Ownership history in CoreCap Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which CoreCap Advisors, LLC reported a position in POWELL INDS INC (POWL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π CoreCap Advisors, LLC outperformed the S&P 500 by +28.5% annually on this POWL position. Timing score: 0% (0/3 decisions correct). Average cost basis: $226.86. Maximum drawdown during holding period: β23.1%.
π₯ Exceptional β beat the S&P 500 by 28.5% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 3 add/trim decisions correct
Best entry: $220.51 (2024 Q4) Β· Worst: $304.41 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size