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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 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 AAPL Apple Inc Technology 514,279.0 $148.8M 13.32% -20K -3.7% $289.36 +5.6%
2 IVV iShares Core S&P 500 ETF 50,622.0 $37.9M 3.39% -339.0 -0.7% $748.90 +3.7%
3 GOOGL Alphabet Inc Communication Services 95,341.0 $34.1M 3.05% -2K -1.7% $357.37 -3.7%
4 IJR iShares Core S&P Small-Cap ETF 121,048.0 $18.0M 1.61% -8K -6.2% $148.31 +1.0%
5 AME Ametek Inc Industrials 65,935.0 $16.0M 1.43% -12K -14.9% $241.94 +5.1%
6 V Visa Inc Financial Services 33,412.0 $11.5M 1.03% -259.0 -0.8% $343.09 +4.6%
7 MU Micron Technology Technology 9,818.0 $11.3M 1.01% -5K -32.7% $1154.30 -12.3%
8 AVGO Broadcom Inc Technology 27,285.0 $10.3M 0.92% -973.0 -3.4% $377.75 +3.9%
9 DELL Dell Technologies Inc Class C Technology 18,669.0 $8.1M 0.72% -4K -16.0% $431.48 +11.2%
10 COST Costco Wholesale Consumer Defensive 8,541.0 $8.0M 0.71% -79.0 -0.9% $935.57 +1.9%
11 SPY SPDR S&P 500 ETF Financial Services 9,561.0 $7.1M 0.64% -123.0 -1.3% $746.82 +3.5%
12 VWO Vanguard FTSE Emerging Markets ETF 113,909.0 $6.8M 0.61% -4K -3.3% $59.69 +1.2%
13 VRT Vertiv Holdings Co Class A Industrials 17,271.0 $5.8M 0.52% -15K -46.0% $334.82 -12.7%
14 PWR Quanta Services Inc Industrials 7,872.0 $5.7M 0.51% -206.0 -2.5% $720.06 +0.3%
15 SCHG Schwab US Large Cap Growth ETF 152,848.0 $5.2M 0.46% -13K -7.7% $33.84 +4.8%
16 AZO Autozone Inc Com Consumer Cyclical 1,504.0 $4.8M 0.43% -23.0 -1.5% $3195.94 -5.5%
17 AN Autonation Inc Com Consumer Cyclical 24,313.0 $4.5M 0.40% -555.0 -2.2% $185.79 +10.3%
18 XLU Utilities Select (sector SPDR Fund) 98,259.0 $4.5M 0.40% -765.0 -0.8% $45.34 -2.6%
19 URI United Rentals Inc Industrials 3,882.0 $4.4M 0.39% -211.0 -5.2% $1132.91 +2.8%
20 AWK American Water Works Utilities 25,569.0 $3.4M 0.30% -361.0 -1.4% $131.58 +2.1%
Page 1 of 5  ·  87 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%