FOCPX

Fidelity Otc Portfolio Cross-source read$26.64 12.63%
UnclassifiedCUSIP 316389105· EOD Sep 11, 2026

Among active 13F managers last quarter, 1 opened and none reduced or exited; the largest holder to move was McIlrath & Eck, LLC (new position). No recent Form 4 insider filings for FOCPX.

Tracked 13F holders
3
2 in Q2 2026 filings
13F value (tracked)
$1.3M
Smart-money readBullish
Net sellingNet buying
Funds · active managers, latest 13F
1 adding · 0 trimming
Insiders · Form 4 open-market, 180d
0 buying · 0 selling
US House · STOCK Act, 180d
0 buying · 0 selling

Funds lean in and no leg opposes.

Price & smart-money activity

$26.64 12.63%5Y +34.4%
$11.06$16.46$21.87$27.28$32.6820212022202320242025202632
Hover for who · click for detailEnd-of-day closing prices52w $22.39 – $31.47

Who owns FOCPX?

3 tracked 13F filers · ranked by shares held

3 tracked 13F filers disclose a position in FOCPX as of the latest SEC 13F filings, a combined $1.3M in reported value. Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

#FundSharesPosition valueLast moveAs ofHistory
1Carret Asset Management, LLC35K
$1.1M
Held
Q2 2026
2McMillan Office, Inc.6K
$191K
Held
Q2 2026
3McIlrath & Eck, LLC2K
$48K
New
+2K sh
Q1 2026

Holders and values reflect the 13F filers Arkolith currently tracks, not the entire institutional universe. Counts and totals are a floor, not the full institutional ownership.

Is FOCPX being bought or sold by institutions?

Last quarter, 1 fund opened a new position in FOCPX, while none reduced or exited. Based on 13F filings from active, signal-eligible managers (passive index funds and other mechanical holders are excluded from this count).

Opened
1
fund took a first position
Biggest moves · ranked by size of the change, positions above a floor

Funds that own FOCPX also own

CompanyCo-held byTheir position there
Apple IncAAPL3 funds$205.7M
Alphabet Inc-CL AGOOGL3 funds$157.2M
Microsoft CorpMSFT3 funds$131.3M
Alphabet Inc-CL CGOOG3 funds$126.5M
Invesco QQQ Trust Series 1QQQ3 funds$74.9M
Vanguard Growth ETFVUG3 funds$72.9M
JPMorgan Chase & CoJPM3 funds$65.2M
Amazon.com IncAMZN3 funds$56.0M
Meta Platforms Inc-Class AMETA3 funds$55.7M
Cisco Systems IncCSCO3 funds$40.8M
Berkshire Hathaway Inc-CL BBRK/B3 funds$39.5M
Johnson & JohnsonJNJ3 funds$33.1M

Ranked by how many of FOCPX's tracked holders also hold each name. The last column is those co-holders' combined reported position in that name, not in FOCPX.

Insider activity (Form 4)

No open-market insider transactions on file yet. Grants, gifts, and exercises live on the full insider page.

Do institutions, insiders and Congress agree?

Mixed signals

Where institutional funds (13F), corporate insiders (Form 4) and US House members (STOCK Act) are buying or selling the same name in the same window. Green is buying, red is selling.

SEC EDGAR 13F + Form 4 + US House STOCK Act{ }get_ticker_confluence · API & MCP

Signals by source

Insiders and Congress: last 180 days. Funds: latest 13F, top 100 holders incl. passive

SourceBuyingSellingNet
13F funds
Top 100 holders by value, passive included; the hero counts active managers only
00
Insiders
Form 4 open-market
00$0
US House
STOCK Act trades
00$0

Capital Rotation reports where institutional capital disclosed rotating, as of the latest public SEC 13F filings. It is data, not investment advice, a recommendation, or a prediction. Filings lag about 45 days and cover long US equity positions only. Past disclosed flows do not indicate future prices. Do your own research; consult a licensed advisor.

Institutional ownership over time

2 tracked filers in Q2 2026 filingsstill filing
035Q2 2025Q3 2025Q4 2025Q1 2026Q2 2026
tracked filers holding their reported valueQ2 2026 filings so far: $1.3M
Each bar counts tracked filers with a position in that quarter's filings, so the newest bar excludes filers still on an earlier quarter. Arkolith's tracked universe has grown over this window; part of any long-run rise is coverage, not new buyers.

Share classes

Class13F holdersValue held
FBGRXMF5 funds$4.0M
FGRIXOPEN END TAXABLE NO LOAD FUND5 funds$525K
FOCPXthis pageOPEN END TAXABLE NO LOAD FUND3 funds$1.3M
FCVAXETF1 funds$239K
FCPGXCommon, Small Cap Growth1 funds$219K
FRINXNTF EQUITY FUNDS1 funds$52K
316389774Mutual Fund1 funds$39K
316389121EQUITY FUNDS1 funds$20K

Same issuer, multiple share classes. The consensus leaderboards count this company once across all classes; this is the per-class detail.

Recent filings

0 most recent

No filings captured for this ticker in the live stream yet.

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Connected entities for FOCPX

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Ask your agent what changed in FOCPX

This stock page is the public Follow view. For one current, evidence-backed answer, use capital_change_brief through REST or MCP. It compares tracked 13F changes with qualifying Form 4 activity and cites the SEC evidence.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/stocks/FOCPX/capital-change-brief"
Ask your agent
Use Arkolith's capital_change_brief for FOCPX.
Tell me what changed, whether insider activity
corroborates it, and cite the SEC evidence.

13F holdings + Form 4 insider transactions + end-of-day price history + the live filing stream, joined for FOCPX. Filings are public domain, sourced to SEC EDGAR; price series derived from end-of-day closes.