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Portfolio (Quarterly) Guide ↗

HCR Wealth Advisors

· CIK 0001697715
13F Portfolio $1.1B AUM 259 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 27 New 94 Added 87 Reduced 23 Exited
Page 2 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 COP Conocophillips Com Energy 44,104.0 $4.6M 0.41% +4K +9.9% $103.96 +22.7%
22 BA Boeing Co Industrials 19,335.0 $4.2M 0.38% +177.0 +0.9% $216.47 +4.4%
23 LHX L3harris Industrials 14,045.0 $4.1M 0.36% +464.0 +3.4% $290.61 -4.2%
24 ABBV Abbvie Inc Com Healthcare 14,341.0 $3.6M 0.32% +269.0 +1.9% $251.65 -0.5%
25 IEFA iShares Core MSCI EAFE ETF 36,474.0 $3.5M 0.32% +766.0 +2.1% $96.58 +4.6%
26 JNJ Johnson & Johnson Healthcare 12,749.0 $3.2M 0.29% +902.0 +7.6% $253.98 +3.3%
27 MRVL Marvell Technology Inc Technology 10,740.0 $3.2M 0.29% +363.0 +3.5% $297.89 -21.3%
28 ICE Intercontinental Exchange Inc Financial Services 25,032.0 $3.1M 0.28% +808.0 +3.3% $123.11 +25.3%
29 HD Home Depot Consumer Cyclical 8,495.0 $3.0M 0.27% +141.0 +1.7% $352.70 -4.2%
30 FLS Flowserve Corp Industrials 37,812.0 $2.8M 0.25% +34K +908.3% $74.16 +9.2%
31 VTI Vanguard Total Stock Market Index Fund ETF 7,410.0 $2.7M 0.24% +248.0 +3.5% $370.07 +3.3%
32 VEA Vanguard FTSE Developed Markets ETF 38,415.0 $2.7M 0.24% +2K +6.4% $71.25 +3.4%
33 NFLX Netflix Inc Communication Services 37,758.0 $2.7M 0.24% +4K +11.9% $71.40 +6.5%
34 IEF iShares 7-10 Year Treasury Bond ETF 26,590.0 $2.5M 0.23% +13K +96.0% $94.57 -1.8%
35 UCON First Trust TCW Unconstrained Plus Bond ETF 99,819.0 $2.5M 0.22% +34K +51.6% $24.88 -0.9%
36 FCX Freeport-Mcmoran Inc Basic Materials 36,179.0 $2.3M 0.20% +746.0 +2.1% $62.89 +8.7%
37 DIS Walt Disney Communication Services 23,383.0 $2.3M 0.20% +2K +9.8% $96.25 +7.5%
38 AMLP Alps Alerian MLP ETF 39,295.0 $2.0M 0.18% +6K +19.8% $51.85 +5.5%
39 LLY Lilly Eli & Co Healthcare 1,575.0 $1.9M 0.17% +237.0 +17.7% $1199.89 -1.2%
40 AMGN Amgen Inc. Healthcare 5,205.0 $1.9M 0.17% +410.0 +8.6% $362.18 +15.8%
Page 2 of 5  ·  94 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 47.4%
Financial Services 13.0%
Industrials 11.1%
Communication Services 9.7%
Consumer Cyclical 6.3%
Healthcare 3.7%
Consumer Defensive 3.1%
Utilities 3.0%
Energy 1.9%
Basic Materials 0.6%