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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 3 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VANGUARD CALIF TAX FREE FDS 28,339.0 $2.9M 0.46% NEW $100.60
42 IJH ISHARES TR 35,607.0 $2.7M 0.44% NEW $77.11 -0.4%
43 GOOGL PUT ALPHABET INC Communication Services 7,500.0 $2.7M 0.43% NEW $357.37 -3.5%
44 BERKSHIRE HATHAWAY INC DEL 5,201.0 $2.6M 0.42% NEW $500.39
45 VTI VANGUARD INDEX FDS 7,031.0 $2.6M 0.42% NEW $370.04 +2.2%
46 PM PHILIP MORRIS INTL INC Consumer Defensive 13,904.0 $2.5M 0.41% NEW $180.91 +4.0%
47 VO VANGUARD INDEX FDS 30,841.0 $2.5M 0.40% NEW $80.57 +3.0%
48 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,617.0 $2.4M 0.39% NEW $935.38 +1.3%
49 BAC BANK OF AMER CORP Financial Services 41,891.0 $2.4M 0.38% NEW $56.98 +8.3%
50 TSM PUT TAIWAN SEMICONDUCTOR MANUFAC Technology 4,700.0 $2.2M 0.36% NEW $477.57 -12.3%
51 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 12,333.0 $2.2M 0.36% NEW $181.15 +15.7%
52 CSCO CISCO SYS INC Technology 18,901.0 $2.2M 0.36% NEW $117.46 -5.5%
53 SUB ISHARES TR 20,424.0 $2.2M 0.35% NEW $106.47 -0.2%
54 AAPL PUT APPLE INC Technology 7,500.0 $2.2M 0.35% NEW $289.36 +6.9%
55 NEE NEXTERA ENERGY INC Utilities 23,529.0 $2.1M 0.33% NEW $87.77 -4.7%
56 CMI CUMMINS INC Industrials 2,820.0 $2.0M 0.32% NEW $713.21 -17.6%
57 KLAC KLA CORP Technology 6,420.0 $1.9M 0.31% NEW $301.71 -39.0%
58 UPS UNITED PARCEL SVCS INC Industrials 17,683.0 $1.9M 0.31% NEW $107.50 -5.1%
59 ITA ISHARES TR 7,602.0 $1.8M 0.30% NEW $242.42 -2.1%
60 PANW PUT PALO ALTO NETWORKS INC Technology 5,400.0 $1.8M 0.30% NEW $341.02 +4.9%
Page 3 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%