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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 5 of 5  ·  100 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 TD TORONTO DOMINION BK ONT Financial Services 3,551.0 $331K 0.14% NEW $93.31 +16.0%
82 XLC SELECT SECTOR SPDR TR 2,768.0 $307K 0.14% -141.0 -4.8% $110.86 +4.7%
83 GOOG ALPHABET INC Communication Services 1,062.0 $305K 0.13% NEW $286.86 +38.5%
84 NUE NUCOR CORP Basic Materials 1,749.0 $296K 0.13% -8K -82.4% $169.10 +37.7%
85 SO SOUTHERN CO Utilities 3,013.0 $291K 0.13% -380.0 -11.2% $96.52 -2.9%
86 ED CONSOLIDATED EDISON INC Utilities 2,511.0 $284K 0.12% -1K -31.8% $113.18 -5.3%
87 NRG NRG ENERGY INC Utilities 1,942.0 $284K 0.12% -9K -82.0% $146.14 -7.8%
88 XLV SELECT SECTOR SPDR TR 1,918.0 $281K 0.12% -3K -63.4% $146.61 -1.0%
89 IMCG ISHARES TR 3,390.0 $267K 0.12% NEW $78.77 +13.4%
90 EXC EXELON CORP Utilities 5,362.0 $263K 0.12% -20K -79.2% $49.02 -9.4%
91 BWXT BWX TECHNOLOGIES INC Industrials 1,269.0 $259K 0.11% -2K -55.4% $204.49 +0.1%
92 C CITIGROUP INC Financial Services 2,286.0 $259K 0.11% -4K -64.3% $113.41 +8.8%
93 ANNALY CAPITAL MANAGEMENT IN 12,178.0 $258K 0.11% NEW $21.15
94 SHY ISHARES TR 3,010.0 $249K 0.11% NEW $82.58 -0.6%
95 XLU SELECT SECTOR SPDR TR 5,279.0 $242K 0.11% +3K +113.8% $45.89 -4.4%
96 IIPR INNOVATIVE INDL PPTYS INC Real Estate 4,740.0 $238K 0.10% -10K -68.2% $50.16 +9.3%
97 CSWC CAPITAL SOUTHWEST CORP Financial Services 10,669.0 $236K 0.10% -9K -44.8% $22.12 +8.5%
98 MRK MERCK & CO INC Healthcare 1,806.0 $217K 0.10% NEW $120.29 -5.7%
99 D DOMINION ENERGY INC Utilities 3,466.0 $214K 0.09% NEW $61.82 +1.9%
100 AFG AMERICAN FINANCIAL GROUP INC Financial Services 1,568.0 $200K 0.09% -8K -82.8% $127.71 +5.2%
Page 5 of 5  ·  100 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%