Corecam AG

Wealth advisor Mechanical financials specialist (62%) CIK 2110914
League rank
#3249
in Wealth advisor · #7411 overall
Long book
$111.3M
Q1 2026
Positions
50
Top-10 weight
65%
concentration
Last quarter
-6.0%
SPY +14.8%
Turnover
65%
of book per quarter

Strategy in plain words

auto-generated from filings

Corecam AG is a wealth-management firm allocating client money, specialised in financials (62% of the long book), running a $111.3M US long book across 50 positions.

The portfolio is concentrated: the top 10 names carry 65% of the portfolio. Turnover is high — positions rotate quickly, so individual names matter less than the process. Current anchor positions: SPDR GOLD SHARES, ISHARES MSCI BRAZIL ETF, ISHARES SILVER TRUST, AMPLIFY JUNIOR SILVER MINERS, ABRDN PHYSICAL PLATINUM SHRS.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q4 2025
+6.2%
Q1 2026
-6.0%

Sector allocation

Healthcare
30%
Technology
26%
Consumer discretionary
11%
Materials
10%
Utilities
5%
Energy
4%
Other
4%
Consumer staples
3%

Long book by quarter

$99.6M
Q4 2025
$111.3M
Q1 2026

What does Corecam AG own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
MSFT MICROSOFT CORPTechnology13.4K$5.0M4.5%+278.3%
PFE PFIZER INCHealthcare164.1K$4.6M4.1%Held
FCX FREEPORT-MCMORAN INCMaterials34.6K$2.0M1.8%-58.5%
AMZN AMAZON.COM INCConsumer discretionary7.6K$1.6M1.4%Held
MRK MERCK & CO. INC.Healthcare5.2K$625K0.6%-2.1%
CF CF INDUSTRIES HOLDINGS INCOther2.7K$370K0.3%New
VLO VALERO ENERGY CORPEnergy1.4K$346K0.3%New
DVN DEVON ENERGY CORPEnergy5.9K$302K0.3%New
LMT LOCKHEED MARTIN CORPIndustrials498$301K0.3%New
TAP MOLSON COORS BEVERAGE CO - BConsumer staples7.0K$301K0.3%-14.7%
PEP PEPSICO INCConsumer staples1.9K$288K0.3%New
EIX EDISON INTERNATIONALUtilities3.8K$281K0.3%New
EBAY EBAY INCServices media3.0K$277K0.2%New
SNA SNAP-ON INCIndustrials750$273K0.2%New
KR KROGER COConsumer discretionary3.8K$272K0.2%New
TGT TARGET CORPConsumer discretionary2.3K$269K0.2%New
CMS CMS ENERGY CORPUtilities3.4K$259K0.2%New
ED CONSOLIDATED EDISON INCUtilities2.3K$259K0.2%New
ALL ALLSTATE CORPFinancials1.2K$258K0.2%New
AEP AMERICAN ELECTRIC POWERUtilities1.9K$255K0.2%New
BMY BRISTOL-MYERS SQUIBB COHealthcare4.2K$254K0.2%New
MTCH MATCH GROUP INCTechnology8.3K$250K0.2%New
CVX CHEVRON CORPEnergy1.2K$247K0.2%New
HIG HARTFORD INSURANCE GROUP INCFinancials1.8K$245K0.2%New
RL RALPH LAUREN CORPOther702$242K0.2%New
GILD GILEAD SCIENCES INCHealthcare1.7K$239K0.2%New
LH LABCORP HOLDINGS INCHealthcare900$237K0.2%New
PPG PPG INDUSTRIES INCOther2.0K$212K0.2%New

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRApr 21, 202659$117.4M canonicalSEC ↗
Q4 202513F-HRFeb 18, 202646$102.4M canonicalSEC ↗