Carrera Capital Advisors
Top Portfolio Positions
104 positions ·
$159,357,359 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NEE |
Nextera Energy Inc
Utilities
|
82,799 | $7,690,371 | 4.83% | |
| SLV |
iShares Silver Trust
|
110,844 | $7,552,910 | 4.74% | |
| VTR |
Ventas, Inc.
Real Estate
|
79,740 | $6,521,137 | 4.09% | |
| JPM |
Jpmorgan Chase & Co
Financial Services
|
21,003 | $6,178,242 | 3.88% | |
| COP |
Conocophillips
Energy
|
43,318 | $5,717,976 | 3.59% | |
| MT |
ArcelorMittal
Basic Materials
|
107,655 | $5,595,906 | 3.51% | |
| JNJ |
Johnson & Johnson
Healthcare
|
19,651 | $4,803,490 | 3.01% | |
| CVX |
Chevron Corp
Energy
|
22,710 | $4,698,699 | 2.95% | |
| BWA |
Borgwarner Inc
Consumer Cyclical
|
85,553 | $4,642,105 | 2.91% | |
| NMR |
Nomura Holdings Inc
Financial Services
|
575,559 | $4,541,160 | 2.85% |
Portfolio Trend
8 quarters · across all stocks
Holdings in UWMC
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,993,374 | 550,656 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,424,774 | 325,291 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,713,799 | 281,412 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $2,013,604 | 486,378 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $2,628,280 | 481,370 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $1,182,065 | 201,374 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $1,707,143 | 200,369 | Shares | Sole | 2024-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||