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Portfolio (Quarterly) Guide ↗

Flower City Capital

· CIK 0001808394
13F Portfolio $199M AUM 46 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 17 Added 10 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VV VANGUARD INDEX FDS 9,371.0 $2.8M 1.41% NEW $298.85 +18.8%
2 TPL TEXAS PACIFIC LAND CORPORATI Energy 1,098.0 $521K 0.26% NEW $474.56 -23.6%
3 WPM WHEATON PRECIOUS METALS CORP Basic Materials 2,127.0 $279K 0.14% NEW $131.21 +18.1%

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
Technology 54.9%
Energy 10.6%
Consumer Cyclical 10.5%
Communication Services 5.2%
Financial Services 5.1%
Healthcare 4.1%
Industrials 3.1%
Utilities 2.3%
Basic Materials 2.3%
Consumer Defensive 1.9%