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Portfolio (Quarterly) Guide ↗

FCA CORP /TX

· CIK 0001166402
13F Portfolio $406M AUM 212 positions Filed Aug 11, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 20 New 101 Added 10 Reduced 8 Exited
Page 2 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 RSPH INVESCO S&P 500 EQUAL WEIGHT 152,116.0 $5.0M 1.24% +4K +3.0% $33.19 +13.8%
22 XLY SS CONSUMER DISC SELECT SECT 42,403.0 $5.0M 1.23% +336.0 +0.8% $117.28 -1.2%
23 JNJ JOHNSON & JOHNSON Healthcare 19,411.0 $4.9M 1.21% +708.0 +3.8% $253.97 +4.8%
24 ALL ALLSTATE CORP Financial Services 20,086.0 $4.8M 1.18% +1K +5.4% $237.93 +8.3%
25 RMT ROYCE MICRO-CAP TRUST INC Financial Services 320,074.0 $4.7M 1.15% +7K +2.2% $14.64 -2.8%
26 HIO WESTERN ASSET HI INC OPPORT Financial Services 1,276,114.0 $4.6M 1.14% +69K +5.8% $3.64 -4.4%
27 BSCT INVESCO BULLETSHARES 2029 CB 248,603.0 $4.6M 1.14% +156K +169.3% $18.57 -0.3%
28 PLXS PLEXUS CORP Technology 15,116.0 $4.5M 1.12% +674.0 +4.7% $300.67 -18.4%
29 IBM INTL BUSINESS MACHINES CORP Technology 15,802.0 $4.4M 1.09% +1K +7.5% $281.22 -15.3%
30 JPC NUVEEN PREFERED & INCOME OPP Financial Services 554,077.0 $4.4M 1.08% +28K +5.2% $7.88 -5.1%
31 FNDX SCHWAB FNDMNTL US LRG CO ETF 139,092.0 $4.3M 1.07% +1K +0.8% $31.10 +4.4%
32 SYK STRYKER CORP Healthcare 13,700.0 $4.3M 1.06% +727.0 +5.6% $314.84 +3.5%
33 IEF ISHARES 7-10 YEAR TREASURY B 43,676.0 $4.1M 1.02% +6K +16.9% $94.57 -1.4%
34 LOW LOWE'S COS INC Consumer Cyclical 18,655.0 $4.1M 1.01% +122.0 +0.7% $220.49 -6.3%
35 AVGO BROADCOM INC Technology 10,879.0 $4.1M 1.01% +473.0 +4.5% $377.75 -2.8%
36 IWR ISHARES RUSSELL MID-CAP ETF 36,437.0 $4.0M 0.99% +507.0 +1.4% $110.32 +2.7%
37 BTO JOHN HANCOCK FINANCIAL OPP Financial Services 95,444.0 $3.8M 0.93% +6K +7.3% $39.42 +0.8%
38 VOYA VOYA FINANCIAL INC Financial Services 40,845.0 $3.7M 0.91% +844.0 +2.1% $90.53 +12.3%
39 NVS NOVARTIS AG-SPONSORED ADR Healthcare 23,419.0 $3.7M 0.90% +568.0 +2.5% $156.72 -1.3%
40 ORI OLD REPUBLIC INTL CORP Financial Services 88,693.0 $3.6M 0.89% +6K +7.2% $40.92 +3.3%
Page 2 of 6  ·  101 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 29.5%
Technology 23.7%
Industrials 12.9%
Healthcare 12.0%
Consumer Cyclical 5.6%
Communication Services 3.8%
Utilities 3.5%
Consumer Defensive 3.5%
Basic Materials 3.0%
Energy 2.5%