Fund HoldingsFCG Investment Co

Total Portfolio Value
$152.48M
Total Bought
$51.58M
Total Sold
$31.14M
Net Transaction
+$20.43M
Filing Period:
Securities
SharesValue ($K)
Q2 2024
Q3 2024
Change
Q2 2024
Q3 2024
Weight (%)
Change
GENERAL DYNAMICS CORP(GD)08,275+8,27502,5011.64%+2,501
QUALCOMM INC(QCOM)010,579+10,57901,7991.18%+1,799
APPLE INC(AAPL)49,15351,707+2,55410,35312,0487.90%+1,695
VICI PPTYS INC(VICI)050,862+50,86201,6941.11%+1,694
JOHNSON & JOHNSON(JNJ)4,51514,409+9,8946602,3351.53%+1,675
UNITED THERAPEUTICS CORP DEL(UTHR)04,568+4,56801,6371.07%+1,637
NORTHROP GRUMMAN CORP(NOC)03,049+3,04901,6101.06%+1,610
GUARANTY BANCSHARES INC TEX045,057+45,05701,5491.02%+1,549
SOUTHERN CO(SO)12,03626,911+14,8759342,4271.59%+1,493
CONSTELLATION ENERGY CORP(CEG)2,8577,793+4,9365722,0261.33%+1,454
WALMART INC(WMT)18,37732,779+14,4021,2442,6471.74%+1,403
HUNTINGTON BANCSHARES INC(HBAN)090,017+90,01701,3230.87%+1,323
NVIDIA CORPORATION(NVDA)54,35665,297+10,9416,7157,9305.20%+1,215
LOCKHEED MARTIN CORP(LMT)3,7425,057+1,3151,7482,9561.94%+1,208
ARISTA NETWORKS INC1,2714,164+2,8934451,5981.05%+1,153
CELESTICA INC(CLS)021,820+21,82001,1150.73%+1,115
EXELON CORP(EXC)027,468+27,46801,1140.73%+1,114
APPLIED MATLS INC05,415+5,41501,0940.72%+1,094
AUTODESK INC03,945+3,94501,0870.71%+1,087
FIRST SOLAR INC(FSLR)04,344+4,34401,0840.71%+1,084
PAYPAL HLDGS INC(PYPL)013,829+13,82901,0790.71%+1,079
AMERICAN FINL GROUP INC OHIO07,858+7,85801,0580.69%+1,058
INTUITIVE SURGICAL INC02,150+2,15001,0560.69%+1,056
SYNCHRONY FINANCIAL(SYF)021,119+21,11901,0530.69%+1,053
ABBVIE INC(ABBV)7,43611,651+4,2151,2752,3011.51%+1,025
META PLATFORMS INC(META)6,6117,606+9953,3334,3542.86%+1,021
ARCH RESOURCES INC07,273+7,27301,0050.66%+1,005
OSCAR HEALTH INC(OSCR)046,505+46,50509860.65%+986
GENERAL MTRS CO(GM)021,907+21,90709820.64%+982
VERIZON COMMUNICATIONS INC(VZ)17,74436,006+18,2627321,6171.06%+885
HOME DEPOT INC(HD)3,3645,028+1,6641,1582,0371.34%+879
THE CIGNA GROUP(CI)3,7626,027+2,2651,2442,0881.37%+844
FRONTLINE PLC(FRO)036,017+36,01708230.54%+823
HARTFORD FINL SVCS GROUP INC(HIG)8,79914,465+5,6668851,7011.12%+817
RIO TINTO PLC(RIO)20,25128,845+8,5941,3352,0531.35%+718
MICROSOFT CORP(MSFT)25,57028,001+2,43111,42812,0497.90%+620
AMAZON COM INC(AMZN)26,21030,118+3,9085,0655,6123.68%+547
D R HORTON INC(DHI)02,693+2,69305140.34%+514
DIAMONDBACK ENERGY INC(FANG)02,894+2,89404990.33%+499
GE AEROSPACE(GE)8,7459,521+7761,3901,7951.18%+405
HP INC(HPQ)011,005+11,00503950.26%+395
SPDR SER TR
ST STR P500GRW
29,54533,048+3,5032,3672,7411.80%+374
BERKSHIRE HATHAWAY INC DEL6,2026,270+682,5232,8861.89%+363
GOLDMAN SACHS GROUP INC(GS)1,5092,078+5696831,0290.67%+346
SPDR SER TR
ST STR P500VAL
25,99230,182+4,1901,2671,5951.05%+329
LAM RESEARCH CORP(LRCX)9421,629+6871,0031,3290.87%+326
SCHNEIDER NATIONAL INC(SNDR)011,006+11,00603140.21%+314
GILEAD SCIENCES INC(GILD)8,07410,237+2,1635548580.56%+304
AT&T INC(T)012,164+12,16402680.18%+268
FIRST TR EXCHANGE-TRADED FD
RISNG DIVD ACHIV
03,936+3,93602330.15%+233
REGENERON PHARMACEUTICALS(REGN)8131,024+2118541,0760.71%+222
DELL TECHNOLOGIES INC(DELL)10,08513,602+3,5171,3911,6121.06%+222
CENOVUS ENERGY INC(CVE)012,583+12,58302110.14%+211
OLD REP INTL CORP(ORI)05,723+5,72302030.13%+203
SELECT SECTOR SPDR TR
ST STR TECHN ETF
0891+89102010.13%+201
J P MORGAN EXCHANGE TRADED F
ACTIVE GROWTH
02,614+2,61402010.13%+201
NRG ENERGY INC(NRG)11,50911,909+4008961,0850.71%+189
EMERSON ELEC CO(EMR)7,9029,379+1,4778701,0260.67%+155
COSTCO WHSL CORP NEW(COST)2,7682,827+592,3532,5061.64%+153
PFIZER INC(PFE)14,80318,571+3,7684145370.35%+123
INTERNATIONAL BUSINESS MACHS(IBM)2,5412,471-704395460.36%+107
LENNAR CORP(LEN)2,0302,189+1593044100.27%+106
INTERNATIONAL PAPER CO(IP)8,9499,967+1,0183864870.32%+101
SPDR S&P MIDCAP 400 ETF TR(MDY)9251,027+1024955850.38%+90
SPDR S&P 500 ETF TR(SPY)714824+1103894730.31%+84
VISA INC(V)1,6721,834+1624395040.33%+65
AVANGRID INC21,11922,764+1,6457508150.53%+64
PROCTER AND GAMBLE CO(PG)6,9636,919-441,1481,1980.79%+50
MERCK & CO INC(MRK)10,91412,312+1,3981,3511,3980.92%+47
CITIGROUP INC(C)8,8739,511+6385635950.39%+32
ISHARES TR1,7251,72503013270.21%+26
AUTOZONE INC(AZO)13513504004250.28%+25
ISHARES TR1,6271,62702482710.18%+24
ISHARES TR1,0911,09102863100.20%+23
ISHARES TR1,5561,55605675840.38%+17
MORGAN STANLEY(MS)2,1432,125-182082220.15%+13
EXXON MOBIL CORP29,54928,904-6453,4023,3882.22%-14
ELI LILLY & CO(LLY)2,7572,791+342,4962,4731.62%-23
COTERRA ENERGY INC22,97723,601+6246135650.37%-48
NETFLIX INC(NFLX)2,3102,130-1801,5591,5110.99%-48
BROADCOM INC(AVGO)2,50022,902+20,4024,0143,9512.59%-63
PULTE GROUP INC(PHM)5,4753,224-2,2516034630.30%-140
MASTERCARD INCORPORATED(MA)5,5544,490-1,0642,4502,2171.45%-233
CONOCOPHILLIPS(COP)2,2420-2,2422560-256
PEPSICO INC(PEP)000000
TRACTOR SUPPLY CO(TSCO)1,0090-1,0092720-272
COMCAST CORP NEW(CCZ)7,1650-7,1652810-281
FREEPORT-MCMORAN INC(FCX)6,1680-6,1683000-300
ENTERGY CORP NEW(ETR)9,9865,681-4,3051,0697480.49%-321
PHILLIPS 66(PSX)8,5986,615-1,9831,2148700.57%-344
TEREX CORP NEW(TEX)6,5340-6,5343580-358
JPMORGAN CHASE & CO.(JPM)20,77018,207-2,5634,2013,8392.52%-362
GULFPORT ENERGY CORP(GPOR)2,4030-2,4033630-363
ALPHA METALLURGICAL RESOUR I1,3260-1,3263720-372
ENCORE WIRE CORP1,3220-1,3223830-383
ANALOG DEVICES INC(ADI)1,7990-1,7994110-411
BUNGE GLOBAL SA(BG)4,3620-4,3624660-466
CISCO SYS INC(CSCO)10,3940-10,3944940-494
TESLA INC(TSLA)01,242+1,24203250.21%+325
EAGLE MATLS INC(EXP)2,4690-2,4695370-537
Page 1 of 1