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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 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 MAGS LISTED FDS TR 81,468.0 $5.2M 1.65% NEW $64.30 +6.9%
2 KRE SPDR SERIES TRUST 55,010.0 $4.1M 1.30% NEW $74.85 -0.7%
3 UWM PROSHARES TR 20,034.0 $1.3M 0.42% NEW $67.23 -5.6%
4 PDFS PDF SOLUTIONS INC Technology 17,064.0 $1.2M 0.38% NEW $70.79 -41.2%
5 RKLB ROCKET LAB CORP Industrials 11,627.0 $1.2M 0.37% NEW $101.65 -38.5%
6 TQQQ PROSHARES TR 14,385.0 $1.2M 0.37% NEW $81.00 -14.3%
7 APH AMPHENOL CORP Technology 6,202.0 $1.1M 0.34% NEW $176.32 -9.6%
8 MAREX GROUP PLC 17,623.0 $1.1M 0.34% NEW $60.95
9 BAP CREDICORP LTD Financial Services 2,665.0 $1.0M 0.33% NEW $389.58 -2.9%
10 BAC BANK OF AMER CORP Financial Services 18,030.0 $1.0M 0.32% NEW $56.98 +9.6%
11 IRM IRON MTN INC DEL Real Estate 7,623.0 $963K 0.30% NEW $126.32 -12.0%
12 STT STATE STR CORP Financial Services 5,533.0 $938K 0.30% NEW $169.59 +12.2%
13 UPRO PROSHARES TR 6,487.0 $920K 0.29% NEW $141.80 +5.2%
14 CF CF INDUSTRIES HOLD Basic Materials 8,012.0 $867K 0.27% NEW $108.26 +28.1%
15 IREN IREN LIMITED Financial Services 18,716.0 $856K 0.27% NEW $45.73 -15.4%
16 BWA BORGWARNER INC Consumer Cyclical 11,392.0 $756K 0.24% NEW $66.40 -2.3%
17 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,838.0 $719K 0.23% NEW $391.45 -9.8%
18 FIVE FIVE BELOW INC Consumer Cyclical 3,898.0 $701K 0.22% NEW $179.79 +35.9%
19 GLD SPDR GOLD TR Financial Services 1,434.0 $528K 0.17% NEW $368.38 +9.0%
20 HCC WARRIOR MET COAL INC Energy 5,670.0 $460K 0.14% NEW $81.16 +33.6%
Page 1 of 3  ·  43 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%