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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 5 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 AXP AMERICAN EXPRESS CO Financial Services 2,508.0 $848K 0.27% +537.0 +27.2% $338.29 -1.8%
82 CENCORA INC 2,931.0 $829K 0.26% -3K -52.9% $282.96
83 FLDR FIDELITY MERRIMACK STR TR 15,786.0 $791K 0.25% +279.0 +1.8% $50.11 -0.2%
84 BWA BORGWARNER INC Consumer Cyclical 11,392.0 $756K 0.24% NEW $66.40 -2.5%
85 VIOV VANGUARD ADMIRAL FDS INC 6,434.0 $755K 0.24% $117.33 +0.2%
86 EWS ISHARES INC 24,579.0 $728K 0.23% $29.61 +15.2%
87 IWO ISHARES TR 1,840.0 $725K 0.23% $393.96 -5.2%
88 WTS WATTS WATER TECHNOLOGIES INC Industrials 1,838.0 $719K 0.23% NEW $391.45 -9.5%
89 FIVE FIVE BELOW INC Consumer Cyclical 3,898.0 $701K 0.22% NEW $179.79 +35.6%
90 GEV GE VERNOVA INC Utilities 528.0 $620K 0.20% +108.0 +25.7% $1175.13 -23.6%
91 SSD SIMPSON MFG INC Industrials 2,946.0 $617K 0.19% $209.35 -14.8%
92 FKU FIRST TR EXCH TRD ALPHDX FD 11,637.0 $612K 0.19% -141.0 -1.2% $52.62 +6.5%
93 FEUZ FIRST TR EXCH TRD ALPHDX FD 9,161.0 $608K 0.19% $66.35 +2.1%
94 RSG REPUBLIC SVCS INC Industrials 2,773.0 $591K 0.19% -36.0 -1.3% $213.06 +4.4%
95 MU MICRON TECHNOLOGY INC Technology 505.0 $583K 0.18% -125.0 -19.8% $1153.70 -18.8%
96 FGM FIRST TR EXCH TRD ALPHDX FD 9,136.0 $580K 0.18% $63.47 -1.0%
97 FSZ FIRST TR EXCH TRD ALPHDX FD 6,762.0 $555K 0.17% $82.03 -1.5%
98 TEVA TEVA PHARMACEUTICAL INDS LTD Healthcare 16,314.0 $553K 0.17% $33.88 +6.4%
99 GLD SPDR GOLD TR Financial Services 1,434.0 $528K 0.17% NEW $368.38 +9.0%
100 MCD MCDONALDS CORP Consumer Cyclical 1,950.0 $527K 0.17% -2K -51.6% $270.35 -3.1%
Page 5 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%