CoreCap Advisors, LLC LCII — LCI INDS

Ownership history in CoreCap Advisors, LLC  ·  7 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported LCI INDS (LCII) in 7 quarterly 13F filings from 2024 Q4 through 2026 Q2. The latest visible filing shows LCII at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this LCII ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CoreCap Advisors, LLC's position in LCI INDS, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

LCII was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

LCII stock page CoreCap Advisors, LLC fund profile CoreCap Advisors, LLC full holdings
How CoreCap Advisors, LLC held LCII — position size vs. price
% of Fund (quarterly)    LCII price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 ADDED — — — 66 +8 +13.8% 0.00% $7K 2026-07-06 $104.45
2026 Q1 ADDED — — — 58 +45 +346.2% 0.00% $7K 2026-04-07 $120.14
2025 Q4 ADDED — — — 13 +3 +30.0% 0.00% $2K 2026-01-13 $130.88
2025 Q3 REDUCED 9.1% +34.1% ❌ 10 -1 -9.1% 0.00% $932 2025-10-22 $88.26
2025 Q2 ADDED — — — 11 +5 +83.3% 0.00% $1K 2025-08-14 $100.45
2025 Q1 REDUCED 14.3% +5.7% ❌ 6 -1 -14.3% 0.00% $525 2025-05-09 $81.04
2024 Q4 INITIATED — — — 7 — — 0.00% $724 2025-02-14 $103.55

🏢 Other funds also holding LCII

As of 2026 Q2 — sorted by position size

CONGRESS ASSET MANAGEMENT CO 3Y 7Y 0.04% Hilltop National Bank 0.02% Central Pacific Bank - Trust Division 0.02% Hennion & Walsh Asset Management, Inc. 3Y 0.01% Abound Wealth Management 0.0% GAMMA Investing LLC 0.0% Handelsbanken Fonder AB 3Y 7Y 0.0% Byrne Asset Management LLC 3Y 0.0% Versant Capital Management, Inc 3Y 7Y 0.0% MassMutual Private Wealth & Trust, FSB 3Y 7Y 0.0%

FAQ About CoreCap Advisors, LLC and LCII

These are the practical questions this page is built to answer before you even open the full history table.

How long has CoreCap Advisors, LLC reported owning LCII?

CoreCap Advisors, LLC reported LCII across 7 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

What was the largest reported LCII position in CoreCap Advisors, LLC's portfolio?

The largest reported portfolio weight for LCII was 0.00% in 2026 Q1.

What is the latest reported LCII position on this page?

The most recent filing on this page is 2026 Q2, when CoreCap Advisors, LLC reported 66 shares, equal to 0.00% of portfolio, with an estimated market value of $7K.

What does the chart on this LCII ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly LCII portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did CoreCap Advisors, LLC time their LCII position?

Based on 13F filing dates vs. subsequent LCII price moves, CoreCap Advisors, LLC correctly timed 0 out of 6 reported position changes (0%). The annualised alpha on LCII relative to SPY over the holding period was -14.5%.

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