First Growth Capital LLC

Est. AUM

$110.9M

13F long equity, this entity only

Positions

129

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	VERTIV HOLDINGS CO	COM CL A	$19.0M	73156	17.11%	SOLE
2	ISHARES TR	CORE S&P500 ETF	$9.2M	13944	8.27%	SOLE
3	SCHWAB STRATEGIC TR	US LRG CAP ETF	$2.7M	103820	2.42%	SOLE
4	INVESCO QQQ TR	UNIT SER 1	$2.6M	4464	2.35%	SOLE
5	SCHWAB STRATEGIC TR	US SML CAP ETF	$2.6M	87861	2.33%	SOLE
6	COLUMBIA ETF TR I	RESH ENHNC COR	$2.2M	55684	1.97%	SOLE
7	APPLE INC	COM	$2.0M	7887	1.82%	SOLE
8	MICROSOFT CORP	COM	$2.0M	5292	1.76%	SOLE
9	SCHWAB STRATEGIC TR	US DIVIDEND EQ	$1.7M	56645	1.56%	SOLE
10	GPGI INC	COM CL A	$1.7M	97223	1.50%	SOLE
11	VANGUARD INDEX FDS	TOTAL STK MKT	$1.5M	4739	1.38%	SOLE
12	COHERENT CORP	COM	$1.5M	5973	1.33%	SOLE
13	SCHWAB STRATEGIC TR	US MID-CAP ETF	$1.4M	45486	1.28%	SOLE
14	PARKER-HANNIFIN CORP	COM	$1.3M	1458	1.21%	SOLE
15	NETFLIX INC.	COM	$1.3M	13189	1.14%	SOLE
16	SPDR SERIES TRUST	STATE STREET SPD	$1.2M	4799	1.13%	SOLE
17	VANGUARD INDEX FDS	S&P 500 ETF SHS	$1.2M	1929	1.05%	SOLE
18	WOODWARD INC	COM	$1.1M	3029	1.03%	SOLE
19	PIMCO EQUITY SER	RAFI DYN ML US	$1.1M	19214	1.01%	SOLE
20	ISHARES TR	MSCI AC ASIA ETF	$1.1M	11483	1.01%	SOLE
21	PIMCO ETF TR	ACTIVE BD ETF	$1.1M	11815	0.98%	SOLE
22	FIRST TR EXCHANGE-TRADED FD	NASDQ CLN EDGE	$1.0M	6164	0.93%	SOLE
23	RTX CORPORATION	COM	$989K	5078	0.89%	SOLE
24	TARGET CORP	COM	$980K	8133	0.88%	SOLE
25	NOVO-NORDISK A S	ADR	$974K	26686	0.88%	SOLE
26	ISHARES TR	EUROPE ETF	$970K	14072	0.87%	SOLE
27	VANGUARD INDEX FDS	EXTEND MKT ETF	$951K	4590	0.86%	SOLE
28	CATERPILLAR INC	COM	$949K	1299	0.86%	SOLE
29	ISHARES GOLD TR	ISHARES NEW	$907K	10110	0.82%	SOLE
30	CHEVRON CORPORATION	COM	$892K	4519	0.80%	SOLE
31	INVESCO ACTIVELY MANAGED EXC	S&P500 DOWNSID	$878K	23143	0.79%	SOLE
32	YPF SOCIEDAD ANONIMA	SPON ADR CL D	$824K	18587	0.74%	SOLE
33	VANGUARD WORLD FD	INF TECH ETF	$794K	1123	0.72%	SOLE
34	STATE STR SPDR S&P 500 ETF T	TR UNIT	$746K	1139	0.67%	SOLE
35	BLACKROCK ETF TRUST II	ISHARES FLEXIBLE	$739K	14252	0.67%	SOLE
36	VANGUARD SPECIALIZED FUNDS	DIV APP ETF	$739K	3428	0.67%	SOLE
37	MICROSOFT CORPCALL	COM	$739K	2000	0.67%	SOLE
38	AMGEN INC	COM	$736K	2083	0.66%	SOLE
39	NVIDIA CORPORATION	COM	$713K	4058	0.64%	SOLE
40	ALPHABET INC	CAP STK CL A	$686K	2307	0.62%	SOLE
41	MERCK & CO INC	COM	$681K	5631	0.61%	SOLE
42	COSTCO WHOLESALE CORPORATION	COM	$674K	676	0.61%	SOLE
43	INTEL CORP	COM	$657K	13674	0.59%	SOLE
44	ECOLAB INC	COM	$656K	2435	0.59%	SOLE
45	PIMCO DYNAMIC INCOME FD	SHS	$650K	37336	0.59%	SOLE
46	SPDR SERIES TRUST	STATE STREET SPD	$614K	5396	0.55%	SOLE
47	INVESCO EXCH TRADED FD TR II	S&P SMLCP INFO	$611K	10038	0.55%	SOLE
48	LITMAN GREGORY FDS TR	IMGP DBI MANAGED	$607K	20076	0.55%	SOLE
49	JOHNSON & JOHNSON	COM	$601K	2462	0.54%	SOLE
50	ISHARES TR	MSCI INDIA ETF	$598K	12810	0.54%	SOLE

1–50 of 129

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.