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Portfolio (Quarterly) Guide ↗

FCA CORP /TX

· CIK 0001166402
13F Portfolio $354M AUM 197 positions Filed May 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 10 New 71 Added 41 Reduced 15 Exited
Page 2 of 3  ·  41 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EFA ISHARES MSCI EAFE ETF 7,884.0 $766K 0.22% -98.0 -1.2% $97.13 +8.1%
22 VZ VERIZON COMMUNICATIONS INC Communication Services 13,553.0 $680K 0.19% -3K -16.3% $50.20 -4.5%
23 MRK MERCK & CO. INC. Healthcare 4,559.0 $548K 0.15% -526.0 -10.3% $120.29 +0.5%
24 MOTI VANECK MSTAR INT MOAT ETF 15,960.0 $545K 0.15% -29K -64.9% $34.15 +2.8%
25 V VISA INC-CLASS A SHARES Financial Services 1,799.0 $544K 0.15% -457.0 -20.3% $302.24 +7.9%
26 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,000.0 $492K 0.14% -350.0 -25.9% $491.53 -8.9%
27 HASI HA SUSTAINABLE INFRASTRUCTUR Financial Services 13,200.0 $485K 0.14% -2K -13.2% $36.75 +10.7%
28 AZO AUTOZONE INC Consumer Cyclical 140.0 $473K 0.13% -3.0 -2.1% $3377.78 -10.7%
29 LYNAS RARE EARTHS LTD-SP ADR 34,500.0 $465K 0.13% -15K -30.7% $13.48
30 IWF ISHARES RUSSELL 1000 GROWTH 1,055.0 $450K 0.13% -30.0 -2.8% $426.40 -70.5%
31 XOM EXXON MOBIL CORP Energy 2,471.0 $419K 0.12% -156.0 -5.9% $169.69 -10.3%
32 INTC INTEL CORP Technology 9,085.0 $401K 0.11% -885.0 -8.9% $44.13 +178.7%
33 DHI DR HORTON INC Consumer Cyclical 2,600.0 $357K 0.10% -1K -35.0% $137.22 +5.2%
34 LLY ELI LILLY & CO Healthcare 360.0 $331K 0.09% -15.0 -4.0% $920.29 +17.0%
35 MAR MARRIOTT INTERNATIONAL -CL A Consumer Cyclical 912.0 $298K 0.08% -19.0 -2.0% $327.07 +13.7%
36 SCHM SCHWAB US MID CAP ETF 8,963.0 $278K 0.08% -442.0 -4.7% $30.96 +13.6%
37 KO COCA-COLA CO/THE Consumer Defensive 3,611.0 $275K 0.08% -1K -22.0% $76.05 +5.9%
38 SCHF SCHWAB INTL EQUITY ETF 10,858.0 $269K 0.08% -313.0 -2.8% $24.75 +12.0%
39 SCHA SCHWAB US SMALL-CAP ETF 9,166.0 $267K 0.07% -563.0 -5.8% $29.08 +16.5%
40 TSLA TESLA INC Consumer Cyclical 683.0 $254K 0.07% -8.0 -1.2% $371.75 +16.5%
Page 2 of 3  ·  41 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
Financial Services 28.4%
Technology 19.7%
Healthcare 12.8%
Industrials 11.7%
Communication Services 7.5%
Consumer Cyclical 5.5%
Basic Materials 3.8%
Consumer Defensive 3.8%
Utilities 3.6%
Energy 3.1%