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Portfolio (Quarterly) Guide ↗

Flower City Capital

· CIK 0001808394
13F Portfolio $199M AUM 46 positions Filed Apr 14, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 3 New 17 Added 10 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 IVV ISHARES TR 12,253.0 $8.0M 4.01% -146.0 -1.2% $653.21 +15.5%
2 EFA ISHARES TR 57,567.0 $5.6M 2.81% -696.0 -1.2% $97.13 +8.1%
3 SCHX SCHWAB STRATEGIC TR 125,913.0 $3.2M 1.62% -930.0 -0.7% $25.64 +15.2%
4 VEA VANGUARD TAX-MANAGED FDS 24,576.0 $1.6M 0.79% -134.0 -0.5% $64.08 +11.9%
5 VUG VANGUARD INDEX FDS 1,234.0 $539K 0.27% -28.0 -2.2% $436.79 -79.8%
6 SPYM SPDR SERIES TRUST 5,974.0 $457K 0.23% -122.0 -2.0% $76.54 +15.5%
7 IWM ISHARES TR 1,550.0 $384K 0.19% -94.0 -5.7% $248.02 +17.4%
8 VB VANGUARD INDEX FDS 1,308.0 $343K 0.17% -10.0 -0.8% $261.95 +11.8%
9 SCHA SCHWAB STRATEGIC TR 9,113.0 $265K 0.13% -651.0 -6.7% $29.08 +17.5%
10 PGEN PRECIGEN INC Healthcare 20,000.0 $77K 0.04% -1K -4.8% $3.87 +9.6%

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 53.1%
Consumer Cyclical 10.2%
Energy 10.2%
Communication Services 8.3%
Financial Services 4.9%
Healthcare 4.0%
Industrials 3.0%
Utilities 2.2%
Basic Materials 2.2%
Consumer Defensive 1.9%