WESCAP Management Group, Inc. - Q1 2020 holdings

$240 Million is the total value of WESCAP Management Group, Inc.'s 88 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 100.0% .

 Value Shares↓ Weighting
HDS ExitHD Supply Hldgs Inc$0-5,138
-100.0%
-0.08%
JETS ExitUS Global Jets ETFus glb jets$0-11,897
-100.0%
-0.15%
NFO ExitInvesco Insider Sentiment ETFinsider senmnt$0-66,224
-100.0%
-1.86%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2020-05-13
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
Deutsche X-Trackers MSCI EAFE35Q2 202430.6%
WISDOMTREE TR35Q2 202411.0%
ISHARES TR35Q2 20248.6%
Schwab US Mid-Cap ETF35Q2 20243.9%
Fiserv Inc. Wisc Pv 1CT35Q2 20241.4%
Ball Corporation35Q2 20241.1%
Walt Disney Company35Q2 20240.7%
Chevron Corporation35Q2 20240.5%
NORFOLK SOUTHN CORP35Q2 20240.3%
WISDOMTREE TR34Q2 20242.5%

View WESCAP Management Group, Inc.'s complete holdings history.

Latest filings
TypeFiled
N-PX2024-08-26
13F-HR2024-08-08
13F-HR2024-05-13
13F-HR2024-02-06
13F-HR2023-11-13
13F-HR2023-08-10
13F-HR2023-05-04
13F-HR2023-02-10
13F-HR2022-11-03
13F-HR2022-08-11

View WESCAP Management Group, Inc.'s complete filings history.

Compare quarters

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