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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 4 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 HD Home Depot Consumer Cyclical 8,354.0 $2.9M 0.28% -42.0 -0.5% $344.13 -12.9%
62 DELL Dell Technologies Inc Class C Technology 22,235.0 $2.8M 0.28% +2K +12.6% $125.88 +89.1%
63 TDG Transdigm Group Industrials 2,047.0 $2.7M 0.27% +14.0 +0.7% $1330.17 -11.1%
64 XOM ExxonMobil Energy 22,010.0 $2.6M 0.26% +577.0 +2.7% $120.34 +33.4%
65 SBUX Starbucks Corp Com Consumer Cyclical 30,400.0 $2.6M 0.25% +291.0 +1.0% $84.21 +26.6%
66 JNJ Johnson & Johnson Healthcare 11,847.0 $2.5M 0.24% +214.0 +1.8% $206.95 +10.6%
67 DIS Walt Disney Communication Services 21,286.0 $2.4M 0.24% +1K +6.8% $113.77 -8.6%
68 VTI Vanguard Total Stock Market Index Fund ETF 7,162.0 $2.4M 0.24% -481.0 -6.3% $335.28 +7.4%
69 HON Honeywell Industrials 11,746.0 $2.3M 0.23% -217.0 -1.8% $195.10 +11.3%
70 GS Goldman Sachs Group Financial Services 2,568.0 $2.3M 0.22% +607.0 +30.9% $879.33 +7.6%
71 VEA Vanguard FTSE Developed Markets ETF 36,097.0 $2.3M 0.22% +5K +15.9% $62.47 +10.4%
72 MA Mastercard Financial Services 3,697.0 $2.1M 0.21% -57.0 -1.5% $571.02 -11.4%
73 ALL Allstate Corp Financial Services 10,068.0 $2.1M 0.21% +153.0 +1.5% $208.15 +7.9%
74 SHYG iShares High Yield Corporat Bond ETF 48,414.0 $2.1M 0.21% -478.0 -1.0% $42.87 -1.6%
75 MINT PIMCO Enhanced SHRT Maturty Actv ETF 20,628.0 $2.1M 0.20% -2K -10.3% $100.34 +0.2%
76 IJH iShares Core S&P Mid Cap 31,210.0 $2.1M 0.20% NEW $66.00 +8.3%
77 CSM ProShares Large Cap Core Plus ETF 25,714.0 $2.0M 0.20% $79.68 +5.3%
78 JCI Johnson Controls Inter F Industrials 16,259.0 $1.9M 0.19% $119.75 +14.7%
79 IBIT iShares Bitcoin ETF Financial Services 38,930.0 $1.9M 0.19% +3K +8.6% $49.65 -12.4%
80 IYW iShares US Technology ETF 9,214.0 $1.8M 0.18% $199.70 +17.5%
Page 4 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%