FC Advisory LLC
CIK
1683754
Location
WEST CHESTER, PA
Portfolio Value
Micro
$467,680
Diversification
Moderately concentrated
Filing Date
Global Rank
#8,088
/ 8,586
▲ 43
Top Industry
Consumer Electronics
31.2%
3Y Alpha vs SPY
+0.5%
Period ended 3 months ago
Filed Apr 14, 2026 · 2mo
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+80.1%
SPY
+78.1%
Annualised alpha
+0.5%
Max drawdown
−18.5%
Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.
Portfolio Concentration
12 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
28.3%
+1.2 pts
Top 5
76.2%
+0.5 pts
Top 10
96.0%
+3.2 pts
HHI
1,589
Moderately concentrated+28
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Unclassified | 34.1% | $3,552,474 |
| Technology | 24.0% | $2,507,373 |
| Financial Services | 18.6% | $1,943,218 |
| Healthcare | 14.4% | $1,502,920 |
| Utilities | 4.5% | $467,680 |
| Industrials | 4.4% | $454,466 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
2 positions ·
$467,680 total
· Utilities only
· as of Mar 31, 2026
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SRE |
Sempra
Utilities
|
Held | 2,565 | $249,241 | 53.29% | |
| ES |
Eversource Energy
Utilities
|
Held | 3,153 | $218,439 | 46.71% |