ProCore Advisors, LLC

All Holdings — 2026 Q1

AI Portfolio Summary
In 2026 Q1, ProCore Advisors, LLC maintained a portfolio of 99 distinct positions. The most significant new addition to the portfolio was HCA HEALTHCARE INC, which now represents 0.53% of the total fund value. They heavily accumulated shares in RELIANCE INC, increasing their position by 0.5%. The fund also reduced its exposure to DIMENSIONAL ETF TRUS by 92.2%.
PCA Score Concentration Risk
Risk ENB
Total Positions
99
Quarter
2026 Q1
Top Holding
RS (30.5%)
Top 10 Concentration
58.5%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-50 of 99
Stock History Sector / Type Port % Prev % Rank / Prev Conviction Change % Change Influence Shares Mkt Value Avg Cost Price Held 1st Owned Source Source Date Date Reported
RS
RELIANCE INC
Basic Materials 30.46% 19.27% #1
Prev: #1
6.5 322 0.5%
P
S
65,358 $19,863,581 2025 Q4 13F Filing 2026-03-31 2026-04-24
FLXR
TCW ETF TRUST
ETF 5.75% 3.47% #2 2
Prev: #4
5.8 10,067 11.8%
P
S
95,441 $3,747,952 2025 Q4 13F Filing 2026-03-31 2026-04-24
DFSD
DIMENSIONAL ETF...
ETF 4.16% 3.30% #3 2
Prev: #5
3.2 -10,379 -15.5%
P
S
56,641 $2,711,960 2025 Q4 13F Filing 2026-03-31 2026-04-24
DFCF
DIMENSIONAL ETF...
ETF 3.24% 1.54% #4 9
Prev: #13
4.3 14,705 41.6%
P
S
50,072 $2,114,059 2025 Q4 13F Filing 2026-03-31 2026-04-24
CGMS
CAPITAL GRP FIX...
ETF 2.97% 2.61% #5 1
Prev: #6
1.7 -21,011 -22.8%
P
S
71,090 $1,935,783 2025 Q4 13F Filing 2026-03-31 2026-04-24
LMBS
FIRST TR EXCHAN...
ETF 2.88% 1.12% #6 14
Prev: #20
4.2 15,810 72.2%
P
S
37,719 $1,878,760 2025 Q4 13F Filing 2026-03-31 2026-04-24
NVDA
NVIDIA CORPORAT...
Technology 2.67% 1.88% #7 2
Prev: #9
1.6 166 1.7%
P
S
9,979 $1,740,284 2025 Q4 13F Filing 2026-03-31 2026-04-24
DFIV
DIMENSIONAL ETF...
Bond/Debt 2.21% 1.30% #8 8
Prev: #16
2.9 1,942 7.7%
P
S
27,253 $1,438,425 2025 Q4 13F Filing 2026-03-31 2026-04-24
CGCP
CAPITAL GRP FIX...
ETF 2.12% 1.67% #9 2
Prev: #11
1.3 -10,203 -14.1%
P
S
61,905 $1,382,958 2025 Q4 13F Filing 2026-03-31 2026-04-24
JQUA
J P MORGAN EXCH...
ETF 2.08% 1.55% #10 2
Prev: #12
1.3 -1,805 -7.5%
P
S
22,124 $1,356,632 2025 Q4 13F Filing 2026-03-31 2026-04-24
CGDV
CAPITAL GROUP D...
Unknown 1.82% 1.34% #11 4
Prev: #15
1.2 -2,017 -6.8%
P
S
27,846 $1,184,555 2025 Q4 13F Filing 2026-03-31 2026-04-24
AMZN
AMAZON COM INC
Consumer Cyclical 1.72% 1.36% #12 2
Prev: #14
1.2 -374 -6.5%
P
S
5,384 $1,121,315 2025 Q4 13F Filing 2026-03-31 2026-04-24
GOOG
ALPHABET INC
Communication Services 1.69% 1.24% #13 4
Prev: #17
1.2 -5 -0.1%
P
S
3,845 $1,103,093 2025 Q4 13F Filing 2026-03-31 2026-04-24
META
META PLATFORMS ...
Communication Services 1.51% 0.99% #14 9
Prev: #23
2.6 255 17.4%
P
S
1,720 $984,071 2025 Q4 13F Filing 2026-03-31 2026-04-24
AAPL
APPLE INC
Technology 1.45% 2.20% #15 7
Prev: #8
0.6 -4,154 -52.7%
P
S
3,729 $946,442 2025 Q4 13F Filing 2026-03-31 2026-04-24
DUSB
DIMENSIONAL ETF...
ETF 1.38% 11.84% #16 14
Prev: #2
0.6 -210,300 -92.2%
P
S
17,698 $897,447 2025 Q4 13F Filing 2026-03-31 2026-04-24
CB
CHUBB LTD SWITZ
Financial Services 1.27% 0.85% #17 10
Prev: #27
1.0 -122 -4.6%
P
S
2,543 $828,840 2025 Q4 13F Filing 2026-03-31 2026-04-24
AVUV
AMERICAN CENTY ...
ETF 1.18% 0.80% #18 10
Prev: #28
1.0 -736 -9.6%
P
S
6,942 $766,892 2025 Q4 13F Filing 2026-03-31 2026-04-24
MSFT
MICROSOFT CORP
Technology 1.17% 1.22% #19 1
Prev: #18
1.0 -396 -16.1%
P
S
2,057 $761,424 2025 Q4 13F Filing 2026-03-31 2026-04-24
GLD
SPDR GOLD TR
ETF 1.16% 0.93% #20 5
Prev: #25
0.5 -543 -23.6%
P
S
1,757 $756,020 2025 Q4 13F Filing 2026-03-31 2026-04-24
LLY
ELI LILLY & CO
Healthcare 1.03% 0.86% #21 5
Prev: #26
0.9 -56 -7.1%
P
S
728 $669,729 2025 Q4 13F Filing 2026-03-31 2026-04-24
AMAT
APPLIED MATLS I...
Technology 1.00% 0.58% #22 11
Prev: #33
0.9 -284 -13.0%
P
S
1,902 $650,115 2025 Q4 13F Filing 2026-03-31 2026-04-24
CGMU
CAPITAL GRP FIX...
ETF 0.99% 0.35% #23 25
Prev: #48
3.4 11,435 92.8%
P
S
23,755 $644,948 2025 Q4 13F Filing 2026-03-31 2026-04-24
CGGR
CAPITAL GROUP G...
ETF 0.93% 0.60% #24 7
Prev: #31
2.4 1,848 14.0%
P
S
15,016 $603,476 2025 Q4 13F Filing 2026-03-31 2026-04-24
JMST
J P MORGAN EXCH...
ETF 0.91% 0.30% #25 35
Prev: #60
3.4 5,890 101.4%
P
S
11,700 $596,466 2025 Q4 13F Filing 2026-03-31 2026-04-24
TSM
TAIWAN SEMICOND...
Technology 0.89% 0.66% #26 4
Prev: #30
0.9 -388 -18.4%
P
S
1,721 $581,453 2025 Q4 13F Filing 2026-03-31 2026-04-24
GOOGL
ALPHABET INC
Communication Services 0.81% 0.74% #27 2
Prev: #29
0.8 -443 -19.3%
P
S
1,848 $531,411 2025 Q4 13F Filing 2026-03-31 2026-04-24
EVMO
MORGAN STANLEY ...
ETF 0.74% 0.53% #28 6
Prev: #34
0.8 -742 -7.2%
P
S
9,535 $479,818 2025 Q4 13F Filing 2026-03-31 2026-04-24
AVMV
AMERICAN CENTY ...
Bond/Debt 0.71% 0.47% #29 12
Prev: #41
0.8 -204 -3.2%
P
S
6,261 $464,439 2025 Q4 13F Filing 2026-03-31 2026-04-24
O
REALTY INCOME C...
Real Estate 0.67% 0.44% #30 14
Prev: #44
0.8 -540 -7.0%
P
S
7,131 $436,262 2025 Q4 13F Filing 2026-03-31 2026-04-24
AFL
AFLAC INC
Financial Services 0.65% 0.45% #31 12
Prev: #43
0.8 -153 -3.8%
P
S
3,865 $424,045 2025 Q4 13F Filing 2026-03-31 2026-04-24
QDPL
PACER FDS TR
Unknown 0.63% 0.53% #32 3
Prev: #35
0.8 -1,932 -15.9%
P
S
10,247 $411,302 2025 Q4 13F Filing 2026-03-31 2026-04-24
NFLX
NETFLIX INC.
ETF 0.61% 0.31% #33 25
Prev: #58
2.7 937 29.2%
P
S
4,146 $398,650 2025 Q4 13F Filing 2026-03-31 2026-04-24
TSLA
TESLA INC
Consumer Cyclical 0.59% 0.51% #34 4
Prev: #38
0.7 -67 -6.1%
P
S
1,030 $382,903 2025 Q4 13F Filing 2026-03-31 2026-04-24
VCV
INVESCO CALIF V...
Financial Services 0.59% 0.42% #35 11
Prev: #46
1.2 no change no change
P
S
36,574 $381,833 2025 Q4 13F Filing 2026-03-31 2026-04-24
AXP
AMERICAN EXPRES...
Financial Services 0.58% 0.47% #36 4
Prev: #40
0.7 4 0.3%
P
S
1,254 $379,300 2025 Q4 13F Filing 2026-03-31 2026-04-24
ITA
ISHARES TR
ETF 0.55% 0.24% #37 37
Prev: #74
2.7 541 49.0%
P
S
1,646 $360,114 2025 Q4 13F Filing 2026-03-31 2026-04-24
AMD
ADVANCED MICRO ...
Technology 0.53% 0.26% #38 30
Prev: #68
2.7 526 44.4%
P
S
1,711 $348,021 2025 Q4 13F Filing 2026-03-31 2026-04-24
TMO
THERMO FISHER S...
Healthcare 0.53% 0.43% #39 6
Prev: #45
0.7 -27 -3.7%
P
S
702 $345,054 2025 Q4 13F Filing 2026-03-31 2026-04-24
HCA
HCA HEALTHCARE ...
Healthcare 0.53% #40
Prev: #—
3.7 728 no change
NEW
728 $344,624 2026 Q1 13F Filing 2026-03-31 2026-04-24
NOBL
PROSHARES TR
ETF 0.52% 0.34% #41 8
Prev: #49
1.2 no change no change
P
S
3,225 $341,882 2025 Q4 13F Filing 2026-03-31 2026-04-24
PAVE
GLOBAL X FDS
ETF 0.52% 0.34% #42 9
Prev: #51
0.7 -246 -3.6%
P
S
6,636 $337,164 2025 Q4 13F Filing 2026-03-31 2026-04-24
MU
MICRON TECHNOLO...
Technology 0.49% #43
Prev: #—
3.7 941 no change
NEW
941 $317,899 2026 Q1 13F Filing 2026-03-31 2026-04-24
V
VISA INC
Financial Services 0.48% 0.34% #44 8
Prev: #52
2.2 114 12.2%
P
S
1,046 $316,143 2025 Q4 13F Filing 2026-03-31 2026-04-24
LRCX
LAM RESEARCH CO...
Technology 0.46% 0.21% #45 43
Prev: #88
2.2 193 15.9%
P
S
1,408 $300,833 2025 Q4 13F Filing 2026-03-31 2026-04-24
SRE
SEMPRA
Utilities 0.46% 0.28% #46 17
Prev: #63
1.2 no change no change
P
S
3,080 $299,284 2025 Q4 13F Filing 2026-03-31 2026-04-24
IXC
ISHARES TR
ETF 0.44% 0.28% #47 19
Prev: #66
0.2 -1,493 -23.3%
P
S
4,924 $283,672 2025 Q4 13F Filing 2026-03-31 2026-04-24
FLBL
FRANKLIN TEMPLE...
ETF 0.43% 0.49% #48 9
Prev: #39
0.2 -8,277 -40.3%
P
S
12,245 $281,635 2025 Q4 13F Filing 2026-03-31 2026-04-24
ASR
ATEGRITY SPECIA...
Industrials 0.43% #49
Prev: #—
3.7 14,074 no change
NEW
14,074 $278,247 2026 Q1 13F Filing 2026-03-31 2026-04-24
XLK
SELECT SECTOR S...
Unknown 0.42% 0.32% #50 7
Prev: #57
0.7 -74 -3.4%
P
S
2,079 $276,244 2025 Q4 13F Filing 2026-03-31 2026-04-24
Showing 1-50 of 99 holdings

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