FPC INVESTMENT ADVISORY, INC.
•CIK: 2021217•Filing: Q4 2025
FPC Investment Advisory, Inc. manages $183M in assets across 34 positions, with a focus on fixed income and equity investments. The firm's top holdings include iShares Ultra Short-Term Bond ETF (ISTB) at $29.5M and SPDR S&P 500 Fidelity Index ETF (SCHX) at $28.8M, collectively accounting for 32% of the portfolio. Other notable positions include iShares Intermediate Credit Bond ETF (BIV) at $27.4M and Vanguard FTSE Europe ETF (VGK) at $21.2M, demonstrating a strategic allocation to credit and international equities. The portfolio's largest equity holding is Apple Inc. (AAPL) at $9.6M, representing 5% of the total assets under management.
Total AUM
$182.5M
QoQ Performance
+9.5%
Positions
22
Top 10 Concentration
85.2%
Latest Filing
Q4 2025
Top Holdings Allocation
ISTB
SCHX
BIV
VGK
TLT
AAPL
ISTB16.2%
SCHX15.8%
BIV15.0%
VGK11.6%
TLT5.6%
AAPL5.2%
VGT4.7%
BND4.5%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other89.7%
Technology9.8%
Healthcare0.2%
Consumer0.2%
Changes from Q3 2025
NEW6 new positions
↑11 increased
↓7 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024