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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 2 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 DPST DIREXION SHARES ETF TRUST 2,611.0 $369K 0.12% NEW $141.44 -3.2%
22 NVDU DIREXION SHARES ETF TRUST 2,920.0 $346K 0.11% NEW $118.55 +24.5%
23 QLD PROSHARES TR 3,415.0 $330K 0.10% NEW $96.75 -6.6%
24 DAL DELTA AIR LINES INC Industrials 3,330.0 $312K 0.10% NEW $93.66 -15.9%
25 QTEC FIRST TR EXCHANGE-TRADED FD 869.0 $291K 0.09% NEW $334.75 -7.4%
26 TNA DIREXION SHARES ETF TRUST 3,819.0 $287K 0.09% NEW $75.11 -7.6%
27 GSLC GOLDMAN SACHS ETF TR 1,773.0 $252K 0.08% NEW $141.89 +4.0%
28 SPYI NEOS ETF TRUST 4,637.0 $246K 0.08% NEW $53.09 +1.7%
29 XTN SPDR SERIES TRUST 2,001.0 $231K 0.07% NEW $115.62 -9.8%
30 VICR VICOR CORP Technology 606.0 $230K 0.07% NEW $379.78 -52.9%
31 JCI JOHNSON CONTROLS INTERNATION Industrials 1,564.0 $229K 0.07% NEW $146.11 -2.7%
32 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 810.0 $220K 0.07% NEW $271.95 -39.6%
33 HWM HOWMET AEROSPACE INC Industrials 815.0 $219K 0.07% NEW $268.86 -3.1%
34 BA BOEING CO Industrials 1,006.0 $218K 0.07% NEW $216.38 -2.7%
35 DDOG DATADOG INC Technology 833.0 $217K 0.07% NEW $260.36 -17.5%
36 ASML ASML HLDG NV Technology 109.0 $217K 0.07% NEW $1989.44 -17.3%
37 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,163.0 $213K 0.07% NEW $183.11 -3.1%
38 ANET ARISTA NETWORKS INC Technology 1,246.0 $212K 0.07% NEW $169.88 +12.7%
39 VIKING HOLDINGS LTD 2,000.0 $209K 0.07% NEW $104.67
40 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 655.0 $208K 0.07% NEW $317.53 -16.4%
Page 2 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%