FIRST NATIONAL BANK & TRUST CO OF NEWTOWN
•CIK: 1339908•Filing: Q4 2025
**FIRST NATIONAL BANK & TRUST CO OF NEWTOWN** manages $545M across 139 diverse positions. The portfolio exhibits significant concentration in broad market exposure, led by a $144.6M allocation to VTI. Notable overweight positions include VCSH at $49.0M and AAPL at $37.7M, alongside substantial holdings in BIV ($25.6M) and DVY ($24.0M). This structure suggests a core focus on established equity market leaders and sector-specific opportunities.
Total AUM
$545.5M
QoQ Performance
+3.4%
Positions
139
Top 10 Concentration
64.2%
Latest Filing
Q4 2025
Top Holdings Allocation
VTI
VCSH
AAPL
VTI26.5%
VCSH9.0%
AAPL6.9%
BIV4.7%
DVY4.4%
IEFA4.3%
MSFT3.2%
JNJ1.9%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other67.2%
Technology14.3%
Healthcare4.7%
Consumer3.5%
Industrial3.1%
Energy2.1%
Financial1.9%
Consumer Staples1.4%
🚪 Exited Positionssold since Q3 2025
Changes from Q3 2025
NEW5 new positions
↑42 increased
↓39 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023Q2 2023Q1 2023Q4 2022