13F

Investor

HICKS CAPITAL MANAGEMENT LLC

CIK 0002062978 · filed 2026-04-16 · SEC filing

13F book

$100M

Positions

37

5 new · 1 sold

Largest name

29.0%

Ishares Tr

Est. mark

−$1.88M

Price effect on 32 names still held. Flow $2.58M.
NameTickerSharesValueWeightEst. markChange
Ishares Tr44.4K$29M29.0%−$1.41MCut−$1.42M
Fidelity Merrimack Str Tr252K$11.5M11.5%−$105.8KAdded−$103.7K
Fidelity Covington Trust268.7K$10M10.0%$165.1KAdded$255.4K
Ishares Tr96.9K$6.54M6.5%$145.4KAdded$271.9K
Jpmorgan Chase & Co.14.6K$4.31M4.3%−$410.6KCut−$423.8K
Ishares Tr24.5K$3.05M3.0%$101.4KCut$88.8K
Vanguard Whitehall Fds18.9K$2.81M2.8%$86.8KCut$67.3K
Fidelity Covington Trust88.6K$2.46M2.5%−$188.7KCut−$208.7K
Vanguard Specialized Funds11.2K$2.4M2.4%−$52.8KCut−$76.1K
Ishares Tr20.2K$2.29M2.3%−$205.5KHeld
Ishares Tr23.5K$2.18M2.2%−$33.4KAdded−$32.8K
Fidelity Covington Trust37.8K$1.89M1.9%−$178.4KCut−$1.07M
Ishares Tr12.4K$1.88M1.9%$127.1KAdded$135.1K
American Centy Etf Tr22.7K$1.83M1.8%$77.4KAdded$157.8K
Fidelity Merrimack Str Tr33.1K$1.67M1.7%−$3.72KAdded$1.14M
Ishares Tr17.3K$1.57M1.6%$18.2KAdded$50.5K
Putnam Etf Trust33.2K$1.54M1.5%$27.1KAdded$52.5K
Fidelity Covington Trust30.4K$1.36M1.4%$17.4KAdded$61.8K
Vanguard Scottsdale Fds18.8K$1.04M1.0%−$8.3KAdded−$1.21K
J P Morgan Exchange Traded F15.4K$981.5K1.0%−$38.7KCut−$74.4K
J P Morgan Exchange Traded F16.6K$893.8K0.9%New
Pacer Fds Tr13.7K$858.3K0.9%$32.8KHeld
Fifth Third Bancorp16.6K$770.6K0.8%−$5.81KCut−$11.8K
Invesco Exch Traded Fd Tr Ii10.4K$763.1K0.8%$17.9KCut−$3.19K
Dimensional Etf Trust18.4K$756.5K0.8%−$43.1KHeld
Fidelity Covington Trust19.3K$722.5K0.7%New
J P Morgan Exchange Traded F15.5K$713.1K0.7%−$2.76KAdded$139.6K
J P Morgan Exchange Traded F11.1K$554.4K0.6%New
Ea Series Trust26.9K$544.1K0.5%$134Cut−$402.6K
J P Morgan Exchange Traded F10.7K$541.9K0.5%$210Cut−$275.3K
Pgim Etf Tr14.2K$493.2K0.5%−$12.1KCut−$106.3K
Franklin Templeton Etf Tr19.3K$478.2K0.5%New
Capital Group Growth Etf10.2K$408.9K0.4%−$43.5KHeld
Farmers & Merchants BancorpFMCB14.5K$372.5K0.4%$13.8KHeld
Fidelity Covington Trust10.3K$330.6K0.3%$13KHeld
Thornburg Incm Builder Opp T12.9K$271.8K0.3%$13.4KHeld
Blue Owl Technology Fin Corp15.8K$195.7K0.2%New

Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.