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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 1 of 6  ·  118 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 NVDA NVIDIA CORPORATION Technology 95,164.0 $19.0M 6.58% +11K +13.6% $200.09 +12.6%
2 SPY STATE STR SPDR S&P 500 ETF T Financial Services 22,487.0 $16.8M 5.81% -13K -36.3% $746.77 +2.4%
3 AAPL APPLE INC Technology 54,152.0 $15.7M 5.42% +7K +15.0% $289.36 +12.4%
4 GOOGL ALPHABET INC Communication Services 43,698.0 $15.6M 5.40% +9K +27.7% $357.37 -5.5%
5 QQQM INVESCO EXCH TRADED FD TR II 44,142.0 $13.4M 4.62% NEW $302.97 -3.7%
6 MSFT MICROSOFT CORP Technology 34,682.0 $12.9M 4.47% +2K +5.1% $373.02 +33.2%
7 AMZN AMAZON COM INC Consumer Cyclical 49,329.0 $11.8M 4.07% +13K +34.8% $238.34 +6.8%
8 DYNF BLACKROCK ETF TRUST 161,038.0 $11.0M 3.79% -45K -21.8% $68.01 +1.9%
9 AVGO BROADCOM INC Technology 22,415.0 $8.5M 2.93% +2K +11.9% $377.75 -2.4%
10 MU MICRON TECHNOLOGY INC Technology 6,774.0 $7.8M 2.70% -404.0 -5.6% $1154.29 -18.0%
11 HBAN HUNTINGTON BANCSHARES INC Financial Services 375,903.0 $6.7M 2.31% -14K -3.5% $17.73 -5.1%
12 JPM JPMORGAN CHASE & CO Financial Services 16,630.0 $5.4M 1.88% +2K +10.6% $327.33 +8.4%
13 SPYG SPDR SERIES TRUST 36,489.0 $4.3M 1.50% -2K -5.0% $118.99 +1.0%
14 META META PLATFORMS INC Communication Services 7,319.0 $4.1M 1.43% -668.0 -8.4% $563.29 +5.1%
15 CAT CATERPILLAR INC Industrials 3,843.0 $4.1M 1.42% +2K +167.4% $1064.90 -26.3%
16 DFUS DIMENSIONAL ETF TRUST 46,673.0 $3.8M 1.32% -108K -69.8% $81.94 +1.8%
17 VTV VANGUARD INDEX FDS 17,390.0 $3.8M 1.31% NEW $217.93 +3.3%
18 LRCX LAM RESEARCH CORP Technology 7,901.0 $3.4M 1.18% -1K -15.4% $433.33 -33.5%
19 GS GOLDMAN SACHS GROUP INC Financial Services 3,370.0 $3.4M 1.18% +365.0 +12.2% $1011.37 -1.2%
20 FELV FIDELITY COVINGTON TRUST 81,415.0 $3.3M 1.13% -133K -62.0% $40.09 +6.7%
Page 1 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%