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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 5 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 WDC WESTERN DIGITAL CORP Technology 586.0 $374K 0.05% NEW $638.72 -28.1%
82 NEE NEXTERA ENERGY INC Utilities 4,257.0 $374K 0.05% -763.0 -15.2% $87.77 -4.7%
83 VT VANGUARD INTL EQUITY INDEX F 2,365.0 $371K 0.05% $156.97 +2.4%
84 COST COSTCO WHSL CORP NEW Consumer Defensive 385.0 $360K 0.05% $935.33 +1.3%
85 BERKSHIRE HATHAWAY INC DEL 709.0 $355K 0.05% $500.39
86 IWP ISHARES TR 2,360.0 $346K 0.05% $146.41 -1.9%
87 GEV GE VERNOVA INC Utilities 275.0 $323K 0.04% $1174.86 -18.6%
88 UNH UNITEDHEALTH GROUP INC Healthcare 770.0 $320K 0.04% $415.63 -6.1%
89 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 650.0 $310K 0.04% $477.57 -12.3%
90 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,652.0 $296K 0.04% $81.16 -10.5%
91 DELL DELL TECHNOLOGIES INC Technology 674.0 $291K 0.04% NEW $431.46 +2.4%
92 PM PHILIP MORRIS INTL INC Consumer Defensive 3,924.0 $282K 0.04% $71.95 +161.6%
93 INTC INTEL CORP Technology 1,904.0 $266K 0.04% NEW $139.63 -35.5%
94 VEU VANGUARD INTL EQUITY INDEX F 3,082.0 $258K 0.04% +221.0 +7.7% $83.76 +2.3%
95 PFE PFIZER INC Healthcare 10,599.0 $255K 0.04% NEW $24.08 +16.6%
96 VZ VERIZON COMMUNICATIONS INC Communication Services 5,978.0 $253K 0.04% $42.34 +16.8%
97 NFLX NETFLIX INC Communication Services 3,490.0 $249K 0.04% $71.40 +11.5%
98 MMM 3M CO Industrials 1,513.0 $245K 0.03% $161.91 +10.5%
99 SPSB SPDR SER TR 8,361.0 $243K 0.03% +124.0 +1.5% $29.01 +3.2%
100 ISHARES TR 590.0 $242K 0.03% $409.50
Page 5 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%