CoreCap Advisors
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CoreCap Advisors’s United States Lime & Minerals USLM Stock Holding History

CoreCap Advisors’s Portfolio USLM Stock Details USLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$905 Hold
8
– – ﹤0.01% 2683
2026
Q2 		$837 Buy
+8
New +$929 ﹤0.01% 2738

Other funds holding USLM

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Cardinal Capital Management Inc (North Carolina)
Cardinal Capital Management Inc (North Carolina) Raleigh, North Carolina $861M AUM 27.19% 1-Year Est. Return
Moran Wealth Management
Moran Wealth Management Naples, Florida $3.64B AUM 28.63% 1-Year Est. Return
Linden Thomas Advisory Services
Linden Thomas Advisory Services Charlotte, North Carolina $1.26B AUM 37.95% 1-Year Est. Return
James Investment Research
James Investment Research Alpha, Ohio $936M AUM 24.49% 1-Year Est. Return
Kaizen Financial Strategies
Kaizen Financial Strategies Campbell, California $254M AUM 28.38% 1-Year Est. Return
Louisiana State Employees Retirement System
Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.56B AUM 41.43% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

CoreCap Advisors's USLM Position: Q3 2026 in Review

CoreCap Advisors held its United States Lime & Minerals (USLM) position steady in Q3 2026 at 8 shares worth $905. The position accounts for ﹤0.01% of the portfolio, ranked #2683.

CoreCap Advisors first reported a position in USLM in Q2 2026 and has held it in 2 quarters since. 37 funds tracked by Wall St. Rank hold USLM as of Q3 2026.

  • CoreCap Advisors held 8 shares of United States Lime & Minerals worth $905 as of Q3 2026.
  • CoreCap Advisors left its United States Lime & Minerals share count unchanged in Q3 2026.
  • United States Lime & Minerals made up ﹤0.01% of CoreCap Advisors's portfolio in Q3 2026, its #2683 holding.
  • CoreCap Advisors first reported a position in United States Lime & Minerals in Q2 2026 and has held it in 2 quarters since.
  • 37 funds tracked by Wall St. Rank held United States Lime & Minerals as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.