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Portfolio (Quarterly) Guide ↗

WESCAP Management Group, Inc.

· CIK 0001667140
13F Portfolio $508M AUM 107 positions Filed May 12, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 32 Added 43 Reduced 1 Exited
Page 5 of 6  ·  107 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 MINT PIMCO ETF TR 7,194.0 $724K 0.14% -5K -39.3% $100.57 +0.2%
82 MTZ MASTEC INC Industrials 2,179.0 $701K 0.14% -148.0 -6.4% $321.74 +23.2%
83 FLJP FRANKLIN TEMPLETON ETF TR 17,902.0 $648K 0.13% $36.18 +9.5%
84 DIS DISNEY WALT CO Communication Services 6,133.0 $591K 0.12% -368.0 -5.7% $96.38 +2.5%
85 JNJ JOHNSON & JOHNSON Healthcare 2,407.0 $588K 0.12% $244.44 +4.2%
86 SYY SYSCO CORP Consumer Defensive 8,077.0 $576K 0.11% -2K -22.5% $71.33 +16.1%
87 NSC NORFOLK SOUTHN CORP Industrials 1,905.0 $547K 0.11% $287.00 +9.0%
88 BND VANGUARD BD INDEX FDS 7,403.0 $545K 0.11% -2K -24.9% $73.64 +0.0%
89 CEV EATON VANCE CALIF MUN INCOM Financial Services 50,218.0 $505K 0.10% +1K +3.0% $10.06 +4.0%
90 TRIPLE FLAG PRECIOUS METAL 14,507.0 $504K 0.10% $34.71
91 DDWM WISDOMTREE TR 10,709.0 $472K 0.09% $44.11 +3.9%
92 TPR TAPESTRY INC Consumer Cyclical 3,338.0 $471K 0.09% -1K -30.7% $141.11 +3.5%
93 LH LABCORP HOLDINGS INC Healthcare 1,735.0 $463K 0.09% $266.81 +1.7%
94 XLV SELECT SECTOR SPDR TR 3,057.0 $448K 0.09% -301.0 -9.0% $146.62 +9.3%
95 SDY SPDR SERIES TRUST 3,013.0 $440K 0.09% $145.94 +4.9%
96 ETHA ISHARES ETHEREUM TR Financial Services 26,417.0 $418K 0.08% $15.83 -24.9%
97 LKQ LKQ CORP Consumer Cyclical 13,158.0 $386K 0.08% -3K -18.3% $29.37 -8.0%
98 CRL CHARLES RIV LABS INTL INC Healthcare 2,085.0 $360K 0.07% $172.50 +25.1%
99 FDX FEDEX CORP Industrials 959.0 $342K 0.07% -53.0 -5.2% $356.18 -10.6%
100 RLGT RADIANT LOGISTICS INC Industrials 46,000.0 $324K 0.06% $7.05 +32.2%
Page 5 of 6  ·  107 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 68.2%
Technology 16.0%
Industrials 6.8%
Healthcare 4.0%
Consumer Cyclical 2.6%
Energy 1.0%
Communication Services 0.8%
Consumer Defensive 0.7%