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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 7 of 13  ·  255 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 STZ Constellation Brands Consumer Defensive 6,142.0 $847K 0.08% -2K -22.6% $137.96 +3.2%
122 COF Capital One FC Financial Services 3,462.0 $839K 0.08% +84.0 +2.5% $242.39 -22.8%
123 XLE Energy Select Sector SPDR ETF 18,549.0 $829K 0.08% +9K +90.9% $44.71 +35.4%
124 INTU Intuit Inc Technology 1,245.0 $825K 0.08% +40.0 +3.3% $662.42 -40.7%
125 QUAL iShares MSCI USA QLTY Fact ETF 4,019.0 $798K 0.08% +100.0 +2.5% $198.62 +6.2%
126 SCHX Schwab US Large Cap ETF 28,562.0 $769K 0.08% +1K +5.0% $26.91 +7.9%
127 DIA SPDR Dow Jones Industrial Avrg ETF Financial Services 1,578.0 $758K 0.07% $480.61 +3.4%
128 LMT Lockheed Martin Corp Industrials 1,490.0 $721K 0.07% $483.67 +6.7%
129 C Citigroup Inc Financial Services 6,156.0 $718K 0.07% NEW $116.70 +4.9%
130 AMD Advanced Micro Device In Technology 3,317.0 $710K 0.07% +137.0 +4.3% $214.19 +96.5%
131 KO Coca-Cola Consumer Defensive 9,973.0 $697K 0.07% +477.0 +5.0% $69.91 +15.6%
132 PLTR Palantir Technologies In Class A Technology 3,898.0 $693K 0.07% -226.0 -5.5% $177.75 -24.6%
133 BSV Vanguard Short-Term Bond ETF 8,544.0 $673K 0.07% $78.81 -1.3%
134 VHT Vanguard Health Care ETF 2,275.0 $655K 0.07% $287.89 -5.7%
135 UNH UnitedHealth Group Healthcare 1,979.0 $653K 0.07% -108.0 -5.2% $330.12 +19.3%
136 PH Parker-Hannifin Corp Industrials 709.0 $623K 0.06% +33.0 +4.9% $878.96 -1.8%
137 AXP American Express Co Financial Services 1,633.0 $604K 0.06% +66.0 +4.2% $369.95 -15.6%
138 HACK Amplify Cybersecurity ETF 7,355.0 $591K 0.06% -140.0 -1.9% $80.37 +13.5%
139 NKE Nike Inc Class B Com Consumer Cyclical 9,212.0 $587K 0.06% +111.0 +1.2% $63.71 -34.3%
140 SHW Sherwin Williams Co Basic Materials 1,740.0 $564K 0.06% +25.0 +1.5% $324.03 -7.4%
Page 7 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%