First Growth Capital LLC has filed a Form 13F-HR with the Securities and Exchange Commission, disclosing its equity securities portfolio as of September 30, 2026. The filing lists the firm’s contact information, including its address at 3525 Barton Oaks Road in Pikesville, Maryland, and identifies David Reidy as the Chief Compliance Officer.
The report details a portfolio of 135 positions. The largest holding is a position in Vertiv Holdings Co Class A, for which the firm holds 724,170 shares. Other significant individual stock holdings include Nike Inc Class B with 24,528 shares, Vertiv Holdings Co Class A with 72,417 shares, and Seagate Technology Holdings PLC with 228 shares.
The filing also lists a substantial number of exchange-traded funds (ETFs). The top ETF holding is the Vanguard Morningstar Total Stock Market ETF with 1,773,523 shares. Other notable ETF positions include the Vanguard S&P 500 ETF Shares (1,443,071 shares) and the Schwab Strategic Trust US Large Cap ETF (3,114,600 shares).
The portfolio includes a diverse mix of technology, healthcare, and consumer staples companies. Technology holdings include NVIDIA Corporation (3,578 shares), Microsoft Corporation (4,593 shares), and Apple Inc (5,964 shares). Healthcare positions include Novo Nordisk A S ADR (24,871 shares) and Merck & Co Inc (4,434 shares). Consumer staples holdings include Walmart Inc (4,103 shares) and Procter & Gamble Co (4,175 shares).
The filing indicates that all holdings are held for investment purposes and are managed as sole voting and dispositive power.
