FPC INVESTMENT ADVISORY, INC.

All 13F Filings

Location
Petaluma, CA
Most recent 13F
Q2 2026
Holdings value ($000)
211,948
Description
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Website
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Founded
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Chairman
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CEO
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All SEC filings
View on sec.gov

Sector allocation over time (stocks only)

Stacked by quarter. Hover to see detailed sector breakdown for any quarter.

Quarter Date Filed Holdings Value ($000) Form Type Name
Q2 2026 8/13/2026 36 211,948 13F-HR FPC INVESTMENT ADVISORY, INC.
Q1 2026 5/1/2026 34 200,548 13F-HR FPC INVESTMENT ADVISORY, INC.
Q4 2025 2/10/2026 34 182,534 13F-HR FPC INVESTMENT ADVISORY, INC.
Q3 2025 10/31/2025 28 166,664 13F-HR FPC INVESTMENT ADVISORY, INC.
Q2 2025 8/13/2025 28 159,991 13F-HR FPC INVESTMENT ADVISORY, INC.
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Money flow by instrument (QoQ, ex-options)
Type Value ($000) Share % Inflow Outflow Net
Stocks 22.16 K 10.5% 1.767 K 0 1.767 K
ETFs 187.6 K 88.5% 8.659 K 0 8.659 K
Debt 2.209 K 1.0% 971 0 971
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Fund Snapshot

Q2 2026
Latest filed
8/13/2026
Total value ($000)
211,948
Holdings
36
QoQ value change ($000)
11,400 (5.7%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology: sector allocation is stocks-only; instrument flow table is ex-options; options exposure is shown separately. Details.