HCR Wealth Advisors

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CIK 1697715

13F portfolio (2026-Q1)

$964M

Positions

241

Implied 1Y CAGR

modeled · as filed

Long positions in SEC Section 13(f) securities (US-listed stocks, ADRs and ETFs), largest first · Δ vs 2025-Q4. A lagged quarterly snapshot (filed ≤45 days after quarter-end); excludes shorts, options, cash, and shares listed only on non-US exchanges — foreign companies held via a US listing or ADR (e.g. Alibaba, TSMC) ARE included.

Implied return what this book implies · modeled, not advice methodology →

Open in PORT →

As filed = each book applied at its quarter-end (what the reported book did) · As copyable = applied at its statutory 45-day filing deadline (what a 13F follower could have earned).

Computing…

Hypothetical modeled performance constructed with hindsight — not actual results, and not indicative of future results. See the Disclaimer.

Exposures · what this manager owns, by sector & size (2026-Q1)

Holdings

241

Top 5

42.8%

Top 10

54.6%

Effective N

20.7

HHI

0.048

This quarter

8 new · 0 exit →

By sector

Unclassified46.4%

Information Technology27.5%

Financials5.7%

Communication Services5.5%

Consumer Discretionary5.1%

Industrials4.2%

Health Care1.7%

Energy1.5%

Other2.5%

By market cap

Unknown46.7%

Mega (>$200B)40.2%

Large ($10–200B)11.9%

Mid ($2–10B)1.1%

Micro (<$300M)0.1%

By region

North America53.5%

Other46.4%

Europe0.1%

Asia-Pacific0.1%

By industry group GICS — finer than sector

Industry group	Weight	Names
Unclassified	46.97%	104
Technology Hardware & Equipment	17.12%	9
Semiconductors & Semiconductor Equipment	7.93%	7
Software & IT Services	4.80%	4
Specialty Retail	3.97%	8
Software	2.17%	7
Aerospace & Defense	1.71%	7
Capital Markets	1.71%	8
Banks	1.63%	8
Commercial Services & Supplies	1.55%	4
Oil, Gas & Consumable Fuels	1.49%	5
Machinery	1.42%	8
Utilities	1.35%	8
Pharmaceuticals & Biotechnology	1.22%	10
Automobiles & Components	0.64%	3
Hotels, Restaurants & Leisure	0.49%	3
Insurance	0.49%	7
Health Care Equipment & Supplies	0.45%	3
Construction & Engineering	0.44%	1
Media & Entertainment	0.43%	2
Chemicals	0.40%	6
Tobacco	0.27%	3
Metals & Mining	0.27%	3
Electrical Equipment & Components	0.25%	2
Entertainment	0.22%	1
Beverages	0.22%	3
Airlines	0.20%	1
Diversified Telecommunication Services	0.08%	2
Road & Rail	0.06%	2
Food Products	0.02%	1
Communications Equipment	0.01%	1

Top holdings

#	Ticker	Name	Sector	Weight
1	AAPL	Apple Inc.	Information Technology	13.45%
2	VUG	VANGUARD INDEX FDS	Unclassified	10.04%
3	VYM	VANGUARD WHITEHALL FDS	Unclassified	9.92%
4	NVDA	NVIDIA CORP	Information Technology	5.51%
5	VXF	VANGUARD INDEX FDS	Unclassified	3.88%
6	IVV	ISHARES TR	Unclassified	3.43%
7	GOOGL	Alphabet Inc.	Communication Services	2.83%
8	IEMG	ISHARES INC	Unclassified	1.91%
9	FPE	First Trust Preferred Secs & Inc ETF	Unclassified	1.84%
10	MSFT	MICROSOFT CORP	Information Technology	1.83%

138/241 names classified · sector 53.6% of weight · industry 53.0% · mkt cap 53.3%; unclassified names shown, never dropped.

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

top 5/sector, rest → “Other” · 38 quarters

Information TechnologyAAPL, MSFT, NVDA, PANW, AME · other

FinancialsV, JPM, BRK.B, WFC, RKT · other

Consumer DiscretionaryAMZN, SBUX, COST, AN, M · other

Communication ServicesGOOGL, META, DIS, GOOG, LUMN · other

IndustrialsHON, BA, FDX, MMM, BABA · other

Health CareJNJ, MRK, BMY, ABBV, BHC · other

MaterialsPG, CLX, FCX, MOS, MEOH · other

EnergyCVX, XOM, COP, BP, EOG · other

UtilitiesAWK, NEE, AWR, NRG, CDZI · other

Consumer StaplesMO, STZ, PM, CVS, ADM · other

Real EstateO, PSA, AMT, SPG, OHI

UnclassifiedVYM, VUG, FPE, TLT, FPF · other

Sector is classified on each name's CURRENT fundamentals, not point-in-time — apparent sector drift can reflect the market re-rating a holding, not a manager trade. 13F is a lagged quarterly snapshot of long positions in US-listed securities only — foreign companies held via a US listing or ADR ARE included, but shares listed only on non-US exchanges (plus shorts, options and cash) are not. Latest quarter: 53.6% of the book is sector-classified (unclassified names shown, never dropped).

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

holdings, colored by sector (122 classified)HCR Wealth Advisors centroid (Large Growth)

Information TechnologyCommunication ServicesConsumer DiscretionaryFinancialsIndustrialsHealth CareEnergyUtilitiesMaterialsConsumer Staples

Style box summary for HCR Wealth Advisors: centroid Large Growth. Heaviest cells: Large Growth 22.6%, Large Core 19.8%, Large Value 4.0%.

Classified: 52.4% of book weight (122/240 names) · unclassified 47.6%: VUG, VYM, VXF, IVV, IEMG, FPE, IJR, BINC, JAAA, GLD +108 more. Size: cap 70/20/10 bands; style: value/growth composite on our own metrics — not Morningstar's model.

Contribution holdings-based, any period

No contribution data for this period.

Holdings· 241 positions (2026-Q1) · largest first · Δ vs 2025-Q4

#	Security	Shares	Value	Weight	Δ QoQ
1	AAPLAPPLE INC	511,249	$130M	13.5%	TRIM −4%
2	VUGVANGUARD INDEX FDS	221,595	$97M	10.0%	ADD 2%
3	VYMVANGUARD WHITEHALL FDS	645,989	$96M	9.9%	HOLD
4	NVDANVIDIA CORPORATION	304,711	$53M	5.5%	HOLD
5	VXFVANGUARD INDEX FDS	181,857	$37M	3.9%	ADD 2%
6	IVVISHARES TR	50,596	$33M	3.4%	HOLD
7	GOOGLALPHABET INC	94,867	$27M	2.8%	TRIM −2%
8	IEMGISHARES INC	263,874	$18M	1.9%	HOLD
9	FPEFirst Trust Preferred Secs & Inc ETF	999,249	$18M	1.8%	HOLD
10	MSFTMICROSOFT CORP	47,667	$18M	1.8%	HOLD
11	IJRISHARES TR	129,328	$16M	1.7%	HOLD
12	AMEAMETEK INC	68,458	$15M	1.5%	TRIM −12%
13	AMZNAMAZON COM INC	56,295	$12M	1.2%	ADD 5%
14	PANWPALO ALTO NETWORKS INC	71,857	$12M	1.2%	ADD 3%
15	METAMETA PLATFORMS INC	20,056	$11M	1.2%	HOLD
16	BINCBLACKROCK ETF TRUST II	195,501	$10M	1.1%	ADD 8%
17	VVISA INC	32,979	$10M	1.0%	TRIM −2%
18	JPMJPMORGAN CHASE & CO	30,980	$9M	0.9%	HOLD
19	JAAAJANUS DETROIT STR TR	177,069	$9M	0.9%	ADD 10%
20	GLDSPDR GOLD TR	20,663	$9M	0.9%	ADD 10%
21	AVGOBROADCOM INC	27,678	$9M	0.9%	TRIM −2%
22	COSTCOSTCO WHSL CORP NEW	8,540	$9M	0.9%	HOLD
23	VRTVERTIV HOLDINGS CO	29,389	$7M	0.8%	TRIM −8%
24	GOOGALPHABET INC	25,664	$7M	0.8%	HOLD
25	QQQINVESCO QQQ TR	11,317	$7M	0.7%	HOLD
26	SPYSTATE STR SPDR S&P 500 ETF T	9,920	$6M	0.7%	ADD 2%
27	VWOVANGUARD INTL EQUITY INDEX F	116,459	$6M	0.7%	HOLD
28	BRK.BBERKSHIRE HATHAWAY INC DEL	12,191	$6M	0.6%	HOLD
29	TSLATESLA INC	15,349	$6M	0.6%	HOLD
30	COPCONOCOPHILLIPS	41,496	$5M	0.6%	ADD 3%
31	AZOAUTOZONE INC	1,543	$5M	0.5%	HOLD
32	VOOVANGUARD INDEX FDS	8,552	$5M	0.5%	ADD 5%
33	MSMORGAN STANLEY	30,423	$5M	0.5%	HOLD
34	MUMICRON TECHNOLOGY INC	14,562	$5M	0.5%	HOLD
35	ANAUTONATION INC	24,467	$5M	0.5%	HOLD
36	XLUSELECT SECTOR SPDR TR	101,963	$5M	0.5%	ADD 3%
37	LHXL3HARRIS TECHNOLOGIES INC	13,438	$5M	0.5%	HOLD
38	SCHGSCHWAB U.S. LARGE-CAP GROWTH ETF	152,049	$4M	0.5%	TRIM −8%
39	ETNEATON CORP PLC	12,368	$4M	0.5%	HOLD
40	WMTWALMART INC	35,168	$4M	0.5%	HOLD
41	PWRQUANTA SVCS INC	7,771	$4M	0.4%	TRIM −4%
42	CVXCHEVRON CORP NEW	20,348	$4M	0.4%	HOLD
43	TMOTHERMO FISHER SCIENTIFIC INC	8,418	$4M	0.4%	HOLD
44	ICEINTERCONTINENTAL EXCHANGE IN	24,753	$4M	0.4%	ADD 2%
45	BABOEING CO	19,158	$4M	0.4%	HOLD
46	XOMEXXON MOBIL CORP	22,032	$4M	0.4%	HOLD
47	NFLXNETFLIX INC	38,639	$4M	0.4%	ADD 14%
48	CATCATERPILLAR INC	5,060	$4M	0.4%	HOLD
49	DELLDELL TECHNOLOGIES INC	21,366	$4M	0.4%	TRIM −4%
50	AWKAMERICAN WTR WKS CO INC NEW	25,749	$4M	0.4%	HOLD
51	SHYISHARES TR	41,996	$3M	0.4%	TRIM −15%
52	NEENEXTERA ENERGY INC	37,158	$3M	0.4%	TRIM −6%
53	CMECME GROUP INC	11,403	$3M	0.3%	HOLD
54	NRGNRG ENERGY INC	22,578	$3M	0.3%	HOLD
55	IEFAISHARES TR	36,210	$3M	0.3%	HOLD
56	ABBVABBVIE INC	14,175	$3M	0.3%	HOLD
57	JNJJOHNSON & JOHNSON	11,899	$3M	0.3%	HOLD
58	URIUNITED RENTALS INC	3,801	$3M	0.3%	TRIM −7%
59	SYKSTRYKER CORPORATION	8,401	$3M	0.3%	HOLD
60	HDHOME DEPOT INC	8,330	$3M	0.3%	HOLD
61	FLSFLOWSERVE CORP	37,051	$3M	0.3%	ADD 888%
62	HONHONEYWELL INTL INC	11,838	$3M	0.3%	HOLD
63	SBUXSTARBUCKS CORP	29,718	$3M	0.3%	TRIM −2%
64	BACBANK AMERICA CORP	53,797	$3M	0.3%	HOLD
65	IEFISHARES TR	26,540	$3M	0.3%	ADD 96%
66	VTIVANGUARD INDEX FDS	7,209	$2M	0.2%	HOLD
67	TDGTRANSDIGM GROUP INC	1,904	$2M	0.2%	TRIM −7%
68	VEAVANGUARD TAX-MANAGED FDS	33,374	$2M	0.2%	TRIM −8%
69	DISDISNEY WALT CO	22,024	$2M	0.2%	ADD 3%
70	IJHISHARES TR	31,210	$2M	0.2%	HOLD
71	UCONFIRST TR EXCHNG TRADED FD VI	84,555	$2M	0.2%	ADD 28%
72	ALLALLSTATE CORP	9,980	$2M	0.2%	HOLD
73	MINTPIMCO ETF TR	20,378	$2M	0.2%	HOLD
74	FCXFREEPORT MCMORAN INC	34,770	$2M	0.2%	HOLD
75	RTXRTX CORPORATION	10,165	$2M	0.2%	ADD 12%
76	SHYGISHARES TR	45,621	$2M	0.2%	TRIM −6%
77	CSMPROSHARES TR	25,714	$2M	0.2%	HOLD
78	FDXFEDEX CORP	5,379	$2M	0.2%	HOLD
79	GSGOLDMAN SACHS GROUP INC	2,264	$2M	0.2%	TRIM −12%
80	MAMASTERCARD INCORPORATED	3,716	$2M	0.2%	HOLD
81	AMGNAMGEN INC	4,813	$2M	0.2%	HOLD
82	AMLPALPS ETF TR	32,018	$2M	0.2%	TRIM −2%
83	VBVANGUARD INDEX FDS	6,330	$2M	0.2%	HOLD
84	BKLNINVESCO EXCH TRADED FD TR II	81,007	$2M	0.2%	TRIM −48%
85	IBITISHARES BITCOIN TRUST ETF	42,123	$2M	0.2%	ADD 8%
86	FIXDFIRST TR EXCHNG TRADED FD VI	36,619	$2M	0.2%	HOLD
87	MCDMCDONALDS CORP	5,135	$2M	0.2%	HOLD
88	IYWISHARES TR	8,654	$2M	0.2%	TRIM −6%
89	GEVGE VERNOVA INC	1,701	$1M	0.2%	TRIM −3%
90	JCIJOHNSON CONTROLS INTERNATION	11,148	$1M	0.2%	TRIM −31%
91	ZTSZOETIS INC	11,752	$1M	0.1%	TRIM −5%
92	VGTVANGUARD WORLD FD	1,905	$1M	0.1%	HOLD
93	MOALTRIA GROUP INC	20,097	$1M	0.1%	HOLD
94	IEIISHARES TR	11,145	$1M	0.1%	TRIM −5%
95	SCHWSCHWAB CHARLES CORP	13,688	$1M	0.1%	HOLD
96	XLKSELECT SECTOR SPDR TR	9,590	$1M	0.1%	HOLD
97	CMFISHARES TR	22,061	$1M	0.1%	ADD 3%
98	IWMISHARES TR	5,051	$1M	0.1%	HOLD
99	LLYELI LILLY & CO	1,351	$1M	0.1%	HOLD
100	PGPROCTER AND GAMBLE CO	8,568	$1M	0.1%	TRIM −7%
101	XLESELECT SECTOR SPDR TR	18,359	$1M	0.1%	HOLD
102	AFLAFLAC INC	9,610	$1M	0.1%	HOLD
103	MRVLMARVELL TECHNOLOGY INC	10,627	$1M	0.1%	ADD 2%
104	BNDVANGUARD BD INDEX FDS	14,285	$1M	0.1%	TRIM −18%
105	PMPHILIP MORRIS INTL INC	6,345	$1M	0.1%	TRIM −3%
106	STZCONSTELLATION BRANDS INC	6,635	$995,365	0.1%	ADD 8%
107	PLTRPALANTIR TECHNOLOGIES INC	6,790	$993,241	0.1%	ADD 74%
108	RKTROCKET COS INC	69,330	$987,957	0.1%	TRIM −4%
109	BONDPIMCO ETF TR	10,524	$971,154	0.1%	HOLD
110	GBTCGRAYSCALE BITCOIN TRUST ETF	18,379	$969,676	0.1%	ADD 6%
111	AWRAMER STATES WTR CO	12,770	$965,674	0.1%	TRIM −3%
112	ITOTISHARES TR	6,716	$956,559	0.1%	HOLD
113	ORCLORACLE CORP	6,488	$954,504	0.1%	TRIM −75%
114	CHDCHURCH & DWIGHT CO INC	10,217	$953,450	0.1%	HOLD
115	GEGE AEROSPACE	3,324	$943,338	0.1%	HOLD
116	WFCWELLS FARGO CO NEW	11,767	$936,770	0.1%	HOLD
117	TFLOISHARES TR	18,125	$917,668	0.1%	HOLD
118	ISRGINTUITIVE SURGICAL INC	1,969	$907,689	0.1%	ADD 27%
119	LMTLOCKHEED MARTIN CORP	1,494	$902,958	0.1%	HOLD
120	PFFISHARES TR	28,769	$872,277	0.1%	TRIM −15%
121	IVWISHARES TR	7,171	$811,111	0.1%	HOLD
122	KOCOCA COLA CO	10,156	$772,363	0.1%	HOLD
123	QUALISHARES TR	3,994	$766,089	0.1%	HOLD
124	SCHXSCHWAB U.S. LARGE-CAP ETF	29,673	$760,815	0.1%	ADD 4%
125	TSMTAIWAN SEMICONDUCTOR MFG LTD	2,126	$718,481	0.1%	ADD 35%
126	ESTAESTABLISHMENT LABS HLDGS INC	12,639	$717,642	0.1%	NEW
127	CCITIGROUP INC	6,158	$698,473	0.1%	HOLD
128	DIASPDR DOW JONES INDL AVERAGE	1,500	$694,847	0.1%	TRIM −5%
129	AMDADVANCED MICRO DEVICES INC	3,339	$679,352	0.1%	HOLD
130	CDZICADIZ INC	138,000	$677,580	0.1%	ADD 69%
131	PSQPROSHARES TR	21,000	$675,990	0.1%	NEW
132	LINLINDE PLC	1,334	$661,343	0.1%	ADD 14%
133	PHPARKER-HANNIFIN CORP	713	$638,306	0.1%	HOLD
134	COFCAPITAL ONE FINL CORP	3,494	$637,589	0.1%	HOLD
135	TIPISHARES TR	5,715	$630,707	0.1%	ADD 90%
136	PSXPHILLIPS 66	3,293	$599,918	0.1%	TRIM −6%
137	HACKAMPLIFY ETF TR	7,655	$574,813	0.1%	ADD 4%
138	VHTVANGUARD WORLD FD	2,099	$571,860	0.1%	TRIM −8%
139	MDYSPDR S&P MIDCAP 400 ETF TR	926	$571,467	0.1%	HOLD
140	SNDKSANDISK CORP	898	$570,535	0.1%	TRIM −16%
141	SRESEMPRA	5,860	$569,416	0.1%	HOLD
142	SHWSHERWIN WILLIAMS CO	1,740	$557,757	0.1%	HOLD
143	MRKMERCK & CO INC	4,609	$554,476	0.1%	HOLD
144	VZVERIZON COMMUNICATIONS INC	10,903	$547,374	0.1%	TRIM −3%
145	FVFIRST TR EXCHANGE TRADED FD	9,045	$546,657	0.1%	ADD 2%
146	INTUINTUIT	1,253	$541,772	0.1%	HOLD
147	EFAISHARES TR	5,559	$539,945	0.1%	HOLD
148	UNHUNITEDHEALTH GROUP INC	1,937	$524,275	0.1%	TRIM −2%
149	EEMISHARES TR	9,063	$514,738	0.1%	ADD 8%
150	BSVVANGUARD BD INDEX FDS	6,512	$510,627	0.1%	TRIM −24%
151	IYRISHARES TR	5,265	$497,901	0.1%	HOLD
152	HDVISHARES TR	3,644	$494,563	0.1%	TRIM −10%
153	AXPAMERICAN EXPRESS CO	1,633	$493,949	0.1%	HOLD
154	MGMMGM RESORTS INTERNATIONAL	13,315	$492,788	0.1%	ADD 18%
155	IVEISHARES TR	2,311	$487,967	0.1%	ADD 8%
156	SCHFSCHWAB STRATEGIC TR	19,018	$470,695	0.0%	HOLD
157	VTEBVANGUARD MUN BD FDS	9,334	$465,673	0.0%	HOLD
158	IBMINTERNATIONAL BUSINESS MACHS	1,896	$459,571	0.0%	HOLD
159	IBBISHARES TR	2,712	$458,052	0.0%	HOLD
160	EMBISHARES TR	4,712	$442,598	0.0%	HOLD
161	BXBLACKSTONE INC	3,796	$436,581	0.0%	TRIM −42%
162	NKENIKE INC	8,174	$431,761	0.0%	TRIM −11%
163	BUFRFIRST TR EXCHNG TRADED FD VI	12,699	$428,845	0.0%	ADD 8%
164	SUBISHARES TR	4,000	$426,000	0.0%	HOLD
165	SCHASCHWAB STRATEGIC TR	14,555	$423,263	0.0%	HOLD
166	FMBFirst Trust Managed Municipal ETF	8,344	$422,707	0.0%	HOLD
167	GABGABELLI EQUITY TR INC	75,353	$421,976	0.0%	HOLD
168	ITAIShares U.S. Aerospace & Defense ETF	1,904	$416,500	0.0%	TRIM −3%
169	GDXVANECK ETF TRUST GOLD MINERS ETF	4,508	$413,699	0.0%	TRIM −7%
170	TJXTJX COS INC NEW	2,586	$412,984	0.0%	HOLD
171	XLFSELECT SECTOR SPDR TR	8,088	$399,348	0.0%	TRIM −5%
172	IJKISHARES TR	3,913	$393,726	0.0%	HOLD
173	IWFISHARES TR	919	$392,024	0.0%	HOLD
174	CRMSALESFORCE INC	2,069	$386,220	0.0%	HOLD
175	NXSTNEXSTAR MEDIA GROUP INC	2,125	$384,263	0.0%	TRIM −15%
176	ASMLASML HOLDING N V	287	$379,078	0.0%	ADD 4%
177	AGGISHARES TR	3,795	$376,729	0.0%	HOLD
178	LQDISHARES TR	3,392	$369,694	0.0%	TRIM −11%
179	IYFISHARES TR	3,072	$361,451	0.0%	TRIM −18%
180	SPLVINVESCO EXCH TRADED FD TR II	4,936	$361,044	0.0%	ADD 10%
181	CLXCLOROX CO DEL	3,477	$360,421	0.0%	TRIM −10%
182	PPAINVESCO EXCHANGE TRADED FD T	2,130	$352,962	0.0%	HOLD
183	PEPPEPSICO INC	2,233	$346,860	0.0%	HOLD
184	SHELSHELL PLC	3,711	$345,123	0.0%	HOLD
185	DVYISHARES TR	2,236	$338,552	0.0%	HOLD
186	SFSTIFEL FINL CORP	4,578	$338,405	0.0%	ADD 51%
187	AEEAMEREN CORP	3,069	$337,344	0.0%	HOLD
188	SUSAISHARES TR	2,550	$336,855	0.0%	HOLD
189	VNQVANGUARD INDEX FDS	3,696	$327,911	0.0%	TRIM −11%
190	NOCNORTHROP GRUMMAN CORP	476	$324,867	0.0%	HOLD
191	HYMBSPDR SERIES TRUST	13,050	$323,640	0.0%	TRIM −23%
192	COWZPACER FDS TR	5,158	$322,743	0.0%	HOLD
193	MCOMOODYS CORP	736	$321,080	0.0%	HOLD
194	IAUISHARES GOLD TR	3,594	$316,847	0.0%	HOLD
195	PGRPROGRESSIVE CORP	1,574	$312,029	0.0%	HOLD
196	BILSPDR SERIES TRUST	3,400	$311,667	0.0%	TRIM −5%
197	GLWCORNING INC	2,270	$308,651	0.0%	NEW
198	TRVTRAVELERS COMPANIES INC	1,057	$308,305	0.0%	HOLD
199	CSXCSX CORP	7,493	$307,587	0.0%	HOLD
200	ALNYALNYLAM PHARMACEUTICALS INC	924	$305,723	0.0%	HOLD

showing the top 200 by weight

Position trends· top 15 holdings · shares held over 6 quarters

green added · red trimmed

Security

2024-Q4

2025-Q1

2025-Q2

2025-Q3

2025-Q4

2026-Q1

Latest value

AAPLAPPLE INC

530K

528K

529K

537K

534K

511K

$130M

VUGVANGUARD INDEX FDS

201K

208K

213K

217K

222K

$97M

VYMVANGUARD WHITEHALL FDS

585K

604K

626K

638K

642K

646K

$96M

NVDANVIDIA CORPORATION

269K

291K

299K

300K

305K

$53M

VXFVANGUARD INDEX FDS

—

178K

182K

$37M

IVVISHARES TR

37K

38K

40K

41K

51K

$33M

GOOGLALPHABET INC

96K

95K

97K

95K

$27M

IEMGISHARES INC

207K

223K

235K

249K

259K

264K

$18M

FPEFirst Trust Preferred Secs & Inc ETF

851K

927K

953K

998K

999K

$18M

MSFTMICROSOFT CORP

46K

47K

48K

$18M

IJRISHARES TR

384K

409K

419K

436K

129K

$16M

AMEAMETEK INC

95K

94K

87K

77K

68K

$15M

AMZNAMAZON COM INC

50K

51K

52K

53K

54K

56K

$12M

PANWPALO ALTO NETWORKS INC

68K

70K

72K

$12M

METAMETA PLATFORMS INC

18K

19K

20K

$11M

Shares reported each quarter by the largest current holdings. Green = added vs the prior filing of that name, red = trimmed, grey = roughly held; a dash is a quarter with no 13F on file (a gap is skipped, not read as an exit). 13F is filed up to 45 days after quarter-end. Up to 40 quarters (10 years) available — use the selector above.

☆HCR Wealth Advisors

Implied return what this book implies · modeled, not advice methodology →

Exposures · what this manager owns, by sector & size (2026-Q1)

By sector

By market cap

By region

By industry group GICS — finer than sector

Top holdings

Sector allocation over time · how the GICS mix & top names shifted quarter by quarter

Style box · size × value-growth placement of the reported book (2026-Q1), classified on current fundamentals (not point-in-time) — load it into PORT to overlay your own portfolio

Contribution holdings-based, any period

Holdings· 241 positions (2026-Q1) · largest first · Δ vs 2025-Q4

Position trends· top 15 holdings · shares held over 6 quarters

HCR Wealth Advisors