FOCPX — Fidelity OTC Portfolio Institutional Holders · Q2 2026
Who owns Fidelity OTC Portfolio (FOCPX)? 5 institutions reported holding $1.28M in SEC 13F filings for Q2 2026 (period ended 2026-06-30). Largest holders: Carret Asset Management, LLC ($1.1M), McMillan Office, Inc. ($190,968), Garton & Associates Financial Advisors LLC ($0).
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CARRET ASSET MANAGEMENT, LLC | $1.1M | 34,995 | Hold |
| 2 | McMillan Office, Inc. | $190,968 | 6,148 | Hold |
| 3 | Garton & Associates Financial Advisors LLC | $0 | 0 | Exited |
| 4 | Silver Grove Financial Group, Inc. | $0 | 0 | Exited |
| 5 | MOODY LYNN & LIEBERSON, LLC | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30