MAINSTAY CAPITAL MANAGEMENT LLC /ADV Q2 2025 Filing
Filed July 24, 2025
Portfolio Value
$2.0T
Holdings
138
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (138 positions)
| Stock | Value |
|---|---|
CRWDCROWDSTRIKE HLDGS INC | $468.6M |
CROXCROCS INC | $460.8M |
BKLNINVESCO EXCH TRADED FD TR II | $460.5M |
AMATAPPLIED MATLS INC | $459.5M |
PFXFVANECK ETF TRUST | $458.7M |
FSLRFIRST SOLAR INC | $455.9M |
BTCGRAYSCALE BITCOIN MINI TR ET | $449.7M |
IOOISHARES TR | $444.4M |
CITHE CIGNA GROUP | $434.4M |
IUSINVESCO EXCH TRD SLF IDX FD | $434.0M |
PIZINVESCO EXCH TRADED FD TR II | $418.6M |
FTSLFIRST TR EXCHANGE-TRADED FD | $414.4M |
ORCLORACLE CORP | $411.9M |
GSUSGOLDMAN SACHS ETF TR | $405.1M |
DUKDUKE ENERGY CORP NEW | $403.2M |
NVONOVO-NORDISK A S | $402.9M |
TMUST-MOBILE US INC | $398.4M |
PSLV/USPROTT PHYSICAL SILVER TR | $382.1M |
ACGLARCH CAP GROUP LTD | $362.9M |
IPKWINVESCO EXCH TRADED FD TR II | $342.0M |
SLBSCHLUMBERGER LTD | $330.8M |
GEGE AEROSPACE | $317.6M |
SMCISUPER MICRO COMPUTER INC | $317.6M |
NEENEXTERA ENERGY INC | $305.4M |
PCYINVESCO EXCH TRADED FD TR II | $301.8M |
IVWISHARES TR | $292.4M |
MPLXMPLX LP | $285.8M |
VOOVANGUARD INDEX FDS | $269.2M |
HDHOME DEPOT INC | $263.2M |
AMRALPHA METALLURGICAL RESOUR I | $263.0M |
SUSUNCOR ENERGY INC NEW | $262.1M |
CTVACORTEVA INC | $256.2M |
BIDUNBAIDU INC | $253.3M |
DDDUPONT DE NEMOURS INC | $225.5M |
MCHPMICROCHIP TECHNOLOGY INC. | $225.2M |
ABTABBOTT LABS | $222.0M |
TSCOTRACTOR SUPPLY CO | $216.1M |
AEMAGNICO EAGLE MINES LTD | $214.8M |
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