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MAINSTAY CAPITAL MANAGEMENT LLC /ADV 13F portfolio summary

MAINSTAY CAPITAL MANAGEMENT LLC /ADV of MAINSTAY CAPITAL MANAGEMENT LLC /ADV has 143 current stock holdings with a reported portfolio value of $1.30B. The portfolio 1 year return is +23.69%. Top holdings include SPY (0.00%), QQQ (0.00%), PFXF (0.00%), CPER (0.00%), SLV (10.29%).

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MAINSTAY CAPITAL MANAGEMENT LLC /ADV

MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Latest filing: 2026-03-31

MAINSTAY CAPITAL MANAGEMENT LLC /ADV runs MAINSTAY CAPITAL MANAGEMENT LLC /ADV and currently holds 143 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $1.30B. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. MAINSTAY CAPITAL MANAGEMENT LLC /ADV ranks #765 out of 1000 investors tracked based on their composite Alpha Score. Over the past year, MAINSTAY CAPITAL MANAGEMENT LLC /ADV's portfolio at MAINSTAY CAPITAL MANAGEMENT LLC /ADV has delivered returns of +23.69%. Their 3-year annualized return is +59.29%. Looking at the 5-year horizon, MAINSTAY CAPITAL MANAGEMENT LLC /ADV has achieved +55.37% annualized returns at MAINSTAY CAPITAL MANAGEMENT LLC /ADV.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+23.69%
#520/1000
3 Year
+59.29%
#679/1000
5 Year
+55.37%
#776/1000

Portfolio Value

$1.30B

Alpha Score

44.8

#765 of 1000

Holdings

143

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change