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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 8 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 CVX CHEVRON CORPORATION Energy 1,591.0 $264K 0.08% -3K -68.3% $165.80 +27.7%
142 IWN ISHARES TR 1,170.0 $259K 0.08% $221.20 +0.7%
143 USHY ISHARES TR 6,964.0 $258K 0.08% -1K -13.9% $37.02 -1.1%
144 MHD BLACKROCK MUNIHOLDINGS FD IN Financial Services 21,191.0 $252K 0.08% $11.90 -4.7%
145 GSLC GOLDMAN SACHS ETF TR 1,773.0 $252K 0.08% NEW $141.89 +3.0%
146 SPYI NEOS ETF TRUST 4,637.0 $246K 0.08% NEW $53.09 +0.9%
147 CCO CLEAR CHANNEL OUTDOOR HLDGS Communication Services 96,429.0 $233K 0.07% $2.42 -1.9%
148 XTN SPDR SERIES TRUST 2,001.0 $231K 0.07% NEW $115.62 -9.6%
149 VICR VICOR CORP Technology 606.0 $230K 0.07% NEW $379.78 -54.1%
150 JCI JOHNSON CONTROLS INTERNATION Industrials 1,564.0 $229K 0.07% NEW $146.11 -5.2%
151 LMBS FIRST TR EXCHANGE-TRADED FD 4,564.0 $227K 0.07% -159.0 -3.4% $49.78 -0.8%
152 FMB FIRST TR EXCH TRADED FD III 4,415.0 $227K 0.07% +26.0 +0.6% $51.37 -3.2%
153 CRDO CREDO TECHNOLOGY GROUP HOLDI Technology 810.0 $220K 0.07% NEW $271.95 -38.2%
154 HWM HOWMET AEROSPACE INC Industrials 815.0 $219K 0.07% NEW $268.86 -6.4%
155 BA BOEING CO Industrials 1,006.0 $218K 0.07% NEW $216.38 -3.1%
156 DDOG DATADOG INC Technology 833.0 $217K 0.07% NEW $260.36 -18.0%
157 ASML ASML HLDG NV Technology 109.0 $217K 0.07% NEW $1989.44 -16.2%
158 LYV LIVE NATION ENTERTAINMENT IN Communication Services 1,163.0 $213K 0.07% NEW $183.11 -1.6%
159 ANET ARISTA NETWORKS INC Technology 1,246.0 $212K 0.07% NEW $169.88 +9.5%
160 FXO FIRST TR EXCHANGE-TRADED FD 3,356.0 $210K 0.07% -33K -90.7% $62.46 +6.4%
Page 8 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%