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Portfolio (Quarterly) Guide ↗

Genesee Capital Advisors, LLC

· CIK 0001652348
13F Portfolio $317M AUM 172 positions Filed Aug 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 43 New 39 Added 56 Reduced 9 Exited
Page 1 of 2  ·  39 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 FYX FIRST TR EXCHANGE-TRADED ALP 163,889.0 $23.6M 7.45% +96K +142.2% $144.30 -2.9%
2 SCHG SCHWAB STRATEGIC TR 523,577.0 $17.7M 5.58% +471K +898.8% $33.84 +4.2%
3 QQQ INVESCO QQQ TR Financial Services 21,752.0 $16.0M 5.05% +2K +8.3% $736.39 -3.9%
4 AAPL APPLE INC Technology 42,969.0 $12.4M 3.92% +257.0 +0.6% $289.36 +12.4%
5 SPY STATE STR SPDR S&P 500 ETF T Financial Services 12,604.0 $9.4M 2.97% +3K +26.1% $746.78 +2.0%
6 AMD ADVANCED MICRO DEVICES INC Technology 11,318.0 $6.6M 2.07% +2K +15.3% $580.91 -20.9%
7 QQQI NEOS ETF TRUST 115,720.0 $6.6M 2.07% +112K +2679.1% $56.79 -4.9%
8 IGV ISHARES TR 66,660.0 $6.0M 1.90% +57K +596.0% $90.60 +17.2%
9 MTUM ISHARES TR 13,206.0 $4.5M 1.43% +1K +9.4% $342.83 -13.5%
10 NVDA NVIDIA CORPORATION Technology 22,051.0 $4.4M 1.39% +2K +10.5% $200.09 +8.7%
11 SOXX ISHARES TR 6,412.0 $4.1M 1.29% +5K +513.6% $640.78 -21.9%
12 GOOGL ALPHABET INC Communication Services 9,570.0 $3.4M 1.08% +2K +31.4% $357.38 -6.3%
13 PIZ INVESCO EXCH TRADED FD TR II 53,585.0 $3.0M 0.94% +19K +56.1% $55.90 -5.7%
14 MSFT MICROSOFT CORP Technology 7,575.0 $2.8M 0.89% +328.0 +4.5% $373.01 +34.3%
15 NEBIUS GROUP N.V. 9,207.0 $2.5M 0.80% +5K +115.0% $276.17
16 TLT ISHARES TR 28,097.0 $2.4M 0.77% +23K +449.6% $86.42 -5.3%
17 TSLA TESLA INC Consumer Cyclical 4,993.0 $2.1M 0.66% +66.0 +1.3% $420.60 -15.3%
18 META META PLATFORMS INC Communication Services 3,413.0 $1.9M 0.61% +19.0 +0.6% $563.34 +2.7%
19 MS MORGAN STANLEY Financial Services 7,460.0 $1.6M 0.49% +903.0 +13.8% $209.05 +1.0%
20 VCIT VANGUARD SCOTTSDALE FDS 18,788.0 $1.6M 0.49% +3K +16.3% $82.65 -2.7%
Page 1 of 2  ·  39 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 35.9%
Technology 31.2%
Industrials 8.2%
Consumer Cyclical 6.4%
Communication Services 5.5%
Healthcare 5.3%
Energy 3.2%
Real Estate 1.9%
Basic Materials 0.9%
Consumer Defensive 0.9%