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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 12 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 893.0 $223K 0.04% NEW $249.98 -4.1%
222 TPR TAPESTRY INC Consumer Cyclical 1,524.0 $223K 0.04% NEW $146.38 -11.1%
223 IYM ISHARES TR 1,233.0 $221K 0.04% NEW $179.53 +8.7%
224 ED CONSOLIDATED EDISON INC Utilities 2,000.0 $221K 0.04% NEW $110.63 -3.9%
225 GIS GENERAL MILLS INC Consumer Defensive 6,300.0 $219K 0.04% NEW $34.80 +14.9%
226 DLR DIGITAL RLTY TR INC Real Estate 1,196.0 $215K 0.04% NEW $179.58 +6.1%
227 BOOT BOOT BARN HLDGS INC Consumer Cyclical 1,304.0 $214K 0.03% NEW $164.27 +0.8%
228 TKR TIMKEN CO Industrials 1,474.0 $214K 0.03% NEW $145.32 -13.9%
229 VT VANGUARD INTL EQUITY INDEX F 1,351.0 $212K 0.03% NEW $156.95 +2.4%
230 DAL DELTA AIR LINES INC Industrials 2,260.0 $212K 0.03% NEW $93.66 -12.0%
231 SCHE SCHWAB STRATEGIC TR 5,828.0 $211K 0.03% NEW $36.26 +2.0%
232 AHR AMERICAN HEALTHCARE REIT INC Real Estate 3,897.0 $203K 0.03% NEW $52.15 +7.2%
233 ACVF ETF OPPORTUNITIES TRUST 3,722.0 $203K 0.03% NEW $54.53 +2.0%
234 NGG NATIONAL GRID PLC Utilities 2,420.0 $201K 0.03% NEW $82.87 -3.8%
235 JOBY JOBY AVIATION INC Industrials 20,605.0 $184K 0.03% NEW $8.92 -15.6%
236 ABEV AMBEV SA Consumer Defensive 16,848.0 $53K 0.01% NEW $3.14 -8.3%
Page 12 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%