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Portfolio (Quarterly) Guide ↗

CoreCap Advisors, LLC

· CIK 0001902501
13F Portfolio $2.9B AUM 2,937 positions Filed Apr 7, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 203 New 871 Added 884 Reduced 214 Exited
Page 3 of 11  ·  214 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 QQQX NUVEEN NASDAQ 100 DYNAMIC OVER COM SHS Financial Services 1,000 $29K 0.00% SOLD
42 REV GROUP INC COM 468 $28K 0.00% SOLD
43 AHR AMERICAN HEALTHCARE REIT INC COM SHS Real Estate 563 $26K 0.00% SOLD
44 ESLT ELBIT SYS LTD ORD Industrials 45 $26K 0.00% SOLD
45 FFA FIRST TR ENHANCED EQUITY INCOM COM Financial Services 1,100 $24K 0.00% SOLD
46 XMTR XOMETRY INC CLASS A COM Industrials 400 $24K 0.00% SOLD
47 TRADR 2X LONG ALAB DAILY ETF 1,551 $24K 0.00% SOLD
48 ETG EATON VANCE TX ADV GLBL DIV FD COM Financial Services 1,000 $23K 0.00% SOLD
49 BZ KANZHUN LIMITED SPONSORED ADS Industrials 1,111 $23K 0.00% SOLD
50 EWQ ISHARES MSCI FRANCE ETF 500 $22K 0.00% SOLD
51 DRS LEONARDO DRS INC COM Industrials 658 $22K 0.00% SOLD
52 WAL WESTERN ALLIANCE BANCORP COM Financial Services 266 $22K 0.00% SOLD
53 EWU ISHARES MSCI UNITED KINGDOM ETF 500 $22K 0.00% SOLD
54 NDMO NUVEEN DYNAMIC MUN OPPORTUNITI COM SHS Financial Services 1,971 $20K 0.00% SOLD
55 EOSE EOS ENERGY ENTERPRISES INC COM CL A Industrials 1,731 $20K 0.00% SOLD
56 FTAI AVIATION LTD SHS 100 $20K 0.00% SOLD
57 AMBA AMBARELLA INC SHS Technology 266 $19K 0.00% SOLD
58 MSD MORGAN STANLEY EMKT DBT FD INC COM Financial Services 2,500 $18K 0.00% SOLD
59 WESTERN DIGITAL CORP 3 11/15/2028 4,000 $18K 0.00% SOLD
60 NAGE NIAGEN BIOSCIENCE INC COM NEW Healthcare 2,855 $18K 0.00% SOLD
Page 3 of 11  ·  214 positions
Sector Allocation
Financial Services 29.6%
Technology 22.9%
Industrials 9.4%
Consumer Cyclical 8.1%
Healthcare 7.4%
Consumer Defensive 6.3%
Energy 5.2%
Communication Services 4.9%
Utilities 3.1%
Basic Materials 1.8%