SEC 13F Intelligence

Managers / Q1 2026

Carrera Capital Advisors

CIK 0002035329 · 901 WILSHIRE DRIVE, SUITE 565, TROY, MI, 48084-5611 · 248-362-5009

Reported Value
$649M
Q1 2026
Positions
188
Filings on Record
8
2019–present window
Filed
May 4, 2026
original filing

Summary

Carrera Capital Advisors reported $649M in U.S.-listed holdings across 188 positions for Q1 2026.

The portfolio is heavily concentrated: XHLF alone accounts for 21.9% of reported value.

Compared with Q4 2025, the fund opened 30 new positions and exited 13.

Reported Value by Quarter

13F Reported Value
Q2 ’24: $306MQ2 ’24Q3 ’24: $409MQ3 ’24Q4 ’24: $427MQ4 ’24Q1 ’25: $451MQ1 ’25Q2 ’25: $497MQ2 ’25Q3 ’25: $557MQ3 ’25Q4 ’25: $595MQ4 ’25Q1 ’26: $649MQ1 ’26filingsflow.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$649M188May 4, 202613F-HRchanges · EDGAR ↗
Q4 2025$595M171Jan 30, 202613F-HRchanges · EDGAR ↗
Q3 2025$557M151Nov 4, 202513F-HRchanges · EDGAR ↗
Q2 2025$497M143Jul 31, 202513F-HRchanges · EDGAR ↗
Q1 2025$451M148May 7, 202513F-HRchanges · EDGAR ↗
Q4 2024$427M137Feb 6, 202513F-HRchanges · EDGAR ↗
Q3 2024$409M108Nov 5, 202413F-HRchanges · EDGAR ↗
Q2 2024$306M85Aug 27, 202413F-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 ↗.