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Portfolio (Quarterly) Guide ↗

Corecam AG

· CIK 0002110914
13F Portfolio $117M AUM 59 positions Filed Apr 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 34 New 6 Added 7 Reduced 21 Exited
Page 3 of 3  ·  59 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CMS CMS ENERGY CORP Utilities 3,361.0 $259K 0.22% NEW $77.20 -4.6%
42 ED CONSOLIDATED EDISON INC Utilities 2,286.0 $259K 0.22% NEW $113.20 -5.1%
43 HST HOST HOTELS & RESORTS INC Real Estate 13,476.0 $258K 0.22% NEW $19.16 +17.0%
44 ALL ALLSTATE CORP Financial Services 1,244.0 $258K 0.22% NEW $207.22 +3.5%
45 AEP AMERICAN ELEC PWR CO INC Utilities 1,942.0 $255K 0.22% NEW $131.08 -1.1%
46 BMY BRISTOL-MYERS SQUIBB CO Healthcare 4,186.0 $254K 0.22% NEW $60.65 -1.8%
47 MTCH MATCH GROUP INC NEW Communication Services 8,303.0 $250K 0.21% NEW $30.15 +18.3%
48 CVX CHEVRON CORPORATION Energy 1,195.0 $247K 0.21% NEW $206.90 -7.7%
49 HIG HARTFORD INSURANCE GROUP INC Financial Services 1,824.0 $245K 0.21% NEW $134.47 +1.2%
50 RL RALPH LAUREN CORP Consumer Cyclical 702.0 $242K 0.21% NEW $344.18 -4.3%
51 GILD GILEAD SCIENCES INC Healthcare 1,711.0 $239K 0.20% NEW $139.39 -6.4%
52 LH LABCORP HOLDINGS INC Healthcare 900.0 $237K 0.20% NEW $263.70 -3.0%
53 VICI VICI PPTYS INC Real Estate 8,485.0 $232K 0.20% NEW $27.32 +4.0%
54 PPG PPG INDS INC Basic Materials 2,046.0 $212K 0.18% NEW $103.80 +0.6%
55 CORN CALL TEUCRIUM COMMODITY TR Financial Services 47,600.0 $60K 0.05% NEW $1.25 +1364.8%
56 CRM CALL SALESFORCE INC Technology 12,600.0 $54K 0.05% NEW $4.25 +4048.5%
57 NOW CALL SERVICENOW INC Technology 24,200.0 $5K 0.00% NEW $0.20 +49745.0%
58 LYFT CALL LYFT INC Technology 175,600.0 $4K 0.00% $0.02 +67300.0%
59 AMZN CALL AMAZON COM INC Consumer Cyclical 11,100.0 $1K 0.00% $0.10 +268360.0%
Page 3 of 3  ·  59 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 61.9%
Technology 10.8%
Healthcare 9.6%
Basic Materials 4.2%
Communication Services 3.5%
Consumer Cyclical 3.4%
Consumer Defensive 1.8%
Utilities 1.7%
Energy 1.4%
Industrials 0.9%