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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 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 RPV INVESCO EXCHANGE TRADED FD T 2,729.0 $293K 0.02% NEW $107.39 +7.4%
122 EPD ENTERPRISE PRODS PARTNERS L Energy 7,681.0 $291K 0.02% -214.0 -2.7% $37.84 -3.4%
123 IPKW INVESCO EXCH TRADED FD TR II 5,093.0 $287K 0.02% +1K +32.9% $56.26 -0.4%
124 SCHA SCHWAB STRATEGIC TR 9,694.0 $282K 0.02% $29.08 +22.0%
125 ABBV ABBVIE INC Healthcare 1,284.0 $279K 0.02% +25.0 +2.0% $217.49 +15.6%
126 AMR ALPHA METALLURGICAL RESOUR I Energy 1,286.0 $264K 0.02% -40.0 -3.0% $205.27 -19.5%
127 SFM SPROUTS FMRS MKT INC Consumer Defensive 3,320.0 $256K 0.02% $77.13 +6.5%
128 SLB SLB LIMITED Energy 4,907.0 $252K 0.02% NEW $51.39 -8.5%
129 TIP ISHARES TR 2,164.0 $239K 0.02% $110.36 -0.6%
130 ETHE GRAYSCALE ETHEREUM STAKING E Financial Services 13,764.0 $235K 0.02% $17.07 -25.5%
131 BOND PIMCO ETF TR 2,546.0 $235K 0.02% $92.28 +0.3%
132 CI THE CIGNA GROUP Healthcare 879.0 $234K 0.02% +13.0 +1.5% $266.75 +6.0%
133 ACGL ARCH CAP GROUP LTD Financial Services 2,378.0 $228K 0.02% -25.0 -1.0% $95.99 +1.6%
134 NEE NEXTERA ENERGY INC Utilities 2,429.0 $226K 0.02% NEW $92.88 -4.7%
135 HYG ISHARES TR 2,826.0 $225K 0.02% $79.56 +0.3%
136 PFXF VANECK ETF TRUST 12,670.0 $222K 0.02% $17.54 +1.0%
137 ILCG ISHARES TR 2,325.0 $222K 0.02% $95.48 +17.7%
138 TMUS T-MOBILE US INC Communication Services 1,038.0 $218K 0.02% -34.0 -3.2% $210.03 -13.0%
139 EFG ISHARES TR 1,950.0 $217K 0.02% NEW $111.37 +9.3%
140 IAUM ISHARES GOLD TR Financial Services 4,549.0 $212K 0.02% NEW $46.70 -13.1%
Page 7 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%