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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 4 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 INTC INTEL CORP Technology 13,177.0 $1.8M 0.30% NEW $139.63 -35.5%
62 VYMI VANGUARD WHITEHALL FDS 18,460.0 $1.8M 0.29% NEW $98.20 +7.2%
63 QCOM QUALCOMM INC Technology 9,274.0 $1.7M 0.28% NEW $184.79 -13.0%
64 PFE PFIZER INC Healthcare 66,092.0 $1.6M 0.26% NEW $24.08 +16.6%
65 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 134,862.0 $1.6M 0.26% NEW $11.74 -4.4%
66 FORTINET INC 10,305.0 $1.6M 0.26% NEW $153.62
67 TSLA TESLA INC Consumer Cyclical 3,740.0 $1.6M 0.25% NEW $420.60 -13.7%
68 ABBV ABBVIE INC Healthcare 6,063.0 $1.5M 0.24% NEW $251.64 +5.3%
69 SCHW SCHWAB CHARLES CORP Financial Services 16,528.0 $1.5M 0.24% NEW $92.27 +21.7%
70 RTX RTX CORPORATION Industrials 7,031.0 $1.3M 0.21% NEW $189.73 +10.6%
71 LLY ELI LILLY & CO Healthcare 1,111.0 $1.3M 0.21% NEW $1199.43 +4.6%
72 IJR ISHARES TR 8,801.0 $1.3M 0.21% NEW $148.31 -0.7%
73 CAT PUT CATERPILLAR INC Industrials 1,200.0 $1.3M 0.21% NEW $1064.90 -22.3%
74 AVGO BROADCOM INC Technology 3,260.0 $1.2M 0.20% NEW $377.75 -2.5%
75 HYD VANECK ETF TRUST 23,773.0 $1.2M 0.20% NEW $51.51 -2.5%
76 CALI BLACKROCK ETF TRUST II 23,991.0 $1.2M 0.20% NEW $50.53 -0.3%
77 TGT TARGET CORP Consumer Defensive 9,033.0 $1.2M 0.19% NEW $130.61 +26.7%
78 VEA VANGUARD TAX-MANAGED FDS 15,781.0 $1.1M 0.18% NEW $71.25 +3.0%
79 NFLX NETFLIX INC. Communication Services 15,315.0 $1.1M 0.18% NEW $71.40 +11.5%
80 QUAL ISHARES TR 4,894.0 $1.1M 0.17% NEW $219.43 +1.7%
Page 4 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%