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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 7 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 VGK VANGUARD INTL EQUITY INDEX F 2,840.0 $251K 0.03% $88.54 +3.9%
122 AZO AUTOZONE INC Consumer Cyclical 78.0 $249K 0.03% $3195.94 -7.3%
123 IWM ISHARES TR 826.0 $248K 0.03% -77.0 -8.5% $300.43 -0.9%
124 MA MASTERCARD INCORPORATED Financial Services 479.0 $246K 0.03% +3.0 +0.6% $513.60 +11.7%
125 ACWI ISHARES TR 1,525.0 $239K 0.03% $156.97 +1.9%
126 VNQ VANGUARD INDEX FDS 2,453.0 $237K 0.03% -13.0 -0.5% $96.44 +2.2%
127 IBB ISHARES TR 1,214.0 $231K 0.03% +9.0 +0.8% $190.24 +10.8%
128 HACK AMPLIFY ETF TR 2,198.0 $231K 0.03% NEW $104.93 +4.6%
129 MDT MEDTRONIC PLC Healthcare 2,922.0 $229K 0.03% $78.23 +18.0%
130 CGDG CAPITAL GROUP DIVIDEND GROWE 6,026.0 $226K 0.03% $37.51 +3.1%
131 BFH BREAD FINANCIAL HOLDINGS INC Financial Services 2,055.0 $223K 0.03% NEW $108.35 -4.8%
132 COP CONOCOPHILLIPS Energy 2,124.0 $221K 0.03% $103.96 +29.8%
133 VKI INVESCO ADVANTAGE MUN INCOME Financial Services 22,919.0 $217K 0.03% $9.48 -6.5%
134 STXT EA SERIES TRUST 11,011.0 $216K 0.02% +299.0 +2.8% $19.63 -0.3%
135 IWP ISHARES TR 1,432.0 $210K 0.02% -176.0 -10.9% $146.37 -2.8%
136 IDHQ INVESCO EXCH TRADED FD TR II 4,648.0 $203K 0.02% NEW $43.71 +4.5%
137 ARKK ARK ETF TR 2,496.0 $202K 0.02% NEW $80.82 +3.0%
138 MS MORGAN STANLEY Financial Services 962.0 $201K 0.02% NEW $209.04 -0.7%
139 AGNC AGNC INVT CORP Real Estate 17,585.0 $192K 0.02% -9K -32.8% $10.90 +0.2%
140 RUM RUM GROUP INC Technology 20,575.0 $130K 0.01% $6.34 +33.0%
Page 7 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%