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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 9 of 9  ·  172 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 VIKING HOLDINGS LTD 2,000.0 $209K 0.07% NEW $104.67
162 RCL ROYAL CARIBBEAN GROUP Consumer Cyclical 655.0 $208K 0.07% NEW $317.53 -15.7%
163 NEM NEWMONT CORP Basic Materials 2,202.0 $206K 0.07% NEW $93.40 +35.5%
164 XBI SPDR SERIES TRUST 1,269.0 $201K 0.06% NEW $158.23 +6.0%
165 ORCL ORACLE CORP Technology 1,368.0 $201K 0.06% -35.0 -2.5% $146.59 -2.1%
166 NPK INTERNATIONAL INC 11,724.0 $187K 0.06% NEW $15.91
167 DNP DNP SELECT INCOME FD INC Financial Services 14,952.0 $161K 0.05% $10.79 +0.0%
168 SOUN SOUNDHOUND AI INC Technology 19,641.0 $127K 0.04% -5K -20.3% $6.47 +6.6%
169 NMFC NEW MTN FIN CORP Financial Services 16,447.0 $118K 0.04% +551.0 +3.5% $7.17 +4.4%
170 BTQ BTQ TECHNOLOGIES CORP Technology 21,304.0 $115K 0.04% -5K -20.2% $5.39 -44.2%
171 OIA INVESCO MUNI INCOME OPP TRST Financial Services 17,830.0 $111K 0.04% $6.21 -3.5%
172 CANOPY GROWTH CORPORATION 40,068.0 $38K 0.01% $0.95
Page 9 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%