MAINSTAY CAPITAL MANAGEMENT LLC /ADV
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AEG | 238K | $1.72M |
 | ARCC | 102K | $1.84M |
 | VALE | 84K | $1.34M |
 | ASX | 63K | $1.37M |
 | F | 58K | $673.24K |
 | VICI | 47K | $1.28M |
 | SO | 42K | $4.07M |
 | NVDA | 36K | $6.24M |
 | CSCO | 35K | $2.71M |
 | SW | 35K | $1.39M |
 | XOM | 31K | $5.24M |
 | LRCX | 31K | $6.54M |
 | OKE | 25K | $2.26M |
 | SOFI | 24K | $375.48K |
 | MO | 22K | $1.43M |
 | WFC | 21K | $1.64M |
 | GOOG | 20K | $5.64M |
 | KO | 17K | $1.26M |
 | ORLY | 15K | $1.37M |
 | NFLX | 14K | $1.38M |
Aegon Ltd.
AEG
Shares Held
238K
Value
$1.72M
Ares Capital Corporation
ARCC
Shares Held
102K
Value
$1.84M
Vale S.A.
VALE
Shares Held
84K
Value
$1.34M
ASE Technology Holding Co., Ltd.
ASX
Shares Held
63K
Value
$1.37M
Ford Motor Company
F
Shares Held
58K
Value
$673.24K
VICI Properties Inc.
VICI
Shares Held
47K
Value
$1.28M
The Southern Company
SO
Shares Held
42K
Value
$4.07M
NVIDIA Corporation
NVDA
Shares Held
36K
Value
$6.24M
Cisco Systems, Inc.
CSCO
Shares Held
35K
Value
$2.71M
Smurfit Westrock Plc
SW
Shares Held
35K
Value
$1.39M
Exxon Mobil Corporation
XOM
Shares Held
31K
Value
$5.24M
Lam Research Corporation
LRCX
Shares Held
31K
Value
$6.54M
ONEOK, Inc.
OKE
Shares Held
25K
Value
$2.26M
SoFi Technologies, Inc.
SOFI
Shares Held
24K
Value
$375.48K
Altria Group, Inc.
MO
Shares Held
22K
Value
$1.43M
Wells Fargo & Company
WFC
Shares Held
21K
Value
$1.64M
Alphabet Inc.
GOOG
Shares Held
20K
Value
$5.64M
The Coca-Cola Company
KO
Shares Held
17K
Value
$1.26M
O'Reilly Automotive, Inc.
ORLY
Shares Held
15K
Value
$1.37M
Netflix, Inc.
NFLX
Shares Held
14K
Value
$1.38M