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Portfolio (Quarterly) Guide ↗

HCR Wealth Advisors

· CIK 0001697715
13F Portfolio $1.0B AUM 255 positions Filed Jan 27, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 20 New 100 Added 55 Reduced 9 Exited
Page 4 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 PM Philip Morris Intl Consumer Defensive 6,531.0 $1.0M 0.10% +211.0 +3.3% $160.41 +19.1%
62 GE General Electric Co Industrials 3,345.0 $1.0M 0.10% +137.0 +4.3% $308.05 -7.5%
63 COF Capital One FC Financial Services 3,462.0 $839K 0.08% +84.0 +2.5% $242.39 -22.7%
64 XLE Energy Select Sector SPDR ETF 18,549.0 $829K 0.08% +9K +90.9% $44.71 +35.2%
65 INTU Intuit Inc Technology 1,245.0 $825K 0.08% +40.0 +3.3% $662.42 -39.2%
66 QUAL iShares MSCI USA QLTY Fact ETF 4,019.0 $798K 0.08% +100.0 +2.5% $198.62 +5.7%
67 SCHX Schwab US Large Cap ETF 28,562.0 $769K 0.08% +1K +5.0% $26.91 +7.5%
68 AMD Advanced Micro Device In Technology 3,317.0 $710K 0.07% +137.0 +4.3% $214.19 +95.6%
69 KO Coca-Cola Consumer Defensive 9,973.0 $697K 0.07% +477.0 +5.0% $69.91 +15.6%
70 PH Parker-Hannifin Corp Industrials 709.0 $623K 0.06% +33.0 +4.9% $878.96 -2.5%
71 AXP American Express Co Financial Services 1,633.0 $604K 0.06% +66.0 +4.2% $369.95 -15.3%
72 NKE Nike Inc Class B Com Consumer Cyclical 9,212.0 $587K 0.06% +111.0 +1.2% $63.71 -33.5%
73 SHW Sherwin Williams Co Basic Materials 1,740.0 $564K 0.06% +25.0 +1.5% $324.03 -6.7%
74 IBM IBM Technology 1,879.0 $557K 0.06% +126.0 +7.2% $296.21 -25.2%
75 CRM Salesforce Technology 2,068.0 $548K 0.05% +522.0 +33.8% $264.91 -32.5%
76 LIN Linde PLC F Basic Materials 1,173.0 $500K 0.05% +60.0 +5.4% $426.39 +20.2%
77 IYF iShares US Financials ETF 3,768.0 $486K 0.05% +196.0 +5.5% $128.93 -4.8%
78 MRK Merck &co. Inc Com Healthcare 4,556.0 $480K 0.05% +65.0 +1.4% $105.27 +6.3%
79 SCHF Schwab International Equity ETF 19,018.0 $457K 0.04% +4K +27.2% $24.04 +11.3%
80 CDZI Cadiz Inc Utilities 81,436.0 $457K 0.04% +7K +8.8% $5.61 -25.2%
Page 4 of 5  ·  100 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 47.0%
Financial Services 14.3%
Communication Services 10.2%
Industrials 9.9%
Consumer Cyclical 6.7%
Healthcare 3.9%
Consumer Defensive 3.3%
Utilities 2.4%
Energy 1.8%
Basic Materials 0.5%