Arkolith/Funds/FCG Investment Co

FCG Investment Co

CIK 2011697
Holdings as of Jun 30, 2026·disclosed Jul 13, 2026·~13-day 13F lag·13F-HR
Active Filer

FCG Investment Co holds a diversified book of 118 stocks worth $289.2M as of Q2 2026 (disclosed Jul 13, 2026, a ~45-day 13F lag). This quarter they opened Invesco Nasdaq 100 ETF and trimmed SS SPDR S&P 500 ETF Trust-US. Their largest long position is Nvidia Corp at 7% of the equity book.

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Use Arkolith to show FCG Investment Co's latest
holdings, largest changes, and filing provenance.
Opened
42
new positions
Added to
35
existing
Trimmed
38
reduced
Sold out
23
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
28%
Top 10 holdings
46%
Top 20 holdings
60%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

73% mapped to company sectors

Information Technology
37%
ETF / fund or unclassified
27%
Financials
9%
Consumer Discretionary
6%
Industrials
6%
Health Care
5%
Materials
3%
Utilities
2%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

118 positions
#SecurityValueShares% PortLast moveHistory
1Nvidia Corporation
COM
$19.0M95.2K
6.6%
+14%
Added · +11K sh
2State STR SPDR S&P 500 ETF T
TR UNIT
$16.8M22.5K
5.8%
−36%
Reduced · −13K sh
3Apple Inc
COM
$15.7M54.2K
5.4%
+15%
Added · +7K sh
4Alphabet Inc
CAP STK CL A
$15.6M43.7K
5.4%
+28%
Added · +9K sh
5Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$13.4M44.1K
4.6%
New
New position
6Microsoft Corp
COM
$12.9M34.7K
4.5%
+5.1%
Added · +2K sh
7Amazon Com Inc
COM
$11.8M49.3K
4.1%
+35%
Added · +13K sh
8BlackRock ETF Trust
ISHARES US EQUIT
$11.0M161.0K
3.8%
−22%
Reduced · −45K sh
9Broadcom Inc
COM
$8.5M22.4K
2.9%
+12%
Added · +2K sh
10Micron Technology Inc
COM
$7.8M6.8K
2.7%
−5.6%
Reduced · −404 sh
11Huntington Bancshares Inc
COM
$6.7M375.9K
2.3%
−3.5%
Reduced · −14K sh
12JPMorgan Chase & Co
COM
$5.4M16.6K
1.9%
+11%
Added · +2K sh
13SPDR Series Trust
ST STR P500GRW
$4.3M36.5K
1.5%
−5.0%
Reduced · −2K sh
14Meta Platforms Inc
CL A
$4.1M7.3K
1.4%
−8.4%
Reduced · −668 sh
15Caterpillar Inc
COM
$4.1M3.8K
1.4%
+167%
Added · +2K sh
16Dimensional ETF Trust
US EQUI MARK ETF
$3.8M46.7K
1.3%
−70%
Reduced · −108K sh
17Vanguard Index FDS
VALUE ETF
$3.8M17.4K
1.3%
New
New position
18Lam Research Corp
COM NEW
$3.4M7.9K
1.2%
−15%
Reduced · −1K sh
19Goldman Sachs Group Inc
COM
$3.4M3.4K
1.2%
+12%
Added · +365 sh
20Fidelity Covington Trust
ENHANCED LARGE
$3.3M81.4K
1.1%
−62%
Reduced · −133K sh
21Eli Lilly & Co
COM
$3.2M2.7K
1.1%
+2.2%
Added · +59 sh
22American Centy ETF TR
INTL EQT ETF
$3.1M34.9K
1.1%
New
New position
23Bloom Energy Corp
COM CL A
$3.1M10.2K
1.1%
−34%
Reduced · −5K sh
24Millicom Intl Cellular S A
COM STK
$3.1M33.9K
1.1%
+60%
Added · +13K sh
25Sandisk Corp
COM
$2.8M1.2K
1.0%
New
New position
26Applied Matls Inc
COM
$2.6M3.6K
0.9%
−29%
Reduced · −2K sh
27Corning Inc
COM
$2.4M9.5K
0.8%
New
New position
28Ge Vernova Inc
COM
$2.4M2.1K
0.8%
+48%
Added · +667 sh
29SPDR Series Trust
ST STR P500VAL
$2.4M39.6K
0.8%
−1.2%
Reduced · −489 sh
30Comfort Sys USA Inc
COM
$2.3M1.2K
0.8%
New
New position
31Morgan Stanley
COM NEW
$2.3M11.1K
0.8%
+59%
Added · +4K sh
32Monolithic PWR Sys Inc
COM
$2.3M1.7K
0.8%
+8.7%
Added · +134 sh
33Edison Intl
COM
$2.3M30.9K
0.8%
+66%
Added · +12K sh
34Costco Wholesale Corporation
COM
$2.3M2.4K
0.8%
−36%
Reduced · −1K sh
35Johnson & Johnson
COM
$2.2M8.7K
0.8%
+8.1%
Added · +653 sh
36HSBC Hldgs PLC
SPON ADR NEW
$2.2M22.9K
0.8%
New
New position
37Advanced Micro Devices Inc
COM
$2.1M3.6K
0.7%
New
New position
38Stonex Group Inc
COM
$2.1M17.5K
0.7%
New
New position
39Bristol-Myers Squibb Co
COM
$2.0M34.5K
0.7%
+311%
Added · +26K sh
40Walmart Inc
COM
$2.0M17.3K
0.7%
−28%
Reduced · −7K sh
41Quanta Svcs Inc
COM
$1.9M2.6K
0.6%
+18%
Added · +398 sh
42Select Sector SPDR TR
ST STR UTIL ETF
$1.7M38.3K
0.6%
+626%
Added · +33K sh
43Bny Mellon ETF Trust II
ENHANCED DIVID
$1.7M59.6K
0.6%
New
New position
44Royalty Pharma PLC
SHS CLASS A
$1.7M30.1K
0.6%
−18%
Reduced · −6K sh
45Vertiv Holdings Co
COM CL A
$1.7M5.0K
0.6%
New
New position
46Exelixis Inc
COM
$1.6M30.1K
0.6%
−11%
Reduced · −4K sh
47Arista Networks Inc
COM SHS
$1.6M9.6K
0.6%
+28%
Added · +2K sh
48Fidelity Covington Trust
ENHANCED SML CAP
$1.6M32.8K
0.5%
New
New position
49Nucor Corp
COM
$1.6M7.0K
0.5%
+300%
Added · +5K sh
50Merck & Co Inc
COM
$1.5M12.0K
0.5%
+567%
Added · +10K sh
Showing 50 of 118 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 13, 2026118$289.2M13F-HR
Q1 2026Mar 31, 2026Apr 9, 2026100$228.1M13F-HR
Q3 2025Sep 30, 2025Oct 8, 202588$213.6M13F-HR
Q2 2025Jun 30, 2025Jul 16, 202592$191.7M13F-HR
Q1 2025Mar 31, 2025May 13, 202583$159.2M13F-HR
Q4 2024Dec 31, 2024Jan 17, 202585$164.4M13F-HR
Q3 2024Sep 30, 2024Oct 24, 202493$152.5M13F-HR
Q2 2024Jun 30, 2024Jul 16, 202493$131.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.