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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 5 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CLOI VANECK ETF TRUST 9,257.0 $490K 0.06% -2K -17.0% $52.95 -0.1%
82 JPM JPMORGAN CHASE & CO Financial Services 1,469.0 $481K 0.06% $327.40 +9.1%
83 MUB ISHARES TR 4,405.0 $474K 0.05% $107.61 -1.8%
84 IAU ISHARES GOLD TR Financial Services 6,275.0 $474K 0.05% $75.51 +12.4%
85 STRV EA SERIES TRUST 9,647.0 $466K 0.05% +775.0 +8.7% $48.30 -1.4%
86 WMT WALMART INC Consumer Defensive 4,066.0 $460K 0.05% -2K -36.6% $113.26 +0.9%
87 SPYM SPDR SERIES TRUST 5,112.0 $449K 0.05% +1K +26.5% $87.88 +3.0%
88 IVE ISHARES TR 1,934.0 $439K 0.05% $227.06 +5.0%
89 META META PLATFORMS INC Communication Services 754.0 $425K 0.05% +20.0 +2.7% $563.29 -3.1%
90 XMMO INVESCO EXCHANGE TRADED FD T 2,491.0 $424K 0.05% $170.14 -6.2%
91 BIL SPDR SERIES TRUST 4,571.0 $419K 0.05% $91.64 -0.1%
92 VCR VANGUARD WORLD FD 1,040.0 $412K 0.05% $396.61 +0.7%
93 SHY ISHARES TR 4,952.0 $407K 0.05% -900.0 -15.4% $82.10 -0.1%
94 VTV VANGUARD INDEX FDS 1,853.0 $404K 0.05% -355.0 -16.1% $217.93 +4.1%
95 KLAC KLA CORP Technology 1,306.0 $394K 0.04% NEW $301.71 -37.9%
96 MBSF VALUED ADVISERS TR 15,280.0 $392K 0.04% -974.0 -6.0% $25.68 -0.0%
97 HYMB SPDR SERIES TRUST 14,705.0 $374K 0.04% $25.44 -2.2%
98 IUSB ISHARES TR 8,083.0 $373K 0.04% -102.0 -1.2% $46.15 -1.1%
99 SPYI NEOS ETF TRUST 6,785.0 $360K 0.04% $53.09 +1.0%
100 VV VANGUARD INDEX FDS 1,045.0 $359K 0.04% +61.0 +6.2% $343.91 +3.0%
Page 5 of 8  ·  141 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%