HCR Wealth Advisors

13F filer · CIK 0001697715

Reported Jul 13, 2026

Net buyer this quarter

13F portfolio value$1.12BU.S. long equity reported on 13F

Positions16720 new · 10 closed

Net flow last quarter+$6.62MBuys minus sells

Top 10 positions weight39.7%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Jul 13, 2026167 positions
AAPLApple Inc.	$149M	13.32%	0.00%	+0.6%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$104M	9.28%	Not reported	+1.6%	Q4 2016
NVDANvidia Corp	$61.5M	5.50%	0.00%	+0.9%	Q4 2016
GOOGLAlphabet Inc.	$34.1M	3.05%	0.00%	+0.5%	Q4 2016
PANWPalo Alto Networks Inc	$24.5M	2.19%	0.01%	0.0%	Q4 2016
MSFTMicrosoft Corp	$17.9M	1.60%	0.00%	+0.8%	Q4 2016
AMEAmetek Inc/	$16M	1.43%	0.03%	-3.7%	Q4 2023
AMZNAmazon Com Inc	$14M	1.25%	0.00%	+4.0%	Q4 2016
VVisa Inc.	$11.5M	1.03%	0.00%	+1.3%	Q4 2016
METAMeta Platforms, Inc.	$11.5M	1.03%	Not reported	+1.4%	Q4 2016
MUMicron Technology Inc	$11.3M	1.01%	0.00%	-32.6%	Q3 2024
AVGOBroadcom Inc.	$10.3M	0.92%	0.00%	-1.4%	Q4 2023
JPMJPMorgan Chase & Co	$10.2M	0.91%	0.00%	+0.4%	Q4 2016
GOOGAlphabet Inc.	$9.61M	0.86%	Not reported	+6.0%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$8.32M	0.75%	Not reported	-0.1%	Q1 2021
DELLDell Technologies Inc.	$8.06M	0.72%	0.00%	-12.6%	Q1 2024
COSTCostco Wholesale Corp	$7.99M	0.72%	0.00%	0.0%	Q4 2016
GLDSPDR Gold Trust	$7.86M	0.70%	0.01%	+3.3%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$7.14M	0.64%	Not reported	-3.6%	Q4 2016
GEVGE Vernova Inc.	$6.81M	0.61%	0.00%	+240.6%	Q2 2024
TSLATesla, Inc.	$6.55M	0.59%	0.00%	+1.5%	Q4 2016
MSMorgan Stanley	$6.45M	0.58%	0.00%	+1.4%	Q4 2016
BRK.BBerkshire Hathaway Inc	$6.08M	0.54%	Not reported	-0.4%	Q4 2016
VRTVertiv Holdings Co	$5.78M	0.52%	0.00%	-41.2%	Q4 2024
PWRQuanta Services, Inc.	$5.67M	0.51%	0.01%	+1.3%	Q1 2024
CATCaterpillar Inc	$5.43M	0.49%	0.00%	+0.8%	Q4 2017
ETNEaton Corp plc	$5.29M	0.47%	0.00%	+0.3%	Q2 2024
RTXRTX Corp	$5.22M	0.47%	0.00%	+170.9%	Q3 2020
AZOAutozone Inc	$4.81M	0.43%	0.01%	-2.5%	Q1 2020
COPConocophillips	$4.59M	0.41%	0.00%	+6.3%	Q4 2016
ANAutonation, Inc.	$4.52M	0.40%	0.07%	-0.6%	Q3 2020
URIUnited Rentals, Inc.	$4.4M	0.39%	0.01%	+2.1%	Q4 2016
TMOThermo Fisher Scientific Inc.	$4.23M	0.38%	0.00%	+0.1%	Q4 2016
BABoeing Co	$4.19M	0.37%	0.00%	+0.9%	Q1 2017
LHXL3harris Technologies, Inc.	$4.08M	0.37%	0.01%	+4.5%	Q2 2020
WMTWalmart Inc.	$3.97M	0.36%	0.00%	-0.3%	Q4 2016
ABBVAbbVie Inc.	$3.61M	0.32%	0.00%	+1.2%	Q3 2017
CVXChevron Corp	$3.37M	0.30%	0.00%	0.0%	Q4 2016
AWKAmerican Water Works Company, Inc.	$3.36M	0.30%	0.01%	-0.7%	Q4 2016
NRGNRG Energy, Inc.	$3.25M	0.29%	0.01%	-1.5%	Q2 2024
JNJJohnson & Johnson	$3.24M	0.29%	0.00%	+7.1%	Q4 2016
MRVLMarvell Technology, Inc.	$3.2M	0.29%	0.00%	+1.1%	Q1 2021
NEENextera Energy Inc	$3.17M	0.28%	0.00%	-2.7%	Q2 2019
SBUXStarbucks Corp	$3.12M	0.28%	0.00%	+2.8%	Q4 2016
ICEIntercontinental Exchange, Inc.	$3.08M	0.28%	0.00%	+1.1%	Q2 2017
BACBank of America Corp	$3.08M	0.28%	0.00%	+0.4%	Q4 2016
XOMExxonMobil Holdings Corp	$3M	0.27%	0.00%	-0.5%	Q4 2016
HDHome Depot, Inc.	$3M	0.27%	0.00%	+2.0%	Q4 2016
FLSFlowserve Corp	$2.8M	0.25%	0.03%	+2.1%	Q4 2016
NFLXNetflix Inc	$2.7M	0.24%	0.00%	-2.3%	Q4 2016

Q1 2026Reported Apr 21, 2026155 positions
AAPLApple Inc.	$130M	13.45%	0.00%	-4.3%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$95.7M	9.92%	Not reported	+0.6%	Q4 2016
NVDANvidia Corp	$53.1M	5.51%	0.00%	-0.2%	Q4 2016
GOOGLAlphabet Inc.	$27.3M	2.83%	0.00%	-2.2%	Q4 2016
MSFTMicrosoft Corp	$17.6M	1.83%	0.00%	-0.4%	Q4 2016
AMEAmetek Inc/	$14.7M	1.52%	0.03%	-11.6%	Q4 2023
AMZNAmazon Com Inc	$11.7M	1.22%	0.00%	+4.7%	Q4 2016
PANWPalo Alto Networks Inc	$11.5M	1.19%	0.01%	+2.7%	Q4 2016
METAMeta Platforms, Inc.	$11.5M	1.19%	Not reported	-1.6%	Q4 2016
VVisa Inc.	$9.97M	1.03%	0.00%	-2.1%	Q4 2016
JPMJPMorgan Chase & Co	$9.11M	0.95%	0.00%	-0.3%	Q4 2016
GLDSPDR Gold Trust	$8.89M	0.92%	0.01%	+9.8%	Q4 2016
AVGOBroadcom Inc.	$8.57M	0.89%	0.00%	-2.1%	Q4 2023
COSTCostco Wholesale Corp	$8.51M	0.88%	0.00%	-0.9%	Q4 2016
VRTVertiv Holdings Co	$7.36M	0.76%	0.01%	-8.2%	Q4 2024
GOOGAlphabet Inc.	$7.36M	0.76%	Not reported	+0.8%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$6.53M	0.68%	Not reported	+2.0%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$6.45M	0.67%	Not reported	+2.4%	Q4 2016
BRK.BBerkshire Hathaway Inc	$5.84M	0.61%	Not reported	Not reported	Q4 2016
TSLATesla, Inc.	$5.71M	0.59%	0.00%	-0.6%	Q4 2016
COPConocophillips	$5.48M	0.57%	0.00%	+3.4%	Q4 2016
AZOAutozone Inc	$5.21M	0.54%	0.01%	+1.1%	Q1 2020
MSMorgan Stanley	$5.01M	0.52%	0.00%	-0.2%	Q4 2016
MUMicron Technology Inc	$4.92M	0.51%	0.00%	-0.2%	Q3 2024
ANAutonation, Inc.	$4.78M	0.50%	0.07%	-1.6%	Q3 2020
LHXL3harris Technologies, Inc.	$4.64M	0.48%	0.01%	-1.1%	Q2 2020
ETNEaton Corp plc	$4.42M	0.46%	0.00%	+1.5%	Q2 2024
WMTWalmart Inc.	$4.37M	0.45%	0.00%	-0.2%	Q4 2016
PWRQuanta Services, Inc.	$4.27M	0.44%	0.01%	-3.8%	Q1 2024
CVXChevron Corp	$4.21M	0.44%	0.00%	+0.1%	Q4 2016
TMOThermo Fisher Scientific Inc.	$4.14M	0.43%	0.00%	+0.4%	Q4 2016
ICEIntercontinental Exchange, Inc.	$3.89M	0.40%	0.00%	+2.2%	Q2 2017
BABoeing Co	$3.81M	0.40%	0.00%	Not reported	Q1 2017
XOMExxonMobil Holdings Corp	$3.74M	0.39%	0.00%	+0.1%	Q4 2016
NFLXNetflix Inc	$3.72M	0.39%	0.00%	+14.5%	Q4 2016
CATCaterpillar Inc	$3.59M	0.37%	0.00%	+0.3%	Q4 2017
DELLDell Technologies Inc.	$3.51M	0.36%	0.00%	-3.9%	Q1 2024
AWKAmerican Water Works Company, Inc.	$3.5M	0.36%	0.01%	-0.7%	Q4 2016
NEENextera Energy Inc	$3.45M	0.36%	0.00%	-5.9%	Q2 2019
CMECme Group Inc.	$3.37M	0.35%	0.00%	-1.4%	Q4 2016
NRGNRG Energy, Inc.	$3.3M	0.34%	0.01%	+0.7%	Q2 2024
ABBVAbbVie Inc.	$3.08M	0.32%	0.00%	+0.7%	Q3 2017
JNJJohnson & Johnson	$2.91M	0.30%	0.00%	+0.4%	Q4 2016
URIUnited Rentals, Inc.	$2.77M	0.29%	0.01%	-7.1%	Q4 2016
SYKStryker Corp	$2.76M	0.29%	0.00%	-1.4%	Q4 2023
HDHome Depot, Inc.	$2.74M	0.28%	0.00%	-0.3%	Q4 2016
FLSFlowserve Corp	$2.72M	0.28%	0.03%	+888.0%	Q4 2016
HONHoneywell International Inc	$2.68M	0.28%	0.00%	+0.8%	Q4 2016
SBUXStarbucks Corp	$2.66M	0.28%	0.00%	-2.2%	Q4 2016
BACBank of America Corp	$2.62M	0.27%	0.00%	-0.3%	Q4 2016

Q4 2025Reported Jan 27, 2026166 positions
AAPLApple Inc.	$145M	14.39%	0.00%	-0.5%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$92.2M	9.13%	Not reported	+0.7%	Q4 2016
NVDANvidia Corp	$57M	5.64%	0.00%	+1.8%	Q4 2016
GOOGLAlphabet Inc.	$30.4M	3.01%	0.00%	-0.4%	Q4 2016
MSFTMicrosoft Corp	$23.2M	2.29%	0.00%	+2.2%	Q4 2016
AMEAmetek Inc/	$15.9M	1.57%	0.03%	-10.6%	Q4 2023
METAMeta Platforms, Inc.	$13.5M	1.33%	Not reported	+4.4%	Q4 2016
PANWPalo Alto Networks Inc	$12.9M	1.28%	0.01%	Not reported	Q4 2016
AMZNAmazon Com Inc	$12.4M	1.23%	0.00%	+2.3%	Q4 2016
VVisa Inc.	$11.8M	1.17%	0.00%	+0.3%	Q4 2016
JPMJPMorgan Chase & Co	$10M	0.99%	0.00%	+1.4%	Q4 2016
AVGOBroadcom Inc.	$9.78M	0.97%	0.00%	+4.2%	Q4 2023
GOOGAlphabet Inc.	$7.99M	0.79%	Not reported	+2.2%	Q4 2016
GLDSPDR Gold Trust	$7.46M	0.74%	0.01%	+3.0%	Q4 2016
COSTCostco Wholesale Corp	$7.43M	0.74%	0.00%	+3.1%	Q4 2016
TSLATesla, Inc.	$6.94M	0.69%	0.00%	+6.8%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$6.82M	0.68%	Not reported	-1.4%	Q1 2021
SPYSPDR S&P 500 ETF Trust	$6.6M	0.65%	Not reported	+2.4%	Q4 2016
BRK.BBerkshire Hathaway Inc	$6.13M	0.61%	Not reported	+10.3%	Q4 2016
MSMorgan Stanley	$5.41M	0.54%	0.00%	+0.8%	Q4 2016
VRTVertiv Holdings Co	$5.19M	0.51%	0.01%	-1.7%	Q4 2024
AZOAutozone Inc	$5.18M	0.51%	0.01%	-0.2%	Q1 2020
ANAutonation, Inc.	$5.13M	0.51%	0.07%	-1.9%	Q3 2020
ORCLOracle Corp	$5.06M	0.50%	0.00%	+0.1%	Q4 2016
TMOThermo Fisher Scientific Inc.	$4.86M	0.48%	0.00%	+5.2%	Q4 2016
MUMicron Technology Inc	$4.16M	0.41%	0.00%	+1205.1%	Q3 2024
BABoeing Co	$4.16M	0.41%	0.00%	-0.3%	Q1 2017
LHXL3harris Technologies, Inc.	$3.99M	0.39%	0.01%	+2.0%	Q2 2020
WMTWalmart Inc.	$3.93M	0.39%	0.00%	+1.4%	Q4 2016
ICEIntercontinental Exchange, Inc.	$3.92M	0.39%	0.00%	+1.7%	Q2 2017
ETNEaton Corp plc	$3.88M	0.38%	0.00%	+99.8%	Q2 2024
COPConocophillips	$3.76M	0.37%	0.00%	+5.8%	Q4 2016
NRGNRG Energy, Inc.	$3.57M	0.35%	0.01%	-0.6%	Q2 2024
PWRQuanta Services, Inc.	$3.41M	0.34%	0.01%	-0.5%	Q1 2024
AWKAmerican Water Works Company, Inc.	$3.38M	0.34%	0.01%	-0.2%	Q4 2016
URIUnited Rentals, Inc.	$3.31M	0.33%	0.01%	+322.0%	Q4 2016
ABBVAbbVie Inc.	$3.22M	0.32%	0.00%	0.0%	Q3 2017
NEENextera Energy Inc	$3.17M	0.31%	0.00%	Not reported	Q2 2019
NFLXNetflix Inc	$3.16M	0.31%	0.00%	+2.0%	Q4 2016
CMECme Group Inc.	$3.16M	0.31%	0.00%	+3.7%	Q4 2016
CVXChevron Corp	$3.1M	0.31%	0.00%	+0.9%	Q4 2016
NOWServiceNow, Inc.	$3.01M	0.30%	0.00%	+4.3%	Q2 2020
SYKStryker Corp	$3M	0.30%	0.00%	-2.1%	Q4 2023
BACBank of America Corp	$2.97M	0.29%	0.00%	+1.9%	Q4 2016
CATCaterpillar Inc	$2.89M	0.29%	0.00%	+1.4%	Q4 2017
HDHome Depot, Inc.	$2.87M	0.28%	0.00%	-0.5%	Q4 2016
DELLDell Technologies Inc.	$2.8M	0.28%	0.00%	+12.6%	Q1 2024
TDGTransDigm Group INC	$2.72M	0.27%	0.00%	+0.7%	Q4 2024
XOMExxonMobil Holdings Corp	$2.65M	0.26%	0.00%	+2.7%	Q4 2016
SBUXStarbucks Corp	$2.56M	0.25%	0.00%	+1.0%	Q4 2016

Q3 2025Reported Oct 3, 2025159 positions
AAPLApple Inc.	$138M	14.29%	0.00%	+1.4%	Q4 2016
VYMDelaware Investments Minnesota Municipal Income Fund III Inc	$89.9M	9.31%	Not reported	+1.9%	Q4 2016
NVDANvidia Corp	$56.7M	5.87%	0.00%	+0.3%	Q4 2016
MSFTMicrosoft Corp	$24.2M	2.50%	0.00%	-0.2%	Q4 2016
GOOGLAlphabet Inc.	$23.9M	2.48%	0.00%	+2.6%	Q4 2016
AMEAmetek Inc/	$16.1M	1.67%	0.04%	-7.9%	Q4 2023
PANWPalo Alto Networks Inc	$14.6M	1.52%	0.01%	+2.8%	Q4 2016
METAMeta Platforms, Inc.	$14.2M	1.47%	Not reported	+1.7%	Q4 2016
AMZNAmazon Com Inc	$11.7M	1.21%	0.00%	+0.5%	Q4 2016
VVisa Inc.	$11.6M	1.20%	0.00%	+5.2%	Q4 2016
JPMJPMorgan Chase & Co	$9.43M	0.98%	0.00%	+2.9%	Q4 2016
AVGOBroadcom Inc.	$9.17M	0.95%	0.00%	+111.0%	Q4 2023
COSTCostco Wholesale Corp	$7.67M	0.79%	0.00%	+4.6%	Q4 2016
ORCLOracle Corp	$7.49M	0.78%	0.00%	-6.5%	Q4 2016
QQQInvesco QQQ Trust, Series 1	$6.82M	0.71%	Not reported	+5.6%	Q1 2021
AZOAutozone Inc	$6.51M	0.67%	0.01%	+1.7%	Q1 2020
GLDSPDR Gold Trust	$6.48M	0.67%	0.01%	+0.3%	Q4 2016
SPYSPDR S&P 500 ETF Trust	$6.33M	0.66%	Not reported	-3.3%	Q4 2016
TSLATesla, Inc.	$6.3M	0.65%	0.00%	-2.1%	Q4 2016
GOOGAlphabet Inc.	$6.14M	0.64%	Not reported	+4.8%	Q4 2016
ANAutonation, Inc.	$5.67M	0.59%	0.07%	+2.6%	Q3 2020
BRK.BBerkshire Hathaway Inc	$5.48M	0.57%	Not reported	Not reported	Q4 2016
VRTVertiv Holdings Co	$5.26M	0.54%	0.01%	+5.2%	Q4 2024
MSMorgan Stanley	$4.7M	0.49%	0.00%	+1.9%	Q4 2016
TMOThermo Fisher Scientific Inc.	$4.18M	0.43%	0.00%	+10.2%	Q4 2016
BABoeing Co	$4.18M	0.43%	0.00%	-0.1%	Q1 2017
LHXL3harris Technologies, Inc.	$3.94M	0.41%	0.01%	+8.4%	Q2 2020
NFLXNetflix Inc	$3.85M	0.40%	0.00%	-4.5%	Q4 2016
ICEIntercontinental Exchange, Inc.	$3.83M	0.40%	0.00%	+7.2%	Q2 2017
NRGNRG Energy, Inc.	$3.77M	0.39%	0.01%	+0.1%	Q2 2024
COPConocophillips	$3.54M	0.37%	0.00%	+3.9%	Q4 2016
WMTWalmart Inc.	$3.53M	0.37%	0.00%	+0.2%	Q4 2016
AWKAmerican Water Works Company, Inc.	$3.52M	0.36%	0.01%	+2.9%	Q4 2016
NOWServiceNow, Inc.	$3.43M	0.36%	0.00%	+15.8%	Q2 2020
PWRQuanta Services, Inc.	$3.42M	0.35%	0.01%	+7.5%	Q1 2024
ABBVAbbVie Inc.	$3.33M	0.34%	0.00%	-1.7%	Q3 2017
HDHome Depot, Inc.	$3.32M	0.34%	0.00%	-3.0%	Q4 2016
SYKStryker Corp	$3.19M	0.33%	0.00%	+2.3%	Q4 2023
CVXChevron Corp	$3.09M	0.32%	0.00%	+0.2%	Q4 2016
NEENextera Energy Inc	$3.09M	0.32%	0.00%	-1.3%	Q2 2019
CMECme Group Inc.	$2.96M	0.31%	0.00%	+5.5%	Q4 2016
DELLDell Technologies Inc.	$2.91M	0.30%	0.00%	+14.4%	Q1 2024
BACBank of America Corp	$2.67M	0.28%	0.00%	0.0%	Q4 2016
SBUXStarbucks Corp	$2.61M	0.27%	0.00%	+2.5%	Q4 2016
TDGTransDigm Group INC	$2.61M	0.27%	0.00%	+8.3%	Q4 2024
HONHoneywell International Inc	$2.52M	0.26%	0.00%	+3.0%	Q4 2016
IBITiShares Bitcoin Trust ETF	$2.47M	0.26%	0.00%	+1.0%	Q1 2024
CATCaterpillar Inc	$2.44M	0.25%	0.00%	+25.1%	Q4 2017
XOMExxonMobil Holdings Corp	$2.39M	0.25%	0.00%	+3.4%	Q4 2016
ETNEaton Corp plc	$2.3M	0.24%	0.00%	+16.6%	Q2 2024

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