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Portfolio (Quarterly) Guide ↗

FCA CORP /TX

· CIK 0001166402
13F Portfolio $354M AUM Filed Feb 11, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 196 New
Page 7 of 10  ·  196 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRK MERCK & CO. INC. Healthcare 5,085.0 $535K 0.15% NEW $105.27 +13.8%
122 CVX CHEVRON CORP Energy 3,500.0 $533K 0.15% NEW $152.41 +21.2%
123 DIS WALT DISNEY CO/THE Communication Services 4,579.0 $521K 0.15% NEW $113.78 -9.2%
124 JAMES HARDIE IND PLC 25,000.0 $519K 0.15% NEW $20.75
125 IWF ISHARES RUSSELL 1000 GROWTH 1,085.0 $514K 0.14% NEW $473.30 -73.5%
126 SONY SONY GROUP CORP - SP ADR Technology 20,000.0 $512K 0.14% NEW $25.60 -13.4%
127 MLR MILLER INDUSTRIES INC/TENN Consumer Cyclical 13,200.0 $493K 0.14% NEW $37.37 +26.5%
128 AZO AUTOZONE INC Consumer Cyclical 143.0 $485K 0.14% NEW $3391.50 -8.6%
129 HASI HA SUSTAINABLE INFRASTRUCTUR Financial Services 15,200.0 $478K 0.14% NEW $31.43 +31.1%
130 NSC NORFOLK SOUTHERN CORP Industrials 1,600.0 $462K 0.13% NEW $288.72 +10.9%
131 PG PROCTER & GAMBLE CO/THE Consumer Defensive 3,100.0 $444K 0.12% NEW $143.31 -0.2%
132 KAJIMA CORP-UNSPONSORED ADR 11,900.0 $442K 0.12% NEW $37.14
133 LYNAS RARE EARTHS LTD-SP ADR 49,800.0 $412K 0.12% NEW $8.27
134 UNILEVER PLC-SPONSORED ADR 6,222.0 $407K 0.12% NEW $65.40
135 LLY ELI LILLY & CO Healthcare 375.0 $403K 0.11% NEW $1074.68 -0.7%
136 HBAN HUNTINGTON BANCSHARES INC Financial Services 22,998.0 $399K 0.11% NEW $17.35 -7.4%
137 SHOPRITE HOLDINGS-SPN ADR 24,000.0 $398K 0.11% NEW $16.58
138 INTC INTEL CORP Technology 9,970.0 $368K 0.10% NEW $36.90 +234.7%
139 CWAN CLEARWATER ANALYTICS HDS-A Technology 15,215.0 $367K 0.10% NEW $24.12 +1.0%
140 AOA ISHARES CORE 80/20 AGGRESSIV 4,088.0 $366K 0.10% NEW $89.56 +9.2%
Page 7 of 10  ·  196 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 28.8%
Technology 21.3%
Healthcare 11.9%
Industrials 11.1%
Communication Services 8.0%
Consumer Cyclical 6.7%
Basic Materials 3.3%
Utilities 3.3%
Consumer Defensive 3.2%
Energy 2.5%