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 2 · 23 positions

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#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
21	BDTX	Black Diamond Therapeuti	Healthcare	27,000	$66K	0.01%	SOLD
22	EDIT	Editas Medicine Incorpor	Healthcare	17,000	$35K	0.00%	SOLD
23	—	Mobix Labs Inc Class A	—	30,000	$8K	0.00%	SOLD

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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%