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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 2 of 2  ·  36 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 VOO VANGUARD INDEX FDS 1,397.0 $835K 0.37% NEW $597.71 +13.7%
22 TSLA TESLA INC Consumer Cyclical 2,013.0 $748K 0.33% NEW $371.75 +19.2%
23 MP MP MATERIALS CORP Basic Materials 15,243.0 $736K 0.32% NEW $48.26 +25.0%
24 VIG VANGUARD SPECIALIZED FUNDS 2,858.0 $615K 0.27% NEW $215.07 +6.7%
25 CENX CENTURY ALUM CO Basic Materials 10,409.0 $611K 0.27% NEW $58.69 +4.7%
26 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 1,448.0 $567K 0.25% NEW $391.76 +105.4%
27 VTWG VANGUARD SCOTTSDALE FDS 2,475.0 $567K 0.25% NEW $229.04 +15.4%
28 FDX FEDEX CORP Industrials 1,482.0 $528K 0.23% NEW $356.18 +6.7%
29 VGSH VANGUARD SCOTTSDALE FDS 9,016.0 $528K 0.23% NEW $58.54 -0.6%
30 TD TORONTO DOMINION BK ONT Financial Services 3,551.0 $331K 0.14% NEW $93.31 +16.0%
31 GOOG ALPHABET INC Communication Services 1,062.0 $305K 0.13% NEW $286.86 +38.5%
32 IMCG ISHARES TR 3,390.0 $267K 0.12% NEW $78.77 +13.4%
33 ANNALY CAPITAL MANAGEMENT IN 12,178.0 $258K 0.11% NEW $21.15
34 SHY ISHARES TR 3,010.0 $249K 0.11% NEW $82.58 -0.6%
35 MRK MERCK & CO INC Healthcare 1,806.0 $217K 0.10% NEW $120.29 -5.7%
36 D DOMINION ENERGY INC Utilities 3,466.0 $214K 0.09% NEW $61.82 +1.9%
Page 2 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%