HCR WEALTH ADVISORS
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AAPL | 511K | $129.75M |
 | NVDA | 305K | $53.14M |
 | CDZI | 138K | $677.58K |
 | GOOGL | 95K | $27.28M |
 | PANW | 72K | $11.52M |
 | RKT | 69K | $987.96K |
 | AME | 68K | $14.67M |
 | AMZN | 56K | $11.72M |
 | BAC | 54K | $2.62M |
 | MSFT | 48K | $17.65M |
 | COP | 41K | $5.48M |
 | NFLX | 39K | $3.72M |
 | NEE | 37K | $3.45M |
 | FLS | 37K | $2.72M |
 | WMT | 35K | $4.37M |
 | FCX | 35K | $2.04M |
 | V | 33K | $9.97M |
 | JPM | 31K | $9.11M |
 | MS | 30K | $5.01M |
 | MOBX | 30K | $10.02K |
Apple Inc.
AAPL
Shares Held
511K
Value
$129.75M
NVIDIA Corporation
NVDA
Shares Held
305K
Value
$53.14M
Cadiz Inc.
CDZI
Shares Held
138K
Value
$677.58K
Alphabet Inc.
GOOGL
Shares Held
95K
Value
$27.28M
Palo Alto Networks, Inc.
PANW
Shares Held
72K
Value
$11.52M
Rocket Companies, Inc.
RKT
Shares Held
69K
Value
$987.96K
AMETEK, Inc.
AME
Shares Held
68K
Value
$14.67M
Amazon.com, Inc.
AMZN
Shares Held
56K
Value
$11.72M
Bank of America Corporation
BAC
Shares Held
54K
Value
$2.62M
Microsoft Corporation
MSFT
Shares Held
48K
Value
$17.65M
ConocoPhillips
COP
Shares Held
41K
Value
$5.48M
Netflix, Inc.
NFLX
Shares Held
39K
Value
$3.72M
NextEra Energy, Inc.
NEE
Shares Held
37K
Value
$3.45M
Flowserve Corporation
FLS
Shares Held
37K
Value
$2.72M
Walmart Inc.
WMT
Shares Held
35K
Value
$4.37M
Freeport-McMoRan Inc.
FCX
Shares Held
35K
Value
$2.04M
Visa Inc.
V
Shares Held
33K
Value
$9.97M
JPMorgan Chase & Co.
JPM
Shares Held
31K
Value
$9.11M
Morgan Stanley
MS
Shares Held
30K
Value
$5.01M
Mobix Labs, Inc.
MOBX
Shares Held
30K
Value
$10.02K