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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 1 of 2  ·  23 positions
# Ticker Company Sector Shares Value ↓ % Port Status
1 NOW ServiceNow Inc Technology 19,657 $3.0M 0.30% SOLD
2 HON Honeywell Industrials 11,746 $2.3M 0.23% SOLD
3 OWL Blue Owl Cap Inc Class A Financial Services 104,738 $1.6M 0.15% SOLD
4 ADBE Adobe Inc Technology 2,933 $1.0M 0.10% SOLD
5 NKE Nike Inc Class B Com Consumer Cyclical 9,212 $587K 0.06% SOLD
6 BTC Grayscale Bitcoin Mini Trust ETF Financial Services 6,831 $265K 0.03% SOLD
7 IDXX Idexx Labs Inc Healthcare 362 $245K 0.02% SOLD
8 SHOP Shopify Inc F Class A Technology 1,505 $242K 0.02% SOLD
9 SMH Vaneck Semiconductor ETF 668 $241K 0.02% SOLD
10 TLT iShares TR 20 YR TR (BD Etf) 2,709 $236K 0.02% SOLD
11 MKC McCormick &company Consumer Defensive 3,438 $234K 0.02% SOLD
12 Vanguard VNG Rus1000val ETF 2,507 $231K 0.02% SOLD
13 REGN Regeneron Pharms Inc Healthcare 286 $221K 0.02% SOLD
14 PSTG Pure Storage Inc 3,211 $215K 0.02% SOLD
15 XLY SPDR Fund Consumer Discre Select ETF 1,740 $208K 0.02% SOLD
16 AON Aon PLC F Class A Financial Services 581 $205K 0.02% SOLD
17 GDXJ Vaneck Junior Gold Miners ETF 1,800 $205K 0.02% SOLD
18 SCHP Schwab U.S. TIPS ETF 7,564 $200K 0.02% SOLD
19 MDB Mongodb Inc Class A Technology 477 $200K 0.02% SOLD
20 KW Kennedy Wilson HLDGS Real Estate 19,041 $184K 0.02% SOLD
Page 1 of 2  ·  23 positions
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%