Carrera Capital Advisors

CIK
2035329
City
TROY
State / Country
MI

Top Portfolio Positions

103 positions · $158,638,559 total · as of Mar 31, 2026
Ticker Company Shares Value (USD) % of Portfolio
NEE
Nextera Energy Inc
Utilities
82,799 $7,690,371 4.85%
SLV
iShares Silver Trust
110,844 $7,552,910 4.76%
VTR
Ventas, Inc.
Real Estate
79,740 $6,521,137 4.11%
JPM
Jpmorgan Chase & Co
Financial Services
21,003 $6,178,242 3.89%
COP
Conocophillips
Energy
43,318 $5,717,976 3.60%
MT
ArcelorMittal
Basic Materials
107,655 $5,595,906 3.53%
JNJ
Johnson & Johnson
Healthcare
19,651 $4,803,490 3.03%
CVX
Chevron Corp
Energy
22,710 $4,698,699 2.96%
BWA
Borgwarner Inc
Consumer Cyclical
85,553 $4,642,105 2.93%
NMR
Nomura Holdings Inc
Financial Services
575,559 $4,541,160 2.86%

Portfolio Trend

8 quarters · across all stocks

Holdings in PPLT

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Shares Held

Position Value (USD)

6 of 6 shown
Report Date Value (USD) Shares
2026-03-31 $1,561,829 8,763
2025-12-31 $1,663,328 8,922
2025-09-30 $1,437,372 10,060
2025-06-30 $3,725,049 30,317
2025-03-31 $2,447,528 26,787
2024-12-31 $1,849,108 22,265