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Portfolio (Quarterly) Guide ↗

FCA CORP /TX

· CIK 0001166402
13F Portfolio $354M AUM 197 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 71 Added 41 Reduced 15 Exited
Page 3 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 PEO ADAMS NATURAL RESOURCES FUND Financial Services 118,306.0 $3.3M 0.93% +6K +5.2% $27.80 -5.5%
42 AVGO BROADCOM INC Technology 10,406.0 $3.2M 0.91% $309.51 +36.6%
43 BTO JOHN HANCOCK FINANCIAL OPP Financial Services 88,984.0 $3.2M 0.90% +2K +2.4% $35.87 +3.0%
44 MSFT MICROSOFT CORP Technology 8,203.0 $3.0M 0.86% $370.19 +12.1%
45 PLXS PLEXUS CORP Technology 14,442.0 $2.9M 0.83% -209.0 -1.4% $202.54 +34.1%
46 JHML JOHN HANCOCK MULTI FACT LRG 36,127.0 $2.8M 0.80% +1K +2.9% $78.27 +12.6%
47 LMT LOCKHEED MARTIN CORP Industrials 4,581.0 $2.8M 0.78% -57.0 -1.2% $604.41 -12.0%
48 EVEREST GROUP LTD 8,384.0 $2.7M 0.77% +348.0 +4.3% $326.84
49 VOYA VOYA FINANCIAL INC Financial Services 40,001.0 $2.7M 0.77% +987.0 +2.5% $68.32 +19.2%
50 GOOGL ALPHABET INC-CL A Communication Services 9,442.0 $2.7M 0.77% -288.0 -3.0% $287.55 +34.4%
51 WMB WILLIAMS COS INC Energy 37,177.0 $2.7M 0.76% -2K -4.9% $72.78 +5.6%
52 AVK ADVENT CONVERT & INCOME Financial Services 239,080.0 $2.7M 0.75% +8K +3.4% $11.16 +15.0%
53 VDE VANGUARD ENERGY ETF 14,673.0 $2.5M 0.72% +333.0 +2.3% $173.04 -4.1%
54 NXPI NXP SEMICONDUCTORS NV Technology 11,347.0 $2.2M 0.63% +388.0 +3.5% $196.86 +66.2%
55 ARTNA ARTESIAN RESOURCES CORP-CL A Utilities 69,722.0 $2.2M 0.63% +4K +6.8% $31.85 +1.7%
56 NVDA NVIDIA CORP Technology 12,559.0 $2.2M 0.62% $174.40 +22.2%
57 MET METLIFE INC Financial Services 29,582.0 $2.1M 0.59% +655.0 +2.3% $70.72 +18.0%
58 MOAT VANECK MORNINGSTAR WIDE MOAT 20,941.0 $2.0M 0.57% +799.0 +4.0% $96.70 +5.5%
59 JPMORGAN ULTRA-SHORT INCOME 38,984.0 $2.0M 0.56% +4K +11.8% $50.61
60 IWM ISHARES RUSSELL 2000 ETF 7,584.0 $1.9M 0.53% -134.0 -1.7% $248.02 +16.5%
Page 3 of 10  ·  191 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 28.4%
Technology 19.7%
Healthcare 12.8%
Industrials 11.7%
Communication Services 7.5%
Consumer Cyclical 5.5%
Basic Materials 3.8%
Consumer Defensive 3.8%
Utilities 3.6%
Energy 3.1%