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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 5 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 NATWEST GROUP PLC 31,726.0 $559K 0.19% NEW $17.63
82 CMI CUMMINS INC Industrials 764.0 $545K 0.19% -604.0 -44.1% $713.21 -21.4%
83 RIO RIO TINTO PLC Basic Materials 5,668.0 $538K 0.19% -9K -61.2% $94.93 +8.8%
84 CGUI CAPITAL GRP FIXED INCM ETF T 21,245.0 $537K 0.19% NEW $25.28 +0.1%
85 DB DEUTSCHE BK AG Financial Services 15,015.0 $507K 0.17% -23K -60.3% $33.76 +22.4%
86 VO VANGUARD INDEX FDS 6,096.0 $491K 0.17% +68.0 +1.1% $80.57 +2.1%
87 CSCO CISCO SYS INC Technology 3,996.0 $469K 0.16% -293.0 -6.8% $117.46 -7.0%
88 AZO AUTOZONE INC Consumer Cyclical 135.0 $431K 0.15% $3195.94 -6.7%
89 BERKSHIRE HATHAWAY INC DEL 861.0 $431K 0.15% NEW $500.39
90 KOF COCA-COLA FEMSA SAB DE CV Consumer Defensive 3,957.0 $420K 0.14% NEW $106.25 +5.4%
91 ASR GRUPO AEROPORTUARIO DEL SURE Industrials 1,351.0 $414K 0.14% NEW $306.70 -16.1%
92 SPACE EXPLORATION TECHN CORP 2,348.0 $401K 0.14% NEW $170.86
93 VTWG VANGUARD SCOTTSDALE FDS 1,390.0 $400K 0.14% -1K -43.8% $287.68 -4.2%
94 RF REGIONS FINANCIAL CORP NEW Financial Services 12,880.0 $389K 0.14% -37K -74.0% $30.20 +0.7%
95 GD GENERAL DYNAMICS CORP Industrials 1,082.0 $383K 0.13% -3K -73.8% $354.27 +1.4%
96 ANNALY CAPITAL MANAGEMENT IN 16,980.0 $380K 0.13% +5K +39.4% $22.36
97 AVUV AMERICAN CENTY ETF TR 3,033.0 $378K 0.13% NEW $124.76 +1.7%
98 PFE PFIZER INC Healthcare 15,702.0 $378K 0.13% NEW $24.08 +18.1%
99 XOM EXXON MOBIL CORP Energy 2,765.0 $378K 0.13% -12K -81.7% $136.72 +16.6%
100 GOOG ALPHABET INC 1,062.0 $375K 0.13% $353.33
Page 5 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%