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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 3 of 3  ·  56 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 OSCR OSCAR HEALTH INC Healthcare 13,524.0 $386K 0.12% -600.0 -4.2% $28.52 +5.6%
42 HD HOME DEPOT INC Consumer Cyclical 1,055.0 $372K 0.12% -13.0 -1.2% $352.52 -9.2%
43 XLE SELECT SECTOR SPDR TR 6,817.0 $362K 0.11% -43K -86.3% $53.11 +22.5%
44 LMT LOCKHEED MARTIN CORP Industrials 663.0 $338K 0.11% -293.0 -30.6% $509.53 +4.5%
45 BND VANGUARD BD INDEX FDS 4,168.0 $306K 0.10% -236.0 -5.4% $73.41 -2.2%
46 MA MASTERCARD INCORPORATED Financial Services 593.0 $305K 0.10% -8.0 -1.3% $513.60 +14.5%
47 SCHO SCHWAB STRATEGIC TR 12,606.0 $304K 0.10% -2K -14.9% $24.14 -0.6%
48 TT TRANE TECHNOLOGIES PLC Industrials 600.0 $295K 0.09% -21.0 -3.4% $491.16 -10.3%
49 LLY ELI LILLY & CO Healthcare 244.0 $292K 0.09% -12.0 -4.7% $1198.32 -3.1%
50 CVX CHEVRON CORPORATION Energy 1,591.0 $264K 0.08% -3K -68.3% $165.80 +28.1%
51 USHY ISHARES TR 6,964.0 $258K 0.08% -1K -13.9% $37.02 -1.1%
52 LMBS FIRST TR EXCHANGE-TRADED FD 4,564.0 $227K 0.07% -159.0 -3.4% $49.78 -0.8%
53 FXO FIRST TR EXCHANGE-TRADED FD 3,356.0 $210K 0.07% -33K -90.7% $62.46 +5.7%
54 ORCL ORACLE CORP Technology 1,368.0 $201K 0.06% -35.0 -2.5% $146.59 -1.1%
55 SOUN SOUNDHOUND AI INC Technology 19,641.0 $127K 0.04% -5K -20.3% $6.47 +5.0%
56 BTQ BTQ TECHNOLOGIES CORP Technology 21,304.0 $115K 0.04% -5K -20.2% $5.39 -44.2%
Page 3 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%