SEC 13F Intelligence

Managers / Q1 2026

MAINSTAY CAPITAL MANAGEMENT LLC /ADV

CIK 0001127612 · 10775 SOUTH SAGINAW ST., BLDG C, SUITE F, GRAND BLANC, MI, 48439 · 8664446246

Reported Value
$1.3B
Q1 2026
Positions
143
Filings on Record
30
2019–present window
Filed
May 12, 2026
original filing

Summary

Mainstay Capital Management Llc /Adv reported $1.3B in U.S.-listed holdings across 143 positions for Q1 2026.

Its largest position, SLV, represents 10.3% of the portfolio.

Compared with Q4 2025, the fund opened 28 new positions and exited 12.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $138MQ4 ’18Q1 ’19: $130MQ2 ’19: $191MQ3 ’19: $181MQ4 ’19: $435MQ4 ’19Q1 ’20: $310MQ2 ’20: $344MQ3 ’20: $382MQ1 ’21: $323MQ1 ’21Q2 ’21: $426MQ3 ’21: $175MQ4 ’21: $331MQ1 ’22: $546MQ1 ’22Q2 ’22: $434MQ3 ’22: $399MQ4 ’22: $450.2BQ1 ’23: $505MQ1 ’23Q2 ’23: $558MQ3 ’23: $473MQ4 ’23: $526MQ1 ’24: $529MQ1 ’24Q2 ’24: $570MQ3 ’24: $597MQ4 ’24: $658MQ1 ’25: $729MQ1 ’25Q2 ’25: $2.0BQ4 ’25: $1.3BQ1 ’26: $1.3Bfilingsflow.com

Portfolio Composition

By security type

Composition data arrives with ticker enrichment.

Quarter-over-Quarter Changes full breakdown →

Holdings — Q1 2026

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#IssuerClass% PortfolioValueShares

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$1.3B143May 12, 202613F-HRchanges · EDGAR ↗
Q4 2025$1.3B127Jan 27, 202613F-HRchanges · EDGAR ↗
Q2 2025$2.0B170Jul 24, 202513F-HRchanges · EDGAR ↗
Q1 2025$729M119May 5, 202513F-HRchanges · EDGAR ↗
Q4 2024$658M105Feb 4, 202513F-HRchanges · EDGAR ↗
Q3 2024$597M120Oct 23, 202413F-HRchanges · EDGAR ↗
Q2 2024$570M111Jul 30, 202413F-HRchanges · EDGAR ↗
Q1 2024$529M115Apr 30, 202413F-HRchanges · EDGAR ↗
Q4 2023$526M116Jan 25, 202413F-HRchanges · EDGAR ↗
Q3 2023$473M91Oct 26, 202313F-HRchanges · EDGAR ↗
Q2 2023$558M104Jul 25, 202313F-HRchanges · EDGAR ↗
Q1 2023$505M106May 3, 202313F-HRchanges · EDGAR ↗
Q4 2022$450.2B109Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$399M99Nov 15, 202213F-HRchanges · EDGAR ↗
Q2 2022$434M103Aug 5, 202213F-HRchanges · EDGAR ↗
Q1 2022$546M117May 10, 202213F-HRchanges · EDGAR ↗
Q4 2021$331M123Feb 15, 202213F-HRchanges · EDGAR ↗
Q3 2021$175M99Nov 12, 202113F-HRchanges · EDGAR ↗
Q2 2021$426M129Aug 6, 202113F-HRchanges · EDGAR ↗
Q1 2021$323M124May 13, 202113F-HRchanges · EDGAR ↗
Q3 2020$382M111Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$344M111Jul 23, 202013F-HRchanges · EDGAR ↗
Q1 2020$310M93Apr 23, 202013F-HRchanges · EDGAR ↗
Q4 2019$435M103Jan 21, 202013F-HRchanges · EDGAR ↗
Q3 2019$181M100Oct 16, 201913F-HRchanges · EDGAR ↗
Q2 2019$191M105Aug 7, 201913F-HRchanges · EDGAR ↗
Q1 2019$130M86Apr 23, 201913F-HRchanges · EDGAR ↗
Q4 2018$138M88Feb 8, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.