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Portfolio (Quarterly) Guide ↗

FLC Capital Advisors

· CIK 0001713697
13F Portfolio $622M AUM 236 positions Filed Jul 20, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 236 New
Page 2 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CVX CHEVRON CORPORATION Energy 43,313.0 $7.2M 1.16% NEW $165.76 +23.8%
22 IVV ISHARES TR 8,890.0 $6.7M 1.07% NEW $748.89 +2.7%
23 NVDA NVIDIA CORPORATION Technology 32,532.0 $6.5M 1.05% NEW $200.09 +7.3%
24 CAT CATERPILLAR INC Industrials 5,638.0 $6.0M 0.97% NEW $1064.90 -22.3%
25 XLRE SELECT SECTOR SPDR TR 128,638.0 $5.7M 0.91% NEW $44.03 +2.4%
26 SCHD SCHWAB STRATEGIC TR 175,514.0 $5.6M 0.90% NEW $31.71 +10.7%
27 XOM EXXON MOBIL CORP Energy 40,088.0 $5.5M 0.88% NEW $136.72 +20.8%
28 JPM JPMORGAN CHASE & CO Financial Services 16,124.0 $5.3M 0.85% NEW $327.33 +7.4%
29 ENB ENBRIDGE INC Energy 88,286.0 $4.8M 0.77% NEW $54.21 -6.9%
30 VIG VANGUARD SPECIALIZED FUNDS 19,233.0 $4.6M 0.73% NEW $236.62 +3.1%
31 BSV VANGUARD BD INDEX FDS 55,402.0 $4.3M 0.69% NEW $77.91 -0.4%
32 META META PLATFORMS INC Communication Services 7,579.0 $4.3M 0.69% NEW $563.30 -2.4%
33 EPD ENTERPRISE PRODS PARTNERS L 111,463.0 $4.1M 0.66% NEW $36.76
34 VBIL VANGUARD INSTL INDEX FD 53,418.0 $4.0M 0.65% NEW $75.68 -0.0%
35 ESGU ISHARES TR 23,256.0 $3.8M 0.61% NEW $163.67 +2.5%
36 WMT WALMART INC Consumer Defensive 32,657.0 $3.7M 0.59% NEW $113.26 -8.4%
37 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 7,709.0 $3.7M 0.59% NEW $477.57 -12.3%
38 JNJ JOHNSON & JOHNSON Healthcare 13,403.0 $3.4M 0.55% NEW $253.96 +6.4%
39 DFAS DIMENSIONAL ETF TRUST 36,335.0 $3.0M 0.48% NEW $82.34 +0.8%
40 PANW PALO ALTO NETWORKS INC Technology 8,639.0 $2.9M 0.47% NEW $341.02 +4.9%
Page 2 of 12  ·  236 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
Technology 32.5%
Financial Services 12.2%
Healthcare 11.1%
Energy 9.5%
Communication Services 8.9%
Industrials 8.7%
Consumer Defensive 6.3%
Consumer Cyclical 6.2%
Utilities 2.5%
Real Estate 1.4%