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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 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 FEM FIRST TR EXCH TRD ALPHDX FD 440,485.0 $13.2M 1.70% NEW $29.95 +7.1%
22 SPY STATE STR SPDR S&P 500 ETF T Financial Services 18,395.0 $12.0M 1.54% +18K +2806.0% $650.34 +12.9%
23 OIH VANECK ETF TRUST 28,241.0 $11.4M 1.47% NEW $404.21 +12.0%
24 FMF FIRST TR EXCHANGE-TRADED FD 216,985.0 $11.0M 1.41% +2K +1.1% $50.62 +3.3%
25 LMBS FIRST TR EXCHANGE-TRADED FD 172,500.0 $8.6M 1.10% +5K +2.9% $49.81 -0.4%
26 SPDW SPDR INDEX SHS FDS 165,706.0 $7.6M 0.97% NEW $45.65 +7.6%
27 XOM EXXON MOBIL CORP Energy 37,476.0 $6.4M 0.82% +7K +21.5% $169.66 -5.8%
28 TLT ISHARES TR 66,118.0 $5.7M 0.74% NEW $86.69 -4.3%
29 RSP INVESCO EXCHANGE TRADED FD T 29,437.0 $5.6M 0.73% NEW $191.92 +4.8%
30 XLV SELECT SECTOR SPDR TR 37,295.0 $5.5M 0.70% NEW $146.61 -1.0%
31 FSIG FIRST TR EXCHANGE-TRADED FD 288,274.0 $5.5M 0.70% +10K +3.8% $18.94 -0.4%
32 SPEM SPDR INDEX SHS FDS 96,763.0 $4.5M 0.58% NEW $46.91 +7.5%
33 XME SPDR SERIES TRUST 40,383.0 $4.4M 0.56% NEW $108.01 +2.1%
34 DFAS DIMENSIONAL ETF TRUST 50,044.0 $3.6M 0.46% $71.13 +5.5%
35 DFCF DIMENSIONAL ETF TRUST 82,516.0 $3.5M 0.45% +9K +12.8% $42.22 -1.4%
36 AAPL APPLE INC Technology 13,456.0 $3.4M 0.44% +2K +17.8% $253.79 +17.9%
37 NOBL PROSHARES TR 30,972.0 $3.3M 0.42% NEW $106.01 -0.2%
38 DFSD DIMENSIONAL ETF TRUST 59,580.0 $2.9M 0.37% +7K +14.3% $47.88 -0.7%
39 BUXX EA SERIES TRUST 122,956.0 $2.5M 0.32% -5K -3.6% $20.24 -0.0%
40 KIE SPDR SERIES TRUST 44,368.0 $2.4M 0.31% NEW $55.00 +5.6%
Page 2 of 7  ·  133 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%