CORA CAPITAL ADVISORS LLC

CIK

1964530

Location

MARLTON, NJ

Portfolio Value

Micro $55,693,575

Diversification

Diversified

Filing Date

Global Rank

#6,711 / 8,605 ▲ 118 · as of Mar 2026

Top Industry

Consumer Electronics 18.4%

3Y Alpha vs SPY

-2.9%

Period ended 3 months ago

Filed Apr 17, 2026 · 3mo

14 quarters · since Dec 2022

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+63.9%

SPY

+76.5%

Annualised alpha

-3.0%

Max drawdown

−20.6%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

63 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

15.6%

−1.3 pts

Top 5

39.2%

−4.2 pts

Top 10

55.5%

−4.1 pts

HHI

497

Diversified−75

Portfolio Trend

14 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	34.3%	$19,087,209	11
Unclassified	15.2%	$8,473,611	7
Financial Services	13.5%	$7,501,856	10
Consumer Cyclical	9.8%	$5,450,871	6
Healthcare	6.9%	$3,816,038	7
Communication Services	5.5%	$3,086,891	5
Energy	3.9%	$2,163,395	3
Utilities	3.7%	$2,040,003	5
Industrials	3.6%	$1,999,029	5
Consumer Defensive	3.5%	$1,968,334	3
Real Estate	0.2%	$106,338	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

25 positions

Ticker	Company	Δ Shares	Shares	Value
ETHA	iShares Ethereum Trust ETF	+51,033	60,804	$962,527
OCGN	Ocugen, Inc.	+14,577	44,720	$80,943
BITB	Bitwise Bitcoin ETF	+2,350	6,883	$253,363
NVDA	Nvidia Corp	+992	15,799	$2,755,345
XOM	Exxon Mobil Corp	+640	10,106	$1,714,583
BRK-B	Berkshire Hathaway Inc	+523	2,246	$1,076,283
AMZN	Amazon Com Inc	+511	16,359	$3,407,088
MSFT	Microsoft Corp	+293	9,487	$3,511,802
AMD	Advanced Micro Devices Inc	+289	7,902	$1,607,503
CMCSA	Comcast Corp	+218	11,231	$322,442
ABBV	AbbVie Inc.	+208	1,876	$408,011
AVGO	Broadcom Inc.	+207	2,399	$742,514
MU	Micron Technology Inc	+165	941	$317,907
CSCO	Cisco Systems, Inc.	+107	5,412	$419,917
MRK	Merck & Co., Inc.	+96	4,970	$597,841
REGN	Regeneron Pharmaceuticals, Inc.	+95	359	$277,377
C	Citigroup Inc	+78	2,609	$295,886
EXC	Exelon Corp	+75	12,172	$596,671
LLY	ELI LILLY & Co	+66	1,343	$1,235,251
META	Meta Platforms, Inc.	+62	2,155	$1,232,940
GOOGL	Alphabet Inc.	+59	4,055	$1,166,055
NEE	Nextera Energy Inc	+45	2,926	$271,766
ETN	Eaton Corp plc	+31	712	$254,661
RTX	RTX Corp	+28	3,022	$582,943
TJX	Tjx Companies Inc /De/	+27	1,638	$261,588
No positions match the current search.

Trimmed

Positions the filer reduced

17 positions

Ticker	Company	Δ Shares	Shares	Value
BAC	Bank Of America Corp /De/	−296	7,346	$358,117
AAPL	Apple Inc.	−274	34,326	$8,711,595
CEG	Constellation Energy Corp	−258	2,160	$603,180
PG	PROCTER & GAMBLE Co	−217	8,470	$1,223,406
WMT	Walmart Inc.	−202	3,284	$408,135
JPM	Jpmorgan Chase & Co	−192	8,831	$2,597,726
JNJ	Johnson & Johnson	−146	3,401	$831,340
NFLX	Netflix Inc	−105	2,124	$204,222
GE	General Electric Co	−100	850	$241,204
QQQ	Invesco Qqq Trust, Series 1	−68	5,968	$3,444,610
HD	Home Depot, Inc.	−53	2,871	$944,243
TSLA	Tesla, Inc.	−29	1,230	$457,252
COST	Costco Wholesale Corp /New	−23	338	$336,793
UBER	Uber Technologies, Inc	−8	5,654	$406,692
V	Visa Inc.	−5	3,796	$1,147,303
AMAT	Applied Materials Inc /De	−4	850	$290,521
SPY	Spdr S&P 500 ETF Trust	−3	2,727	$1,773,477
No positions match the current search.

New Positions

Positions the filer opened this quarter

9 positions

Ticker	Company	Shares	Value
IBIT	iShares Bitcoin Trust ETF	36,199	$1,390,765
SLV	iShares Silver Trust	5,639	$384,241
GLD	Spdr Gold Trust	615	$264,628
TSM	Taiwan Semiconductor Manufacturing Co Ltd	725	$245,013
GEV	GE Vernova Inc.	277	$241,793
CVX	Chevron Corp	1,104	$228,417
VLO	Valero Energy Corp/Tx	892	$220,395
SLMT	Brera Holdings PLC	10,000	$78,400
PTON	Peloton Interactive, Inc.	10,066	$43,183
No positions match the current search.

Sold Out

Positions the filer fully exited

7 positions

Ticker	Company	Shares	Value
ORCL	Oracle Corp	1,225	$238,764
ACN	Accenture plc	877	$235,299
WFC	Wells Fargo & Company/Mn	2,389	$222,654
SHOP	Shopify Inc.	1,316	$211,836
UNH	Unitedhealth Group Inc	628	$207,309
VZ	Verizon Communications Inc	4,998	$203,568
CRM	Salesforce, Inc.	765	$202,656
No positions match the current search.

Portfolio Positions

Compact Export CSV View 13F filing

63 positions · $55,693,575 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Energy Financial Services Healthcare Industrials Real Estate Technology Utilities

Showing 1–50 of 63 positions by value · page 1 of 2

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
AAPL	Apple Inc. Technology	Reduced	34,326	-274	$8,711,595	−7.4%	15.64%
MSFT	Microsoft Corp Technology	Added	9,487	+293	$3,511,802	−21.0%	6.31%
QQQ	Invesco Qqq Trust, Series 1	Reduced	5,968	-68	$3,444,610	−7.1%	6.18%
AMZN	Amazon Com Inc Consumer Cyclical	Added	16,359	+511	$3,407,088	−6.9%	6.12%
NVDA	Nvidia Corp Technology	Added	15,799	+992	$2,755,345	−0.2%	4.95%
JPM	Jpmorgan Chase & Co Financial Services	Reduced	8,831	-192	$2,597,726	−10.7%	4.66%
SPY	Spdr S&P 500 ETF Trust	Reduced	2,727	-3	$1,773,477	−4.7%	3.18%
XOM	Exxon Mobil Corp Energy	Added	10,106	+640	$1,714,583	+50.5%	3.08%
AMD	Advanced Micro Devices Inc Technology	Added	7,902	+289	$1,607,503	−1.4%	2.89%
IBIT	iShares Bitcoin Trust ETF	NEW	36,199	NEW	$1,390,765	NEW	2.50%
LLY	ELI LILLY & Co Healthcare	Added	1,343	+66	$1,235,251	−10.0%	2.22%
META	Meta Platforms, Inc. Communication Services	Added	2,155	+62	$1,232,940	−10.8%	2.21%
PG	PROCTER & GAMBLE Co Consumer Defensive	Reduced	8,470	-217	$1,223,406	−1.7%	2.20%
GOOGL	Alphabet Inc. Communication Services	Added	4,055	+59	$1,166,055	−6.8%	2.09%
V	Visa Inc. Financial Services	Reduced	3,796	-5	$1,147,303	−13.9%	2.06%
BRK-B	Berkshire Hathaway Inc Financial Services	Added	2,246	+523	$1,076,283	+24.3%	1.93%
MTB	M&T Bank Corp Financial Services	Added	5,143	+12	$1,063,160	+2.8%	1.91%
ETHA	iShares Ethereum Trust ETF	Added	60,804	+51,033	$962,527	+339.2%	1.73%
HD	Home Depot, Inc. Consumer Cyclical	Reduced	2,871	-53	$944,243	−6.2%	1.70%
JNJ	Johnson & Johnson Healthcare	Reduced	3,401	-146	$831,340	+13.3%	1.49%
AVGO	Broadcom Inc. Technology	Added	2,399	+207	$742,514	−2.1%	1.33%
UPS	United Parcel Service Inc Industrials	Added	6,896	+22	$678,428	−0.5%	1.22%
CEG	Constellation Energy Corp Utilities	Reduced	2,160	-258	$603,180	−29.4%	1.08%
MRK	Merck & Co., Inc. Healthcare	Added	4,970	+96	$597,841	+16.5%	1.07%
EXC	Exelon Corp Utilities	Added	12,172	+75	$596,671	+13.2%	1.07%
RTX	RTX Corp Industrials	Added	3,022	+28	$582,943	+6.2%	1.05%
TSLA	Tesla, Inc. Consumer Cyclical	Reduced	1,230	-29	$457,252	−19.2%	0.82%
CSCO	Cisco Systems, Inc. Technology	Added	5,412	+107	$419,917	+2.8%	0.75%
WMT	Walmart Inc. Consumer Defensive	Reduced	3,284	-202	$408,135	+5.1%	0.73%
ABBV	AbbVie Inc. Healthcare	Added	1,876	+208	$408,011	+7.1%	0.73%
UBER	Uber Technologies, Inc Technology	Reduced	5,654	-8	$406,692	−12.1%	0.73%
AMGN	Amgen Inc Healthcare	Added	1,095	+9	$385,275	+8.4%	0.69%
SLV	iShares Silver Trust	NEW	5,639	NEW	$384,241	NEW	0.69%
TY	TRI-CONTINENTAL Corp Financial Services	Held	11,981	0	$378,479	−3.3%	0.68%
BAC	Bank Of America Corp /De/ Financial Services	Reduced	7,346	-296	$358,117	−14.8%	0.64%
ED	Consolidated Edison Inc Utilities	Added	3,151	+10	$356,630	+14.3%	0.64%
MCD	Mcdonalds Corp Consumer Cyclical	Added	1,086	+17	$337,517	+3.3%	0.61%
COST	Costco Wholesale Corp /New Consumer Defensive	Reduced	338	-23	$336,793	+8.2%	0.60%
CMCSA	Comcast Corp Communication Services	Added	11,231	+218	$322,442	+4.5%	0.58%
MU	Micron Technology Inc Technology	Added	941	+165	$317,907	+43.5%	0.57%
C	Citigroup Inc Financial Services	Added	2,609	+78	$295,886	+0.2%	0.53%
AMAT	Applied Materials Inc /De Technology	Reduced	850	-4	$290,521	+32.4%	0.52%
REGN	Regeneron Pharmaceuticals, Inc. Healthcare	Added	359	+95	$277,377	+36.1%	0.50%
NEE	Nextera Energy Inc Utilities	Added	2,926	+45	$271,766	+17.5%	0.49%
GLD	Spdr Gold Trust	NEW	615	NEW	$264,628	NEW	0.48%
TJX	Tjx Companies Inc /De/ Consumer Cyclical	Added	1,638	+27	$261,588	+5.7%	0.47%
ETN	Eaton Corp plc Industrials	Added	712	+31	$254,661	+17.4%	0.46%
BITB	Bitwise Bitcoin ETF	Added	6,883	+2,350	$253,363	+17.5%	0.45%
TSM	Taiwan Semiconductor Manufacturing Co Ltd Technology	NEW	725	NEW	$245,013	NEW	0.44%
BX	Blackstone Inc. Financial Services	Added	2,127	+11	$244,583	−25.0%	0.44%