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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 7 of 13  ·  259 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 PH Parker-Hannifin Corp Industrials 893.0 $873K 0.08% +184.0 +25.9% $978.12 +7.7%
122 SCHX Schwab US Large Cap ETF 29,673.0 $873K 0.08% +1K +3.9% $29.43 +3.6%
123 ISRG Intuitive Surgical Healthcare 2,158.0 $858K 0.08% +607.0 +39.1% $397.68 -1.8%
124 TFLO iShares Treasury Floating Rate B ETF 16,825.0 $852K 0.08% -1K -7.2% $50.63 -0.1%
125 GBTC Grayscale Bitcoin TR BTC Financial Services 18,379.0 $837K 0.07% +1K +6.4% $45.52 +9.3%
126 QUAL iShares MSCI USA QLTY Fact ETF 3,800.0 $834K 0.07% -219.0 -5.5% $219.43 +2.4%
127 KO Coca-Cola Consumer Defensive 10,082.0 $819K 0.07% +109.0 +1.1% $81.27 +7.0%
128 ZTS Zoetis Inc Healthcare 11,351.0 $816K 0.07% -979.0 -7.9% $71.86 +1.5%
129 UNH UnitedHealth Group Healthcare 1,957.0 $814K 0.07% -22.0 -1.1% $415.82 -4.9%
130 HACK Amplify Cybersecurity ETF 7,755.0 $814K 0.07% +400.0 +5.4% $104.93 +10.1%
131 CHD Church &dwight Co Consumer Defensive 8,077.0 $782K 0.07% -2K -21.4% $96.88 +1.1%
132 PLTR Palantir Technologies In Class A Technology 6,639.0 $775K 0.07% +3K +70.3% $116.67 +47.9%
133 AXP American Express Co Financial Services 2,258.0 $764K 0.07% +625.0 +38.3% $338.25 -0.6%
134 LMT Lockheed Martin Corp Industrials 1,498.0 $763K 0.07% +8.0 +0.5% $509.46 +16.5%
135 MRK Merck &co. Inc Com Healthcare 5,887.0 $757K 0.07% +1K +29.2% $128.51 +5.8%
136 DIA SPDR Dow Jones Industrial Avrg ETF Financial Services 1,426.0 $745K 0.07% -152.0 -9.6% $522.44 +2.2%
137 INTC Intel Technology 5,235.0 $731K 0.07% NEW $139.66 -25.9%
138 PGR Progressive Co Ohio Financial Services 3,296.0 $720K 0.06% +2K +109.4% $218.45 -6.7%
139 COF Capital One FC Financial Services 3,468.0 $696K 0.06% $200.65 +10.4%
140 FV First Dorsey Wright Focus 5 ETF IV 9,045.0 $686K 0.06% +205.0 +2.3% $75.88 -2.6%
Page 7 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%