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Portfolio (Quarterly) Guide ↗

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

· CIK 0001127612
13F Portfolio $1.4B AUM 144 positions Filed Aug 12, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 38 Added 57 Reduced 14 Exited
Page 5 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 PLTR PALANTIR TECHNOLOGIES INC Technology 6,681.0 $779K 0.06% -116.0 -1.7% $116.67 +54.2%
82 CPER UNITED STS COMMODITY INDEX F Financial Services 19,158.0 $723K 0.05% $37.73 +6.0%
83 JPIB J P MORGAN EXCHANGE TRADED F 14,824.0 $717K 0.05% +959.0 +6.9% $48.35 -1.0%
84 SGOV ISHARES TR 7,053.0 $710K 0.05% +3K +83.3% $100.67 -0.0%
85 AVGO BROADCOM INC Technology 1,795.0 $678K 0.05% +309.0 +20.8% $377.81 -2.5%
86 VRIG INVESCO ACTIVELY MANAGED EXC 26,332.0 $660K 0.05% +10K +56.6% $25.07 +0.2%
87 AGIX KRANESHARES TRUST 13,720.0 $643K 0.05% $46.89 -4.4%
88 PCY INVESCO EXCH TRADED FD TR II 28,783.0 $623K 0.05% $21.65 -2.6%
89 COPX GLOBAL X FDS 8,007.0 $616K 0.05% $76.97 +22.9%
90 DAL DELTA AIR LINES INC Industrials 6,530.0 $612K 0.04% $93.65 -12.0%
91 DIAL COLUMBIA ETF TR I 32,919.0 $598K 0.04% $18.17 -1.3%
92 ATO ATMOS ENERGY CORP Utilities 3,457.0 $596K 0.04% $172.27 -3.1%
93 MPWR MONOLITHIC PWR SYS INC Technology 427.0 $590K 0.04% -16.0 -3.6% $1382.36 -4.8%
94 IWM ISHARES TR 1,897.0 $570K 0.04% +153.0 +8.8% $300.45 -0.2%
95 PSLV SPROTT ASSET MANAGEMENT LP Financial Services 29,709.0 $561K 0.04% $18.87 +21.0%
96 D DOMINION ENERGY INC Utilities 7,959.0 $544K 0.04% $68.29 -2.5%
97 GTO INVESCO ACTIVELY MANAGED EXC 11,490.0 $539K 0.04% $46.87 -1.4%
98 EEM ISHARES TR 7,145.0 $489K 0.04% $68.41 -1.9%
99 SCHX SCHWAB STRATEGIC TR 16,411.0 $483K 0.04% -593.0 -3.5% $29.43 +2.6%
100 J P MORGAN EXCHANGE TRADED F 6,296.0 $455K 0.03% $72.28
Page 5 of 8  ·  144 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 62.7%
Technology 16.7%
Industrials 4.7%
Healthcare 3.4%
Utilities 3.2%
Energy 2.8%
Consumer Cyclical 2.3%
Consumer Defensive 2.2%
Communication Services 1.0%
Basic Materials 0.5%