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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 5 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WM WASTE MANAGEMENT INC Industrials 6,184.0 $1.4M 0.34% +694.0 +12.6% $222.88 -2.1%
82 DUK DUKE ENERGY CORP Utilities 10,487.0 $1.3M 0.33% +575.0 +5.8% $126.57 -4.4%
83 OR OR ROYALTIES INC Basic Materials 41,228.0 $1.3M 0.32% +2K +4.0% $31.63 +22.0%
84 INTC INTEL CORP Technology 9,085.0 $1.3M 0.31% $139.63 -34.6%
85 MMM 3M CO Industrials 7,737.0 $1.3M 0.31% +278.0 +3.7% $161.92 +10.4%
86 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 2,564.0 $1.2M 0.30% +564.0 +28.2% $477.57 -10.9%
87 QCOM QUALCOMM INC Technology 6,400.0 $1.2M 0.29% -113.0 -1.7% $184.80 -11.1%
88 VBIL VANGUARD 0-3M T-BILL ETF 15,580.0 $1.2M 0.29% +909.0 +6.2% $75.68 +0.0%
89 T AT&T INC Communication Services 56,751.0 $1.2M 0.29% +6K +11.2% $20.70 +22.9%
90 SIEMENS AG-SPONS ADR 7,000.0 $1.1M 0.28% $160.91
91 CSCO CISCO SYSTEMS INC Technology 9,397.0 $1.1M 0.27% -4K -32.3% $117.46 -4.9%
92 NTAP NETAPP INC Technology 7,000.0 $1.1M 0.27% $154.76 +22.4%
93 RGCO RGC RESOURCES INC Utilities 44,941.0 $1.1M 0.27% +2K +5.1% $23.90 -8.6%
94 IHG INTERCONTINENTAL HOTELS-ADR Consumer Cyclical 6,103.0 $1.1M 0.26% $173.12 -5.9%
95 Q QNITY ELECTRONICS INC Technology 5,989.0 $978K 0.24% +702.0 +13.3% $163.31 -22.9%
96 LII LENNOX INTERNATIONAL INC Industrials 1,700.0 $974K 0.24% $572.95 -31.5%
97 MDY STATE STREET SPDR S&P MIDCAP Financial Services 1,380.0 $971K 0.24% $703.34 -0.7%
98 META META PLATFORMS INC-CLASS A Communication Services 1,696.0 $956K 0.23% +41.0 +2.5% $563.40 +1.0%
99 BSCY INVESCO BULLETSHARES 2034 CB 46,184.0 $954K 0.23% NEW $20.67 -1.6%
100 UNH UNITEDHEALTH GROUP INC Healthcare 2,247.0 $934K 0.23% NEW $415.63 -5.0%
Page 5 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%