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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 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VLUE ISHARES TR 267,154.0 $38.0M 2.93% NEW $142.19 +40.7%
2 PPA INVESCO EXCHANGE TRADED FD T 156,035.0 $25.9M 1.99% NEW $165.70 +3.5%
3 GLTR ABRDN PRECIOUS METALS BASKET Financial Services 53,826.0 $11.8M 0.91% NEW $218.72 -16.5%
4 SIVR ABRDN SILVER ETF TRUST Financial Services 24,670.0 $1.8M 0.14% NEW $71.61 -21.8%
5 ASX ASE TECHNOLOGY HLDG CO LTD Technology 63,125.0 $1.4M 0.11% NEW $21.68 +85.5%
6 VOO VANGUARD INDEX FDS 2,264.0 $1.4M 0.10% NEW $597.55 +12.1%
7 VALE VALE S A Basic Materials 84,258.0 $1.3M 0.10% NEW $15.91 -5.3%
8 FDT FIRST TR EXCH TRD ALPHDX FD 15,348.0 $1.3M 0.10% NEW $86.93 +8.4%
9 AGQ PROSHARES TR II Financial Services 9,731.0 $1.2M 0.09% NEW $119.51 -43.6%
10 RZG INVESCO EXCHANGE TRADED FD T 19,654.0 $1.1M 0.09% NEW $56.96 +25.3%
11 CPA COPA HOLDINGS SA Industrials 9,149.0 $1.0M 0.08% NEW $113.61 +38.4%
12 MUB ISHARES TR 9,343.0 $992K 0.08% NEW $106.15 +1.4%
13 CVS CVS HEALTH CORP Healthcare 12,676.0 $910K 0.07% NEW $71.82 +45.3%
14 UGL PROSHARES TR II Financial Services 14,320.0 $880K 0.07% NEW $61.46 -26.6%
15 CPER UNITED STS COMMODITY INDEX F Financial Services 19,209.0 $661K 0.05% NEW $34.43 +8.4%
16 COPX GLOBAL X FDS 8,010.0 $612K 0.05% NEW $76.35 -0.2%
17 NIKL SPROTT FDS TR 35,685.0 $571K 0.04% NEW $16.01 -19.5%
18 EEM ISHARES TR 7,145.0 $406K 0.03% NEW $56.79 +18.3%
19 SGOV ISHARES TR 3,847.0 $387K 0.03% NEW $100.66 -0.0%
20 J P MORGAN EXCHANGE TRADED F 6,296.0 $386K 0.03% NEW $61.32
Page 1 of 2  ·  28 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%