13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0002021217
Total reported value
$211.9M
$211.9M
27 檔
44.4%
During the Q1 2025 filing period, Fpc Investment Advisory, Inc. (CIK: 0002021217) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $211.9M across 27 reported positions.
During Q1 2025, Fpc Investment Advisory, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | ISTB | Ishares Core 1-5 Year Usd Bo | ETF-Other | 16.72% | -0.19% | +10.14% | |
| 2 | BIV | Vanguard Intermediate-term B | ETF-Other | 14.66% | -0.79% | +3.14% | |
| 3 | SCHX | Schwab US Large-cap ETF | ETF-Other | 14.65% | +0.17% | +55.83% | |
| 4 | VGK | Vanguard Ftse Europe ETF | ETF-Other | 12.16% | +0.20% | +9.69% | |
| 5 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 6.44% | -0.26% | +16.34% | |
| 6 | BND | Vanguard Total Bond Market | ETF-Other | 5.94% | +0.68% | -0.34% | |
| 7 | AAPL | Apple Inc | Stock-Tech | 5.41% | +0.64% | -4.10% | |
| 8 | VGT | Vanguard Info Tech ETF | ETF-Tech | 4.51% | -0.31% | +30.12% | |
| 9 | IEV | Ishares Europe ETF | ETF-Other | 4.35% | -0.12% | -10.98% | |
| 10 | EWJ | Ishares Msci Japan ETF | ETF-Other | 3.21% | -0.03% | +15.16% | |
| 11 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 3.14% | -1.09% | +40.17% | |
| 12 | XLV | Ss Health Care Select Sector | ETF-Other | 2.64% | +0.26% | +6.32% | |
| 13 | AAXJ | Ishares Msci All Country Asi | ETF-Other | 1.88% | -0.36% | -6.91% | |
| 14 | AVGO | Broadcom Inc | Stock-Tech | 0.70% | -0.21% | -4.01% | |
| 15 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 0.69% | +0.16% | -40.90% | |
| 16 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.58% | -0.07% | -0.74% | |
| 17 | MSFT | Microsoft CORP | Stock-Tech | 0.39% | -0.03% | -11.34% | |
| 18 | IEFA | Ishares Core Msci Eafe ETF | ETF-Other | 0.39% | -0.01% | — | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.30% | +0.04% | +1777.12% | |
| 20 | XLU | St Sr Utl Sl Se Spdr Etf-usd | ETF-Other | 0.28% | — | -5.49% | |
| 21 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.21% | -0.03% | -16.04% | |
| 22 | EBAY | Ebay Inc | Stock-Consumer Disc | 0.16% | -0.11% | EXIT | |
| 23 | SCHA | Schwab US Small-cap ETF | ETF-Other | 0.15% | -0.04% | +1785.14% | |
| 24 | SCHB | Schwab US Broad Market ETF | ETF-Other | 0.15% | -0.01% | — | |
| 25 | NVDA | Nvidia CORP | Stock-Tech | 0.14% | -0.11% | -24.20% | |
| 26 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 0.14% | — | — | |
| 27 | FATE | Fate Therapeutics Inc | Stock-Other | 0.02% | +0.01% | — |
According to official SEC Form 13F filings, Fpc Investment Advisory, Inc. reported a total U.S. public equity portfolio value of $211.9M across 27 disclosed positions in Q1 2025.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including ISTB, BIV, SCHX) accounted for 44.4% of total reported equity market value during Q1 2025.
During Q1 2025, Fpc Investment Advisory, Inc.'s top holdings by market value included ISTB (16.7%)、BIV (14.7%)、SCHX (14.7%). The largest single position, ISTB, represented 16.7% of total portfolio value.
In Q1 2025, Fpc Investment Advisory, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.