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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 2 of 2  ·  30 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPYM SPDR SERIES TRUST 4,040.0 $309K 0.04% -1K -19.8% $76.54 +13.4%
22 COP CONOCOPHILLIPS Energy 2,120.0 $280K 0.04% -326.0 -13.3% $131.99 -5.1%
23 FAUG FIRST TR EXCHNG TRADED FD VI 4,873.0 $252K 0.03% -30.0 -0.6% $51.78 +7.4%
24 TSLA TESLA INC Consumer Cyclical 675.0 $251K 0.03% -151.0 -18.3% $371.75 +8.0%
25 T AT&T INC Communication Services 8,426.0 $244K 0.03% -1K -10.8% $28.99 -14.3%
26 MA MASTERCARD INCORPORATED Financial Services 476.0 $238K 0.03% -42.0 -8.1% $499.66 +0.4%
27 IWM ISHARES TR 903.0 $224K 0.03% -10.0 -1.1% $247.95 +10.5%
28 VNQ VANGUARD INDEX FDS 2,466.0 $219K 0.03% -58.0 -2.3% $88.71 +7.6%
29 STXT EA SERIES TRUST 10,712.0 $213K 0.03% -4K -28.7% $19.91 -1.1%
30 LOW LOWES COS INC Consumer Cyclical 849.0 $201K 0.03% -1K -54.1% $236.29 -7.3%
Page 2 of 2  ·  30 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%