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Linda M Cash

Hicks Capital Management Llc

Assets Managed
$99.97M
Holdings
37
Last Quarter
2026 - Q1
Filed Date
1mo 10d ago
Growth Rate
0.71%(2Q avg: 31.52%)
Sustained Growth
2 quarters

Portfolio positions

This chart displays the top 10 holdings in Hicks Capital Management Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 37 positions.

Assets under management

The assets under management (AUM) of Hicks Capital Management Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 2 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 99.97M in assets, with a quarterly growth rate of 0.71% and a 2-quarter average growth rate of 31.52%. The portfolio is managed by Linda M Cash, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
IVV
Ishares Core S&p 500 Etf
Recent Activity
Decreased -0.04%
29%
$28.987M
44,377 shares@ $653.21 avg price
FBND
Fidelity Total Bond Etf
Recent Activity
Increased 0.02%
11.5%
$11.496M
251,985 shares@ $45.63 avg price
FENI
Fidelity Enhanced Int Etf
Recent Activity
Increased 0.92%
10.01%
$9.997M
268,744 shares@ $37.21 avg price
IJH
Ishares Core S&p Midcap Etf
Recent Activity
Increased 1.98%
6.55%
$6.543M
96,883 shares@ $67.54 avg price
JPM
Jpmorgan Chase & Co
Recent Activity
Decreased -0.27%
4.31%
$4.307M
14,641 shares@ $294.17 avg price
IJR
Ishares Core S&p Small-cap E
Recent Activity
Decreased -0.42%
3.05%
$3.049M
24,525 shares@ $124.32 avg price
VYM
Vanguard High Dvd Yield Etf
Recent Activity
Decreased -0.71%
2.81%
$2.807M
18,950 shares@ $148.11 avg price
FFLG
Fidelity Fund Lg Cap Grw Etf
Recent Activity
Decreased -0.74%
2.47%
$2.464M
88,599 shares@ $27.82 avg price
VIG
Vanguard Dividend Apprec Etf
Recent Activity
Decreased -0.93%
2.41%
$2.404M
11,179 shares@ $215.06 avg price
IVW
Ishares S&p 500 Growth Etf
Recent Activity
2.3%
$2.29M
20,248 shares@ $113.11 avg price

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