FELL CAPITAL MANAGEMENT /ADV Diversified Active

Location: Newport Beach, CA

CIK: 0000850601 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 4, 2026

Total Value: $105M (100.0% shares, 0.0% debt)

Holdings (91)

AAPL APPLE INC 5.2%
Value $5.416M Shares 21,342 Est. Cost $268.34 Unrealized -2.1%
SPY STATE STR SPDR S&P 500 ETF T 5.1%
Value $5.31M Shares 8,165 Est. Cost $681.92 Unrealized
IWN ISHARES TR 4.7%
Value $4.878M Shares 25,728 Est. Cost $182.90 Unrealized
IWO ISHARES TR 4.2%
Value $4.426M Shares 14,104 Est. Cost $322.26 Unrealized
GOOG ALPHABET INC 4.1%
Value $4.255M Shares 14,832 Est. Cost $286.33 Unrealized +13.0%
SDY SPDR SERIES TRUST 3.7%
Value $3.884M Shares 26,612 Est. Cost $139.82 Unrealized
VAW VANGUARD WORLD FD 2.5%
Value $2.59M Shares 11,495 Est. Cost $207.55 Unrealized
MSFT MICROSOFT CORP 2.4%
Value $2.485M Shares 6,712 Est. Cost $500.58 Unrealized -13.2%
SLYV SPDR SERIES TRUST 2.3%
Value $2.448M Shares 25,881 Est. Cost $91.66 Unrealized
GLD SPDR GOLD TR 2.2%
Value $2.311M Shares 5,370 Est. Cost $396.31 Unrealized
VO VANGUARD INDEX FDS 2.2%
Value $2.31M Shares 8,044 Est. Cost $290.18 Unrealized
SPYV SPDR SERIES TRUST 2.2%
Value $2.267M Shares 40,059 Est. Cost $56.72 Unrealized
AMZN AMAZON COM INC 2.1%
Value $2.203M Shares 10,576 Est. Cost $228.79 Unrealized -0.9%
VWO VANGUARD INTL EQUITY INDEX F 2.0%
Value $2.109M Shares 39,021 Est. Cost $53.76 Unrealized
PFF ISHARES TR 1.8%
Value $1.904M Shares 62,784 Est. Cost $30.96 Unrealized
XOM EXXON MOBIL CORP 1.8%
Value $1.884M Shares 11,105 Est. Cost $115.49 Unrealized +20.1%
SLYG SPDR SERIES TRUST 1.6%
Value $1.716M Shares 17,756 Est. Cost $94.51 Unrealized
JPM JPMORGAN CHASE & CO 1.6%
Value $1.661M Shares 5,645 Est. Cost $309.53 Unrealized +0.6%
HYG ISHARES TR 1.6%
Value $1.649M Shares 20,727 Est. Cost $80.63 Unrealized
CVX CHEVRON CORPORATION 1.6%
Value $1.645M Shares 7,949 Est. Cost $151.40 Unrealized +13.5%
SPYG SPDR SERIES TRUST 1.6%
Value $1.635M Shares 16,699 Est. Cost $104.60 Unrealized
GS GOLDMAN SACHS GROUP INC 1.6%
Value $1.63M Shares 1,927 Est. Cost $813.35 Unrealized +14.7%
NVDA NVIDIA CORPORATION 1.4%
Value $1.495M Shares 8,572 Est. Cost $186.14 Unrealized +0.3%
GOOGL ALPHABET INC 1.4%
Value $1.432M Shares 4,980 Est. Cost $285.60 Unrealized +13.2%
AMGN AMGEN INC 1.4%
Value $1.43M Shares 4,065 Est. Cost $315.95 Unrealized +10.7%
FBND FIDELITY MERRIMACK STR TR 1.3%
Value $1.394M Shares 30,554 Est. Cost $45.84 Unrealized
BRK/B BERKSHIRE HATHAWAY INC DEL 1.3%
Value $1.312M Shares 2,737 Est. Cost $497.53 Unrealized -0.8%
IJH ISHARES TR 1.2%
Value $1.297M Shares 19,205 Est. Cost $66.00 Unrealized
XLV SELECT SECTOR SPDR TR 1.2%
Value $1.222M Shares 8,335 Est. Cost $154.80 Unrealized
QQQ INVESCO QQQ TR 1.1%
Value $1.149M Shares 1,990 Est. Cost $613.04 Unrealized
JNJ JOHNSON & JOHNSON 1.0%
Value $1.086M Shares 4,442 Est. Cost $197.01 Unrealized +15.7%
SPMD SPDR SERIES TRUST 1.0%
Value $1.074M Shares 18,129 Est. Cost $58.11 Unrealized
VZ VERIZON COMMUNICATIONS INC 1.0%
Value $1.053M Shares 20,985 Est. Cost $40.48 Unrealized +8.2%
MCK MCKESSON CORP 1.0%
Value $1.025M Shares 1,185 Est. Cost $815.57 Unrealized +7.3%
KMI KINDER MORGAN INC DEL 1.0%
Value $1.019M Shares 30,400 Est. Cost $26.91 Unrealized +10.5%
FDX FEDEX CORP 1.0%
Value $1.017M Shares 2,855 Est. Cost $261.56 Unrealized +29.6%
TIP ISHARES TR 0.9%
Value $984K Shares 8,920 Est. Cost $109.93 Unrealized
HD HOME DEPOT INC 0.9%
Value $976K Shares 2,967 Est. Cost $364.59 Unrealized +3.4%
FCX FREEPORT MCMORAN INC 0.8%
Value $839K Shares 14,275 Est. Cost $43.31 Unrealized +41.1%
HON HONEYWELL INTL INC 0.8%
Value $823K Shares 3,640 Est. Cost $195.03 Unrealized +15.8%
BLACKROCK CR ALLOCATION 0.8%
Value $820K Shares 81,184 Est. Cost $10.83 Unrealized
SBUX STARBUCKS CORP 0.7%
Value $781K Shares 8,715 Est. Cost $84.06 Unrealized +11.4%
XBI SPDR SERIES TRUST 0.7%
Value $779K Shares 6,100 Est. Cost $121.93 Unrealized
ORCL ORACLE CORP 0.7%
Value $767K Shares 5,216 Est. Cost $238.05 Unrealized -28.8%
BITB BITWISE BITCOIN ETF TR 0.7%
Value $754K Shares 20,495 Est. Cost $47.56 Unrealized
TBIL RBB FD INC 0.7%
Value $740K Shares 14,850 Est. Cost $49.88 Unrealized
IWM ISHARES TR 0.7%
Value $706K Shares 2,845 Est. Cost $246.16 Unrealized
V VISA INC 0.7%
Value $692K Shares 2,289 Est. Cost $340.38 Unrealized -3.3%
GE GE AEROSPACE 0.7%
Value $688K Shares 2,425 Est. Cost $300.80 Unrealized +5.8%
PIMCO CORPORATE & INCOME OPP 0.6%
Value $675K Shares 55,950 Est. Cost $12.90 Unrealized
AXP AMERICAN EXPRESS CO 0.6%
Value $662K Shares 2,190 Est. Cost $356.97 Unrealized -0.2%
CSCO CISCO SYS INC 0.6%
Value $648K Shares 8,358 Est. Cost $73.79 Unrealized +5.6%
SGOV ISHARES TR 0.6%
Value $629K Shares 6,250 Est. Cost $100.38 Unrealized
NFLX NETFLIX INC. 0.6%
Value $618K Shares 6,430 Est. Cost $107.81 Unrealized -22.2%
RTX RTX CORPORATION 0.6%
Value $603K Shares 3,125 Est. Cost $173.32 Unrealized +13.4%
AIQ GLOBAL X FDS 0.6%
Value $584K Shares 12,521 Est. Cost $49.51 Unrealized
ITW ILLINOIS TOOL WKS INC 0.5%
Value $574K Shares 2,205 Est. Cost $247.57 Unrealized +10.4%
DIS DISNEY WALT CO 0.5%
Value $573K Shares 5,947 Est. Cost $109.53 Unrealized -0.1%
BA BOEING CO 0.5%
Value $560K Shares 2,815 Est. Cost $205.66 Unrealized +16.0%
MO ALTRIA GROUP INC 0.5%
Value $531K Shares 8,050 Est. Cost $59.36 Unrealized +6.2%
SPDW SPDR INDEX SHS FDS 0.5%
Value $530K Shares 11,600 Est. Cost $44.62 Unrealized
MRK MERCK & CO INC 0.5%
Value $519K Shares 4,315 Est. Cost $93.24 Unrealized +22.6%
TSM TAIWAN SEMICONDUCTOR MANUFAC 0.5%
Value $483K Shares 1,429 Est. Cost $305.89 Unrealized
VEA VANGUARD TAX-MANAGED FDS 0.5%
Value $477K Shares 7,438 Est. Cost $62.47 Unrealized
MCD MCDONALDS CORP 0.4%
Value $458K Shares 1,475 Est. Cost $305.09 Unrealized +4.0%
MS MORGAN STANLEY 0.4%
Value $446K Shares 2,710 Est. Cost $166.47 Unrealized +7.9%
SPAB SPDR SERIES TRUST 0.4%
Value $445K Shares 17,384 Est. Cost $25.74 Unrealized
REMX VANECK ETF TRUST 0.4%
Value $397K Shares 4,510 Est. Cost $73.92 Unrealized
UNH UNITEDHEALTH GROUP INC 0.4%
Value $395K Shares 1,458 Est. Cost $337.21 Unrealized -8.5%
UNP UNION PAC CORP 0.4%
Value $370K Shares 1,525 Est. Cost $227.32 Unrealized +7.0%
GEV GE VERNOVA INC 0.3%
Value $365K Shares 418 Est. Cost $609.04 Unrealized +21.0%
PG PROCTER & GAMBLE CO 0.3%
Value $348K Shares 2,411 Est. Cost $147.17 Unrealized +3.1%
AMAT APPLIED MATLS INC 0.3%
Value $342K Shares 1,000 Est. Cost $239.49 Unrealized +36.4%
WELL WELLTOWER INC 0.3%
Value $336K Shares 1,700 Est. Cost $186.47 Unrealized +0.2%
CMCSA COMCAST CORP NEW 0.3%
Value $325K Shares 11,322 Est. Cost $28.53 Unrealized +4.5%
META META PLATFORMS INC 0.3%
Value $314K Shares 548 Est. Cost $666.44 Unrealized -1.6%
SLV ISHARES SILVER TR 0.3%
Value $286K Shares 4,200 Est. Cost $64.42 Unrealized
CVS CVS HEALTH CORP 0.3%
Value $280K Shares 3,900 Est. Cost $78.67 Unrealized -0.9%
VTI VANGUARD INDEX FDS 0.3%
Value $277K Shares 862 Est. Cost $334.33 Unrealized
VBR VANGUARD INDEX FDS 0.3%
Value $262K Shares 1,208 Est. Cost $211.79 Unrealized
AVGO BROADCOM INC 0.2%
Value $254K Shares 822 Est. Cost $357.00 Unrealized -6.4%
UTWO RBB FD INC 0.2%
Value $250K Shares 5,175 Est. Cost $48.56 Unrealized
XLF SELECT SECTOR SPDR TR 0.2%
Value $248K Shares 5,025 Est. Cost $54.77 Unrealized
J JACOBS SOLUTIONS INC 0.2%
Value $247K Shares 1,940 Est. Cost $146.41 Unrealized -5.4%
SPEM SPDR INDEX SHS FDS 0.2%
Value $241K Shares 5,139 Est. Cost $46.82 Unrealized
ETN EATON CORP PLC 0.2%
Value $215K Shares 600 Est. Cost $354.39 Unrealized -0.2%
LMT LOCKHEED MARTIN CORP 0.2%
Value $215K Shares 355 Est. Cost $600.88 Unrealized 0.0%
BK BANK NEW YORK MELLON CORP 0.2%
Value $214K Shares 1,800 Est. Cost $110.50 Unrealized +8.7%
SCHW SCHWAB CHARLES CORP 0.2%
Value $211K Shares 2,250 Est. Cost $94.74 Unrealized +5.7%
SCHE SCHWAB STRATEGIC TR 0.2%
Value $204K Shares 6,200 Est. Cost $32.75 Unrealized
TGT TARGET CORP 0.2%
Value $203K Shares 1,675 Est. Cost $109.20 Unrealized 0.0%