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Portfolio (Quarterly) Guide ↗

CoreCap Advisors, LLC

· CIK 0001902501
13F Portfolio $3.4B AUM 3,174 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 405 New 1153 Added 764 Reduced 153 Exited
Page 133 of 159  ·  3,174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
2641 ETD ETHAN ALLEN INTERIORS INC COM Consumer Cyclical 58.0 $1K NEW $22.34 +2.3%
2642 SMTC SEMTECH CORP COM Technology 8.0 $1K $161.88 -23.4%
2643 TFII TFI INTERNATIONAL INC COM Industrials 9.0 $1K $143.56 -2.6%
2644 TX TERNIUM SA SPONSORED ADS Basic Materials 30.0 $1K $42.70 +27.4%
2645 REGCO REGENCY CTRS CORP COM Real Estate 16.0 $1K $79.75 -72.4%
2646 TPB TURNING PT BRANDS INC COM Consumer Defensive 15.0 $1K NEW $84.80 +3.2%
2647 WINA WINMARK CORP COM Consumer Cyclical 3.0 $1K NEW $423.00 -18.4%
2648 CWST CASELLA WASTE SYS INC CL A Industrials 13.0 $1K NEW $97.00 -4.8%
2649 SEMI COLUMBIA SELECT TECHNOLOGY ETF 31.0 $1K -3.0 -8.8% $40.58 -6.7%
2650 CNH INDL N V SHS 112.0 $1K $11.23
2651 EUSA ISHARES MSCI USA EQUAL WEIGHTED ETF 11.0 $1K $114.18 +3.6%
2652 GTLS CHART INDS INC COM Industrials 6.0 $1K +3.0 +100.0% $209.00 +0.4%
2653 VNT VONTIER CORPORATION COM Technology 43.0 $1K $29.00 +14.4%
2654 TTEK TETRA TECH INC NEW COM Industrials 43.0 $1K -2.0 -4.4% $28.88 +27.2%
2655 IIPR INNOVATIVE INDL PPTYS INC COM Real Estate 20.0 $1K -10.0 -33.3% $62.00 -9.2%
2656 CFR CULLEN FROST BANKERS INC COM Financial Services 8.0 $1K $154.50 +6.3%
2657 CVCO CAVCO INDS INC DEL COM Consumer Cyclical 2.0 $1K NEW $614.50 -5.5%
2658 IHG INTERCONTINENTAL HOTELS GROUP SPONSORED ADS Consumer Cyclical 7.0 $1K -55.0 -88.7% $173.14 -7.4%
2659 TVTX TRAVERE THERAPEUTICS INC COM Healthcare 21.0 $1K $56.81 +14.3%
2660 MGY MAGNOLIA OIL & GAS CORP CL A Energy 46.0 $1K NEW $25.59 +9.8%
Page 133 of 159  ·  3,174 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 30.4%
Financial Services 25.3%
Industrials 11.0%
Consumer Cyclical 6.7%
Healthcare 6.1%
Consumer Defensive 5.5%
Communication Services 4.2%
Energy 4.1%
Utilities 3.9%
Basic Materials 1.7%