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Portfolio (Quarterly) Guide ↗

Flower City Capital

· CIK 0001808394
13F Portfolio $227M AUM 49 positions Filed Jul 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 3 New 13 Added 13 Reduced
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 REGN REGENERON PHARMACEUTICALS Healthcare 500.0 $312K 0.14% NEW $623.54 +32.7%
2 AON AON PLC Financial Services 613.0 $203K 0.09% NEW $331.69 -2.6%
3 EVC ENTRAVISION COMMUNICATIONS C Communication Services 10,500.0 $137K 0.06% NEW $13.04 -35.4%

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 54.0%
Consumer Cyclical 9.5%
Energy 8.0%
Healthcare 6.6%
Financial Services 6.5%
Communication Services 5.6%
Industrials 3.7%
Utilities 2.8%
Basic Materials 1.7%
Consumer Defensive 1.6%