FPC INVESTMENT ADVISORY, INC.

All 13F Filings

Location
Petaluma, CA
Most recent 13F
Q4 2025
Holdings value ($000)
182,534
Description
Website
Founded
Chairman
CEO
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
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 61.33 K 33.6% 9.409 K 0 9.409 K
ETFs 90.29 K 49.5% 4.575 K 0 4.575 K
Debt 1.41 K 0.8% 0 86 -86
Other 29.51 K 16.2% 1.974 K 0 1.974 K
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Fund Snapshot

Q4 2025
Latest filed
2/10/2026
Total value ($000)
182,534
Holdings
34
QoQ value change ($000)
15,870 (9.5%)
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.