Fund Holdings

FCA CORP /TX

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
INGLES MARKETS INC-CLASS A(IMKTA)57,10758,370+1,2633,914,7175,246,8451.48%+1,332,128
ADAMS NATURAL RESOURCES FUND112,487118,306+5,8192,445,4703,288,9130.93%+843,443
PLEXUS CORP(PLXS)14,65114,442-2092,153,6972,925,0830.83%+771,386
ASTRAZENECA PLC(AZN)03,750+3,7500739,5750.21%+739,575
VANGUARD ENERGY ETF
ENERGY ETF
14,34014,673+3331,805,6302,538,9510.72%+733,321
JOHNSON & JOHNSON(JNJ)18,73318,703-303,876,8114,571,6921.29%+694,881
CSX CORP(CSX)116,204118,228+2,0244,212,3994,853,2481.37%+640,849
INVESCO BULLETSHARES 2027 CB
BULSHS 2027 CB
315,633349,037+33,4046,230,5886,849,8441.93%+619,256
QNITY ELECTRONICS INC(Q)05,287+5,2870610,0140.17%+610,014
ISHARES LATIN AMERICA 40 ETF016,876+16,8760599,4360.17%+599,436
AMGEN INC(AMGN)18,05618,432+3765,909,8176,485,1601.83%+575,343
ISHARES MSCI INDIA ETF
MSCI INDIA ETF
011,807+11,8070553,0400.16%+553,040
LOCKHEED MARTIN CORP(LMT)4,6384,581-572,243,3132,768,7920.78%+525,479
ENTEGRIS INC(ENTG)13,88514,405+5201,169,7721,688,7900.48%+519,018
VANGUARD FTSE DEVELOPED ETF210,402213,184+2,78213,143,82913,660,8143.86%+516,985
SS ENERGY SELECT SECTOR
ST STR ENERG ETF
28,90829,052+1441,292,4891,779,7300.50%+487,241
GOLDMAN SACHS ACTIVEBETA INT237,908246,668+8,76010,215,78810,638,7783.00%+422,990
NOVARTIS AG-SPONSORED ADR(NVS)22,61222,851+2393,117,5163,490,4900.99%+372,974
WILLIAMS COS INC(WMB)39,09137,177-1,9142,349,7602,705,7420.76%+355,982
SS CONSUMER STAPLES SEL SECT
ST STR STAPL ETF
59,92060,930+1,0104,654,6244,995,0631.41%+340,439
ROYCE MICRO-CAP TRUST INC307,851313,186+5,3353,210,8813,542,1341.00%+331,253
STANDARD BANK GROUP-SPON ADR017,300+17,3000316,9360.09%+316,936
AT&T INC(T)46,83551,040+4,2051,163,3771,479,6370.42%+316,260
AIR PRODUCTS & CHEMICALS INC4,3004,645+3451,062,2061,349,3580.38%+287,152
ISHARES FLOATING RATE BOND E
FLTG RATE NT ETF
127,785132,790+5,0056,499,1476,765,6661.91%+266,519
RIO TINTO PLC-SPON ADR(RIO)16,61017,072+4621,329,2801,592,6720.45%+263,392
STELLAR BANCORP INC38,12038,876+7561,179,4221,423,2440.40%+243,822
KLA CORP(KLAC)0160+1600235,5860.07%+235,586
SOUTHERN CO/THE(SO)14,62115,613+9921,274,9241,506,9570.43%+232,033
DEVON ENERGY CORP(DVN)04,500+4,5000226,4400.06%+226,440
ARKEMA-SPONSORED ADR03,130+3,1300214,9370.06%+214,937
JPMORGAN ULTRA-SHORT INCOME
ULTRA SHRT ETF
34,85738,984+4,1271,763,4391,972,9930.56%+209,554
TECK RESOURCES LTD-CLS B(TECK)04,000+4,0000207,0000.06%+207,000
COTERRA ENERGY INC22,86022,8600601,675803,3000.23%+201,625
ISHARES 7-10 YEAR TREASURY B35,05637,346+2,2903,370,9783,564,3141.01%+193,336
CHEVRON CORP(CVX)3,5003,5000533,435724,1500.20%+190,715
INVESCO BULLETSHARES 2029 CB
BULETSHS 2029
81,33692,299+10,9631,531,9691,722,3270.49%+190,358
INVESCO BULLETSHARES 2028 CB
INVSCO BLSH 28
79,19288,804+9,6121,631,3631,813,6430.51%+182,280
NYLI CBRE GBL INFR MGA TRM F(MEGI)92,89399,337+6,4441,278,2141,459,2540.41%+181,040
DUKE ENERGY CORP(DUK)9,7159,912+1971,138,6951,297,8770.37%+159,182
ARTESIAN RESOURCES CORP-CL A65,31069,722+4,4122,064,4552,220,6560.63%+156,201
PIMCO ENHANCED SHORT MATURIT
ENHAN SHRT MA AC
14,28415,792+1,5081,433,2701,588,1810.45%+154,911
WESTERN ASSET HI INC OPPORT1,140,5611,206,739+66,1784,231,4824,380,4631.24%+148,981
CATERPILLAR INC(CAT)1,4451,375-70827,797974,1330.28%+146,336
JOHN HANCOCK FINANCIAL OPP86,92088,984+2,0643,049,1583,191,8450.90%+142,687
INVESCO S&P GLOBAL WATER IND51,71653,005+1,2893,258,6623,389,1200.96%+130,458
BRIDGESTONE CORP-UNSPONS ADR012,000+12,0000123,7200.03%+123,720
OR ROYALTIES INC(OR)39,31739,647+3301,391,4291,507,3790.43%+115,950
ISHARES GSCI COMMODITY DYNAM
GSCI CMDTY STGY
11,82211,984+162294,304405,1620.11%+110,858
MILLER INDUSTRIES INC/TENN13,20013,2000493,284601,2600.17%+107,976
EXXON MOBIL CORP2,6272,471-156316,092419,2920.12%+103,200
TOTALENERGIES SE(TTE)4,0004,0000261,680363,9200.10%+102,240
MTN GROUP LTD-SPONS ADR18,00024,500+6,500184,617286,1600.08%+101,543
DIMENSIONAL US SMALL CAP ETF
US SMALL CAP ETF
25,49426,387+8931,776,1971,876,8850.53%+100,688
SEAGATE TECHNOLOGY HOLDINGS
ORD SHS
8508500234,082332,9960.09%+98,914
VANGUARD S/T CORP BOND ETF
SHRT TRM CORP BD
70,78372,396+1,6135,643,5425,738,8461.62%+95,304
INVESCO BULLETSHARES 2029 HY
BULETSHS 2029 HG
13,49118,251+4,760290,197383,9170.11%+93,720
INVESCO BULLETSHARES 2028 HY
INVSCO 28 HYCORP
52,52957,452+4,9231,155,6371,245,8410.35%+90,204
INVESCO BULLETSHARES 2032 CB
BULLETSHS 2032
33,90638,589+4,683707,798794,4710.22%+86,673
ISHARES IBONDS DEC 2028 TERM219,760224,296+4,5364,914,9364,997,9891.41%+83,053
ALLSTATE CORP(ALL)18,59519,050+4553,870,5463,949,8811.12%+79,335
SS SPDR P ST C CORP ETF
ST SHOR CORP ETF
52,18854,749+2,5611,576,0651,646,2880.46%+70,223
TAIWAN SEMICONDUCTOR-SP ADR(TSM)2,0002,0000607,780675,9000.19%+68,120
INVESCO BULLETSHARES 2031 CB
BULETSHS 2031 CP
47,71952,146+4,427796,666858,3220.24%+61,656
LYNAS RARE EARTHS LTD-SP ADR49,80034,500-15,300411,846465,0600.13%+53,214
AMERICAN BUSINESS BANK12,36912,034-335801,511853,8120.24%+52,301
VALMONT INDUSTRIES(VMI)12,09712,309+2124,867,0594,918,1351.39%+51,076
TECHTRONIC INDUSTRIES-SP ADR5,5005,5000316,690365,8600.10%+49,170
RGC RESOURCES INC41,97842,773+795894,127943,1460.27%+49,019
ISHARES CORE 80/20 AGGRESSIV4,0884,681+593366,121414,2220.12%+48,101
AMERICA MOVIL SAB DE CV(AMX)10,00010,0000206,700254,8000.07%+48,100
INVESCO VARIABLE RATE PREFER
VAR RATE PFD
207,435212,397+4,9625,046,8855,093,2891.44%+46,404
ISHARES PREFERRED & INCOME S21,00522,906+1,901650,325694,5150.20%+44,190
VANGUARD 0-3M T-BILL ETF14,21114,671+4601,071,9361,109,8610.31%+37,925
ANGLOGOLD ASHANTI PLC(AU)3,0003,0000255,840292,0800.08%+36,240
INTEL CORP(INTC)9,9709,085-885367,893400,9210.11%+33,028
VANGUARD FTSE EMERGING MARKE30,33930,708+3691,631,0201,659,7620.47%+28,742
NATURAL GAS SERVICES GROUP7,0007,0000235,550264,1800.07%+28,630
VANGUARD HIGH DVD YIELD ETF12,24012,032-2081,756,7031,781,8900.50%+25,187
JOHN HANCOCK MULTI FACT LRG
MLTFCTR LRG CAP
35,10436,127+1,0232,803,0462,827,6520.80%+24,606
GRUPO AEROPORTUARIO SUR-ADR1,8001,8000582,120605,0340.17%+22,914
VERIZON COMMUNICATIONS INC(VZ)16,19813,553-2,645659,745680,3610.19%+20,616
ISHARES GOLD TRUST(IAU)2,6662,6660216,399235,0350.07%+18,636
STATE STREET SPDR S&P MIDCAP(MDY)1,3801,3800832,526851,1290.24%+18,603
BRASILAGRO-CIA BRA - SPN ADR27,43227,432098,207116,0370.03%+17,830
APPLIED INDUSTRIAL TECH INC(AIT)2,3072,298-9592,368609,7050.17%+17,337
VEOLIA ENVIRONNEMENT-ADR10,00010,0000173,600190,9000.05%+17,300
GOLD FIELDS LTD-SPONS ADR(GFI)8,2008,2000358,012372,2800.11%+14,268
EVEREST GROUP LTD(EG)8,0368,384+3482,727,0322,740,2550.77%+13,223
MERCK & CO. INC.(MRK)5,0854,559-526535,281548,3830.15%+13,102
ROYCE SMALL-CAP TRUST INC(RVT)15,58315,860+277250,886263,2750.07%+12,389
HARLEYSVILLE FINANCIAL CORP8,6758,6750221,213232,9240.07%+11,711
MARRIOTT INTERNATIONAL -CL A(MAR)931912-19288,833298,2880.08%+9,455
HA SUSTAINABLE INFRASTRUCTUR(HASI)15,20013,200-2,000477,736485,1000.14%+7,364
REPUBLIC SERVICES INC(RSG)1,0001,0000211,930219,0200.06%+7,090
INVESCO S&P 500 EQUAL WEIGHT
S&P500 EQL WGT
33,69933,662-376,455,3966,460,3351.82%+4,939
PROCTER & GAMBLE CO/THE(PG)3,1003,1000444,261447,7640.13%+3,503
WALMART DE MEXICO SAB DE CV10,01610,016031,26832,3100.01%+1,042
NESTLE SA-SPONS ADR2,7502,7500271,645272,5250.08%+880
SCHWAB INTL EQUITY ETF11,17110,858-313268,541268,7250.08%+184
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