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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
Page 5 of 6  ·  103 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 C CITIGROUP INC Financial Services 2,939.0 $333K 0.05% $113.41 +8.8%
82 VT VANGUARD INTL EQUITY INDEX F 2,365.0 $327K 0.05% $138.33 +11.0%
83 BK BANK NEW YORK MELLON CORP Financial Services 2,575.0 $305K 0.05% $118.63 +13.8%
84 IWP ISHARES TR 2,360.0 $302K 0.05% $128.12 +6.2%
85 VZ VERIZON COMMUNICATIONS INC Communication Services 5,965.0 $299K 0.05% +202.0 +3.5% $50.20 -6.2%
86 PEG PUBLIC SVC ENTERPRISE GRP IN Utilities 3,652.0 $296K 0.05% $80.95 -4.0%
87 LLY ELI LILLY & CO Healthcare 319.0 $293K 0.05% +25.0 +8.5% $919.77 +9.5%
88 GE AEROSPACE 1,021.0 $290K 0.04% +165.0 +19.3% $283.77
89 TSLA TESLA INC Consumer Cyclical 758.0 $282K 0.04% -40.0 -5.0% $371.75 +19.2%
90 PM PHILIP MORRIS INTL INC Consumer Defensive 3,924.0 $259K 0.04% $65.99 +190.7%
91 SPSB SPDR SER TR 8,237.0 $240K 0.04% +174.0 +2.2% $29.18 +2.6%
92 GEV GE VERNOVA INC Utilities 275.0 $240K 0.04% NEW $872.90 +24.9%
93 HSY HERSHEY CO Consumer Defensive 1,100.0 $229K 0.04% $207.89 -8.5%
94 RTX RTX CORPORATION Industrials 1,170.0 $226K 0.04% NEW $192.87 -8.9%
95 DIS DISNEY WALT CO Communication Services 2,283.0 $220K 0.03% $96.40 +9.4%
96 MMM 3M CO Industrials 1,513.0 $220K 0.03% NEW $145.23 -0.1%
97 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 650.0 $220K 0.03% NEW $337.95 +23.6%
98 FDX FEDEX CORP Industrials 611.0 $218K 0.03% NEW $356.18 +6.7%
99 VEU VANGUARD INTL EQUITY INDEX F 2,861.0 $215K 0.03% NEW $75.11 +7.9%
100 ISHARES TR 590.0 $210K 0.03% $356.56
Page 5 of 6  ·  103 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 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%