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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 8 of 8  ·  144 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 BKLN INVESCO EXCH TRADED FD TR II 10,387.0 $212K 0.02% $20.37 +1.1%
142 NEE NEXTERA ENERGY INC Utilities 2,367.0 $208K 0.01% -62.0 -2.5% $87.77 -4.7%
143 PG PROCTER & GAMBLE CO Consumer Defensive 1,388.0 $204K 0.01% -47.0 -3.3% $146.64 -1.3%
144 AMR ALPHA METALLURGICAL RESOUR I Energy 1,226.0 $202K 0.01% -60.0 -4.7% $164.94 +27.3%
Page 8 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%