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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
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AMGN AMGEN INC Healthcare 16,245.0 $5.9M 1.45% -2K -11.9% $362.12 +20.8%
2 GOOGL ALPHABET INC-CL A Communication Services 9,369.0 $3.3M 0.82% -73.0 -0.8% $357.36 -4.7%
3 QCOM QUALCOMM INC Technology 6,400.0 $1.2M 0.29% -113.0 -1.7% $184.80 -11.1%
4 CSCO CISCO SYSTEMS INC Technology 9,397.0 $1.1M 0.27% -4K -32.3% $117.46 -4.9%
5 XLE SS ENERGY SELECT SECTOR 15,327.0 $814K 0.20% -14K -47.2% $53.11 +17.4%
6 LYNAS RARE EARTHS LTD-SP ADR 28,500.0 $359K 0.09% -6K -17.4% $12.58
7 SCHA SCHWAB US SMALL-CAP ETF 9,071.0 $328K 0.08% -95.0 -1.0% $36.13 -3.8%
8 SONY SONY GROUP CORP - SP ADR Technology 16,000.0 $321K 0.08% -4K -20.0% $20.06 +19.6%
9 UNILEVER PLC-SPONSORED ADR 5,222.0 $314K 0.08% -1K -16.1% $60.12
10 BSCQ INVESCO BULLETSHARES 2026 CB 12,946.0 $253K 0.06% -371K -96.6% $19.53 -0.0%

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%