Fund HoldingsMAINSTAY CAPITAL MANAGEMENT LLC /ADV

Total Portfolio Value
$1.35B
Total Bought
$286.25M
Total Sold
$371.04M
Net Transaction
-$84.79M
Filing Period:
Securities
SharesValue ($K)
Q1 2026
Q2 2026
Change
Q1 2026
Q2 2026
Weight (%)
Change
HARBOR ETF TRUST
COMM ALL WEA ETF
03,317,519+3,317,519097,3367.20%+97,336
ISHARES TR
MSCI USA VALUE
267,154588,750+321,59637,987117,6388.71%+79,652
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
154,458249,211+94,75336,70275,5045.59%+38,801
TIDAL TRUST II
ROUNDHILL GENER
997,326992,705-4,62161,68597,9607.25%+36,276
TIDAL TRUST III
VIST ARTI IN ETF
0338,658+338,658028,8912.14%+28,891
FIRST TR EXCHANGE TRADED FD
NASD TECH DIV
687,584695,257+7,67364,39979,8715.91%+15,472
EA SERIES TRUST
FREEDOM 100 EM
1,823,2161,563,268-259,94899,639113,9628.43%+14,323
SPDR SERIES TRUST
ST STR P500GRW
913,898857,497-56,40189,480102,0347.55%+12,554
TAIWAN SEMICONDUCTOR MANUFAC(TSM)1,2487,386+6,1384223,5270.26%+3,106
INVESCO EXCH TRADED FD TR II3,84721,528+17,6813873,4780.26%+3,090
AMPHENOL CORP013,157+13,15702,3200.17%+2,320
ETF SER SOLUTIONS
US GLOB DEFE ETF
064,562+64,56202,2260.16%+2,226
LAM RESEARCH CORP(LRCX)30,59619,851-10,7456,5378,6020.64%+2,065
ASE TECHNOLOGY HLDG CO LTD(ASX)63,12561,659-1,4661,3692,7820.21%+1,414
NVIDIA CORPORATION(NVDA)35,75437,909+2,1556,2367,5850.56%+1,350
CATERPILLAR INC(CAT)4,4004,152-2483,1174,4210.33%+1,304
CISCO SYS INC(CSCO)34,89034,028-8622,7073,9970.30%+1,290
NOMURA ETF TR31,17833,691+2,5131,4062,4550.18%+1,049
TEXAS INSTRS INC(TXN)8,2478,101-1461,6012,4150.18%+814
GOLDMAN SACHS GROUP INC(GS)2,9873,037+502,5273,0720.23%+545
APPLE INC(AAPL)12,12612,413+2873,0773,5920.27%+514
APPLIED MATLS INC1,4301,361-694899840.07%+495
INTERNATIONAL BUSINESS MACHS(IBM)8,1928,683+4911,9862,4420.18%+456
MICROSOFT CORP(MSFT)5,9807,087+1,1072,2142,6440.20%+430
ISHARES TR9,0068,870-1363,2113,6320.27%+421
CVS HEALTH CORP(CVS)12,67612,817+1419101,3260.10%+416
AMAZON COM INC(AMZN)12,85012,930+802,6763,0820.23%+405
COPA HOLDINGS SA(CPA)9,1499,253+1041,0391,4390.11%+400
JPMORGAN CHASE & CO(JPM)11,60611,642+363,4143,8110.28%+397
ELI LILLY & CO(LLY)1,6181,557-611,4881,8670.14%+379
EXCHANGE TRADED CONCEPTS TRU96,61996,534-855,0315,4060.40%+375
EATON CORP PLC(ETN)0787+78703350.02%+335
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
22,15322,097-561,6661,9910.15%+325
ISHARES TR3,8477,053+3,2063877100.05%+323
TESLA INC(TSLA)0759+75903190.02%+319
INVESCO EXCHANGE TRADED FD T
S&P SML600 GWT
19,65419,65401,1201,4290.11%+309
AEGON LTD(AEG)237,545240,295+2,7501,7252,0280.15%+304
BANK OF NY MELLON CORP12,52712,245-2821,4861,7710.13%+285
QNITY ELECTRONICS INC(Q)01,699+1,69902770.02%+277
MICRON TECHNOLOGY INC(MU)0240+24002770.02%+277
SMURFIT WESTROCK PLC(SW)34,75935,806+1,0471,3851,6560.12%+271
ADVANCED MICRO DEVICES INC(AMD)0443+44302570.02%+257
GOLDMAN SACHS ETF TR01,360+1,36002570.02%+257
FIRST TR EXCHANGE-TRADED FD01,242+1,24202560.02%+256
VANGUARD INDEX FDS01,166+1,16602540.02%+254
GE AEROSPACE(GE)0677+67702530.02%+253
INVESCO ACTIVELY MANAGED EXC
VAR RATE INVT
16,81226,332+9,5204216600.05%+239
APPLOVIN CORP(APP)0464+46402390.02%+239
PHILIP MORRIS INTL INC(PM)14,19914,290+912,3482,5850.19%+238
INVESCO EXCH TRADED FD TR II3,84728,783+24,9363876230.05%+236
VANGUARD INDEX FDS2,2642,296+321,3531,5770.12%+224
TRANSDIGM GROUP INC(TDG)2,3852,241-1442,7642,9850.22%+221
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,154+1,15402200.02%+220
BROADCOM INC(AVGO)1,4861,795+3094606780.05%+218
KRANESHARES TRUST13,72013,72004506430.05%+194
VISA INC(V)6,6526,395-2572,0112,1940.16%+184
DELTA AIR LINES INC(DAL)6,5436,530-134356120.05%+177
ISHARES TR9,34310,697+1,3549921,1510.09%+159
ISHARES TR1,7441,897+1534335700.04%+137
INVESCO EXCHANGE TRADED FD T
S&P MDCP MOMNTUM
6,6506,359-2919641,0820.08%+118
FORD MTR CO(F)58,34056,116-2,2246737800.06%+107
MONOLITHIC PWR SYS INC(MPWR)443427-164845900.04%+106
ISHARES TR11,05411,260+2061,0741,1700.09%+96
ARES CAPITAL CORP(ARCC)102,310104,633+2,3231,8441,9390.14%+95
AMERICAN ELEC PWR CO INC13,36613,493+1271,7521,8460.14%+94
STATE STR SPDR S&P 500 ETF T(SPY)479541+623124040.03%+92
COCA COLA CO(KO)16,56616,597+311,2601,3490.10%+89
WISDOMTREE TR(WT)5,8495,84909281,0150.08%+87
AMGEN INC(AMGN)5,0415,131+901,7741,8580.14%+84
ISHARES TR7,1457,14504064890.04%+83
INVESCO QQQ TR578550-283344050.03%+72
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
6,2966,29603864550.03%+69
UNITED STS COMMODITY INDEX F(CPER)19,20919,158-516617230.05%+61
J P MORGAN EXCHANGE TRADED F
INTL BD OPP ETF
13,86514,824+9596637170.05%+54
DOMINION ENERGY INC(D)7,9597,95904925440.04%+51
ALTRIA GROUP INC(MO)21,67520,586-1,0891,4301,4810.11%+51
ISHARES TR2,3252,32502222720.02%+50
SCHWAB STRATEGIC TR9,6949,174-5202823310.02%+50
ABBVIE INC(ABBV)1,2841,299+152793270.02%+48
SCHWAB STRATEGIC TR17,00416,411-5934364830.04%+47
FIRST SOLAR INC(FSLR)1,5671,504-633093550.03%+46
ISHARES TR1,9502,100+1502172610.02%+44
SOUTHERN CO(SO)42,20242,960+7584,0734,1120.30%+38
SOFI TECHNOLOGIES INC(SOFI)23,64522,961-6843754120.03%+36
INVESCO EXCHANGE TRADED FD T
ZACKS MID CAP
2,7932,79303083420.03%+35
ALPHABET INC(GOOG)1,075956-1193093420.03%+33
MERCK & CO INC(MRK)3,4143,434+204114410.03%+31
ISHARES TR
MSCI INTL VLU FT
8,6738,67303443630.03%+19
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
2,7292,72902933110.02%+18
ORACLE CORP(ORCL)2,2912,397+1063373510.03%+14
SPROUTS FMRS MKT INC(SFM)3,3203,185-1352562690.02%+13
GLOBAL X FDS
GLOBAL X COPPER
8,0108,007-36126160.05%+5
VANECK ETF TRUST
PREFERRED SECURT
12,67012,67002222260.02%+4
COLUMBIA ETF TR I
DIVERSIFID FXD
32,90932,919+105955980.04%+3
ETFIS SER TR I
VIRTUS REAVES UT
2,6392,608-312112130.02%+2
INVESCO ACTIVELY MANAGED EXC
TOTAL RETURN
11,47211,490+185375390.04%+1
ISHARES TR2,8262,82602252260.02%+1
VICTORY PORTFOLIOS II
SHORT TRM BD ETF
18,48018,488+89359360.07%+1
PIMCO ETF TR
ACTIVE BD ETF
2,5462,54602352350.02%-0
INVESCO EXCH TRADED FD TR II
SR LN ETF
10,38710,38702122120.02%-0
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MAINSTAY CAPITAL MANAGEMENT LLC /ADV — 13F Holdings — Q2 2026 | TickerTrail