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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 1 of 3  ·  55 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AME Ametek Inc Industrials 77,452.0 $15.9M 1.57% -9K -10.6% $205.31 +11.0%
2 IJR iShares Core S&P Small-Cap ETF 128,985.0 $15.5M 1.53% -307K -70.4% $120.18 +11.4%
3 QQQ Invesco QQQ Trust Financial Services 11,096.0 $6.8M 0.68% -160.0 -1.4% $614.33 +15.4%
4 VRT Vertiv Holdings Co Class A Industrials 32,015.0 $5.2M 0.51% -536.0 -1.6% $162.01 +132.2%
5 AN Autonation Inc Com Consumer Cyclical 24,868.0 $5.1M 0.51% -475.0 -1.9% $206.48 -10.8%
6 SHY iShares Trust 1-3 (year Treasury Bond Etf) 49,697.0 $4.1M 0.41% -5K -8.5% $82.82 -0.9%
7 NRG NRG Energy Inc Utilities 22,413.0 $3.6M 0.35% -123.0 -0.6% $159.24 -15.4%
8 BKLN Invesco Senior Loan ETF 155,677.0 $3.3M 0.32% -6K -3.5% $21.00 -1.9%
9 SYK Stryker Corp Healthcare 8,523.0 $3.0M 0.30% -183.0 -2.1% $351.49 -13.1%
10 HD Home Depot Consumer Cyclical 8,354.0 $2.9M 0.28% -42.0 -0.5% $344.13 -11.6%
11 VTI Vanguard Total Stock Market Index Fund ETF 7,162.0 $2.4M 0.24% -481.0 -6.3% $335.28 +8.2%
12 HON Honeywell Industrials 11,746.0 $2.3M 0.23% -217.0 -1.8% $195.10 +11.6%
13 MA Mastercard Financial Services 3,697.0 $2.1M 0.21% -57.0 -1.5% $571.02 -14.2%
14 SHYG iShares High Yield Corporat Bond ETF 48,414.0 $2.1M 0.21% -478.0 -1.0% $42.87 -1.4%
15 MINT PIMCO Enhanced SHRT Maturty Actv ETF 20,628.0 $2.1M 0.20% -2K -10.3% $100.34 +0.2%
16 MCD McDonalds Consumer Cyclical 5,220.0 $1.6M 0.16% -38.0 -0.7% $305.65 -10.0%
17 OWL Blue Owl Cap Inc Class A Financial Services 104,738.0 $1.6M 0.15% -10K -8.6% $14.94 -34.3%
18 FDX Fedex Corp Com Industrials 5,391.0 $1.6M 0.15% -77.0 -1.4% $288.87 +31.5%
19 ZTS Zoetis Inc Healthcare 12,330.0 $1.6M 0.15% -1K -9.2% $125.82 -40.0%
20 IEI iShares 3-7 Year Treasury Bond ETF 11,729.0 $1.4M 0.14% -685.0 -5.5% $119.35 -2.0%
Page 1 of 3  ·  55 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%