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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 3 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 LHX L3harris Industrials 13,581.0 $4.0M 0.40% +264.0 +2.0% $293.58 +4.3%
42 WMT Wal-Mart Consumer Defensive 35,234.0 $3.9M 0.39% +499.0 +1.4% $111.41 +17.4%
43 ICE Intercontinental Exchange Inc Financial Services 24,224.0 $3.9M 0.39% +411.0 +1.7% $161.96 -6.5%
44 ETN Eaton Corp PLC F Industrials 12,180.0 $3.9M 0.38% +6K +99.8% $318.51 +19.8%
45 COP Conocophillips Com Energy 40,131.0 $3.8M 0.37% +2K +5.8% $93.61 +28.8%
46 NRG NRG Energy Inc Utilities 22,413.0 $3.6M 0.35% -123.0 -0.6% $159.24 -14.0%
47 PWR Quanta Services Inc Industrials 8,078.0 $3.4M 0.34% $422.07 +68.2%
48 AWK American Water Works Utilities 25,930.0 $3.4M 0.34% $130.50 -5.1%
49 URI United Rentals Inc Industrials 4,093.0 $3.3M 0.33% +3K +322.0% $809.32 +15.7%
50 BKLN Invesco Senior Loan ETF 155,677.0 $3.3M 0.32% -6K -3.5% $21.00 -2.4%
51 ABBV Abbvie Inc Com Healthcare 14,072.0 $3.2M 0.32% $228.49 -6.1%
52 IEFA iShares Core MSCI EAFE ETF 35,708.0 $3.2M 0.32% +18K +98.2% $89.46 +8.8%
53 NEE Nextera Energy Inc Utilities 39,486.0 $3.2M 0.31% $80.28 +11.7%
54 NFLX Netflix Inc Communication Services 33,748.0 $3.2M 0.31% +30K +919.6% $93.76 -4.8%
55 CME CME Group Inc Financial Services 11,568.0 $3.2M 0.31% +416.0 +3.7% $273.09 +5.9%
56 CVX Chevron Corp. Energy 20,335.0 $3.1M 0.31% +184.0 +0.9% $152.41 +25.3%
57 NOW ServiceNow Inc Technology 19,657.0 $3.0M 0.30% +16K +421.4% $153.19 -34.9%
58 SYK Stryker Corp Healthcare 8,523.0 $3.0M 0.30% -183.0 -2.1% $351.49 -8.5%
59 BAC Bank Of America Corp Financial Services 53,950.0 $3.0M 0.29% +988.0 +1.9% $55.00 -6.4%
60 CAT Caterpillar Industrials 5,045.0 $2.9M 0.29% +67.0 +1.4% $572.91 +51.1%
Page 3 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%