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Portfolio (Quarterly) Guide ↗

Towercrest Capital Management

· CIK 0001633288
13F Portfolio $717M AUM 110 positions Filed Aug 3, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 27 Added 29 Reduced 5 Exited
Page 4 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SBUX STARBUCKS CORP Consumer Cyclical 6,601.0 $675K 0.09% -150.0 -2.2% $102.19 +4.8%
62 VIG VANGUARD SPECIALIZED FUNDS 2,741.0 $649K 0.09% $236.59 +3.1%
63 VTI VANGUARD INDEX FDS 1,691.0 $626K 0.09% +18.0 +1.1% $370.13 +2.2%
64 IBM INTERNATIONAL BUSINESS MACHS Technology 2,187.0 $615K 0.09% $281.16 -16.2%
65 T AT&T INC Communication Services 28,926.0 $599K 0.08% $20.70 +22.3%
66 FBND FIDELITY MERRIMACK STR TR 12,636.0 $575K 0.08% $45.49 -1.3%
67 AVGO BROADCOM INC Technology 1,496.0 $565K 0.08% -8.0 -0.5% $377.75 -2.5%
68 IWD ISHARES TR 2,185.0 $530K 0.07% -50.0 -2.2% $242.38 +6.2%
69 WMT WALMART INC Consumer Defensive 4,403.0 $499K 0.07% +50.0 +1.1% $113.26 -8.4%
70 DFUS DIMENSIONAL ETF TRUST 5,721.0 $469K 0.07% $81.94 +2.1%
71 LIN LINDE PLC Basic Materials 893.0 $463K 0.07% $518.94 -6.0%
72 SNDK SANDISK CORP Technology 195.0 $443K 0.06% NEW $2273.73 -29.8%
73 CVX CHEVRON CORP NEW Energy 2,599.0 $431K 0.06% -75.0 -2.8% $165.76 +23.8%
74 TT TRANE TECHNOLOGIES PLC Industrials 871.0 $428K 0.06% $491.16 -7.7%
75 C CITIGROUP INC Financial Services 2,939.0 $411K 0.06% $139.96 -5.9%
76 XOM EXXON MOBIL CORP Energy 2,958.0 $404K 0.06% NEW $136.72 +20.8%
77 ORCL ORACLE CORP Technology 2,648.0 $388K 0.05% $146.55 -0.1%
78 LLY ELI LILLY & CO Healthcare 314.0 $377K 0.05% -5.0 -1.6% $1199.43 +4.6%
79 GE AEROSPACE 1,006.0 $376K 0.05% -15.0 -1.5% $373.73
80 VUG VANGUARD INDEX FDS 4,347.0 $374K 0.05% +2K +88.8% $86.14 +1.6%
Page 4 of 6  ·  110 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
Technology 33.4%
Financial Services 28.2%
Consumer Defensive 13.4%
Communication Services 6.9%
Healthcare 6.9%
Consumer Cyclical 5.1%
Industrials 2.3%
Utilities 1.7%
Energy 1.4%
Basic Materials 0.8%