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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 4 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 CLS CELESTICA INC Technology 3,757.0 $1.4M 0.47% NEW $364.80 -15.1%
62 STRL STERLING INFRASTRUCTURE INC Industrials 1,621.0 $1.4M 0.47% NEW $839.36 -45.2%
63 UTHR UNITED THERAPEUTICS CORP DEL Healthcare 2,506.0 $1.4M 0.47% NEW $541.83 -9.5%
64 FLDR FIDELITY MERRIMACK STR TR 26,905.0 $1.3M 0.47% -15K -35.2% $50.11 -0.2%
65 NEM NEWMONT CORP Basic Materials 14,274.0 $1.3M 0.46% NEW $93.40 +39.6%
66 LPG DORIAN LPG LTD Energy 37,066.0 $1.3M 0.45% +6K +20.9% $34.78 +54.0%
67 CENX CENTURY ALUM CO Basic Materials 27,410.0 $1.3M 0.44% +17K +163.3% $46.01 +3.3%
68 ATEX ANTERIX INC Communication Services 10,762.0 $1.1M 0.38% NEW $102.94 -15.4%
69 ACMR ACM RESH INC Technology 8,125.0 $1.0M 0.36% -4K -35.2% $126.89 -45.3%
70 SPYD SPDR SERIES TRUST 20,825.0 $994K 0.34% +174.0 +0.8% $47.71 +4.5%
71 VXUS VANGUARD STAR FDS 9,832.0 $841K 0.29% -19K -65.6% $85.49 +2.9%
72 VGIT VANGUARD SCOTTSDALE FDS 13,637.0 $804K 0.28% NEW $58.98 -1.7%
73 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,126.0 $792K 0.27% -84.0 -6.9% $703.34 -1.8%
74 GILD GILEAD SCIENCES INC Healthcare 6,223.0 $786K 0.27% -9K -60.0% $126.34 +19.7%
75 XLK SELECT SECTOR SPDR TR 4,060.0 $773K 0.27% -351.0 -8.0% $190.50 -2.4%
76 MO ALTRIA GROUP INC Consumer Defensive 9,742.0 $701K 0.24% -986.0 -9.2% $71.95 -3.4%
77 ABBV ABBVIE INC Healthcare 2,515.0 $633K 0.22% -8K -75.9% $251.64 +3.4%
78 VTI VANGUARD INDEX FDS 1,625.0 $601K 0.21% NEW $370.04 +2.9%
79 SGVT SCHWAB STRATEGIC TR 5,884.0 $593K 0.20% NEW $100.74 -0.2%
80 IBM INTERNATIONAL BUSINESS MACHS Technology 2,063.0 $580K 0.20% -277.0 -11.8% $281.21 -16.5%
Page 4 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%