CoreCap Advisors, LLC TOL — TOLL BROTHERS INC COM

Ownership history in CoreCap Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

CoreCap Advisors, LLC reported TOLL BROTHERS INC COM (TOL) in 9 quarterly 13F filings from 2024 Q3 through 2026 Q2. The latest visible filing shows TOL 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this TOL 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 TOLL BROTHERS INC COM, 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

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

High-water mark
Peak Conviction
0.0% in 2024 Q3

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

Time in book
Holding Window
2024 Q3 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.

TOL stock page CoreCap Advisors, LLC fund profile CoreCap Advisors, LLC full holdings
How CoreCap Advisors, LLC held TOL — position size vs. price
% of Fund (quarterly)    TOL price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 4 -1 -20.0% 0.00% $659 2026-07-06 $155.13
2026 Q1 ADDED — — — 5 +2 +66.7% 0.00% $682 2026-04-07 $132.84
2025 Q4 UNCHANGED — — — 3 — 0% 0.00% $406 2026-01-13 $148.53
2025 Q3 UNCHANGED — — — 3 — 0% 0.00% $414 2025-10-22 $135.69
2025 Q2 REDUCED 98.6% +21.4% ❌ 3 -212 -98.6% 0.00% $342 2025-08-14 $130.27
2025 Q1 REDUCED — — — 215 -8 -3.6% 0.00% $23K 2025-05-09 $102.71
2024 Q4 ADDED — — — 223 +3 +1.4% 0.00% $28K 2025-02-14 $122.35
2024 Q3 REDUCED 45.0% -18.2% ✅ 220 -180 -45.0% 0.00% $34K 2024-11-08 $155.68
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding TOL

As of 2026 Q2 — sorted by position size

Byrne Asset Management LLC 3Y 1.34% Hilltop National Bank 0.29% Baron Wealth Management LLC 3Y 0.14% GAMMA Investing LLC 0.02% Versant Capital Management, Inc 3Y 7Y 0.02% Dynamic Advisor Solutions LLC 3Y 7Y 0.01% Dogwood Wealth Management LLC 0.0% Kozak & Associates, Inc. 3Y 0.0% Retirement Wealth Solutions LLC 0.0% HARBOR INVESTMENT ADVISORY, LLC 3Y 0.0%

FAQ About CoreCap Advisors, LLC and TOL

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 TOL?

CoreCap Advisors, LLC reported TOL across 8 quarterly 13F filings, from 2024 Q3 through 2026 Q2.

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

The largest reported portfolio weight for TOL was 0.00% in 2024 Q3.

What is the latest reported TOL position on this page?

The most recent filing on this page is 2026 Q2, when CoreCap Advisors, LLC reported 4 shares, equal to 0.00% of portfolio, with an estimated market value of $659.

What does the chart on this TOL ownership page compare?

The chart compares CoreCap Advisors, LLC's quarterly TOL 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 TOL position?

Based on 13F filing dates vs. subsequent TOL price moves, CoreCap Advisors, LLC correctly timed 3 out of 6 reported position changes (50%). The annualised alpha on TOL relative to SPY over the holding period was -14.1%.

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