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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 11 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
201 FSTA FIDELITY COVINGTON TRUST 5,001.0 $263K 0.04% NEW $52.54 +2.9%
202 NVT NVENT ELEC PLC Industrials 1,513.0 $257K 0.04% NEW $169.61 -10.4%
203 EPI WISDOMTREE TR 5,939.0 $254K 0.04% NEW $42.78 +0.5%
204 SCHZ SCHWAB STRATEGIC TR 10,972.0 $254K 0.04% NEW $23.13 -1.6%
205 DY DYCOM INDS INC Industrials 500.0 $253K 0.04% NEW $505.59 -22.3%
206 ASML ASML HLDG NV Technology 126.0 $251K 0.04% NEW $1989.44 -11.3%
207 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,341.0 $250K 0.04% NEW $57.62 +16.3%
208 IAT ISHARES TR 3,876.0 $241K 0.04% NEW $62.21 +0.3%
209 BCS BARCLAYS PLC Financial Services 8,864.0 $238K 0.04% NEW $26.86 -0.1%
210 FULT FULTON FINL CORP PA Financial Services 9,792.0 $237K 0.04% NEW $24.19 -2.3%
211 BABA ALIBABA GROUP HLDG LTD Consumer Cyclical 2,422.0 $232K 0.04% NEW $95.98 +24.3%
212 WDC WESTERN DIGITAL CORP Technology 362.0 $231K 0.04% NEW $638.72 -28.1%
213 BA BOEING CO Industrials 1,067.0 $231K 0.04% NEW $216.47 -1.0%
214 FORM FORMFACTOR INC Technology 1,430.0 $229K 0.04% NEW $159.93 -28.6%
215 EFV ISHARES TR 2,984.0 $228K 0.04% NEW $76.55 +7.4%
216 VST VISTRA CORP Utilities 1,439.0 $228K 0.04% NEW $158.63 -14.1%
217 RB GLOBAL INC 1,934.0 $225K 0.04% NEW $116.45
218 NOW SERVICENOW INC Technology 2,259.0 $224K 0.04% NEW $99.28 +29.4%
219 NEM NEWMONT CORP Basic Materials 2,397.0 $224K 0.04% NEW $93.40 +40.9%
220 NKX NUVEEN CALIF AMT FREE MUNI I Financial Services 17,850.0 $224K 0.04% NEW $12.53 -3.0%
Page 11 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%