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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 3 of 6  ·  101 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CGW INVESCO S&P GLOBAL WATER IND 54,537.0 $3.6M 0.88% +2K +2.9% $65.73 -0.5%
42 JHML JOHN HANCOCK MULTI FACT LRG 37,446.0 $3.3M 0.82% +1K +3.6% $89.18 +2.4%
43 AVK ADVENT CONVERT & INCOME Financial Services 254,832.0 $3.3M 0.82% +16K +6.6% $13.10 -3.6%
44 NXPI NXP SEMICONDUCTORS NV Technology 11,780.0 $3.3M 0.81% +433.0 +3.8% $281.03 -18.9%
45 PEO ADAMS NATURAL RESOURCES FUND Financial Services 133,448.0 $3.3M 0.81% +15K +12.8% $24.72 +14.2%
46 MSFT MICROSOFT CORP Technology 8,719.0 $3.3M 0.80% +516.0 +6.3% $373.02 +33.9%
47 EVEREST GROUP LTD 8,827.0 $3.2M 0.78% +443.0 +5.3% $357.25
48 BSCS INVESCO BULLETSHARES 2028 CB 153,117.0 $3.1M 0.77% +64K +72.4% $20.36 -0.1%
49 WMB WILLIAMS COS INC Energy 37,577.0 $2.8M 0.69% +400.0 +1.1% $74.34 -1.4%
50 ENTG ENTEGRIS INC Technology 14,806.0 $2.7M 0.66% +401.0 +2.8% $179.85 -19.6%
51 NVDA NVIDIA CORP Technology 13,106.0 $2.6M 0.65% +547.0 +4.4% $200.09 +13.0%
52 MET METLIFE INC Financial Services 30,890.0 $2.6M 0.64% +1K +4.4% $84.61 +13.9%
53 LMT LOCKHEED MARTIN CORP Industrials 4,995.0 $2.5M 0.63% +414.0 +9.0% $509.43 +10.5%
54 ARTNA ARTESIAN RESOURCES CORP-CL A Utilities 73,699.0 $2.5M 0.62% +4K +5.7% $33.99 +4.3%
55 VTI VG MORNINGSTAR TS MKT ETF-US 6,381.0 $2.4M 0.58% +925.0 +16.9% $370.04 +2.8%
56 DFAS DIMENSIONAL US SMALL CAP ETF 28,582.0 $2.4M 0.58% +2K +8.3% $82.34 +0.7%
57 IWM ISHARES RUSSELL 2000 ETF 7,709.0 $2.3M 0.57% +125.0 +1.6% $300.44 -0.1%
58 MOAT VANECK MORNINGSTAR WIDE MOAT 22,114.0 $2.3M 0.57% +1K +5.6% $103.96 +11.2%
59 VDE VANGUARD ENERGY ETF 14,998.0 $2.3M 0.56% +325.0 +2.2% $150.13 +16.3%
60 AMZN AMAZON.COM INC Consumer Cyclical 9,302.0 $2.2M 0.55% +175.0 +1.9% $238.33 +7.6%
Page 3 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%