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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 6 of 6  ·  110 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 PNC PNC FINL SVCS GROUP INC Financial Services 978.0 $241K 0.03% $246.22 -1.3%
102 TSLA TESLA INC Consumer Cyclical 571.0 $240K 0.03% -187.0 -24.7% $420.60 -13.7%
103 CSX CSX CORP Industrials 4,600.0 $219K 0.03% NEW $47.53 +8.5%
104 AMD ADVANCED MICRO DEVICES INC Technology 373.0 $217K 0.03% NEW $580.91 -18.5%
105 DIS DISNEY WALT CO Communication Services 2,248.0 $216K 0.03% -35.0 -1.5% $96.24 +12.0%
106 RTX RTX CORPORATION Industrials 1,120.0 $212K 0.03% -50.0 -4.3% $189.70 +10.7%
107 FLEX FLEX LTD Technology 1,310.0 $212K 0.03% NEW $162.07 -31.9%
108 LRCX LAM RESEARCH CORP Technology 480.0 $208K 0.03% NEW $433.33 -27.5%
109 ROK ROCKWELL AUTOMATION INC Industrials 413.0 $204K 0.03% NEW $495.08 -11.7%
110 AMAT APPLIED MATLS INC Technology 282.0 $204K 0.03% NEW $723.00 -31.9%
Page 6 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%