HCR Wealth Advisors

HCR Wealth Advisors reported 259 holdings worth US$1.12B as of Jun 30, 2026 (Form 13F)

As of Jun 30, 2026 · Filed Jul 13, 2026

HCR Wealth Advisors reported 259 holdings worth US$1.12B as of Jun 30, 2026. Largest: Apple Inc, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Jul 13, 2026 (Form 13F).

Holdings
259
Value as reported
US$1.12B

The filing in full

CompanySharesValue as reported% of portfolio
Apple Inc514KUS$149M13.3%
Nvidia Corporation307KUS$61.5M5.5%
Alphabet Inc (google) Class C122KUS$43.7M3.9%
Palo Alto Networks, Inc.71,870US$24.5M2.2%
Microsoft Corp.48,033US$17.9M1.6%
Ametek, Inc.65,935US$16M1.4%
Amazon.com, Inc.58,530US$14M1.2%
Visa Inc.33,412US$11.5M1.0%
Meta Platforms, Inc.20,342US$11.5M1.0%
Micron Technology, Inc.9,818US$11.3M1.0%
Broadcom Inc.27,285US$10.3M0.92%
Jp Morgan Chase & Co.31,113US$10.2M0.91%
Dell Technologies Inc.18,669US$8.06M0.72%
Costco Wholesale Corporation8,541US$7.99M0.72%
Ge Vernova Inc.5,793US$6.81M0.61%
Tesla, Inc.15,580US$6.55M0.59%
Morgan Stanley30,840US$6.45M0.58%
Berkshire Hathaway Inc.12,142US$6.08M0.54%
Vertiv Holdings, Llc17,271US$5.78M0.52%
Quanta Services, Inc.7,872US$5.67M0.51%
Caterpillar, Inc.5,099US$5.43M0.49%
Rtx Corporation27,536US$5.22M0.47%
Autozone, Inc.1,504US$4.81M0.43%
Conocophillips44,104US$4.59M0.41%
Autonation, Inc.24,313US$4.52M0.40%
United Rentals, Inc.3,882US$4.4M0.39%
Thermo Fisher Scientific Inc8,428US$4.23M0.38%
Boeing Company (the)19,335US$4.19M0.37%
L3harris Technologies, Inc.14,045US$4.08M0.37%
Walmart Inc.35,069US$3.97M0.36%
Abbvie Inc.14,341US$3.61M0.32%
Chevron Corporation20,346US$3.37M0.30%
American Water Works Company, Inc.25,569US$3.36M0.30%
Nrg Energy, Inc.22,245US$3.25M0.29%
Johnson & Johnson12,749US$3.24M0.29%
Marvell Technology, Inc.10,740US$3.2M0.29%
Nextera Energy, Inc.36,143US$3.17M0.28%
Starbucks Corporation30,534US$3.12M0.28%
Intercontinental Exchange Inc.25,032US$3.08M0.28%
Bank Of America Corporation53,993US$3.08M0.28%
Exxon Mobil Corporation21,928US$3M0.27%
Home Depot, Inc. (the)8,495US$3M0.27%
Flowserve Corporation37,812US$2.8M0.25%
Netflix, Inc.37,758US$2.7M0.24%
Transdigm Group Inc.1,957US$2.61M0.23%
Stryker Corporation7,887US$2.48M0.22%
Cme Group Inc.11,202US$2.47M0.22%
Goldman Sachs Group, Inc. (the)2,413US$2.44M0.22%
Allstate Corporation (the)9,969US$2.37M0.21%
Freeport-mcmoran, Inc.36,179US$2.28M0.20%
Walt Disney Company (the)23,383US$2.25M0.20%
Eli Lilly And Company1,575US$1.89M0.17%
Amgen Inc.5,205US$1.89M0.17%
Advanced Micro Devices Inc3,179US$1.85M0.17%
Mastercard Incorporated3,589US$1.84M0.17%
Fedex Corporation5,397US$1.69M0.15%
Altria Group, Inc.20,149US$1.45M0.13%
Sandisk Corporation626US$1.42M0.13%
Charles Schwab Corporation (the)14,040US$1.3M0.12%
Mcdonald's Corporation4,757US$1.29M0.12%
Corning Incorporated5,000US$1.28M0.11%
Ge Aerospace3,361US$1.26M0.11%
Procter & Gamble Company (the)8,341US$1.22M0.11%
Rocket Companies, Inc.75,328US$1.19M0.11%
Philip Morris International Inc6,364US$1.15M0.10%
Wells Fargo & Company13,772US$1.14M0.10%
Aflac Incorporated9,636US$1.13M0.10%
Establishment Labs Holdings Inc.12,639US$1.08M0.10%
American States Water Company12,705US$1.05M0.09%
Taiwan Semiconductor Manufacturing Co., Ltd.2,129US$1.02M0.09%
Oracle Corporation6,518US$955K0.09%
Constellation Brands, Inc.6,694US$931K0.08%
Citigroup, Inc.6,555US$918K0.08%
Parker-hannifin Corporation893US$873K0.08%
Intuitive Surgical, Inc.2,158US$858K0.08%
Coca-cola Company (the)10,082US$819K0.07%
Zoetis Inc.11,351US$816K0.07%
Unitedhealth Group Incorporated1,957US$814K0.07%
Church & Dwight Company, Inc.8,077US$782K0.07%
Palantir Technologies Inc.6,639US$775K0.07%
American Express Company2,258US$764K0.07%
Lockheed Martin Corporation1,498US$763K0.07%
Merck & Company, Inc.5,887US$757K0.07%
Intel Corporation5,235US$731K0.07%
Progressive Corporation (the)3,296US$720K0.06%
Capital One Financial Corporation3,468US$696K0.06%
Mgm Resorts International13,315US$637K0.06%
Sherwin-williams Company (the)1,735US$597K0.05%
Asml Holding Nv287US$571K0.05%
Phillips 663,374US$570K0.05%
Pepsico, Inc.4,048US$548K0.05%
Dba Sempra5,873US$544K0.05%
International Business Machines Corporation1,891US$532K0.05%
Lowe's Companies, Inc.2,195US$484K0.04%
Solstice Advanced Materials Inc.5,064US$449K0.04%
Western Digital Corporation695US$444K0.04%
Verizon Communications Inc.10,442US$442K0.04%
Crowdstrike Holdings, Inc.575US$439K0.04%
Bristol-myers Squibb Company7,365US$424K0.04%
Bloom Energy Corporation1,371US$415K0.04%

Every holding of HCR Wealth Advisors

Source

View original at SEC

Related