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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 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VOYA VOYA FINANCIAL INC Financial Services 40,845.0 $3.7M 0.91% +844.0 +2.1% $90.53 +12.5%
42 NVS NOVARTIS AG-SPONSORED ADR Healthcare 23,419.0 $3.7M 0.90% +568.0 +2.5% $156.72 -1.1%
43 ORI OLD REPUBLIC INTL CORP Financial Services 88,693.0 $3.6M 0.89% +6K +7.2% $40.92 +3.3%
44 CGW INVESCO S&P GLOBAL WATER IND 54,537.0 $3.6M 0.88% +2K +2.9% $65.73 -1.1%
45 GOOGL ALPHABET INC-CL A Communication Services 9,369.0 $3.3M 0.82% -73.0 -0.8% $357.36 -4.7%
46 JHML JOHN HANCOCK MULTI FACT LRG 37,446.0 $3.3M 0.82% +1K +3.6% $89.18 +2.3%
47 AVK ADVENT CONVERT & INCOME Financial Services 254,832.0 $3.3M 0.82% +16K +6.6% $13.10 -3.7%
48 NXPI NXP SEMICONDUCTORS NV Technology 11,780.0 $3.3M 0.81% +433.0 +3.8% $281.03 -19.2%
49 PEO ADAMS NATURAL RESOURCES FUND Financial Services 133,448.0 $3.3M 0.81% +15K +12.8% $24.72 +14.4%
50 MSFT MICROSOFT CORP Technology 8,719.0 $3.3M 0.80% +516.0 +6.3% $373.02 +33.8%
51 EVEREST GROUP LTD 8,827.0 $3.2M 0.78% +443.0 +5.3% $357.25
52 BSCS INVESCO BULLETSHARES 2028 CB 153,117.0 $3.1M 0.77% +64K +72.4% $20.36 -0.1%
53 WMB WILLIAMS COS INC Energy 37,577.0 $2.8M 0.69% +400.0 +1.1% $74.34 -1.4%
54 ENTG ENTEGRIS INC Technology 14,806.0 $2.7M 0.66% +401.0 +2.8% $179.85 -19.7%
55 NVDA NVIDIA CORP Technology 13,106.0 $2.6M 0.65% +547.0 +4.4% $200.09 +12.6%
56 MET METLIFE INC Financial Services 30,890.0 $2.6M 0.64% +1K +4.4% $84.61 +13.7%
57 LMT LOCKHEED MARTIN CORP Industrials 4,995.0 $2.5M 0.63% +414.0 +9.0% $509.43 +10.7%
58 ARTNA ARTESIAN RESOURCES CORP-CL A Utilities 73,699.0 $2.5M 0.62% +4K +5.7% $33.99 +4.9%
59 VTI VG MORNINGSTAR TS MKT ETF-US 6,381.0 $2.4M 0.58% +925.0 +16.9% $370.04 +2.7%
60 DFAS DIMENSIONAL US SMALL CAP ETF 28,582.0 $2.4M 0.58% +2K +8.3% $82.34 +0.6%
Page 3 of 11  ·  203 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%