ProCore Advisors, LLC

CIK 2085963 · View on SEC EDGAR ↗

Portfolio value
$80.7M
#8,488 of 9,443 by 13F value · top 89.9%
Positions
84
As of
June 30, 2026

Portfolio value QoQ: +23.8% 13F does not disclose cash

Top 10 holdings weight
54.57%
Top 25 holdings weight
73.35%
Positions above 1%
22
Effective number of positions
9.7

Based on 13F long-equity holdings only (cash, bonds, shorts not disclosed)

Turnover Q2 2026: 2.37% Est. buys $6,686,641 · sells $1,729,603

New positions
15
Increased
41
Decreased
21
Closed
4
On this page

Sector breakdown

Materials
30.3%
Technology
16.2%
Communication Services
4.2%
Healthcare
2.6%
Industrials
2.3%
Financials
2.1%
Retail
1.7%
Financial Services
1.4%
Consumer Discretionary
0.6%
Real Estate
0.5%
Energy
0.4%
Utilities
0.4%
Communications
0.3%
N/A
0.2%
Other/Unmapped
36.9%

Full portfolio 84 positions

Type Streak 8Q trend
RS Reliance, Inc. Common Stock $24,492,902 30.35% 65,559 $4,629,321 Up ×2
FLXR TCW Flexible Income ETF $4,088,072 5.07% 104,261 $340,120 Up ×2
DFSD $2,734,043 3.39% 57,258 $22,083 Up ×1
DFCF $2,195,461 2.72% 52,013 $81,402 Up ×2
LMBS First Trust Low Duration Opportunities ETF $2,028,098 2.51% 40,741 $149,338 Up ×2
NVDA NVIDIA Corporation - Common Stock $1,988,898 2.46% 9,940 $248,614 Down ×1
CGMS $1,957,785 2.43% 71,635 $22,002 Up ×1
JQUA $1,607,179 1.99% 22,235 $250,547 Up ×1
DFIV $1,522,244 1.89% 28,179 $83,819 Up ×2
CGDV $1,427,292 1.77% 28,963 $242,737 Up ×1
GOOG Alphabet Inc. - Class C Capital Stock $1,360,653 1.69% 3,851 $257,560 Up ×1
AMZN Amazon.com, Inc. - Common Stock $1,336,021 1.66% 5,606 $214,706 Up ×1
AMAT Applied Materials, Inc. - Common Stock $1,285,498 1.59% 1,778 $635,383 Down ×2
CGCP $1,203,771 1.49% 54,005 $-179,187 Down ×2
MU Micron Technology, Inc. - Common Stock $1,156,979 1.43% 1,002 $839,080 Up ×1
AAPL Apple Inc. - Common Stock $1,084,480 1.34% 3,748 $138,038 Up ×1
META Meta Platforms, Inc. - Class A Common Stock $991,442 1.23% 1,760 $7,371 Up ×2
AMD Advanced Micro Devices, Inc. - Common Stock $973,981 1.21% 1,677 $625,960 Down ×1
AVUV $928,065 1.15% 7,439 $161,173 Up ×1
LLY Eli Lilly and Company Common Stock $908,076 1.13% 756 $238,347 Up ×1
CB Chubb Limited Common Stock $859,346 1.06% 2,522 $30,506 Down ×2
TSM Taiwan Semiconductor Manufacturing Company Ltd. $809,594 1.00% 1,695 $228,141 Down ×2
MSFT Microsoft Corporation - Common Stock $773,195 0.96% 2,073 $11,771 Up ×1
CGGR $767,635 0.95% 16,263 $164,159 Up ×2
DUSB $717,549 0.89% 14,130 $-179,898 Down ×2
LRCX Lam Research Corporation - Common Stock $670,141 0.83% 1,546 $369,308 Up ×2
GOOGL Alphabet Inc. - Class A Common Stock $668,639 0.83% 1,871 $137,228 Up ×1
MRVL Marvell Technology, Inc. - Common Stock $657,308 0.81% 2,207 $432,339 Down ×1
CGMU $652,550 0.81% 23,755 $7,602
JMST $596,700 0.74% 11,700 $234
AVMV $549,321 0.68% 6,821 $84,882 Up ×1
GLD $547,413 0.68% 1,486 $-208,607 Down ×2
ACMR ACM Research, Inc. - Class A Common Stock $534,180 0.66% 4,210 Up ×1
QDPL $485,179 0.60% 10,765 $73,877 Up ×1
GLW Corning Incorporated Common Stock $473,312 0.59% 1,853 $202,324 Down ×1
ALAB Astera Labs, Inc. - Common Stock $469,612 0.58% 972 Up ×1
EVMO $467,263 0.58% 9,347 $-12,555 Down ×2
AFL AFLAC Incorporated Common Stock $453,271 0.56% 3,866 $29,226 Up ×1
TSLA Tesla, Inc. - Common Stock $446,228 0.55% 1,061 $63,325 Up ×1
XLK XLK $432,703 0.54% 2,272 $156,459 Up ×1
O Realty Income Corporation Common Stock $431,141 0.53% 6,958 $-5,121 Down ×2
ITA ITA $428,962 0.53% 1,769 $68,848 Up ×2
PANW Palo Alto Networks, Inc. - Common Stock $427,677 0.53% 1,254 Up ×1
AXP American Express Company Common Stock $421,218 0.52% 1,245 $41,918 Down ×1
V Visa Inc. $419,942 0.52% 1,224 $103,799 Up ×2
PAVE $417,132 0.52% 7,080 $79,968 Up ×1
RMBS Rambus, Inc. - Common Stock $401,046 0.50% 3,021 $132,360 Down ×2
VCV Invesco California Value Municipal Income Trust Common Stock $394,633 0.49% 36,574 $12,800
ASIC Ategrity Specialty Insurance Company Holdings Common Stock $394,390 0.49% 16,406 $116,143 Up ×1
CIBR First Trust NASDAQ Cybersecurity ETF $391,579 0.49% 4,358 $166,786 Up ×1
UBER Uber Technologies, Inc. Common Stock $370,531 0.46% 5,135 $99,831 Up ×2
IXC $354,227 0.44% 7,210 $70,555 Up ×1
KLAC KLA Corporation - Common Stock $348,777 0.43% 1,156 Up ×1
SEI Solaris Energy Infrastructure, Inc. Class A Common Stock $347,938 0.43% 4,324 $88,753 Down ×1
NOBL $346,507 0.43% 6,170 $4,625 Up ×1
NFLX Netflix, Inc. - Common Stock $344,866 0.43% 4,830 $-53,784 Up ×2
TMO Thermo Fisher Scientific Inc Common Stock $332,903 0.41% 664 $-12,151 Down ×2
TRFK $327,782 0.41% 3,072 Up ×1
IEMG $309,165 0.38% 3,732 Up ×1
MA Mastercard Incorporated Common Stock $301,402 0.37% 587
HCA HCA Healthcare, Inc. Common Stock $290,721 0.36% 746 $-53,903 Up ×1
A Agilent Technologies, Inc. Common Stock $290,334 0.36% 2,186 $72,176 Up ×2
ZBRA Zebra Technologies Corporation - Class A Common Stock $286,958 0.36% 1,090 $60,462 Up ×1
APLD Applied Digital Corporation - Common Stock $286,345 0.35% 7,677
SRE DBA Sempra Common Stock $285,547 0.35% 3,080 $-13,737
CSCO Cisco Systems, Inc. - Common Stock $272,800 0.34% 2,322 $59,229 Down ×2
SPY SPY $271,824 0.34% 364 $41,604 Up ×1
MPWR Monolithic Power Systems, Inc. - Common Stock $266,418 0.33% 193 $55,188
FLBL $258,423 0.32% 11,275 $-23,212 Down ×2
CARR Carrier Global Corporation Common Stock $252,177 0.31% 3,438
AMGN Amgen Inc. - Common Stock $249,499 0.31% 689 $-14,382 Down ×1
NOW ServiceNow, Inc. Common Stock $242,587 0.30% 2,443 $35,612 Up ×1
APH Amphenol Corporation Common Stock $239,853 0.30% 1,360 Up ×1
PAUG $237,328 0.29% 5,200 $15,184
CGSD $237,231 0.29% 9,220 $-18,090 Down ×2
RSPH $231,334 0.29% 6,970 $20,885
WDC Western Digital Corporation - Common Stock $230,316 0.29% 361 Up ×1
FTNT Fortinet, Inc. - Common Stock $229,508 0.28% 1,494 Up ×1
ORCL Oracle Corporation Common Stock $221,247 0.27% 1,510 Up ×1
VGIT Vanguard Intermediate-Term Treasury ETF $217,223 0.27% 3,683 $11,597 Up ×2
COWZ $216,625 0.27% 3,483 $-1,239 Up ×1
VLTO Veralto Corp Common Stock $213,521 0.26% 2,408 Up ×1
TDIV First Trust NASDAQ Technology Dividend Index Fund $203,912 0.25% 1,775 Up ×1
CHI Calamos Convertible Opportunities and Income Fund - Closed End Fund $160,365 0.20% 11,932 $30,024 Down ×1

Biggest new bets

New positions opened this quarter, largest first.

Security Value Shares % of portfolio
ACMR $534,180 4,210 0.66%
ALAB $469,612 972 0.58%
PANW $427,677 1,254 0.53%
KLAC $348,777 1,156 0.43%
TRFK $327,782 3,072 0.41%
IEMG $309,165 3,732 0.38%
MA $301,402 587 0.37%
APLD $286,345 7,677 0.35%
CARR $252,177 3,438 0.31%
APH $239,853 1,360 0.30%
WDC $230,316 361 0.29%
FTNT $229,508 1,494 0.28%
ORCL $221,247 1,510 0.27%
VLTO $213,521 2,408 0.26%
TDIV $203,912 1,775 0.25%

Top movers (QoQ)

Security Action Shares Δ Value Δ
RS Bought more +201 +$4.6M
MU Bought more +61 +$839K
AMAT Trimmed -124 +$635K
AMD Trimmed -34 +$626K
MRVL Trimmed -64 +$432K
LRCX Bought more +138 +$369K
FLXR Bought more +9K +$340K
GOOG Bought more +6 +$258K
JQUA Bought more +111 +$251K
NVDA Trimmed -39 +$249K

Exited positions

Includes corporate events (mergers, delistings) — not all exits are sells

Closed positions reflect 13F reporting changes; for index managers these are often mechanical (delisting, M&A, index rebalancing), not active decisions.

SecurityQuarter Shares before Value before Price since exit
DFSB March 31, 2026 169,411 $8,775,490 No longer tracked
DFSU March 31, 2026 54,657 $2,373,754 No longer tracked
DFSI March 31, 2026 39,786 $1,704,631 No longer tracked
JPST March 31, 2026 21,859 $1,105,847 No longer tracked
CLOI March 31, 2026 20,481 $1,081,602 No longer tracked
JEPI March 31, 2026 17,350 $993,114 No longer tracked
TT March 31, 2026 2,412 $938,750 10.2%
RAAX March 31, 2026 16,539 $577,707 No longer tracked
BRKB March 31, 2026 987 $495,870 No longer tracked
NAC March 31, 2026 33,480 $395,398 1.5%
ALL March 31, 2026 1,603 $333,664 28.5%
IAK March 31, 2026 2,346 $319,408 No longer tracked
JPSE March 31, 2026 5,520 $276,420 No longer tracked
JPM March 31, 2026 841 $270,910 22.9%
CARR March 31, 2026 4,727 $249,799 9.4%
KO March 31, 2026 3,541 $247,569 18.2%
BKNG March 31, 2026 46 $246,345 27.6%
CVX June 30, 2026 1,175 $243,173 24.9%
XLU March 31, 2026 5,660 $241,625 No longer tracked
QCOM June 30, 2026 1,799 $231,738 -12.5%
ABBV March 31, 2026 1,010 $230,724 22.0%
APLD March 31, 2026 9,406 $230,636 13.0%
JPME March 31, 2026 2,082 $226,198 No longer tracked
KNSL March 31, 2026 565 $220,983 11.7%
MA March 31, 2026 380 $216,934 16.3%
ULTA June 30, 2026 408 $213,266 18.9%
ADBE March 31, 2026 608 $212,794 11.4%
MOAT March 31, 2026 2,045 $211,780 No longer tracked
ROST March 31, 2026 1,162 $209,323 9.8%
LOW June 30, 2026 849 $200,602 1.2%