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Portfolio (Quarterly) Guide ↗

CoreCap Advisors, LLC

· CIK 0001902501
13F Portfolio $3.4B AUM 3,174 positions Filed Jul 6, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 405 New 1153 Added 764 Reduced 153 Exited
Page 156 of 159  ·  3,174 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
3101 RZV INVESCO S&P SMALLCAP 600 PURE VALUE ETF $74.0 NEW
3102 PESI PERMA-FIX ENVIRONMENTAL SVCS COM NEW Industrials 5.0 $71.0 $14.20 +24.2%
3103 IEP ICAHN ENTERPRISES LP DEPOSITARY UNIT Industrials 10.0 $71.0 +2.0 +25.0% $7.10 +0.1%
3104 GRAL GRAIL INC COM Healthcare 1.0 $68.0 $68.00 +2.9%
3105 OPTT OCEAN PWR TECHNOLOGIES INC COM NEW Industrials 250.0 $66.0 $0.26 -26.7%
3106 DEUS XTRACKERS RUSSELL US MULTIFACTOR ETF 1.0 $65.0 $65.00 +4.5%
3107 BLACK TITAN CORP ORD SHS 88.0 $65.0 $0.74
3108 TOON KARTOON STUDIOS INC. COM NEW Communication Services 90.0 $64.0 $0.71 -15.3%
3109 LE LANDS END INC NEW COM Consumer Cyclical 6.0 $63.0 NEW $10.50 +17.3%
3110 RJET REPUBLIC AWYS HLDGS INC COM SHS Industrials 3.0 $63.0 $21.00 -3.7%
3111 AMCX AMC GLOBAL MEDIA INC CL A Communication Services 6.0 $60.0 $10.00 +20.9%
3112 GRRR GORILLA TECHNOLOGY GROUP INC SHS NEW Technology 3.0 $60.0 -3.0 -50.0% $20.00 -25.2%
3113 YMAG YIELDMAX MAGNIFICENT 7 FUND OF OPTION INCOME ETFS 5.0 $57.0 $11.40 -1.1%
3114 IMCG ISHARES MORNINGSTAR MID-CAP GROWTH ETF 1.0 $56.0 NEW $56.00 +78.6%
3115 PARR PAR PAC HOLDINGS INC COM NEW Energy 1.0 $56.0 NEW $56.00 +46.6%
3116 SRPT SAREPTA THERAPEUTICS INC COM Healthcare 3.0 $54.0 $18.00 +1.0%
3117 INFINITY NAT RES INC COM CL A 4.0 $51.0 NEW $12.75
3118 JFLX JPMORGAN FLEXIBLE DEBT ETF 1.0 $50.0 $50.00 -0.2%
3119 EDIT EDITAS MEDICINE INC COM Healthcare 15.0 $49.0 $3.27 -13.1%
3120 GLIN VANECK INDIA GROWTH LEADERS ETF 1.0 $47.0 $47.00 -2.4%
Page 156 of 159  ·  3,174 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 30.4%
Financial Services 25.3%
Industrials 11.0%
Consumer Cyclical 6.7%
Healthcare 6.1%
Consumer Defensive 5.5%
Communication Services 4.2%
Energy 4.1%
Utilities 3.9%
Basic Materials 1.7%