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Portfolio (Quarterly) Guide ↗

TCP Asset Management, LLC

· CIK 0001961898
13F Portfolio $778.0B AUM 133 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 43 Added 30 Reduced 10 Exited
Page 3 of 3  ·  43 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 EFA ISHARES TR 3,321.0 $323K 0.04% +55.0 +1.7% $97.13 +5.4%
42 OKE ONEOK INC NEW Energy 3,170.0 $287K 0.04% +18.0 +0.6% $90.39 +4.9%
43 IWP ISHARES TR 1,608.0 $206K 0.03% +53.0 +3.4% $128.08 +5.6%
Page 3 of 3  ·  43 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 84.3%
Technology 5.4%
Energy 4.9%
Consumer Cyclical 1.2%
Communication Services 1.1%
Utilities 0.9%
Consumer Defensive 0.7%
Industrials 0.6%
Real Estate 0.5%
Healthcare 0.4%