Ishares Tr72.5K$8.00M1.7%11.9KReduced
10Blackrock ETF Trust II150.1K$7.79M1.7%+62.8KAdded

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