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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 5 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MINT PIMCO Enhanced SHRT Maturty Actv ETF 18,878.0 $1.9M 0.17% -2K -8.5% $100.81 -0.1%
82 LLY Lilly Eli & Co Healthcare 1,575.0 $1.9M 0.17% +237.0 +17.7% $1199.89 -1.2%
83 AMGN Amgen Inc. Healthcare 5,205.0 $1.9M 0.17% +410.0 +8.6% $362.18 +15.8%
84 AMD Advanced Micro Device In Technology 3,179.0 $1.8M 0.17% -138.0 -4.2% $581.00 -12.9%
85 MA Mastercard Financial Services 3,589.0 $1.8M 0.17% -108.0 -2.9% $513.64 +9.5%
86 XLK Technology Select Sector SPDR ETF 9,565.0 $1.8M 0.16% $190.52 -0.1%
87 JCI Johnson Controls Inter F Industrials 12,282.0 $1.8M 0.16% -4K -24.5% $146.11 +5.3%
88 VGT Vanguard Information Technology Index Fund ETF 14,903.0 $1.8M 0.16% +13K +695.7% $119.53 +2.5%
89 SHYG iShares High Yield Corporat Bond ETF 41,400.0 $1.8M 0.16% -7K -14.5% $42.41 -0.5%
90 FDX Fedex Corp Com Industrials 5,397.0 $1.7M 0.15% $313.13 +5.9%
91 FIXD First Trust TCW Opportunistic Fixed Income ETF 37,095.0 $1.6M 0.14% +750.0 +2.1% $43.61 -1.6%
92 IBIT iShares Bitcoin ETF Financial Services 44,571.0 $1.5M 0.13% +6K +14.5% $33.29 +9.4%
93 IWM iShares Russell 2000 ETF 4,930.0 $1.5M 0.13% -121.0 -2.4% $300.49 +1.2%
94 MO Altria Group Inc Consumer Defensive 20,149.0 $1.4M 0.13% -112.0 -0.6% $71.95 -11.1%
95 SNDK Sandisk Corp Technology 626.0 $1.4M 0.13% -444.0 -41.5% $2273.73 -21.4%
96 BKLN Invesco Senior Loan ETF 69,625.0 $1.4M 0.13% -86K -55.3% $20.37 +1.0%
97 IEI iShares 3-7 Year Treasury Bond ETF 11,235.0 $1.3M 0.12% -494.0 -4.2% $117.45 -0.8%
98 SCHW Charles Schwab Corp Financial Services 14,040.0 $1.3M 0.12% +278.0 +2.0% $92.27 +19.8%
99 MCD McDonalds Consumer Cyclical 4,757.0 $1.3M 0.12% -463.0 -8.9% $270.36 -1.8%
100 Honeywell Intl Inc Com 5,740.0 $1.3M 0.12% NEW $223.90
Page 5 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%