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First Fiduciary Investment Counsel, Inc.

CIK:0001072843
Investment Adviser
$502M AUM
71 holdings
Cleveland, OH, United States
Founded:1975
5 employees
Latest filing:Jun 30, 2025

First Fiduciary Investment Counsel, Inc., headquartered in Cleveland, Ohio, is a registered investment adviser founded in 1975. The firm manages portfolios for individuals, high-net-worth individuals, pension and profit-sharing plans, and charitable organizations, with a focus on providing personalized investment counsel. Their team consists of approximately 5 employees, most of whom are dedicated investment professionals.

Investment Strategy

First Fiduciary Investment Counsel practices a long-term, value-oriented investment strategy, focused on large-cap domestic equities and tailored fixed income portfolios. The firm analyzes fundamental financial metrics to select individual securities, seeking quality companies with strong balance sheets, sustainable cash flows, and competitive advantages. Their portfolios are customized to client objectives, emphasizing risk management, downside protection, and consistent, tax-efficient returns.

Latest 13F Filing Activity

First Fiduciary Investment Counsel, Inc. filed their most recent 13F report on Jun 30, 2025 disclosing 71 equity positions with a total 13F market value of $504M. The fund increased holdings in Microsoft Corp., Walt Disney Co., Oracle Corp. among other positions. First Fiduciary Investment Counsel, Inc. reduced exposure to Unitedhealth, PPG Industries, Hershey Foods among others.

Top Buys
M
MSFTMICROSOFT CORP
+$9.0M
D
DISWALT DISNEY CO
+$6.8M
O
ORCLORACLE CORP
+$6.0M
J
JPMJP MORGAN
+$5.5M
G
GSGOLDMAN SACHS
+$5.1M
Top Sells
U
UNHUNITEDHEALTH
-$8.9M
P
PPGPPG INDUSTRIES
-$7.9M
H
HSYHERSHEY FOODS
-$4.3M
W
WTWWILLIS TOWERS
-$1.5M
S
SLBSLB
-$1.3M

Top Holdings

M
MSFTMICROSOFT CORP
+7.8%$39.2M
J
JPMJP MORGAN
+7.6%$38.4M
B
BLKBLACKROCK
+4.8%$24.2M
G
GSGOLDMAN SACHS
+4.4%$22.1M
L
LOWLOWE'S
+4.2%$21.1M

Equity Positions (71)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
MICROSOFT CORP7.77%$39.2M78,743$47.11$497.41+$9.0M
JP MORGAN7.61%$38.4M132,411$68.81$289.91+$5.5M
BLACKROCK4.80%$24.2M23,057$949.82$1049.25+$2.5M
GOLDMAN SACHS4.39%$22.1M31,295$404.72$707.75+$5.1M
LOWE'S4.18%$21.1M95,093$67.48$221.87-$838.0K

Industry Allocation

SECURITY BROKERS, DEALERS & FLOTATION COMPANIES
+14.1%
SERVICES-PREPACKAGED SOFTWARE
+11.0%
NATIONAL COMMERCIAL BANKS
+10.2%
PHARMACEUTICAL PREPARATIONS
+7.7%
SERVICES-MISCELLANEOUS AMUSEMENT & RECREATION
+6.3%