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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 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 LLY ELI LILLY & CO Healthcare 2,688.0 $3.2M 1.11% +59.0 +2.2% $1199.43 -3.3%
22 AVDE AMERICAN CENTY ETF TR 34,931.0 $3.1M 1.08% NEW $89.20 +5.9%
23 BE BLOOM ENERGY CORP Industrials 10,189.0 $3.1M 1.07% -5K -33.8% $302.70 -22.2%
24 TIGO MILLICOM INTL CELLULAR S A Communication Services 33,900.0 $3.1M 1.06% +13K +60.3% $90.76 +5.7%
25 SNDK SANDISK CORP Technology 1,227.0 $2.8M 0.96% NEW $2273.73 -31.6%
26 AMAT APPLIED MATLS INC Technology 3,635.0 $2.6M 0.91% -2K -29.4% $723.00 -39.7%
27 GLW CORNING INC Technology 9,515.0 $2.4M 0.84% NEW $255.43 -42.8%
28 GEV GE VERNOVA INC Utilities 2,063.0 $2.4M 0.84% +667.0 +47.8% $1174.87 -19.8%
29 SPYV SPDR SERIES TRUST 39,602.0 $2.4M 0.83% -489.0 -1.2% $60.79 +5.0%
30 FIX COMFORT SYS USA INC Industrials 1,176.0 $2.3M 0.81% NEW $1981.95 -20.3%
31 MS MORGAN STANLEY Financial Services 11,077.0 $2.3M 0.80% +4K +59.4% $209.04 +3.9%
32 MPWR MONOLITHIC PWR SYS INC Technology 1,671.0 $2.3M 0.80% +134.0 +8.7% $1382.36 -12.2%
33 EIX EDISON INTL Utilities 30,928.0 $2.3M 0.80% +12K +66.4% $74.45 -24.4%
34 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 2,415.0 $2.3M 0.78% -1K -36.4% $935.47 -1.1%
35 JNJ JOHNSON & JOHNSON Healthcare 8,748.0 $2.2M 0.77% +653.0 +8.1% $253.97 +9.6%
36 HSBC HSBC HLDGS PLC Financial Services 22,945.0 $2.2M 0.75% NEW $95.09 +12.0%
37 AMD ADVANCED MICRO DEVICES INC Technology 3,566.0 $2.1M 0.72% NEW $580.91 -21.5%
38 SNEX STONEX GROUP INC Financial Services 17,453.0 $2.1M 0.71% NEW $118.50 -41.3%
39 BMY BRISTOL-MYERS SQUIBB CO Healthcare 34,461.0 $2.0M 0.69% +26K +311.3% $57.62 +18.2%
40 WMT WALMART INC Consumer Defensive 17,338.0 $2.0M 0.68% -7K -28.1% $113.26 -4.3%
Page 2 of 6  ·  118 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%