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Portfolio (Quarterly) Guide ↗

FCG Investment Co

· CIK 0002011697
13F Portfolio $228M AUM 100 positions Filed Apr 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q3 2025 · All 36 New 13 Added 49 Reduced 24 Exited
Page 1 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DYNF BLACKROCK ETF TRUST 205,840.0 $12.0M 5.25% NEW $58.18 +13.9%
2 DFUS DIMENSIONAL ETF TRUST 154,636.0 $11.0M 4.81% NEW $70.91 +13.2%
3 FELV FIDELITY COVINGTON TRUST 214,137.0 $7.5M 3.28% NEW $34.91 +9.6%
4 MU MICRON TECHNOLOGY INC Technology 7,178.0 $2.4M 1.06% NEW $337.84 +129.7%
5 VXUS VANGUARD STAR FDS 28,595.0 $2.2M 0.97% NEW $77.11 +7.8%
6 FLDR FIDELITY MERRIMACK STR TR 41,522.0 $2.1M 0.91% NEW $50.05 +0.1%
7 APAM ARTISAN PARTNERS ASSET MGMT Financial Services 48,543.0 $1.8M 0.77% NEW $36.39 +0.1%
8 AMAT APPLIED MATLS INC Technology 5,152.0 $1.8M 0.77% NEW $341.79 +27.7%
9 RPRX ROYALTY PHARMA PLC Healthcare 36,599.0 $1.8M 0.77% NEW $47.97 +11.3%
10 VO VANGUARD INDEX FDS 6,028.0 $1.7M 0.76% NEW $287.18 -73.4%
11 MPWR MONOLITHIC PWR SYS INC Technology 1,537.0 $1.7M 0.74% NEW $1093.35 +47.6%
12 GLD SPDR GOLD TR Financial Services 3,790.0 $1.6M 0.71% NEW $430.29 -0.7%
13 TIGO MILLICOM INTL CELLULAR S A Communication Services 21,149.0 $1.6M 0.69% NEW $74.94 +9.0%
14 EIX EDISON INTL Utilities 18,582.0 $1.4M 0.60% NEW $73.18 -3.3%
15 RF REGIONS FINANCIAL CORP NEW Financial Services 49,585.0 $1.3M 0.57% NEW $26.12 +2.6%
16 GEV GE VERNOVA INC Utilities 1,396.0 $1.2M 0.53% NEW $872.91 +24.9%
17 PWR QUANTA SVCS INC Industrials 2,179.0 $1.2M 0.52% NEW $549.02 +42.1%
18 FCX FREEPORT MCMORAN INC Basic Materials 18,243.0 $1.1M 0.47% NEW $58.78 +12.5%
19 CAT CATERPILLAR INC Industrials 1,437.0 $1.0M 0.45% NEW $708.46 +25.4%
20 ANET ARISTA NETWORKS INC Technology 7,511.0 $922K 0.40% NEW $122.78 +15.6%
Page 1 of 2  ·  36 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 31.8%
Financial Services 27.2%
Communication Services 10.6%
Healthcare 7.1%
Industrials 6.8%
Consumer Cyclical 5.3%
Consumer Defensive 4.2%
Utilities 2.6%
Basic Materials 2.3%
Energy 2.0%