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Portfolio (Quarterly) Guide ↗

Towercrest Capital Management

· CIK 0001633288
13F Portfolio $641.8B AUM 103 positions Filed May 1, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 7 New 42 Added 22 Reduced 2 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 SBUX STARBUCKS CORP Consumer Cyclical 6,751.0 $605K 0.09% NEW $89.59 +18.8%
2 GEV GE VERNOVA INC Utilities 275.0 $240K 0.04% NEW $872.90 +24.9%
3 RTX RTX CORPORATION Industrials 1,170.0 $226K 0.04% NEW $192.87 -8.9%
4 MMM 3M CO Industrials 1,513.0 $220K 0.03% NEW $145.23 -0.1%
5 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 650.0 $220K 0.03% NEW $337.95 +23.6%
6 FDX FEDEX CORP Industrials 611.0 $218K 0.03% NEW $356.18 +6.7%
7 VEU VANGUARD INTL EQUITY INDEX F 2,861.0 $215K 0.03% NEW $75.11 +7.9%

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
Technology 28.9%
Financial Services 28.0%
Consumer Defensive 14.4%
Communication Services 11.0%
Healthcare 6.5%
Consumer Cyclical 5.6%
Industrials 2.0%
Utilities 1.9%
Energy 1.1%
Basic Materials 0.8%