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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 7 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 ROCHE HOLDINGS LTD-SPONS ADR 12,000.0 $616K 0.15% $51.35
122 MRK MERCK & CO. INC. Healthcare 4,550.0 $585K 0.14% $128.49 +16.4%
123 CVX CHEVRON CORP Energy 3,500.0 $580K 0.14% $165.76 +20.4%
124 ASR GRUPO AEROPORTUARIO SUR-ADR Industrials 1,800.0 $552K 0.14% $306.70 -15.2%
125 MRVL MARVELL TECHNOLOGY INC Technology 1,785.0 $532K 0.13% NEW $297.89 -18.9%
126 IWF ISHARES RUSSELL 1000 GROWTH 4,220.0 $524K 0.13% +3K +300.0% $124.17 -0.2%
127 GJENSIDIGE FORSIKRING-UN ADR 20,000.0 $517K 0.13% $25.86
128 HASI HA SUSTAINABLE INFRASTRUCTUR Financial Services 13,200.0 $515K 0.13% $39.05 +3.1%
129 NSC NORFOLK SOUTHERN CORP Industrials 1,600.0 $503K 0.12% $314.59 +10.6%
130 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,000.0 $501K 0.12% $501.36 +25.8%
131 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,670.0 $486K 0.12% $291.17 -10.0%
132 AOA ISHARES CORE 80/20 AGGRESSIV 4,845.0 $473K 0.12% +164.0 +3.5% $97.60 +1.9%
133 KLAC KLA CORP Technology 1,548.0 $467K 0.12% +1K +867.5% $301.71 -39.1%
134 CPA COPA HOLDINGS SA-CLASS A Industrials 3,000.0 $467K 0.12% $155.57 -15.6%
135 TECHTRONIC INDUSTRIES-SP ADR 5,500.0 $459K 0.11% $83.40
136 PG PROCTER & GAMBLE CO/THE Consumer Defensive 3,100.0 $455K 0.11% $146.64 -2.4%
137 RVT ROYCE SMALL-CAP TRUST INC Financial Services 24,532.0 $453K 0.11% +9K +54.7% $18.47 +1.9%
138 AZO AUTOZONE INC Consumer Cyclical 140.0 $447K 0.11% $3195.94 -8.2%
139 SHY ISHARES 1-3 YEAR TREASURY BO 5,400.0 $443K 0.11% NEW $82.11 -0.1%
140 DIS WALT DISNEY CO/THE Communication Services 4,591.0 $442K 0.11% $96.25 +11.0%
Page 7 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%