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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 8 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LLY ELI LILLY & CO Healthcare 364.0 $437K 0.11% +4.0 +1.1% $1199.58 -2.0%
142 SHOPRITE HOLDINGS-SPN ADR 24,000.0 $434K 0.11% $18.10
143 BSJT INVESCO BULLETSHARES 2029 HY 20,520.0 $434K 0.11% +2K +12.4% $21.13 +0.0%
144 KAJIMA CORP-UNSPONSORED ADR 11,900.0 $432K 0.11% $36.34
145 DHI DR HORTON INC Consumer Cyclical 2,600.0 $423K 0.10% $162.88 -10.8%
146 HDB HDFC BANK LTD-ADR Financial Services 16,000.0 $413K 0.10% $25.83 -13.0%
147 HBAN HUNTINGTON BANCSHARES INC Financial Services 22,998.0 $408K 0.10% $17.73 -4.9%
148 CRWD CROWDSTRIKE HOLDINGS INC - A Technology 500.0 $382K 0.09% NEW $190.78 +19.5%
149 COMT ISHARES GSCI COMMODITY DYNAM 12,532.0 $381K 0.09% +548.0 +4.6% $30.37 +13.6%
150 CX CEMEX SAB-SPONS ADR PART CER Basic Materials 30,000.0 $360K 0.09% $12.00 -8.9%
151 LYNAS RARE EARTHS LTD-SP ADR 28,500.0 $359K 0.09% -6K -17.4% $12.58
152 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 944.0 $350K 0.09% +32.0 +3.5% $370.59 -4.5%
153 EXXONMOBIL HOLDINGS CORP 2,537.0 $347K 0.09% NEW $136.71
154 MTN GROUP LTD-SPONS ADR 24,500.0 $344K 0.09% $14.06
155 STANDARD BANK GROUP-SPON ADR 17,300.0 $343K 0.09% $19.84
156 KO COCA-COLA CO/THE Consumer Defensive 4,147.0 $337K 0.08% +536.0 +14.8% $81.28 +9.6%
157 SCHM SCHWAB US MID CAP ETF 8,926.0 $329K 0.08% $36.87 -2.3%
158 SCHA SCHWAB US SMALL-CAP ETF 9,071.0 $328K 0.08% -95.0 -1.0% $36.13 -3.8%
159 SONY SONY GROUP CORP - SP ADR Technology 16,000.0 $321K 0.08% -4K -20.0% $20.06 +20.0%
160 PSO PEARSON PLC-SPONSORED ADR Communication Services 20,000.0 $318K 0.08% $15.89 +4.8%
Page 8 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%