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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 3 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 COP Conocophillips Com Energy 44,104.0 $4.6M 0.41% +4K +9.9% $103.96 +22.7%
42 AN Autonation Inc Com Consumer Cyclical 24,313.0 $4.5M 0.40% -555.0 -2.2% $185.79 +10.3%
43 XLU Utilities Select (sector SPDR Fund) 98,259.0 $4.5M 0.40% -765.0 -0.8% $45.34 -2.6%
44 URI United Rentals Inc Industrials 3,882.0 $4.4M 0.39% -211.0 -5.2% $1132.91 +2.8%
45 TMO Thermo Fisher Healthcare 8,428.0 $4.2M 0.38% $501.41 +16.8%
46 BA Boeing Co Industrials 19,335.0 $4.2M 0.38% +177.0 +0.9% $216.47 +4.4%
47 LHX L3harris Industrials 14,045.0 $4.1M 0.36% +464.0 +3.4% $290.61 -4.2%
48 WMT Wal-Mart Consumer Defensive 35,069.0 $4.0M 0.36% $113.26 +0.9%
49 ABBV Abbvie Inc Com Healthcare 14,341.0 $3.6M 0.32% +269.0 +1.9% $251.65 -0.5%
50 IEFA iShares Core MSCI EAFE ETF 36,474.0 $3.5M 0.32% +766.0 +2.1% $96.58 +4.6%
51 CVX Chevron Corp. Energy 20,346.0 $3.4M 0.30% $165.77 +22.3%
52 AWK American Water Works Utilities 25,569.0 $3.4M 0.30% -361.0 -1.4% $131.58 +2.1%
53 NRG NRG Energy Inc Utilities 22,245.0 $3.2M 0.29% -168.0 -0.8% $146.06 -16.2%
54 JNJ Johnson & Johnson Healthcare 12,749.0 $3.2M 0.29% +902.0 +7.6% $253.98 +3.3%
55 MRVL Marvell Technology Inc Technology 10,740.0 $3.2M 0.29% +363.0 +3.5% $297.89 -21.3%
56 NEE Nextera Energy Inc Utilities 36,143.0 $3.2M 0.28% -3K -8.5% $87.77 -1.8%
57 SBUX Starbucks Corp Com Consumer Cyclical 30,534.0 $3.1M 0.28% $102.19 +5.6%
58 SHY iShares Trust 1-3 (year Treasury Bond Etf) 37,813.0 $3.1M 0.28% -12K -23.9% $82.11 -0.1%
59 ICE Intercontinental Exchange Inc Financial Services 25,032.0 $3.1M 0.28% +808.0 +3.3% $123.11 +25.3%
60 BAC Bank Of America Corp Financial Services 53,993.0 $3.1M 0.28% $56.98 +12.1%
Page 3 of 13  ·  259 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%