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Portfolio (Quarterly) Guide ↗

FCG Investment Co

· CIK 0002011697
13F Portfolio $289M AUM 118 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 42 New 34 Added 38 Reduced 24 Exited
Page 2 of 2  ·  38 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GILD GILEAD SCIENCES INC Healthcare 6,223.0 $786K 0.27% -9K -60.0% $126.34 +19.4%
22 XLK SELECT SECTOR SPDR TR 4,060.0 $773K 0.27% -351.0 -8.0% $190.50 -1.9%
23 MO ALTRIA GROUP INC Consumer Defensive 9,742.0 $701K 0.24% -986.0 -9.2% $71.95 -4.0%
24 ABBV ABBVIE INC Healthcare 2,515.0 $633K 0.22% -8K -75.9% $251.64 +2.2%
25 IBM INTERNATIONAL BUSINESS MACHS Technology 2,063.0 $580K 0.20% -277.0 -11.8% $281.21 -16.4%
26 CMI CUMMINS INC Industrials 764.0 $545K 0.19% -604.0 -44.1% $713.21 -21.4%
27 RIO RIO TINTO PLC Basic Materials 5,668.0 $538K 0.19% -9K -61.2% $94.93 +9.1%
28 DB DEUTSCHE BK AG Financial Services 15,015.0 $507K 0.17% -23K -60.3% $33.76 +22.7%
29 CSCO CISCO SYS INC Technology 3,996.0 $469K 0.16% -293.0 -6.8% $117.46 -6.8%
30 VTWG VANGUARD SCOTTSDALE FDS 1,390.0 $400K 0.14% -1K -43.8% $287.68 -4.4%
31 RF REGIONS FINANCIAL CORP NEW Financial Services 12,880.0 $389K 0.14% -37K -74.0% $30.20 +1.2%
32 GD GENERAL DYNAMICS CORP Industrials 1,082.0 $383K 0.13% -3K -73.8% $354.27 +1.6%
33 XOM EXXON MOBIL CORP Energy 2,765.0 $378K 0.13% -12K -81.7% $136.72 +17.3%
34 VZ VERIZON COMMUNICATIONS INC Communication Services 7,007.0 $297K 0.10% -9K -56.5% $42.34 +18.8%
35 VGSH VANGUARD SCOTTSDALE FDS 4,919.0 $286K 0.10% -4K -45.4% $58.20 -0.5%
36 XLC SELECT SECTOR SPDR TR 2,565.0 $275K 0.10% -203.0 -7.3% $107.13 +4.6%
37 HD HOME DEPOT INC Consumer Cyclical 700.0 $247K 0.09% -351.0 -33.4% $352.68 -9.4%
38 C CITIGROUP INC Financial Services 1,531.0 $214K 0.07% -755.0 -33.0% $139.96 -2.4%
Page 2 of 2  ·  38 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 37.9%
Financial Services 19.1%
Communication Services 10.8%
Industrials 7.8%
Healthcare 6.9%
Consumer Cyclical 6.3%
Consumer Defensive 3.1%
Utilities 3.1%
Basic Materials 2.8%
Energy 2.1%