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Portfolio (Quarterly) Guide ↗

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

· CIK 0001127612
13F Portfolio $1.3B AUM 143 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 28 New 48 Added 37 Reduced 12 Exited
Page 1 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SLV ISHARES SILVER TR Financial Services 1,955,792.0 $133.3M 10.27% +131K +7.2% $68.14 -21.8%
2 IAU ISHARES GOLD TR Financial Services 1,490,283.0 $131.4M 10.13% +37K +2.5% $88.16 -13.2%
3 GDE WISDOMTREE TR 1,989,162.0 $125.1M 9.64% +27K +1.4% $62.90 -3.5%
4 SAMT ADVISORS INNER CIRCLE FD III 2,931,969.0 $115.1M 8.88% +995K +51.3% $39.27 +16.0%
5 FRDM EA SERIES TRUST 1,823,216.0 $99.6M 7.68% +157K +9.4% $54.65 +31.9%
6 SPYG SPDR SERIES TRUST 913,898.0 $89.5M 6.90% +44K +5.1% $97.91 +17.1%
7 CGDV CAPITAL GROUP DIVIDEND VALUE 1,914,587.0 $81.4M 6.28% +61K +3.3% $42.54 +14.0%
8 TDIV FIRST TR EXCHANGE TRADED FD 687,584.0 $64.4M 4.96% -372K -35.1% $93.66 +19.7%
9 CHAT TIDAL TRUST II 997,326.0 $61.7M 4.75% +41K +4.2% $61.85 +51.4%
10 VLUE ISHARES TR 267,154.0 $38.0M 2.93% NEW $142.19 +40.7%
11 QQQM INVESCO EXCH TRADED FD TR II 154,458.0 $36.7M 2.83% -7K -4.5% $237.62 +22.4%
12 SIL GLOBAL X FDS 327,390.0 $29.5M 2.27% +18K +5.9% $90.08 -12.9%
13 GDX VANECK ETF TRUST 310,718.0 $28.5M 2.20% +16K +5.4% $91.77 -16.1%
14 PPA INVESCO EXCHANGE TRADED FD T 156,035.0 $25.9M 1.99% NEW $165.70 +3.5%
15 SILJ AMPLIFY ETF TR 648,665.0 $19.3M 1.49% +254K +64.3% $29.72 -12.1%
16 GDXJ VANECK ETF TRUST 150,101.0 $18.0M 1.39% +56K +59.2% $120.04 -16.5%
17 GLD SPDR GOLD TR Financial Services 39,042.0 $16.8M 1.29% +4K +10.2% $430.29 -13.2%
18 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 53,826.0 $11.8M 0.91% NEW $218.72 -16.5%
19 PLTM GRANITESHARES PLATINUM TR Financial Services 364,495.0 $6.9M 0.53% +341K +1425.0% $18.91 -17.3%
20 LRCX LAM RESEARCH CORP Technology 30,596.0 $6.5M 0.50% +450.0 +1.5% $213.66 +77.4%
Page 1 of 8  ·  143 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Financial Services 78.5%
Technology 7.2%
Industrials 2.4%
Communication Services 2.2%
Healthcare 2.1%
Energy 2.1%
Utilities 2.1%
Consumer Defensive 1.3%
Consumer Cyclical 1.3%
Basic Materials 0.3%