First Growth Capital LLC Top Holdings and 13F Report (2026) About First Growth Capital LLCInvestment ActivityFirst Growth Capital LLC has $110.89 million in total holdings as of March 31, 2026.First Growth Capital LLC owns shares of 128 different stocks, but just 61 companies or ETFs make up 80% of its holdings.Approximately 5.84% of the portfolio was purchased this quarter.About 3.43% of the portfolio was sold this quarter.This quarter, First Growth Capital LLC has purchased 121 new stocks and bought additional shares in 50 stocks.First Growth Capital LLC sold shares of 28 stocks and completely divested from 2 stocks this quarter.Largest Holdings Vertiv $18,974,472iShares Core S&P 500 ETF $9,175,727Microsoft $2,693,593Schwab US Large-Cap ETF $2,682,709Invesco QQQ $2,608,507 Largest New Holdings this Quarter 092528603 - iShares Flexible Income Active ETF $738,824 Holding278865100 - Ecolab $656,330 Holding922475108 - Veeva Systems $471,407 Holding921946885 - Vanguard Emerging Markets Government Bond ETF $275,454 Holding92189F130 - VanEck Real Assets ETF $215,918 Holding Largest Purchases this Quarter Coherent 4,167 shares (about $1.03M)iShares Flexible Income Active ETF 14,252 shares (about $738.82K)Microsoft 1,947 shares (about $719.20K)Ecolab 2,435 shares (about $656.33K)Veeva Systems 2,729 shares (about $471.41K) Largest Sales this Quarter Parker-Hannifin 1,000 shares (about $920.77K)Vanguard Total Bond Market ETF 7,991 shares (about $586.67K)iShares Core S&P 500 ETF 554 shares (about $364.55K)iMGP DBi Managed Futures Strategy ETF 11,868 shares (about $358.54K)Micron Technology 733 shares (about $269.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofFirst Growth Capital LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorVRTVertiv$18,974,472$18,156 ▲0.1%73,15617.1%Computer and TechnologyIVViShares Core S&P 500 ETF$9,175,727$364,555 ▼-3.8%13,9448.3%ETFMSFTMicrosoft$2,693,593$719,203 ▲36.4%7,2922.4%Computer and TechnologySCHXSchwab US Large-Cap ETF$2,682,7090.0%103,8202.4%ETFQQQInvesco QQQ$2,608,507$21,621 ▼-0.8%4,4642.4%FinanceSCHASchwab US Small-Cap ETF$2,578,7200.0%87,8612.3%ETFRECSColumbia Research Enhanced Core ETF$2,185,597$30,144 ▲1.4%55,6842.0%ETFAAPLApple$2,016,109$6,646 ▼-0.3%7,8871.8%Computer and TechnologySCHDSchwab US Dividend Equity ETF$1,728,2390.0%56,6451.6%ETFCMPOCompoSecure$1,660,569$161,850 ▲10.8%97,2231.5%Business ServicesVTIVanguard Total Stock Market ETF$1,531,8340.0%4,7391.4%ETFCOHRCoherent$1,480,109$1,032,582 ▲230.7%5,9731.3%Business ServicesSCHMSchwab U.S. Mid-Cap ETF$1,421,4380.0%45,4861.3%ETFPHParker-Hannifin$1,342,483$920,770 ▼-40.7%1,4581.2%IndustrialsNFLXNetflix$1,260,209$12,422 ▲1.0%13,1891.1%Consumer DiscretionaryXARSPDR S&P Aerospace & Defense ETF$1,247,500$30,154 ▲2.5%4,7991.1%ETFVOOVanguard S&P 500 ETF$1,161,8370.0%1,9291.0%ETFWWDWoodward$1,138,5100.0%3,0291.0%AerospaceMFUSPIMCO RAFI Dynamic Multi-Factor U.S. Equity ETF$1,125,364$14,760 ▲1.3%19,2141.0%ETFAAXJiShares MSCI All Country Asia ex Japan ETF$1,115,988$138,587 ▼-11.0%11,4831.0%ETFPIMCO ETF TR$1,087,207$129,103 ▲13.5%11,8151.0%ACTIVE BD ETFGRIDFirst Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund$1,028,290$43,207 ▼-4.0%6,1640.9%ETFRTXRTX$988,788$28,234 ▲2.9%5,0780.9%AerospaceTGTTarget$979,620$5,059 ▲0.5%8,1330.9%Retail/WholesaleNVONovo Nordisk A/S$973,505$113,124 ▲13.1%26,6860.9%MedicalIEViShares Europe ETF$969,990$9,719 ▼-1.0%14,0720.9%ETFVXFVanguard Extended Market ETF$951,1860.0%4,5900.9%ETFCATCaterpillar$948,686$29,943 ▲3.3%1,2990.9%IndustrialsIAUiShares Gold Trust$906,665$88,873 ▼-8.9%10,1100.8%FinanceCVXChevron$892,096$1,579 ▼-0.2%4,5190.8%EnergyPHDGInvesco S&P 500 Downside Hedged ETF$877,673$74,179 ▼-7.8%23,1430.8%ETFYPFYPF Sociedad Anónima$823,590$11,033 ▲1.4%18,5870.7%EnergyVGTVanguard Information Technology ETF$793,5680.0%1,1230.7%ETFSPYSPDR S&P 500 ETF Trust$746,3180.0%1,1390.7%FinanceVIGVanguard Dividend Appreciation ETF$739,418$14,452 ▼-1.9%3,4280.7%ETFBINCiShares Flexible Income Active ETF$738,824$738,824 ▲New Holding14,2520.7%ETFAMGNAmgen$735,887$353 ▲0.0%2,0830.7%MedicalNVDANVIDIA$713,254$25,486 ▼-3.4%4,0580.6%Computer and TechnologyGOOGLAlphabet$686,106$9,814 ▲1.5%2,3070.6%Computer and TechnologyMRKMerck & Co., Inc.$680,5040.0%5,6310.6%MedicalCOSTCostco Wholesale$673,6750.0%6760.6%Retail/WholesaleINTCIntel$656,762$12,728 ▲2.0%13,6740.6%Computer and TechnologyECLEcolab$656,330$656,330 ▲New Holding2,4350.6%Basic MaterialsPDIPIMCO Dynamic Income Fund$650,022$9,802 ▲1.5%37,3360.6%Financial ServicesXESSPDR S&P Oil & Gas Equipment & Services ETF$613,9570.0%5,3960.6%ETFPSCTInvesco S&P SmallCap Information Technology ETF$611,226$32,090 ▲5.5%10,0380.6%ETFDBMFiMGP DBi Managed Futures Strategy ETF$606,507$358,539 ▼-37.2%20,0760.5%ETFJNJJohnson & Johnson$600,960$488 ▲0.1%2,4620.5%MedicalINDAiShares MSCI India ETF$598,355$305,203 ▲104.1%12,8100.5%ETFNKENIKE$594,668$5,891 ▲1.0%13,3240.5%Consumer DiscretionaryAMEAMETEK$592,269$16,179 ▲2.8%2,7090.5%Computer and TechnologyHYGiShares iBoxx $ High Yield Corporate Bond ETF$580,476$110,952 ▲23.6%7,3140.5%ETFEWZiShares MSCI Brazil ETF$563,387$26,092 ▲4.9%14,6830.5%ETFAMZNAmazon.com$562,011$17,267 ▲3.2%2,6690.5%Retail/WholesalePSCEInvesco S&P SmallCap Energy ETF$553,639$38,343 ▲7.4%9,3710.5%ETFMUMicron Technology$549,018$269,545 ▼-32.9%1,4930.5%Computer and TechnologyUNHUnitedHealth Group$548,509$548 ▲0.1%2,0020.5%MedicalGLWCorning$542,0410.0%3,8070.5%Computer and TechnologyPEPPepsiCo$540,6560.0%3,4960.5%Consumer StaplesJPMJPMorgan Chase & Co.$534,6220.0%1,8100.5%FinanceVEUVanguard FTSE All-World ex-US ETF$529,2820.0%6,9560.5%ETFBRK.BBerkshire Hathaway$525,8720.0%1,0990.5%FinanceLLYEli Lilly and Company$523,208$6,683 ▼-1.3%5480.5%MedicalWALMART INC$495,103$31,435 ▼-6.0%3,9690.4%COMBNDVanguard Total Bond Market ETF$493,582$586,675 ▼-54.3%6,7230.4%ETFVZVerizon Communications$480,6390.0%9,7320.4%Computer and TechnologyAVGOBroadcom$476,411$23,194 ▼-4.6%1,5200.4%Computer and TechnologyTIPiShares TIPS Bond ETF$476,172$46,348 ▲10.8%4,3150.4%ETFVEEVVeeva Systems$471,407$471,407 ▲New Holding2,7290.4%MedicalCQQQInvesco China Technology ETF$466,554$5,919 ▲1.3%10,1690.4%ETFPGProcter & Gamble$464,657$432 ▲0.1%3,2250.4%Consumer StaplesHDHome Depot$457,953$329 ▲0.1%1,3900.4%Retail/WholesaleKOCocaCola$448,460$456 ▲0.1%5,8950.4%Consumer StaplesRSPInvesco S&P 500 Equal Weight ETF$431,867$124,573 ▲40.5%2,2430.4%ETFIGViShares Expanded Tech-Software Sector ETF$426,929$35,418 ▲9.0%5,3520.4%ETFETNEaton$422,222$9,505 ▲2.3%1,1550.4%IndustrialsGEGE Aerospace$405,9470.0%1,3870.4%AerospaceXLFFinancial Select Sector SPDR Fund$398,1400.0%8,0530.4%ETFVFHVanguard Financials ETF$394,6630.0%3,2660.4%ETFNOWServiceNow$386,821$10,404 ▲2.8%3,7180.3%Computer and TechnologySCHFSchwab International Equity ETF$382,0270.0%15,1960.3%ETFXTNSPDR S&P Transportation ETF$377,1100.0%3,9700.3%ETFIQVIQVIA$374,625$11,723 ▲3.2%2,1730.3%MedicalEWMiShares MSCI Malaysia ETF$371,734$31,057 ▲9.1%12,9750.3%FinanceIWFiShares Russell 1000 Growth ETF$369,4640.0%8590.3%ETFCSCOCisco Systems$369,1540.0%4,7370.3%Computer and TechnologySCHESchwab Emerging Markets Equity ETF$365,4880.0%11,0620.3%ETFSCHBSchwab US Broad Market ETF$352,9350.0%13,9500.3%ETFYUMYum! Brands$351,2050.0%2,2850.3%Retail/WholesaleMELIMercadoLibre$348,951$8,595 ▼-2.4%2030.3%Retail/WholesaleRSGRepublic Services$344,8760.0%1,5630.3%Business ServicesDEDeere & Company$338,695$18,848 ▼-5.3%5930.3%IndustrialsGSThe Goldman Sachs Group$332,0410.0%3860.3%FinanceEWYiShares MSCI South Korea ETF$324,007$9,971 ▲3.2%2,5670.3%ETFBKNGBooking$318,6460.0%760.3%Retail/WholesaleMETAMeta Platforms$314,771$1,159 ▼-0.4%5430.3%Computer and TechnologyWMWaste Management$313,4670.0%1,3570.3%Business ServicesBXBlackstone$304,918$457 ▲0.2%2,6670.3%FinanceIBMInternational Business Machines$303,929$243 ▲0.1%1,2500.3%Computer and TechnologyJETSU.S. Global Jets ETF$299,5000.0%11,8520.3%ETFShowing largest 100 holdings. View all holdings. 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