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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 2 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG Alphabet Inc. Class C Communication Services 25,470.0 $8.0M 0.79% +540.0 +2.2% $313.81 +25.3%
22 GLD SPDR Gold TR Gold (SHS) Financial Services 18,816.0 $7.5M 0.74% +540.0 +3.0% $396.31 +5.3%
23 COST Costco Wholesale Consumer Defensive 8,620.0 $7.4M 0.74% +258.0 +3.1% $862.39 +21.6%
24 TSLA Tesla Motors Consumer Cyclical 15,442.0 $6.9M 0.69% +989.0 +6.8% $449.73 -6.1%
25 QQQ Invesco QQQ Trust Financial Services 11,096.0 $6.8M 0.68% -160.0 -1.4% $614.33 +14.9%
26 SPY SPDR S&P 500 ETF Financial Services 9,684.0 $6.6M 0.65% +230.0 +2.4% $681.96 +8.3%
27 VWO Vanguard FTSE Emerging Markets ETF 117,794.0 $6.3M 0.63% +11K +9.8% $53.76 +8.8%
28 Berkshire Hathaway 12,191.0 $6.1M 0.61% +1K +10.3% $502.65
29 MS Morgan Stanley Financial Services 30,496.0 $5.4M 0.54% +246.0 +0.8% $177.53 +8.4%
30 SCHG Schwab US Large Cap Growth ETF 165,542.0 $5.4M 0.54% $32.62 +4.8%
31 VRT Vertiv Holdings Co Class A Industrials 32,015.0 $5.2M 0.51% -536.0 -1.6% $162.01 +129.0%
32 AZO Autozone Inc Com Consumer Cyclical 1,527.0 $5.2M 0.51% $3391.50 -0.8%
33 AN Autonation Inc Com Consumer Cyclical 24,868.0 $5.1M 0.51% -475.0 -1.9% $206.48 -11.9%
34 VOO Vanguard S&P 500 ETF 8,158.0 $5.1M 0.51% +299.0 +3.8% $627.14 +8.3%
35 ORCL Oracle Corp Technology 25,948.0 $5.1M 0.50% $194.91 -1.0%
36 TMO Thermo Fisher Healthcare 8,388.0 $4.9M 0.48% +418.0 +5.2% $579.51 -24.4%
37 XLU Utilities Select (sector SPDR Fund) 99,024.0 $4.2M 0.42% +48K +94.1% $42.69 +2.9%
38 MU Micron Technology Technology 14,591.0 $4.2M 0.41% +13K +1205.1% $285.41 +153.9%
39 BA Boeing Co Industrials 19,158.0 $4.2M 0.41% $217.12 +1.6%
40 SHY iShares Trust 1-3 (year Treasury Bond Etf) 49,697.0 $4.1M 0.41% -5K -8.5% $82.82 -0.9%
Page 2 of 13  ·  255 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%