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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 9 of 11  ·  203 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 USMV ISHARES MSCI USA MIN VOL FAC 3,272.0 $316K 0.08% $96.46 +5.7%
162 UNILEVER PLC-SPONSORED ADR 5,222.0 $314K 0.08% -1K -16.1% $60.12
163 IYW ISHARES USTECHNOLOGY ETF 1,238.0 $312K 0.08% NEW $252.23 +0.4%
164 TOTALENERGIES SE 4,000.0 $311K 0.08% $77.76
165 SCHF SCHWAB INTL EQUITY ETF 10,918.0 $302K 0.07% +60.0 +0.6% $27.70 +2.5%
166 NGS NATURAL GAS SERVICES GROUP Energy 7,000.0 $302K 0.07% $43.14 -17.9%
167 VTV VANGUARD MRNGSTR VAL ETF-AUI 1,368.0 $298K 0.07% NEW $217.93 +3.4%
168 LEN LENNAR CORP-A Consumer Cyclical 3,200.0 $290K 0.07% $90.49 -5.6%
169 TSLA TESLA INC Consumer Cyclical 683.0 $287K 0.07% $420.60 -15.7%
170 NESTLE SA-SPONS ADR 2,750.0 $282K 0.07% $102.69
171 GFI GOLD FIELDS LTD-SPONS ADR Basic Materials 8,200.0 $275K 0.07% $33.59 +43.1%
172 ADP AUTOMATIC DATA PROCESSING Industrials 1,219.0 $273K 0.07% $223.95 +27.0%
173 CRH PLC 2,500.0 $268K 0.07% $107.00
174 GLASS HOUSE BRANDS INC 20,000.0 $260K 0.06% $13.00
175 AMERICA MOVIL SAB DE CV 10,000.0 $260K 0.06% $25.99
176 HARLEYSVILLE FINANCIAL CORP 8,675.0 $256K 0.06% $29.50
177 BSCQ INVESCO BULLETSHARES 2026 CB 12,946.0 $253K 0.06% -371K -96.6% $19.53 -0.0%
178 NICE NICE LTD - SPON ADR Technology 2,700.0 $245K 0.06% $90.85 +14.8%
179 VXF VANGUARD EXTENDED MARKET ETF 989.0 $244K 0.06% NEW $246.21 -0.2%
180 ANGLOGOLD ASHANTI PLC 3,000.0 $243K 0.06% $80.89
Page 9 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%