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Portfolio (Quarterly) Guide ↗

TCP Asset Management, LLC

· CIK 0001961898
13F Portfolio $778M AUM 133 positions Filed Apr 10, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 32 New 43 Added 30 Reduced 10 Exited
Page 7 of 7  ·  133 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 STXT EA SERIES TRUST 10,712.0 $213K 0.03% -4K -28.7% $19.91 -0.7%
122 QYLD GLOBAL X FDS 12,385.0 $212K 0.03% NEW $17.15 +3.6%
123 ACWI ISHARES TR 1,525.0 $211K 0.03% $138.37 +11.9%
124 IWP ISHARES TR 1,608.0 $206K 0.03% +53.0 +3.4% $128.08 +6.8%
125 IBB ISHARES TR 1,205.0 $204K 0.03% $168.89 -1.0%
126 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 599.0 $202K 0.03% NEW $337.95 +18.7%
127 LOW LOWES COS INC Consumer Cyclical 849.0 $201K 0.03% -1K -54.1% $236.29 -7.0%
128 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 22,919.0 $198K 0.03% NEW $8.66 -0.2%
129 GALAXY DIGITAL INC. 10,744.0 $198K 0.03% $18.45
130 NEA NUVEEN AMT FREE QLTY MUN INC Financial Services 14,370.0 $161K 0.02% NEW $11.23 -0.0%
131 RIV RIVERNORTH OPPORTUNITIES FD Financial Services 11,875.0 $132K 0.02% NEW $11.10 +2.6%
132 RUM RUMBLE INC Technology 20,575.0 $105K 0.01% $5.10 +43.3%
133 SUI GROUP HOLDINGS LIMITED 18,000.0 $22K 0.00% $1.21
Page 7 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%