CoreCap Advisors’s CACI CACI Stock Holding History

CoreCap Advisors’s Portfolio CACI Stock Details CACI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$1.85K	Hold	4	–	–	﹤0.01%	2556
2026 Q1	$2.17K	Hold	4	–	–	﹤0.01%	2392
2025 Q4	$2.13K	Hold	4	–	–	﹤0.01%	2462
2025 Q3	$2K	Hold	4	–	–	﹤0.01%	2374
2025 Q2	$1.91K	Hold	4	–	–	﹤0.01%	2312
2025 Q1	$1.47K	Sell	4 -38	-90%	-$14.5K	﹤0.01%	2438
2024 Q4	$17K	Buy	42 +4	+11%	+$1.95K	﹤0.01%	1585
2024 Q3	$19.2K	Buy	+38	New	+$17.6K	﹤0.01%	1579
2024 Q2	–	Sell	-6	Closed	-$2.27K	–	1751
2024 Q1	$2.27K	Buy	+6	New	+$2.13K	﹤0.01%	2100
2022 Q4	$22.5K	Buy	+75	New	+$21.9K	﹤0.01%	1253
2022 Q3	–	Sell	-70	Closed	-$20K	–	752
2022 Q2	$20K	Buy	+70	New	+$19.5K	﹤0.01%	1233
2022 Q1	–	Sell	-75	Closed	-$20K	–	766
2021 Q4	$20K	Buy	+75	New	+$20.5K	﹤0.01%	1322

Other funds holding CACI

Westmount Partners Los Angeles, California $454M AUM 31.05% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.46B AUM 21.89% 1-Year Est. Return

VisionPoint Advisory Group Dallas, Texas $613M AUM 30.37% 1-Year Est. Return

Eagle Rock Investment Company Atlanta, Georgia $808M AUM 44.28% 1-Year Est. Return

Tealwood Asset Management Minneapolis, Minnesota $261M AUM 52.68% 1-Year Est. Return

Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return

MRA Advisory Group Parsippany, New Jersey $275M AUM 31.26% 1-Year Est. Return

Davenport & Co Richmond, Virginia $19.6B AUM 18.11% 1-Year Est. Return