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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 5 of 5  ·  94 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TT Trane Technologies PLC F Industrials 727.0 $357K 0.03% +6.0 +0.8% $491.16 -3.2%
82 CARR Carrier Global Corp Industrials 4,714.0 $346K 0.03% +39.0 +0.8% $73.36 -14.7%
83 SF Stifel Finl Co Financial Services 4,554.0 $318K 0.03% +2K +50.0% $69.77 +20.4%
84 SCHD Schwab US Dividend Equity ETF 9,407.0 $298K 0.03% +595.0 +6.8% $31.71 +8.1%
85 RIVN Rivian Automotive Inc Class A Consumer Cyclical 16,784.0 $291K 0.03% +2K +10.5% $17.35 -14.3%
86 SHEL Shell PLC F Sponsored ADR Energy 3,711.0 $288K 0.03% +60.0 +1.6% $77.54 +18.2%
87 BTI Brit Amer Tobacco F Unsponsored ADR Consumer Defensive 4,448.0 $275K 0.03% +41.0 +0.9% $61.76 -9.8%
88 IJJ iShares S&P Mid Cap 400 Value ETF 1,767.0 $261K 0.02% +27.0 +1.6% $147.73 +2.1%
89 NOC Northrop Grumman Co Industrials 481.0 $245K 0.02% +8.0 +1.7% $509.53 +11.9%
90 MDLZ Mondelez Intl Class A Consumer Defensive 3,970.0 $230K 0.02% +55.0 +1.4% $57.84 +7.5%
91 RSP Invsc S P 500 Equal Weight ETF 1,076.0 $229K 0.02% +7.0 +0.7% $212.78 +3.8%
92 ED Consolidated Edison Utilities 2,056.0 $227K 0.02% +20.0 +1.0% $110.63 -1.5%
93 EW Edwards Lifesciences Healthcare 2,453.0 $222K 0.02% +37.0 +1.5% $90.46 +0.4%
94 NOK Nokia Oyj F Sponsored ADR Technology 15,644.0 $208K 0.02% +239.0 +1.6% $13.28 -18.8%
Page 5 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%