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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 7 of 10  ·  191 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 V VISA INC-CLASS A SHARES Financial Services 1,799.0 $544K 0.15% -457.0 -20.3% $302.24 +8.0%
122 GJENSIDIGE FORSIKRING-UN ADR 20,000.0 $539K 0.15% $26.94
123 TMO THERMO FISHER SCIENTIFIC INC Healthcare 1,000.0 $492K 0.14% -350.0 -25.9% $491.53 -8.8%
124 HASI HA SUSTAINABLE INFRASTRUCTUR Financial Services 13,200.0 $485K 0.14% -2K -13.2% $36.75 +12.1%
125 JAMES HARDIE IND PLC 25,000.0 $474K 0.13% $18.94
126 AZO AUTOZONE INC Consumer Cyclical 140.0 $473K 0.13% -3.0 -2.1% $3377.78 -8.2%
127 LYNAS RARE EARTHS LTD-SP ADR 34,500.0 $465K 0.13% -15K -30.7% $13.48
128 NSC NORFOLK SOUTHERN CORP Industrials 1,600.0 $459K 0.13% $287.00 +11.6%
129 IWF ISHARES RUSSELL 1000 GROWTH 1,055.0 $450K 0.13% -30.0 -2.8% $426.40 -70.5%
130 PG PROCTER & GAMBLE CO/THE Consumer Defensive 3,100.0 $448K 0.13% $144.44 -1.0%
131 DIS WALT DISNEY CO/THE Communication Services 4,591.0 $442K 0.12% $96.38 +7.2%
132 KAJIMA CORP-UNSPONSORED ADR 11,900.0 $442K 0.12% $37.13
133 XOM EXXON MOBIL CORP Energy 2,471.0 $419K 0.12% -156.0 -5.9% $169.69 -8.7%
134 AOA ISHARES CORE 80/20 AGGRESSIV 4,681.0 $414K 0.12% +593.0 +14.5% $88.49 +10.5%
135 SONY SONY GROUP CORP - SP ADR Technology 20,000.0 $414K 0.12% $20.70 +7.1%
136 COMT ISHARES GSCI COMMODITY DYNAM 11,984.0 $405K 0.11% +162.0 +1.4% $33.81 +1.8%
137 INTC INTEL CORP Technology 9,085.0 $401K 0.11% -885.0 -8.9% $44.13 +179.9%
138 HDB HDFC BANK LTD-ADR Financial Services 16,000.0 $398K 0.11% $24.88 -0.3%
139 SHOPRITE HOLDINGS-SPN ADR 24,000.0 $398K 0.11% $16.58
140 BSJT INVESCO BULLETSHARES 2029 HY 18,251.0 $384K 0.11% +5K +35.3% $21.04 +0.6%
Page 7 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%