Back to Core Alternative Capital

Core Alternative Capital

All holdings · as of Dec 31, 2025

213 positions

CompanyClassValueShares% of portfolio
CrowdStrike Holdings, Inc.$46.4K990.0%
Energy Transfer LPETMLP$43.8K2,6570.0%
MCKESSON CORP$38.6K470.0%
Copart Inc$34.8K8900.0%
BRISTOL MYERS SQUIBB CO$33.4K6200.0%
TransDigm Group Inc.$33.2K250.0%
T-Mobile US, Inc.TMUSCommon Stock$32.7K1610.0%
FLEX LTD.$31.5K5210.0%
LOWES COMPANIES INC$30.1K1250.0%
United Parcel Service Inc$27.8K2800.0%
NetEase, Inc.NTESADR$27.5K2000.0%
MANULIFE FINANCIAL CORP COM NPV ISIN #CA56501R1064 SEDOL #2492519$27.1K7480.0%
ROSS STORES, INC.$27.0K1500.0%
CARRIER GLOBAL Corp$26.8K5080.0%
KLA CORP$25.5K210.0%
Marvell Technology, Inc.$25.5K3000.0%
WEX Inc$25.5K1710.0%
UNILEVER PLC SPONSORED ADS EACH 1 ORD (REV SPT)$23.7K3630.0%
ConocoPhillips$23.4K2500.0%
TYLER TECHNOLOGIES, INC.$22.7K500.0%
EMCOR Group Inc$22.6K370.0%
MASTEC INC$22.6K1040.0%
EOG RESOURCES INC$22.1K2100.0%
CANADIAN PAC KANS CITY LTD ISIN #CA13646K1084 SEDOL #BMBQR09$21.2K2880.0%
CVS HEALTH Corp$21.1K2660.0%
GE HealthCare Technologies Inc.$18.5K2250.0%
Global Partners LP$16.7K4000.0%
ALLIANCEBERNSTEIN HOLDING L.P.ABMLP$15.4K4000.0%
J M SMUCKER Co$14.7K1500.0%
Solstice Advanced Materials Inc.$13.3K2730.0%
Artisan Partners Asset Management Inc$12.2K3000.0%
Duke Energy Corp$12.2K1040.0%
Copa Holdings, S.A.$12.1K1000.0%
ICICI BANK LTDIBNADR$11.9K4000.0%
Viatris Inc$11.5K9220.0%
CANADIAN NATL RY CO COM ISIN #CA1363751027 SEDOL #2180632$9.9K1000.0%
SUNCOR ENERGY INC NEW COM ISIN #CA8672241079 SEDOL #B3NB1P2$9.1K2060.0%
SELECT SECTOR SPDR TRUST STATE STREET TECHNOLOGY SELECT SECTOR SPDR ETF$8.6K600.0%
Alexandria Real Estate Equities Inc$8.6K1750.0%
Chipotle Mexican Grill Inc$7.4K2000.0%
SELECT SECTOR SPDR TRUST STATE STREET ENERGY SELECT SECTOR SPDR ETF$6.7K1500.0%
RIO TINTO ADR EACH REP 1 ORD$6.0K750.0%
Veralto Corp$6.0K600.0%
ALTRIA GROUP, INC.$5.8K1000.0%
TG Therapeutics Inc$5.4K1800.0%
Qnity Electronics, Inc.$5.2K640.0%
Fortive Corp$4.8K870.0%
Nextpower Inc.$4.5K520.0%
SELECT SECTOR SPDR TRUST STATE STREET MATERIALS SELECT SECTOR SPDR ETF$3.4K750.0%
SYSCO CORP$3.4K460.0%
← PrevPage 4 of 5Next →