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Portfolio (Quarterly) Guide ↗

Towercrest Capital Management

· CIK 0001633288
13F Portfolio $634M AUM 98 positions Filed Jan 21, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 98 New
Page 5 of 5  ·  98 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 VT VANGUARD INTL EQUITY INDEX F 2,365.0 $334K 0.05% NEW $141.06 +8.2%
82 IWP ISHARES TR 2,360.0 $323K 0.05% NEW $136.94 -1.4%
83 NFLX NETFLIX INC Communication Services 3,420.0 $321K 0.05% NEW $93.76 -4.4%
84 LLY ELI LILLY & CO Healthcare 294.0 $316K 0.05% NEW $1074.68 -8.1%
85 COST COSTCO WHSL CORP NEW Consumer Defensive 365.0 $314K 0.05% NEW $861.53 +21.8%
86 BK BANK NEW YORK MELLON CORP Financial Services 2,575.0 $299K 0.05% NEW $116.09 +17.4%
87 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,652.0 $293K 0.05% NEW $80.30 -4.3%
88 GE AEROSPACE 856.0 $264K 0.04% NEW $308.03
89 DIS DISNEY WALT CO Communication Services 2,283.0 $260K 0.04% NEW $113.79 -8.6%
90 LVS LAS VEGAS SANDS CORP Consumer Cyclical 3,850.0 $251K 0.04% NEW $65.09 -22.9%
91 UNH UNITEDHEALTH GROUP INC Healthcare 745.0 $246K 0.04% NEW $330.11 +18.5%
92 SPSB SPDR SER TR 8,063.0 $236K 0.04% NEW $29.28 +2.2%
93 VZ VERIZON COMMUNICATIONS INC Communication Services 5,763.0 $235K 0.04% NEW $40.73 +14.8%
94 PM PHILIP MORRIS INTL INC Consumer Defensive 3,924.0 $226K 0.04% NEW $57.66 +232.1%
95 ISHARES TR 590.0 $220K 0.04% NEW $373.44
96 VXF VANGUARD INDEX FDS 1,011.0 $211K 0.03% NEW $209.09 +6.3%
97 PNC PNC FINL SVCS GROUP INC Financial Services 978.0 $204K 0.03% NEW $208.73 +2.4%
98 HSY HERSHEY CO Consumer Defensive 1,100.0 $200K 0.03% NEW $181.98 +5.4%
Page 5 of 5  ·  98 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
Technology 31.4%
Financial Services 30.2%
Consumer Defensive 13.1%
Communication Services 11.5%
Healthcare 5.8%
Consumer Cyclical 4.7%
Utilities 1.3%
Energy 0.7%
Basic Materials 0.7%
Industrials 0.6%