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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 4 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 GLW CORNING INC Technology 4,291.0 $1.1M 0.34% +667.0 +18.4% $255.46 -43.9%
62 APH AMPHENOL CORP Technology 6,202.0 $1.1M 0.34% NEW $176.32 -10.3%
63 SCHA SCHWAB STRATEGIC TR 30,254.0 $1.1M 0.34% +14K +80.6% $36.13 -6.0%
64 MMM 3M CO Industrials 6,689.0 $1.1M 0.34% $161.92 +5.1%
65 MAREX GROUP PLC 17,623.0 $1.1M 0.34% NEW $60.95
66 AGG ISHARES TR 10,536.0 $1.0M 0.33% +297.0 +2.9% $98.98 -2.2%
67 BAP CREDICORP LTD Financial Services 2,665.0 $1.0M 0.33% NEW $389.58 -2.5%
68 CCEP COCA-COLA EUROPACIFIC PARTNE Consumer Defensive 10,321.0 $1.0M 0.33% +102.0 +1.0% $100.07 +7.6%
69 IAI ISHARES TR 5,884.0 $1.0M 0.33% -3K -30.9% $175.33 +10.3%
70 BAC BANK OF AMER CORP Financial Services 18,030.0 $1.0M 0.32% NEW $56.98 +11.4%
71 CLH CLEAN HARBORS INC Industrials 3,323.0 $993K 0.31% -357.0 -9.7% $298.75 +6.0%
72 IRM IRON MTN INC DEL Real Estate 7,623.0 $963K 0.30% NEW $126.32 -11.0%
73 STT STATE STR CORP Financial Services 5,533.0 $938K 0.30% NEW $169.59 +13.4%
74 UPRO PROSHARES TR 6,487.0 $920K 0.29% NEW $141.80 +5.3%
75 IYF ISHARES TR 7,180.0 $916K 0.29% -1K -17.0% $127.51 +8.0%
76 SCHM SCHWAB STRATEGIC TR 24,370.0 $899K 0.28% +8K +48.4% $36.87 -4.2%
77 IAK ISHARES TR 6,304.0 $886K 0.28% -1K -15.9% $140.57 +3.8%
78 IYC ISHARES TR 8,698.0 $879K 0.28% -2K -16.2% $101.10 -0.5%
79 CF CF INDUSTRIES HOLD Basic Materials 8,012.0 $867K 0.27% NEW $108.26 +26.2%
80 IREN IREN LIMITED Financial Services 18,716.0 $856K 0.27% NEW $45.73 -18.3%
Page 4 of 9  ·  172 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%