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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 6 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 BSCW INVESCO BULLETSHARES 2032 CB 38,589.0 $794K 0.22% +5K +13.8% $20.59 -0.5%
102 LII LENNOX INTERNATIONAL INC Industrials 1,700.0 $789K 0.22% $464.13 +8.7%
103 TGLS TECNOGLASS INC Basic Materials 17,334.0 $772K 0.22% $44.55 -6.9%
104 EFA ISHARES MSCI EAFE ETF 7,884.0 $766K 0.22% -98.0 -1.2% $97.13 +8.0%
105 AZN ASTRAZENECA PLC Healthcare 3,750.0 $740K 0.21% NEW $197.22 -5.1%
106 CVX CHEVRON CORP Energy 3,500.0 $724K 0.20% $206.90 -10.3%
107 NTAP NETAPP INC Technology 7,000.0 $717K 0.20% $102.39 +35.0%
108 PFF ISHARES PREFERRED & INCOME S 22,906.0 $695K 0.20% +2K +9.1% $30.32 +3.3%
109 VZ VERIZON COMMUNICATIONS INC Communication Services 13,553.0 $680K 0.19% -3K -16.3% $50.20 -3.2%
110 TSM TAIWAN SEMICONDUCTOR-SP ADR Technology 2,000.0 $676K 0.19% $337.95 +22.0%
111 Q QNITY ELECTRONICS INC Technology 5,287.0 $610K 0.17% NEW $115.38 +41.8%
112 AIT APPLIED INDUSTRIAL TECH INC Industrials 2,298.0 $610K 0.17% $265.32 +17.2%
113 ASR GRUPO AEROPORTUARIO SUR-ADR Industrials 1,800.0 $605K 0.17% $336.13 -7.9%
114 MLR MILLER INDUSTRIES INC/TENN Consumer Cyclical 13,200.0 $601K 0.17% $45.55 +3.4%
115 ILF ISHARES LATIN AMERICA 40 ETF 16,876.0 $599K 0.17% NEW $35.52 -1.0%
116 ROCHE HOLDINGS LTD-SPONS ADR 12,000.0 $597K 0.17% $49.71
117 INDA ISHARES MSCI INDIA ETF 11,807.0 $553K 0.16% NEW $46.84 +3.5%
118 GPI GROUP 1 AUTOMOTIVE INC Consumer Cyclical 1,670.0 $552K 0.16% $330.63 -0.5%
119 MRK MERCK & CO. INC. Healthcare 4,559.0 $548K 0.15% -526.0 -10.3% $120.29 +0.1%
120 MOTI VANECK MSTAR INT MOAT ETF 15,960.0 $545K 0.15% -29K -64.9% $34.15 +2.3%
Page 6 of 10  ·  191 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%