6 institutions reported holding $2.0M of FIDELITY OTC PORTFOLIO (FOCPX) in SEC 13F filings for 2026-03-31. Largest institutional holders: CARRET ASSET MANAGEMENT, LLC ($817,480), Garton & Associates Financial Advisors LLC ($636,636), MOODY LYNN & LIEBERSON, LLC ($308,634), McMillan Office, Inc. ($143,626), McIlrath & Eck, LLC ($48,324). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | $817,480 | 34,995 | Hold |
| 2 | Garton & Associates Financial Advisors LLC | $636,636 | 27,253 | Added |
| 3 | MOODY LYNN & LIEBERSON, LLC | $308,634 | 13,212 | New |
| 4 | McMillan Office, Inc. | $143,626 | 6,148 | Hold |
| 5 | McIlrath & Eck, LLC | $48,324 | 2,069 | New |
| 6 | Silver Grove Financial Group, Inc. | $3,351 | 143 | New |
Source: SEC Form 13F filings · as of 2026-03-31