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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 8 of 8  ·  141 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 SUI GROUP HOLDINGS LIMITED 18,000.0 $21K 0.00% $1.16
Page 8 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%