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Portfolio (Quarterly) Guide ↗

Corecam AG

· CIK 0002110914
13F Portfolio $117M AUM 50 positions Filed Jul 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 12 New 33 Added 4 Reduced 21 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XMHQ INVESCO EXCHANGE TRADED FD T 36,640.0 $4.1M 3.53% -11K -22.8% $112.88 +6.1%
2 ASHR DBX ETF TR 63,800.0 $2.3M 2.00% -51K -44.5% $36.66 -6.7%
3 MRK MERCK & CO INC Healthcare 3,125.0 $402K 0.34% -2K -39.9% $128.50 +19.2%
4 CF CF INDUSTRIES HOLD Basic Materials 2,595.0 $281K 0.24% -91.0 -3.4% $108.25 +16.1%

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 51.5%
Technology 14.2%
Healthcare 8.1%
Energy 6.8%
Basic Materials 4.6%
Industrials 3.9%
Communication Services 3.7%
Consumer Cyclical 2.9%
Consumer Defensive 2.1%
Utilities 1.1%