MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | TEF | 393K | $1.59M |
 | AEG | 237K | $1.83M |
 | ARCC | 104K | $2.11M |
 | F | 62K | $819.92K |
 | HPQ | 55K | $1.22M |
 | VICI | 48K | $1.34M |
 | SO | 41K | $3.59M |
 | SW | 36K | $1.40M |
 | CNQ | 36K | $1.21M |
 | NVDA | 35K | $6.51M |
 | CSCO | 35K | $2.68M |
 | XOM | 31K | $3.72M |
 | LRCX | 30K | $5.16M |
 | OKE | 25K | $1.84M |
 | SOFI | 24K | $620.60K |
 | MO | 22K | $1.26M |
 | WFC | 20K | $1.88M |
 | GOOG | 20K | $6.15M |
 | KO | 17K | $1.16M |
 | PM | 15K | $2.41M |
Telefónica, S.A.
TEF
Shares Held
393K
Value
$1.59M
Aegon Ltd.
AEG
Shares Held
237K
Value
$1.83M
Ares Capital Corporation
ARCC
Shares Held
104K
Value
$2.11M
Ford Motor Company
F
Shares Held
62K
Value
$819.92K
HP Inc.
HPQ
Shares Held
55K
Value
$1.22M
VICI Properties Inc.
VICI
Shares Held
48K
Value
$1.34M
The Southern Company
SO
Shares Held
41K
Value
$3.59M
Smurfit Westrock Plc
SW
Shares Held
36K
Value
$1.40M
Canadian Natural Resources Limited
CNQ
Shares Held
36K
Value
$1.21M
NVIDIA Corporation
NVDA
Shares Held
35K
Value
$6.51M
Cisco Systems, Inc.
CSCO
Shares Held
35K
Value
$2.68M
Exxon Mobil Corporation
XOM
Shares Held
31K
Value
$3.72M
Lam Research Corporation
LRCX
Shares Held
30K
Value
$5.16M
ONEOK, Inc.
OKE
Shares Held
25K
Value
$1.84M
SoFi Technologies, Inc.
SOFI
Shares Held
24K
Value
$620.60K
Altria Group, Inc.
MO
Shares Held
22K
Value
$1.26M
Wells Fargo & Company
WFC
Shares Held
20K
Value
$1.88M
Alphabet Inc.
GOOG
Shares Held
20K
Value
$6.15M
The Coca-Cola Company
KO
Shares Held
17K
Value
$1.16M
Philip Morris International Inc.
PM
Shares Held
15K
Value
$2.41M