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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  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 EWJ ISHARES INC 14,081.0 $1.3M 0.41% -193.0 -1.4% $93.27 +5.0%
22 ING ING GROEP N.V. Financial Services 41,176.0 $1.3M 0.41% -681.0 -1.6% $31.38 +18.2%
23 ITA ISHARES TR 5,240.0 $1.3M 0.40% -2K -29.1% $242.40 -6.8%
24 HIMS HIMS & HERS HEALTH INC Healthcare 35,376.0 $1.2M 0.39% -4K -9.6% $34.67 -19.8%
25 ABBV ABBVIE INC Healthcare 4,844.0 $1.2M 0.38% -211.0 -4.2% $251.66 +3.4%
26 IAI ISHARES TR 5,884.0 $1.0M 0.33% -3K -30.9% $175.33 +13.0%
27 CLH CLEAN HARBORS INC Industrials 3,323.0 $993K 0.31% -357.0 -9.7% $298.75 +6.7%
28 IYF ISHARES TR 7,180.0 $916K 0.29% -1K -17.0% $127.51 +9.0%
29 IAK ISHARES TR 6,304.0 $886K 0.28% -1K -15.9% $140.57 +5.2%
30 IYC ISHARES TR 8,698.0 $879K 0.28% -2K -16.2% $101.10 +0.1%
31 CENCORA INC 2,931.0 $829K 0.26% -3K -52.9% $282.96
32 FKU FIRST TR EXCH TRD ALPHDX FD 11,637.0 $612K 0.19% -141.0 -1.2% $52.62 +7.1%
33 RSG REPUBLIC SVCS INC Industrials 2,773.0 $591K 0.19% -36.0 -1.3% $213.06 +5.7%
34 MU MICRON TECHNOLOGY INC Technology 505.0 $583K 0.18% -125.0 -19.8% $1153.70 -16.9%
35 MCD MCDONALDS CORP Consumer Cyclical 1,950.0 $527K 0.17% -2K -51.6% $270.35 -4.0%
36 APOS APOLLO GLOBAL MGMT INC 4,343.0 $514K 0.16% -5K -52.8% $118.31
37 FCA FIRST TR EXCH TRD ALPHDX FD 17,827.0 $486K 0.15% -236.0 -1.3% $27.26 +1.1%
38 JPM JPMORGAN CHASE & CO Financial Services 1,409.0 $461K 0.14% -238.0 -14.4% $327.28 +10.6%
39 SPLV INVESCO EXCH TRADED FD TR II 5,685.0 $426K 0.13% -9K -61.3% $74.90 +0.5%
40 XOM EXXON MOBIL CORP Energy 2,949.0 $403K 0.13% -6K -66.6% $136.70 +18.7%
Page 2 of 3  ·  56 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%