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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 2 of 2  ·  28 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 IVLU ISHARES TR 8,673.0 $344K 0.03% NEW $39.68 +4.9%
22 GOOGL ALPHABET INC Communication Services 1,075.0 $309K 0.02% NEW $287.56 +17.3%
23 CZA INVESCO EXCHANGE TRADED FD T 2,793.0 $308K 0.02% NEW $110.15 +11.4%
24 RPV INVESCO EXCHANGE TRADED FD T 2,729.0 $293K 0.02% NEW $107.39 +7.4%
25 SLB SLB LIMITED Energy 4,907.0 $252K 0.02% NEW $51.39 -8.5%
26 NEE NEXTERA ENERGY INC Utilities 2,429.0 $226K 0.02% NEW $92.88 -4.7%
27 EFG ISHARES TR 1,950.0 $217K 0.02% NEW $111.37 +9.3%
28 IAUM ISHARES GOLD TR Financial Services 4,549.0 $212K 0.02% NEW $46.70 -13.1%
Page 2 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%