MondegarAI
FCA CORP /TX

Q2 2025 · 13F-HR

FCA CORP /TXholdings as filed

Filed 2025-08-12 · accession 0001104659-25-076575

$334.0M
Reported value
184
Positions
2025-06-30
Period end
View analyzed profile →PRO

The Brief · FCA CORP /TX · Q2 2025

AI · grounded in 13F

FCA CORP /TX established a new position in Vanguard Info Tech ETF VGT worth $14.8M. The fund also initiated new holdings in Vanguard FTSE Developed ETF VEA for $12.3M and Goldman Sachs ActiveBeta Int GSIE for $9.4M. These moves contributed to a total AUM of $333.9M across 184 positions.

Holdings as filed

CUSIPTickerIssuerValue% port.SharesClassVoting
92204A702VGTVANGUARD INFO TECH ETF$14.8M4.44%22,356CommonNONE
921943858VEAVANGUARD FTSE DEVELOPED ETF$12.3M3.69%216,382CommonNONE
381430107GSIEGOLDMAN SACHS ACTIVEBETA INT$9.4M2.81%236,669CommonNONE
46138J791BSCQINVESCO BULLETSHARES 2026 CB$7.2M2.14%366,709CommonNONE
46137V357RSPINVESCO S&P 500 EQUAL WEIGHT$6.2M1.86%34,169CommonNONE
46429B655FLOTISHARES FLOATING RATE BOND E$6.2M1.85%120,815CommonNONE
464287622IWBISHARES RUSSELL 1000 ETF$5.9M1.77%17,379CommonNONE
464287507IJHISHARES CORE S&P MIDCAP ETF$5.7M1.70%91,327CommonNONE
46138J783BSCRINVESCO BULLETSHARES 2027 CB$5.4M1.63%276,241CommonNONE
863667101SYKSTRYKER CORP$5.3M1.58%13,372CommonNONE
92206C409VCSHVANGUARD S/T CORP BOND ETF$5.3M1.58%66,440CommonNONE
031162100AMGNAMGEN INC$5.1M1.52%18,236CommonNONE
81369Y308XLPCONSUMER STAPLES SPDR$5.0M1.50%62,050CommonNONE
464288273SCZISHARES MSCI EAFE SMALL-CAP$5.0M1.48%68,203CommonNONE
381430503GSLCGOLDMAN ACTIVEBETA US LC ETF$4.9M1.48%40,762CommonNONE
81369Y407XLYCONSUMER DISCRETIONARY SELT$4.8M1.44%22,058CommonNONE
95766K109HIOWESTERN ASSET HI INC OPPORT$4.7M1.40%1,171,948CommonNONE
464287325IXJISHARES GLOBAL HEALTHCARE ET$4.6M1.39%53,935CommonNONE
46138G870VRPINVESCO VARIABLE RATE PREFER$4.6M1.39%189,326CommonNONE
46436E833IBTIISHARES IBONDS DEC 2028 TERM$4.6M1.38%205,412CommonNONE
459200101IBMINTL BUSINESS MACHINES CORP$4.4M1.32%14,949CommonNONE
920253101VMIVALMONT INDUSTRIES$4.3M1.28%13,099CommonNONE
037833100AAPLAPPLE INC$4.2M1.25%20,406CommonSOLE
464287291IXNISHARES GLOBAL TECH ETF$4.1M1.23%44,567CommonNONE
594918104MSFTMICROSOFT CORP$4.1M1.23%8,262CommonSOLE
46137V332RSPHINVESCO S&P 500 EQUAL WEIGHT$4.1M1.22%139,979CommonNONE
548661107LOWLOWE'S COS INC$4.1M1.22%18,373CommonSOLE
006212104ADXADAMS DIVERSIFIED EQUITY$4.0M1.21%186,460CommonNONE
126408103CSXCSX CORP$4.0M1.19%121,388CommonNONE
020002101ALLALLSTATE CORP$3.9M1.16%19,243CommonNONE
464287440IEFISHARES 7-10 YEAR TREASURY B$3.8M1.13%39,499CommonNONE
457030104IMKTAINGLES MARKETS INC-CLASS A$3.7M1.10%58,153CommonNONE
67073B106JPCNUVEEN PREFERED & INCOME OPP$3.6M1.09%454,604CommonNONE
46138E263CGWINVESCO S&P GLOBAL WATER IND$3.6M1.08%57,480CommonNONE
02079K107GOOGALPHABET INC-CL C$3.5M1.05%19,795CommonNONE
808524771FNDXSCHWAB FNDMNTL US LRG CO ETF$3.5M1.04%142,188CommonNONE
680223104ORIOLD REPUBLIC INTL CORP$3.4M1.03%89,072CommonNONE
409735206BTOJOHN HANCOCK FINANCIAL OPP$3.3M1.00%93,877CommonNONE
464287499IWRISHARES RUSSELL MID-CAP ETF$3.2M0.95%34,597CommonNONE
11135F101AVGOBROADCOM INC$3.1M0.91%11,076CommonNONE
478160104JNJJOHNSON & JOHNSON$3.0M0.91%19,864CommonNONE
G3223R108EGEVEREST GROUP LTD$3.0M0.90%8,823CommonNONE
66987V109NVSNOVARTIS AG-SPONSORED ADR$2.9M0.87%24,069CommonNONE
780915104RMTROYCE MICRO-CAP TRUST INC$2.8M0.85%306,458CommonNONE
929089100VOYAVOYA FINANCIAL INC$2.8M0.85%39,829CommonNONE
47804J107JHMLJOHN HANCOCK MULTI FACT LRG$2.8M0.82%37,503CommonNONE
N6596X109NXPINXP SEMICONDUCTORS NV$2.6M0.79%12,117CommonNONE
043113208ARTNAARTESIAN RESOURCES CORP-CL A$2.6M0.79%78,661CommonNONE
00548F105PEOADAMS NATURAL RESOURCES FUND$2.6M0.78%121,997CommonNONE
00764C109AVKADVENT CONVERT & INCOME$2.5M0.76%208,677CommonNONE
969457100WMBWILLIAMS COS INC$2.5M0.75%39,991CommonNONE
59156R108METMETLIFE INC$2.4M0.71%29,558CommonNONE
539830109LMTLOCKHEED MARTIN CORP$2.3M0.69%5,011CommonNONE
729132100PLXSPLEXUS CORP$2.1M0.63%15,658CommonNONE
023135106AMZNAMAZON.COM INC$2.1M0.62%9,484CommonSOLE
46138J825BSCPINVESCO BULLETSHARES 2025 CB$2.0M0.61%98,841CommonNONE
67066G104NVDANVIDIA CORP$2.0M0.61%12,792CommonNONE
92189F643MOATVANECK MORNINGSTAR WIDE MOAT$1.9M0.57%20,409CommonNONE
464287655IWMISHARES RUSSELL 2000 ETF$1.9M0.55%8,585CommonNONE
92204A306VDEVANGUARD ENERGY ETF$1.8M0.55%15,404CommonNONE
46641Q837JPSTJPMORGAN ULTRA-SHORT INCOME$1.8M0.55%35,961CommonNONE
02079K305GOOGLALPHABET INC-CL A$1.7M0.52%9,857CommonNONE
922908769VTIVANGUARD TOTAL STOCK MKT ETF$1.6M0.48%5,323CommonNONE
83570H108SONOSONOS INC$1.6M0.47%144,000CommonNONE
921946406VYMVANGUARD HIGH DVD YIELD ETF$1.6M0.46%11,645CommonNONE
25434V500DFASDIMENSIONAL US SMALL CAP ETF$1.5M0.46%24,052CommonNONE
56064Q107MEGINYLI CBRE GBL INFR MGA TRM F$1.5M0.46%107,336CommonNONE
92189F593MOTIVANECK MSTAR INT MOAT ETF$1.5M0.46%43,897CommonNONE
G87264100TGLSTECNOGLASS INC$1.5M0.45%19,634CommonSOLE
78464A474SPSBSPDR PORT SHRT TRM CORP BND$1.5M0.44%49,061CommonNONE
009158106APDAIR PRODUCTS & CHEMICALS INC$1.5M0.44%5,179CommonNONE
922042858VWOVANGUARD FTSE EMERGING MARKE$1.5M0.43%29,336CommonNONE
94106L109WMWASTE MANAGEMENT INC$1.4M0.43%6,259CommonNONE
00206R102TAT&T INC$1.4M0.42%48,971CommonNONE
46138J817BSJPINVESCO BULLETSHARES 2025 HY$1.4M0.42%61,070CommonNONE
842587107SOSOUTHERN CO/THE$1.4M0.41%15,028CommonNONE
68389X105ORCLORACLE CORP$1.3M0.40%6,139CommonNONE
72201R833MINTPIMCO ENHANCED SHORT MATURIT$1.3M0.39%13,065CommonNONE
46625H100JPMJPMORGAN CHASE & CO$1.3M0.38%4,401CommonSOLE
81369Y506XLEENERGY SELECT SECTOR SPDR$1.3M0.37%14,742CommonNONE
29362U104ENTGENTEGRIS INC$1.2M0.37%15,159CommonNONE
30303M102METAMETA PLATFORMS INC-CLASS A$1.2M0.36%1,622CommonNONE
46138J635BSJQINVESCO BULLETSHARES 2026 HY$1.2M0.35%50,612CommonNONE
78462F103SPYSPDR S&P 500 ETF TRUST$1.2M0.35%1,896CommonNONE
26441C204DUKDUKE ENERGY CORP$1.2M0.34%9,746CommonNONE
858927106STELSTELLAR BANCORP INC$1.1M0.34%40,612CommonNONE
68827L101OREUROR ROYALTIES INC$1.1M0.34%43,640CommonNONE
88579Y101MMM3M CO$1.1M0.33%7,339CommonNONE
17275R102CSCOCISCO SYSTEMS INC$1.1M0.33%16,002CommonNONE
46138J452BSJSINVESCO BULLETSHARES 2028 HY$1.1M0.32%49,014CommonNONE
747525103QCOMQUALCOMM INC$1.1M0.32%6,761CommonNONE
526107107LIILENNOX INTERNATIONAL INC$974,5080.29%1,700CommonSOLE
74955L103RGCORGC RESOURCES INC$968,3210.29%43,267CommonNONE
46137V282RSPTINVESCO S&P 500 EQUAL WEIGHT$964,3250.29%23,647CommonNONE
767204100RIORIO TINTO PLC-SPON ADR$958,2290.29%16,428CommonNONE
826197501SIEGYSIEMENS AG-SPONS ADR$902,0900.27%7,000CommonSOLE
398905109GPIGROUP 1 AUTOMOTIVE INC$816,6480.24%1,870CommonSOLE
92826C839VVISA INC-CLASS A SHARES$814,7220.24%2,295CommonNONE
78467Y107MDYSPDR S&P MIDCAP 400 ETF TRST$781,7420.23%1,380CommonNONE
060505104BACBANK OF AMERICA CORP$773,4600.23%16,345CommonNONE
464287465EFAISHARES MSCI EAFE ETF$761,3730.23%8,517CommonNONE
46138J577BSCTINVESCO BULLETSHARES 2029 CB$751,7030.23%40,198CommonNONE
46138J643BSCSINVESCO BULLETSHARES 2028 CB$751,4300.22%36,673CommonNONE
64110D104NTAPNETAPP INC$745,8500.22%7,000CommonSOLE
084670108BRK/ABERKSHIRE HATHAWAY INC-CL A$728,8000.22%1CommonNONE
46138J429BSCVINVESCO BULLETSHARES 2031 CB$728,7490.22%44,086CommonNONE
742718109PGPROCTER & GAMBLE CO/THE$716,4620.21%4,497CommonSOLE
45857P806IHGINTERCONTINENTAL HOTELS-ADR$703,9200.21%6,103CommonSOLE
92343V104VZVERIZON COMMUNICATIONS INC$701,1470.21%16,204CommonNONE
47030M106JAMES HARDIE IND PLC$672,2500.20%25,000CommonSOLE
02475L105AMBZAMERICAN BUSINESS BANK$648,9380.19%15,219CommonNONE
46139W858BSCWINVESCO BULLETSHARES 2032 CB$634,1680.19%30,785CommonNONE
655844108NSCNORFOLK SOUTHERN CORP$614,3280.18%2,400CommonSOLE
40415F101HDBHDFC BANK LTD-ADR$613,3600.18%8,000CommonSOLE
254687106DISWALT DISNEY CO/THE$592,8340.18%4,781CommonNONE
600551204MLRMILLER INDUSTRIES INC/TENN$586,8720.18%13,200CommonSOLE
127097103CTRACOTERRA ENERGY INC$580,1870.17%22,860CommonNONE
40051E202ASRGRUPO AEROPORTUARIO SUR-ADR$573,9660.17%1,800CommonSOLE
883556102TMOTHERMO FISHER SCIENTIFIC INC$547,3710.16%1,350CommonSOLE
03820C105AITAPPLIED INDUSTRIAL TECH INC$540,4460.16%2,325CommonNONE
149123101CATCATERPILLAR INC$536,5060.16%1,382CommonSOLE
053332102AZOAUTOZONE INC$530,8490.16%143CommonNONE
046353108AZNNASTRAZENECA PLC-SPONS ADR$524,1000.16%7,500CommonSOLE
835699307SONYSONY GROUP CORP - SP ADR$520,6000.16%20,000CommonSOLE
23331A109DHIDR HORTON INC$515,6800.15%4,000CommonSOLE
37636X101GJNSYGJENSIDIGE FORSIKRING-UN ADR$506,4000.15%20,000CommonSOLE
166764100CVXCHEVRON CORP$501,1650.15%3,500CommonSOLE
771195104RHHBYROCHE HOLDINGS LTD-SPONS ADR$489,1200.15%12,000CommonSOLE
053015103ADPAUTOMATIC DATA PROCESSING$462,7030.14%1,500CommonNONE
464287614IWFISHARES RUSSELL 1000 GROWTH$460,6690.14%1,085CommonNONE
653656108NICENICE LTD - SPON ADR$456,0570.14%2,700CommonSOLE
874039100TSMTAIWAN SEMICONDUCTOR-SP ADR$452,9800.14%2,000CommonSOLE
808524607SCHASCHWAB US SMALL-CAP ETF$428,6870.13%16,944CommonNONE
904767704UNILEVER PLC-SPONSORED ADR$428,1900.13%7,000CommonSOLE
808524805SCHFSCHWAB INTL EQUITY ETF$427,9580.13%19,365CommonNONE
41068X100HASIHA SUSTAINABLE INFRASTRUCTUR$408,2720.12%15,200CommonSOLE
808524508SCHMSCHWAB US MID CAP ETF$408,0060.12%14,546CommonNONE
58933Y105MRKMERCK & CO. INC.$403,8740.12%5,102CommonNONE
82510E209SRGHYSHOPRITE HOLDINGS-SPN ADR$374,0210.11%24,000CommonSOLE
64110L106NFLXNETFLIX INC$369,6000.11%276CommonNONE
62944T105NVRNVR INC$369,2830.11%50CommonSOLE
526057104LENLENNAR CORP-A$353,9520.11%3,200CommonSOLE
747545101BERKSHIRE HATHAWAY INC-CL B$353,4780.11%728CommonNONE
P31076105CPACOPA HOLDINGS SA-CLASS A$329,9100.10%3,000CommonSOLE
718172109PMPHILIP MORRIS INTERNATIONAL$313,8150.09%1,723CommonNONE
483111209KAJMYKAJIMA CORP-UNSPONSORED ADR$310,0120.09%11,900CommonSOLE
923451108VBTXVERITEX HOLDINGS INC$307,8230.09%11,794CommonNONE
46429B697USMVISHARES MSCI USA MIN VOL FAC$305,3700.09%3,253CommonNONE
87873R101TTNDYTECHTRONIC INDUSTRIES-SP ADR$304,0950.09%5,500CommonSOLE
185123106CWANCLEARWATER ANALYTICS HDS-A$301,9320.09%13,768CommonNONE
46431W853COMTISHARES GSCI COMMODITY DYNAM$289,3390.09%11,193CommonNONE
30231G102XOMEXXON MOBIL CORP$287,4900.09%2,667CommonNONE
551073307LYSDYLYNAS RARE EARTHS LTD-SP ADR$283,3620.08%49,800CommonSOLE
25243Q205DEODIAGEO PLC-SPONSORED ADR$282,3520.08%2,800CommonSOLE
670100205NVONOVO-NORDISK A/S-SPONS ADR$276,0800.08%4,000CommonSOLE
641069406NSRGYNESTLE SA-SPONS ADR$273,1300.08%2,750CommonSOLE
191216100KOCOCA-COLA CO/THE$255,3870.08%3,610CommonNONE
22788C105CRWDCROWDSTRIKE HOLDINGS INC - A$254,6550.08%500CommonSOLE
760759100RSGREPUBLIC SERVICES INC$246,6100.07%1,000CommonSOLE
654090109NJDCYNIDEC CORPORATION-SPON ADR$243,9000.07%50,000CommonSOLE
705015105PSOPEARSON PLC-SPONSORED ADR$238,8800.07%16,000CommonSOLE
571903202MARMARRIOTT INTERNATIONAL -CL A$235,5070.07%862CommonNONE
464289859AOAISHARES CORE 80/20 AGGRESSIV$230,4340.07%2,763CommonNONE
041232109ARKAYARKEMA-SPONSORED ADR$230,3990.07%3,130CommonSOLE
G25508105CRHCRH PLC$229,5000.07%2,500CommonSOLE
88160R101TSLATESLA INC$226,4920.07%713CommonNONE
780910105RVTROYCE SMALL-CAP TRUST INC$223,3940.07%14,843CommonNONE
458140100INTCINTEL CORP$223,3280.07%9,970CommonNONE
011311107ALGALAMO GROUP INC$218,3800.07%1,000CommonNONE
464287804IJRISHARES CORE S&P SMALL-CAP E$211,2580.06%1,933CommonNONE
464289867AORISHARES CORE 60/40 BALANCED$211,1850.06%3,430CommonNONE
23282C401CYRBYCYRELA BRAZIL REALTY-SPO ADR$210,7600.06%44,000CommonSOLE
151290889CXCEMEX SAB-SPONS ADR PART CER$207,9000.06%30,000CommonSOLE
464288356CMFISHARES CALIFORNIA MUNI BOND$202,6710.06%3,636CommonNONE
02390A101AMXAMERICA MOVIL SAB DE CV$179,4000.05%10,000CommonSOLE
980228308WDSWOODSIDE ENERGY GROUP-ADR$154,3000.05%10,000CommonSOLE
62474M108MTNOYMTN GROUP LTD-SPONS ADR$144,9000.04%18,000CommonSOLE
377130406GLASFGLASS HOUSE BRANDS INC$121,0000.04%20,000CommonNONE
10554B104LNDBRASILAGRO-CIA BRA - SPN ADR$105,0650.03%27,432CommonSOLE
P98180188WMMVFWALMART DE MEXICO SAB DE CV$32,9500.01%10,016CommonNONE
19243B102CGTXCOGNITION THERAPEUTICS INC$16,2760.00%52,536CommonNONE
23324Q202DNAGDNAPRINT GENOMICS$1180.00%1,175,300CommonNONE
336397104FSEIFIRST SEISMIC CORP$044,451CommonNONE
423821107CBDHFHEMPFUSION WELLNESS INC$022,222CommonNONE

Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.