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Portfolio (Quarterly) Guide ↗

TCP Asset Management, LLC

· CIK 0001961898
13F Portfolio $882M AUM 141 positions Filed Jul 15, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 15 New 49 Added 32 Reduced 7 Exited
Page 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 VV VANGUARD INDEX FDS 1,045.0 $359K 0.04% +61.0 +6.2% $343.91 +2.4%
42 EFA ISHARES TR 3,373.0 $350K 0.04% +52.0 +1.6% $103.88 +3.3%
43 TSLA TESLA INC Consumer Cyclical 767.0 $323K 0.04% +92.0 +13.6% $420.60 -18.7%
44 EEM ISHARES TR 4,392.0 $300K 0.03% +33.0 +0.8% $68.41 -2.9%
45 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 624.0 $298K 0.03% +25.0 +4.2% $477.57 -13.1%
46 IJH ISHARES TR 3,344.0 $258K 0.03% +19.0 +0.6% $77.11 -0.9%
47 MA MASTERCARD INCORPORATED Financial Services 479.0 $246K 0.03% +3.0 +0.6% $513.60 +12.2%
48 IBB ISHARES TR 1,214.0 $231K 0.03% +9.0 +0.8% $190.24 +11.1%
49 STXT EA SERIES TRUST 11,011.0 $216K 0.02% +299.0 +2.8% $19.63 -0.3%
Page 3 of 3  ·  49 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 84.8%
Technology 6.8%
Energy 3.4%
Consumer Cyclical 1.2%
Communication Services 1.0%
Utilities 0.8%
Industrials 0.7%
Healthcare 0.5%
Real Estate 0.4%
Consumer Defensive 0.4%