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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 7 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 MRVL MARVELL TECHNOLOGY INC Technology 1,984.0 $591K 0.10% NEW $297.89 -20.4%
122 GS GOLDMAN SACHS GROUP INC Financial Services 577.0 $584K 0.09% NEW $1011.37 +2.8%
123 TXN TEXAS INSTRS INC Technology 1,853.0 $552K 0.09% NEW $298.07 -11.3%
124 SPHQ INVESCO EXCHANGE TRADED FD T 6,121.0 $552K 0.09% NEW $90.10 -4.6%
125 EIX EDISON INTL Utilities 7,376.0 $549K 0.09% NEW $74.45 -3.8%
126 HD HOME DEPOT INC Consumer Cyclical 1,554.0 $548K 0.09% NEW $352.71 -4.8%
127 GD GENERAL DYNAMICS CORP Industrials 1,545.0 $547K 0.09% NEW $354.24 +8.5%
128 DIS DISNEY WALT CO Communication Services 5,679.0 $547K 0.09% NEW $96.25 +12.0%
129 WPC WP CAREY INC Real Estate 7,635.0 $546K 0.09% NEW $71.50 -0.4%
130 SPYM SPDR SERIES TRUST 6,151.0 $541K 0.09% NEW $87.88 +2.6%
131 IWM ISHARES TR 1,795.0 $539K 0.09% NEW $300.45 -0.2%
132 SPY STATE STR SPDR S&P 500 ETF T Financial Services 711.0 $531K 0.09% NEW $746.77 +2.5%
133 CRM SALESFORCE INC Technology 3,363.0 $527K 0.09% NEW $156.66 +33.5%
134 ET ENERGY TRANSFER L P Energy 26,525.0 $507K 0.08% NEW $19.12 +10.8%
135 C CITIGROUP INC Financial Services 3,545.0 $496K 0.08% NEW $139.96 -5.9%
136 SCHV SCHWAB STRATEGIC TR 13,833.0 $482K 0.08% NEW $34.81 +0.4%
137 NVS NOVARTIS AG Healthcare 3,066.0 $481K 0.08% NEW $156.72 +1.4%
138 STZ CONSTELLATION BRANDS INC Consumer Defensive 3,433.0 $477K 0.08% NEW $139.09 -2.5%
139 GE GE AEROSPACE Industrials 1,263.0 $472K 0.08% NEW $373.60 -6.8%
140 NVO NOVO-NORDISK A S Healthcare 9,824.0 $471K 0.08% NEW $47.94 -2.5%
Page 7 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%