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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 5 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 V VISA INC Financial Services 3,033.0 $1.0M 0.17% NEW $343.09 +8.1%
82 AMZN PUT AMAZON COM INC Consumer Cyclical 4,300.0 $1.0M 0.17% NEW $238.34 +8.5%
83 ARCC ARES CAPITAL CORP Financial Services 55,188.0 $1.0M 0.16% NEW $18.53 +7.5%
84 UBER UBER TECHNOLOGIES INC Technology 13,706.0 $989K 0.16% NEW $72.16 +9.2%
85 SBUX STARBUCKS CORP Consumer Cyclical 9,601.0 $981K 0.16% NEW $102.19 +4.8%
86 MO ALTRIA GROUP INC Consumer Defensive 13,044.0 $939K 0.15% NEW $71.95 -8.1%
87 SLV ISHARES SILVER TR Financial Services 17,357.0 $928K 0.15% NEW $53.47 +17.3%
88 FSUN FIRSTSUN CAP BANCORP Financial Services 23,826.0 $924K 0.15% NEW $38.78 +3.1%
89 MA MASTERCARD INCORPORATED Financial Services 1,781.0 $915K 0.15% NEW $513.60 +13.1%
90 XLK SELECT SECTOR SPDR TR 4,800.0 $914K 0.15% NEW $190.52 -3.8%
91 NVDA PUT NVIDIA CORPORATION Technology 4,500.0 $900K 0.14% NEW $200.09 +7.3%
92 FCX FREEPORT MCMORAN INC Basic Materials 14,035.0 $883K 0.14% NEW $62.89 +21.9%
93 CME CME GROUP INC Financial Services 3,990.0 $881K 0.14% NEW $220.83 +24.5%
94 LRCX LAM RESEARCH CORP Technology 2,029.0 $879K 0.14% NEW $433.33 -27.5%
95 VZ VERIZON COMMUNICATIONS INC Communication Services 20,548.0 $870K 0.14% NEW $42.34 +16.8%
96 MMM 3M CO Industrials 5,315.0 $861K 0.14% NEW $161.91 +10.5%
97 DXJ WISDOMTREE TR 4,878.0 $846K 0.14% NEW $173.52 +2.3%
98 CMF ISHARES TR 14,553.0 $839K 0.14% NEW $57.64 -2.0%
99 O REALTY INCOME CORP Real Estate 13,319.0 $825K 0.13% NEW $61.96 +1.0%
100 AMD ADVANCED MICRO DEVICES INC Technology 1,393.0 $809K 0.13% NEW $580.91 -18.5%
Page 5 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%