FLC Capital Advisors
CIK
1713697
City
PALM DESERT
State / Country
CA
Top Portfolio Positions
139 positions ·
$207,939,695 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| AAPL |
Apple Inc.
Technology
|
88,659 | $22,500,767 | 10.82% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
36,896 | $10,609,813 | 5.10% | |
| MRK |
Merck & Co., Inc.
Healthcare
|
87,402 | $10,513,586 | 5.06% | |
| CVX |
Chevron Corp
Energy
|
45,120 | $9,335,328 | 4.49% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
37,912 | $7,895,932 | 3.80% | |
| MSFT |
Microsoft Corp
Technology
|
20,912 | $7,740,995 | 3.72% | |
| XOM |
Exxon Mobil Corp
Energy
|
41,550 | $7,049,373 | 3.39% | |
| IBM |
International Business Machines Corp
Technology
|
27,856 | $6,752,015 | 3.25% | |
| NVDA |
Nvidia Corp
Technology
|
37,472 | $6,535,116 | 3.14% | |
| CAT |
Caterpillar Inc
Industrials
|
6,988 | $4,950,718 | 2.38% |
Portfolio Trend
25 quarters · across all stocks
Holdings in NKX
Shares Held
Position Value (USD)
9 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $212,415 | 17,850 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $222,054 | 17,850 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $226,159 | 17,850 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $210,094 | 17,850 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $224,731 | 17,850 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $225,624 | 17,850 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $135,900 | 10,000 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $125,100 | 10,000 | Shares | Sole | 2024-07-15 | |
| 2024-03-31 | $121,500 | 10,000 | Shares | Sole | 2024-05-06 | |
| No 13F history on record for this holder in this stock. | ||||||