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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 10 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
181 VB VANGUARD INDEX FDS 1,021.0 $309K 0.05% NEW $303.12 +0.5%
182 JCI JOHNSON CONTROLS INTERNATION Industrials 2,082.0 $304K 0.05% NEW $146.11 -2.1%
183 LMT LOCKHEED MARTIN CORP Industrials 594.0 $303K 0.05% NEW $509.62 +10.6%
184 VDE VANGUARD WORLD FD 2,000.0 $300K 0.05% NEW $150.13 +19.6%
185 CENCORA INC 1,048.0 $297K 0.05% NEW $282.98
186 SPHY SPDR SERIES TRUST 12,574.0 $295K 0.05% NEW $23.44 -0.6%
187 CRWD CROWDSTRIKE HLDGS INC Technology 375.0 $286K 0.05% NEW $190.79 +0.6%
188 AEIS ADVANCED ENERGY INDS Industrials 761.0 $284K 0.05% NEW $372.87 -23.3%
189 BE BLOOM ENERGY CORP Industrials 932.0 $282K 0.04% NEW $302.70 -33.4%
190 SHEL SHELL PLC Energy 3,637.0 $282K 0.04% NEW $77.54 +20.4%
191 PEG PUBLIC SVC ENTERPRISE GROUP Utilities 3,400.0 $276K 0.04% NEW $81.16 -10.5%
192 WELL WELLTOWER INC Real Estate 1,215.0 $276K 0.04% NEW $226.97 +5.4%
193 NSC NORFOLK SOUTHN CORP Industrials 875.0 $275K 0.04% NEW $314.59 +11.5%
194 SNDK SANDISK CORP Technology 120.0 $273K 0.04% NEW $2273.73 -29.8%
195 AMKR AMKOR TECHNOLOGY INC Technology 3,133.0 $270K 0.04% NEW $86.23 -41.7%
196 KLIC KULICKE & SOFFA INDS INC Technology 2,000.0 $268K 0.04% NEW $133.76 -35.9%
197 B BARRICK MNG CORP Basic Materials 7,280.0 $267K 0.04% NEW $36.73 +29.6%
198 CIBR FIRST TR EXCHANGE-TRADED FD 2,950.0 $265K 0.04% NEW $89.85 +5.6%
199 MCK MCKESSON CORP Healthcare 350.0 $264K 0.04% NEW $755.60 +13.7%
200 AMAT APPLIED MATLS INC Technology 365.0 $264K 0.04% NEW $723.00 -31.9%
Page 10 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%