First City Capital Management, Inc.
Annual return '25
-13.5%
SPY '25
+17.7%
Alpha
-31.2ptsvs SPY
Invested
$188.7M
Holdings
160
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 71%. 4 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$SPY
STATE STR SPDR S&P 500 ETF T
Held since at least Q1 2024
4.4%
02
$VOO
VANGUARD INDEX FDS
Held since at least Q1 2024
4.3%
03
$XOM
EXXON MOBIL CORP
Held since at least Q1 2024
4.0%
04
$MSFT
MICROSOFT CORP
Held since at least Q1 2024
3.8%
05
$CMCSA
COMCAST CORP NEW
Held since at least Q1 2024
3.6%
06
$MGMT
UNIFIED SER TR
Held since at least Q1 2024
3.5%
07
$NVDA
NVIDIA CORPORATION
Held since at least Q1 2024
3.2%
08
$LLY
ELI LILLY & CO
Held since at least Q1 2024
3.0%
09
$ABBV
ABBVIE INC
Held since at least Q1 2024
2.8%
10
$BRK/B
BERKSHIRE HATHAWAY INC DEL
Held since at least Q1 2024
2.5%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Performance through 2025-12-31 · Last refreshed 12:27 UTC.