HCR Wealth Advisors

CIK

1697715

Location

LOS ANGELES, CA

Portfolio Value

Small $536,685,565

Diversification

Diversified

Filing Date

Global Rank

#2,510 / 8,605 ▼ 43 · as of Mar 2026

Top Industry

Consumer Electronics 25.4%

3Y Alpha vs SPY

-1.6%

Period ended 3 months ago

Filed Apr 21, 2026 · 3mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+68.9%

SPY

+76.5%

Annualised alpha

-1.8%

Max drawdown

−22.0%

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

150 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

24.2%

−1.2 pts

Top 5

45.2%

−2.2 pts

Top 10

55.2%

−2.7 pts

HHI

780

Diversified−63

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	44.1%	$236,798,556	23
Industrials	11.9%	$63,877,280	24
Financial Services	10.2%	$54,602,532	26
Communication Services	8.6%	$45,909,923	8
Consumer Cyclical	6.7%	$36,219,047	12
Unclassified	4.9%	$26,524,786	10
Healthcare	3.9%	$21,029,378	16
Consumer Defensive	3.8%	$20,399,874	12
Energy	2.7%	$14,370,463	5
Utilities	2.4%	$13,036,990	8
Basic Materials	0.7%	$3,710,713	5
Real Estate	0.0%	$206,023	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
CDZI	Cadiz Inc	+56,564	138,000	$677,580
FLS	Flowserve Corp	+33,301	37,051	$2,723,619
NFLX	Netflix Inc	+4,891	38,639	$3,715,139
IBIT	iShares Bitcoin Trust ETF	+3,193	42,123	$1,618,365
PLTR	Palantir Technologies Inc.	+2,892	6,790	$993,241
AMZN	Amazon Com Inc	+2,507	56,295	$11,724,559
MGM	MGM Resorts International	+2,000	13,315	$492,788
PANW	Palo Alto Networks Inc	+1,879	71,857	$11,520,114
GLD	Spdr Gold Trust	+1,847	20,663	$8,891,082
RIVN	Rivian Automotive, Inc. / DE	+1,600	16,784	$252,599
SF	Stifel Financial Corp	+1,542	4,578	$338,405
COP	Conocophillips	+1,365	41,496	$5,477,472
RTX	RTX Corp	+1,124	10,165	$1,960,828
GBTC	Grayscale Bitcoin Trust ETF	+1,100	18,379	$969,676
DIS	Walt Disney Co	+738	22,024	$2,122,673
TSM	Taiwan Semiconductor Manufacturing Co Ltd	+552	2,126	$718,481
ICE	Intercontinental Exchange, Inc.	+529	24,753	$3,893,151
STZ	Constellation Brands, Inc.	+493	6,635	$995,250
ISRG	Intuitive Surgical Inc	+418	1,969	$907,689
MRVL	Marvell Technology, Inc.	+250	10,627	$1,052,604
SPY	Spdr S&P 500 ETF Trust	+236	9,920	$6,451,372
QQQ	Invesco Qqq Trust, Series 1	+221	11,317	$6,531,946
F	Ford Motor Co	+200	18,288	$211,043
ETN	Eaton Corp plc	+188	12,368	$4,423,662
KO	Coca Cola Co	+183	10,156	$772,363
No positions match the current search.

Trimmed

Positions the filer reduced

25 positions

Ticker	Company	Δ Shares	Shares	Value
AAPL	Apple Inc.	−23,033	511,249	$129,749,883
ORCL	Oracle Corp	−19,460	6,488	$954,449
AME	Ametek Inc/	−8,994	68,458	$14,674,656
JCI	Johnson Controls International plc	−5,111	11,148	$1,459,830
RKT	Rocket Companies, Inc.	−3,192	69,330	$987,952
NVO	Novo Nordisk A S	−2,755	7,585	$278,748
BX	Blackstone Inc.	−2,714	3,796	$436,502
VRT	Vertiv Holdings Co	−2,626	29,389	$7,364,295
NEE	Nextera Energy Inc	−2,328	37,158	$3,451,235
GOOGL	Alphabet Inc.	−2,133	94,867	$27,279,954
NKE	NIKE, Inc.	−1,038	8,174	$431,750
DELL	Dell Technologies Inc.	−869	21,366	$3,506,801
V	Visa Inc.	−692	32,979	$9,967,572
SBUX	Starbucks Corp	−682	29,718	$2,662,435
FCX	Freeport-Mcmoran Inc	−663	34,770	$2,043,780
NVDA	Nvidia Corp	−653	304,711	$53,141,598
PG	PROCTER & GAMBLE Co	−639	8,568	$1,237,561
AVGO	Broadcom Inc.	−580	27,678	$8,566,617
ZTS	Zoetis Inc.	−578	11,752	$1,389,203
AWR	American States Water Co	−406	12,770	$965,667
AN	Autonation, Inc.	−401	24,467	$4,777,426
CLX	Clorox Co /De/	−397	3,477	$360,321
NXST	Nexstar Media Group, Inc.	−375	2,125	$384,263
VZ	Verizon Communications Inc	−369	10,903	$547,330
META	Meta Platforms, Inc.	−322	20,056	$11,474,639
No positions match the current search.

New Positions

Positions the filer opened this quarter

8 positions

Ticker	Company	Shares	Value
ESTA	Establishment Labs Holdings Inc.	12,639	$717,642
GLW	Corning Inc /Ny	2,270	$308,651
HOOD	Robinhood Markets, Inc.	3,928	$272,210
SOLS	Solstice Advanced Materials Inc.	3,126	$238,076
T	At&T Inc.	7,985	$231,485
VALE	Vale S.A.	13,184	$209,757
WDC	Western Digital Corp	762	$206,113
NTHI	Neonc Technologies Holdings, Inc.	15,000	$105,150
No positions match the current search.

Sold Out

Positions the filer fully exited

17 positions

Ticker	Company	Shares	Value
NOW	ServiceNow, Inc.	19,657	$3,011,255
OWL	Blue Owl Capital Inc.	104,738	$1,564,785
ADBE	Adobe Inc.	2,933	$1,026,520
QCOM	Qualcomm Inc/De	1,514	$258,969
SHOP	Shopify Inc.	1,505	$242,259
COHR	Coherent Corp.	1,300	$239,941
MKC	Mccormick & Co Inc	3,438	$234,162
SYF	Synchrony Financial	2,787	$232,519
REGN	Regeneron Pharmaceuticals, Inc.	286	$220,754
P	Everpure, Inc.	3,211	$215,169
CVS	CVS HEALTH Corp	2,708	$214,906
EW	Edwards Lifesciences Corp	2,416	$205,964
CL	Colgate Palmolive Co	2,605	$205,847
AON	Aon plc	581	$205,023
MDB	MongoDB, Inc.	477	$200,192
BDTX	Black Diamond Therapeutics, Inc.	27,000	$65,610
EDIT	Editas Medicine, Inc.	17,000	$34,850
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

150 positions · $536,685,565 total · as of Mar 31, 2026

All sectors Basic Materials Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 150 positions by value · page 1 of 3

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	511,249	-23,033	$129,749,883	−10.7%	24.18%
NVDA	Nvidia Corp Technology	Reduced	304,711	-653	$53,141,598	−6.7%	9.90%
GOOGL	Alphabet Inc. Communication Services	Reduced	94,867	-2,133	$27,279,954	−10.1%	5.08%
MSFT	Microsoft Corp Technology	Reduced	47,667	-203	$17,644,893	−23.8%	3.29%
AME	Ametek Inc/ Industrials	Reduced	68,458	-8,994	$14,674,656	−7.7%	2.73%
AMZN	Amazon Com Inc Consumer Cyclical	Added	56,295	+2,507	$11,724,559	−5.6%	2.18%
PANW	Palo Alto Networks Inc Technology	Added	71,857	+1,879	$11,520,114	−10.6%	2.15%
META	Meta Platforms, Inc. Communication Services	Reduced	20,056	-322	$11,474,639	−14.7%	2.14%
V	Visa Inc. Financial Services	Reduced	32,979	-692	$9,967,572	−15.6%	1.86%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	30,980	-98	$9,113,076	−9.0%	1.70%
GLD	Spdr Gold Trust	Added	20,663	+1,847	$8,891,082	+19.2%	1.66%
AVGO	Broadcom Inc. Technology	Reduced	27,678	-580	$8,566,617	−12.4%	1.60%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	8,540	-80	$8,509,512	+14.5%	1.59%
VRT	Vertiv Holdings Co Industrials	Reduced	29,389	-2,626	$7,364,295	+42.0%	1.37%
QQQ	Invesco Qqq Trust, Series 1	Added	11,317	+221	$6,531,946	−4.2%	1.22%
SPY	Spdr S&P 500 ETF Trust	Added	9,920	+236	$6,451,372	−2.3%	1.20%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	12,191	0	$5,841,927	−4.7%	1.09%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	15,349	-93	$5,705,990	−17.8%	1.06%
COP	Conocophillips Energy	Added	41,496	+1,365	$5,477,472	+45.8%	1.02%
AZO	Autozone Inc Consumer Cyclical	Added	1,543	+16	$5,211,914	+0.6%	0.97%
MS	Morgan Stanley Financial Services	Reduced	30,423	-73	$5,006,713	−7.5%	0.93%
MU	Micron Technology Inc Technology	Reduced	14,562	-29	$4,919,626	+18.1%	0.92%
AN	Autonation, Inc. Consumer Cyclical	Reduced	24,467	-401	$4,777,426	−7.0%	0.89%
LHX	L3harris Technologies, Inc. /De/ Industrials	Reduced	13,438	-143	$4,638,125	+16.3%	0.86%
ETN	Eaton Corp plc Industrials	Added	12,368	+188	$4,423,662	+14.0%	0.82%
WMT	Walmart Inc. Consumer Defensive	Reduced	35,168	-66	$4,370,679	+11.3%	0.81%
PWR	Quanta Services, Inc. Industrials	Reduced	7,771	-307	$4,266,434	+25.1%	0.79%
CVX	Chevron Corp Energy	Added	20,348	+13	$4,210,001	+35.8%	0.78%
TMO	Thermo Fisher Scientific Inc. Healthcare	Added	8,418	+30	$4,137,699	−14.9%	0.77%
ICE	Intercontinental Exchange, Inc. Financial Services	Added	24,753	+529	$3,893,151	−0.8%	0.73%
BA	Boeing Co Industrials	Held	19,158	0	$3,813,016	−8.3%	0.71%
XOM	Exxon Mobil Corp Energy	Added	22,032	+22	$3,737,949	+41.1%	0.70%
NFLX	Netflix Inc Communication Services	Added	38,639	+4,891	$3,715,139	+17.4%	0.69%
CAT	Caterpillar Inc Industrials	Added	5,060	+15	$3,584,807	+24.0%	0.67%
DELL	Dell Technologies Inc. Technology	Reduced	21,366	-869	$3,506,801	+25.3%	0.65%
AWK	American Water Works Company, Inc. Utilities	Reduced	25,749	-181	$3,504,181	+3.6%	0.65%
NEE	Nextera Energy Inc Utilities	Reduced	37,158	-2,328	$3,451,235	+8.9%	0.64%
CME	Cme Group Inc. Financial Services	Reduced	11,403	-165	$3,367,876	+6.6%	0.63%
NRG	Nrg Energy, Inc. Utilities	Added	22,578	+165	$3,299,548	−7.6%	0.61%
ABBV	AbbVie Inc. Healthcare	Added	14,175	+103	$3,082,920	−4.1%	0.57%
JNJ	Johnson & Johnson Healthcare	Added	11,899	+52	$2,908,591	+18.6%	0.54%
HON	Honeywell International Inc Industrials	Added	11,838	+92	$2,806,233	+16.8%	0.52%
URI	United Rentals, Inc. Industrials	Reduced	3,801	-292	$2,769,256	−16.4%	0.52%
SYK	Stryker Corp Healthcare	Reduced	8,401	-122	$2,760,484	−7.8%	0.51%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	8,330	-24	$2,739,653	−4.7%	0.51%
FLS	Flowserve Corp Industrials	Added	37,051	+33,301	$2,723,619	+946.8%	0.51%
SBUX	Starbucks Corp Consumer Cyclical	Reduced	29,718	-682	$2,662,435	+4.0%	0.50%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	53,797	-153	$2,622,603	−11.6%	0.49%
TDG	TransDigm Group INC Industrials	Reduced	1,904	-143	$2,206,659	−18.9%	0.41%
DIS	Walt Disney Co Communication Services	Added	22,024	+738	$2,122,673	−12.3%	0.40%