HICKS CAPITAL MANAGEMENT LLC - Portfolio overview

HICKS CAPITAL MANAGEMENT LLC has 38 reported holdings in this dataset, with the latest filing dated 2026-04-16.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Financial Services.

Largest reported holdings by portfolio allocation

1. IVV - ISHARES CORE S&P 500 ETF, 28.96%
2. FBND - FIDELITY TOTAL BOND ETF, 11.49%
3. FENI - FIDELITY ENHANCED INTERNATIONAL ETF, 9.99%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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