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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 2 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 NRG NRG Energy Inc Utilities 22,245.0 $3.2M 0.29% -168.0 -0.8% $146.06 -16.2%
22 NEE Nextera Energy Inc Utilities 36,143.0 $3.2M 0.28% -3K -8.5% $87.77 -1.8%
23 SHY iShares Trust 1-3 (year Treasury Bond Etf) 37,813.0 $3.1M 0.28% -12K -23.9% $82.11 -0.1%
24 TDG Transdigm Group Industrials 1,957.0 $2.6M 0.23% -90.0 -4.4% $1332.37 -7.1%
25 SYK Stryker Corp Healthcare 7,887.0 $2.5M 0.22% -636.0 -7.5% $314.87 +5.3%
26 CME CME Group Inc Financial Services 11,202.0 $2.5M 0.22% -366.0 -3.2% $220.83 +21.3%
27 GS Goldman Sachs Group Financial Services 2,413.0 $2.4M 0.22% -155.0 -6.0% $1011.45 +3.9%
28 ALL Allstate Corp Financial Services 9,969.0 $2.4M 0.21% -99.0 -1.0% $237.94 +8.5%
29 IYW iShares US Technology ETF 8,516.0 $2.1M 0.19% -698.0 -7.6% $252.25 +1.0%
30 MINT PIMCO Enhanced SHRT Maturty Actv ETF 18,878.0 $1.9M 0.17% -2K -8.5% $100.81 -0.1%
31 AMD Advanced Micro Device In Technology 3,179.0 $1.8M 0.17% -138.0 -4.2% $581.00 -12.9%
32 MA Mastercard Financial Services 3,589.0 $1.8M 0.17% -108.0 -2.9% $513.64 +9.5%
33 JCI Johnson Controls Inter F Industrials 12,282.0 $1.8M 0.16% -4K -24.5% $146.11 +5.3%
34 SHYG iShares High Yield Corporat Bond ETF 41,400.0 $1.8M 0.16% -7K -14.5% $42.41 -0.5%
35 IWM iShares Russell 2000 ETF 4,930.0 $1.5M 0.13% -121.0 -2.4% $300.49 +1.2%
36 MO Altria Group Inc Consumer Defensive 20,149.0 $1.4M 0.13% -112.0 -0.6% $71.95 -11.1%
37 SNDK Sandisk Corp Technology 626.0 $1.4M 0.13% -444.0 -41.5% $2273.73 -21.4%
38 BKLN Invesco Senior Loan ETF 69,625.0 $1.4M 0.13% -86K -55.3% $20.37 +1.0%
39 IEI iShares 3-7 Year Treasury Bond ETF 11,235.0 $1.3M 0.12% -494.0 -4.2% $117.45 -0.8%
40 MCD McDonalds Consumer Cyclical 4,757.0 $1.3M 0.12% -463.0 -8.9% $270.36 -1.8%
Page 2 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%