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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 8 of 12  ·  236 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EME EMCOR GROUP INC Industrials 560.0 $465K 0.07% NEW $829.88 -6.4%
142 GEV GE VERNOVA INC Utilities 372.0 $437K 0.07% NEW $1174.86 -18.6%
143 FUTY FIDELITY COVINGTON TRUST 7,380.0 $431K 0.07% NEW $58.42 -5.4%
144 UNP UNION PAC CORP Industrials 1,554.0 $423K 0.07% NEW $272.00 +13.3%
145 MCD MCDONALDS CORP Consumer Cyclical 1,557.0 $421K 0.07% NEW $270.27 +0.3%
146 UNILEVER PLC 6,993.0 $420K 0.07% NEW $60.12
147 XLE SELECT SECTOR SPDR TR 7,882.0 $419K 0.07% NEW $53.11 +19.8%
148 QQQ INVESCO QQQ TR Financial Services 564.0 $415K 0.07% NEW $736.40 -3.1%
149 SPMO INVESCO EXCH TRADED FD TR II 2,533.0 $409K 0.07% NEW $161.54 -7.9%
150 WFC WELLS FARGO & CO Financial Services 4,906.0 $405K 0.07% NEW $82.64 +1.5%
151 XLU SELECT SECTOR SPDR TR 8,850.0 $401K 0.07% NEW $45.34 -5.7%
152 MS MORGAN STANLEY Financial Services 1,918.0 $401K 0.06% NEW $209.04 +2.5%
153 PEP PEPSICO INC Consumer Defensive 2,925.0 $396K 0.06% NEW $135.40 +6.0%
154 ALL ALLSTATE CORP Financial Services 1,626.0 $387K 0.06% NEW $237.94 +6.7%
155 DUK DUKE ENERGY CORP NEW Utilities 3,055.0 $387K 0.06% NEW $126.58 -5.3%
156 VCSH VANGUARD SCOTTSDALE FDS 4,860.0 $384K 0.06% NEW $79.03 -0.6%
157 KO COCA COLA CO Consumer Defensive 4,725.0 $384K 0.06% NEW $81.27 +12.1%
158 MDT MEDTRONIC PLC Healthcare 4,884.0 $382K 0.06% NEW $78.23 +19.3%
159 ABT ABBOTT LABORATORIES Healthcare 4,098.0 $372K 0.06% NEW $90.74 +28.5%
160 NGL NGL ENERGY PARTNERS LP Energy 22,800.0 $363K 0.06% NEW $15.93 +5.5%
Page 8 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%