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Portfolio (Quarterly) Guide ↗

Alcosta Capital Management, Inc.

· CIK 0001842509
13F Portfolio $148M AUM 22 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 1 Added 21 Reduced 1 Exited
Page 2 of 2  ·  22 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 TJX TJX COS INC NEW Consumer Cyclical 18,693.0 $2.8M 1.92% -1K -5.7% $151.50 -10.8%
22 IWB ISHARES TR 1,368.0 $560K 0.38% -440.0 -24.3% $409.50 +2.8%
Page 2 of 2  ·  22 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
Technology 51.6%
Consumer Cyclical 19.7%
Financial Services 10.9%
Industrials 8.9%
Communication Services 5.0%
Healthcare 3.8%