Skip to main content

Core Alternative Capital

SEC CIK
0001776878
Latest filing
Aug 14, 2026

Holdings in Q2 2022

Holdings as of Jun 30, 2022, filed Aug 1, 2022. Long positions only; changes compare share counts with Q1 2022.

Institution overview
Positions
429
+6 vs. Q1 2022
Portfolio value
$423.2M
+$49.4M (+13.2%) vs. Q1 2022
Filed
Aug 1, 2022
SEC
Holdings of Core Alternative Capital in Q2 2022
SecurityClassSharesValue% of portfolioShare changeActionHistory
AAPLApple Inc.Stock124,227$17.0M4.0%+37,202+42.7%AddedHistory
MSFTMicrosoft CorpStock65,142$16.7M4.0%+20,925+47.3%AddedHistory
UNHUnitedHealth Group IncStock27,831$14.3M3.4%+5,827+26.5%AddedHistory
LLYEli Lilly & CoStock39,734$12.9M3.0%+6,452+19.4%AddedHistory
JNJJohnson & JohnsonStock59,458$10.6M2.5%+10,096+20.5%AddedHistory
SOSouthern CoStock143,067$10.2M2.4%+24,880+21.1%AddedHistory
WMWaste Management IncStock66,287$10.1M2.4%+11,228+20.4%AddedHistory
GOOGLAlphabet Inc.Stock4,536$9.88M2.3%+808+21.7%AddedHistory
PEPPepsiCo IncStock58,978$9.83M2.3%+9,126+18.3%AddedHistory
DGDollar General CorpCOM39,321$9.63M2.3%+6,471+19.7%AddedHistory
XOMExxonMobil Holdings CorpCOM111,469$9.55M2.3%+8,266+8.0%AddedHistory
JPMJPMorgan Chase & CoStock84,097$9.47M2.2%+21,089+33.5%AddedHistory
PAYXPaychex IncStock81,345$9.26M2.2%+12,883+18.8%AddedHistory
CVXChevron CorpStock62,420$9.04M2.1%+9,496+17.9%AddedHistory
MCDMcDonalds CorpStock35,887$8.86M2.1%+6,087+20.4%AddedHistory
NEENextera Energy IncStock114,237$8.85M2.1%+21,695+23.4%AddedHistory
ACNAccenture plcStock31,795$8.83M2.1%+5,650+21.6%AddedHistory
MRKMerck & Co., Inc.Stock94,064$8.58M2.0%+16,574+21.4%AddedHistory
PGProcter & Gamble CoStock59,081$8.49M2.0%+10,222+20.9%AddedHistory
LMTLockheed Martin CorpStock19,267$8.28M2.0%+2,970+18.2%AddedHistory
AFLAflac IncStock146,945$8.13M1.9%+31,472+27.3%AddedHistory
BXBlackstone Inc.COM88,454$8.07M1.9%+21,577+32.3%AddedHistory
DEODiageo PLCSPON ADR NEW46,201$8.04M1.9%+9,807+26.9%AddedHistory
GPCGenuine Parts CoStock59,769$7.95M1.9%+10,529+21.4%AddedHistory
BRBroadridge Financial Solutions, Inc.Stock55,666$7.93M1.9%+9,631+20.9%AddedHistory
MSMorgan StanleyStock104,201$7.92M1.9%+17,636+20.4%AddedHistory
FDSFactset Research Systems IncStock20,420$7.85M1.9%+3,476+20.5%AddedHistory
LHXL3HARRIS Technologies, Inc.Stock32,406$7.83M1.9%+4,957+18.1%AddedHistory
NSCNorfolk Southern CorpStock34,212$7.78M1.8%+5,118+17.6%AddedHistory
WMTWalmart Inc.Stock63,603$7.73M1.8%+11,091+21.1%AddedHistory
AMDAdvanced Micro Devices IncStock99,450$7.61M1.8%+38,011+61.9%AddedHistory
FISVFiserv IncStock84,055$7.48M1.8%+18,586+28.4%AddedHistory
APDAir Products & Chemicals, Inc.Stock30,738$7.39M1.7%+5,208+20.4%AddedHistory
AMGNAmgen IncStock29,238$7.11M1.7%+3,098+11.9%AddedHistory
EMREmerson Electric CoStock83,834$6.67M1.6%+8,573+11.4%AddedHistory
CSCOCisco Systems, Inc.Stock155,003$6.61M1.6%+32,796+26.8%AddedHistory
CMECME Group Inc.COM30,542$6.25M1.5%+6,303+26.0%AddedHistory
MOSMosaic CoCOM131,561$6.21M1.5%+21,776+19.8%AddedHistory
SBUXStarbucks CorpStock76,887$5.87M1.4%+7,829+11.3%AddedHistory
MMM3M CoStock45,071$5.83M1.4%+8,114+22.0%AddedHistory
COFCapital One Financial CorpStock50,748$5.29M1.2%−490−1.0%ReducedHistory
GOOGAlphabet Inc.Stock1,699$3.72M0.9%+737+76.6%AddedHistory
VVisa Inc.Stock10,935$2.15M0.5%+5,302+94.1%AddedHistory
TMOThermo Fisher Scientific Inc.Stock3,877$2.11M0.5%+1,363+54.2%AddedHistory
TGTTarget CorpStock14,314$2.02M0.5%+7,563+112.0%AddedHistory
CVSCVS Health CorpStock20,439$1.89M0.4%+9,093+80.1%AddedHistory
BRK.BBerkshire Hathaway IncStock6,923$1.89M0.4%+3,678+113.3%AddedHistory
UPSUnited Parcel Service IncStock8,202$1.50M0.4%+3,611+78.7%AddedHistory
ORealty Income CorpREIT21,375$1.46M0.3%+10,843+103.0%AddedHistory
UNPUnion Pacific CorpStock6,543$1.40M0.3%+2,251+52.4%AddedHistory
TELTE Connectivity plcREG SHS11,883$1.34M0.3%+8,791+284.3%AddedHistory
BLKBlackRock, Inc.COM2,182$1.33M0.3%+794+57.2%AddedHistory
AVGOBroadcom Inc.Stock2,726$1.32M0.3%+1,230+82.2%AddedHistory
AREAlexandria Real Estate Equities, Inc.COM8,400$1.22M0.3%+5,015+148.2%AddedHistory
MDTMedtronic plcStock13,128$1.18M0.3%+7,024+115.1%AddedHistory
TJXTJX Companies IncStock19,996$1.12M0.3%+11,992+149.8%AddedHistory
SYYSysco CorpStock12,637$1.07M0.3%+4,947+64.3%AddedHistory
VZVerizon Communications IncStock20,907$1.06M0.3%+8,279+65.6%AddedHistory
CECelanese CorpStock8,998$1.06M0.3%+5,408+150.6%AddedHistory
NEMNEWMONT CorpStock17,250$1.03M0.2%+9,372+119.0%AddedHistory
DHRDanaher CorpStock3,950$1.00M0.2%+1,369+53.0%AddedHistory
ETNEaton Corp plcStock7,740$975.0K0.2%+4,113+113.4%AddedHistory
DHIHorton D R IncCOM14,573$965.0K0.2%+10,341+244.4%AddedHistory
AMZNAmazon Com IncStock8,959$952.0K0.2%−2,801−23.8%ReducedConverted for a 20-for-1 splitHistory
NKENIKE, Inc.Stock8,763$896.0K0.2%+3,055+53.5%AddedHistory
LRCXLam Research CorpCOM2,070$882.0K0.2%+892+75.7%AddedHistory
ATVIActivision Blizzard, Inc.COM11,219$874.0K0.2%+6,230+124.9%AddedHistory
TDToronto Dominion BankStock12,946$849.0K0.2%+4,478+52.9%AddedHistory
KLACKLA CorpCOM NEW2,570$820.0K0.2%+1,692+192.7%AddedHistory
NTAPNetApp, Inc.Stock12,487$815.0K0.2%+7,612+156.1%AddedHistory
SUSuncor Energy IncStock22,587$792.0K0.2%+17,700+362.2%AddedHistory
MDLZMondelez International, Inc.Stock12,610$783.0K0.2%+3,736+42.1%AddedHistory
RTXRTX CorpStock7,935$763.0K0.2%+1,888+31.2%AddedHistory
MFCManulife Financial CorpCOM42,774$741.0K0.2%+5,775+15.6%AddedHistory
ITWIllinois Tool Works IncStock4,051$738.0K0.2%+2,231+122.6%AddedHistory
DISWalt Disney CoStock7,645$722.0K0.2%+2,299+43.0%AddedHistory
TSCOTractor Supply CoCOM3,717$721.0K0.2%+1,275+52.2%AddedHistory
Listed FD Tr53656F847CORE ALT FD19,500$598.0K0.1%00.0%Unchanged–
BAXBaxter International IncStock9,157$588.0K0.1%+5,310+138.0%AddedHistory
HDHome Depot, Inc.Stock1,986$545.0K0.1%+271+15.8%AddedHistory
TTETotalEnergies SESPONSORED ADS9,592$505.0K0.1%+8,055+524.1%AddedHistory
EAElectronic Arts Inc.COM4,096$498.0K0.1%+1,259+44.4%AddedHistory
BKNGBooking Holdings Inc.Stock280$490.0K0.1%+63+29.0%AddedHistory
CMCSAComcast CorpStock12,393$486.0K0.1%+4,194+51.2%AddedHistory
ICEIntercontinental Exchange, Inc.Stock5,074$477.0K0.1%+2,278+81.5%AddedHistory
METAMeta Platforms, Inc.Stock2,921$471.0K0.1%−568−16.3%ReducedHistory
CTSHCognizant Technology Solutions CorpCL A6,919$467.0K0.1%−885−11.3%ReducedHistory
ABBVAbbVie Inc.Stock2,888$442.0K0.1%+1,080+59.7%AddedHistory
GRMNGarmin LtdSHS3,425$336.0K0.1%+1,228+55.9%AddedHistory
CCitigroup IncStock7,178$330.0K0.1%−214−2.9%ReducedHistory
TXNTexas Instruments IncStock1,869$287.0K0.1%+444+31.2%AddedHistory
ULUnilever PLCSPON ADR NEW6,090$279.0K0.1%+4,290+238.3%AddedHistory
PNCPNC Financial Services Group, Inc.Stock1,664$263.0K0.1%−121−6.8%ReducedHistory
ORCLOracle CorpStock3,751$262.0K0.1%+763+25.5%AddedHistory
FISFidelity National Information Services, Inc.Stock2,804$257.0K0.1%+2,406+604.5%AddedHistory
IPGInterpublic Group of Companies, Inc.COM8,430$232.0K0.1%+2,618+45.0%AddedHistory
ABTAbbott LaboratoriesStock2,066$224.0K0.1%+135+7.0%AddedHistory
BABoeing CoStock1,628$223.0K0.1%−96−5.6%ReducedHistory
HASHasbro, Inc.COM2,513$206.0K<0.1%+2,493+12,465.0%AddedHistory
TSLATesla, Inc.Stock299$201.0K<0.1%+42+16.3%AddedHistory

Sold out since Q1 2022 (13)

Positions held at the end of Q1 2022 that are gone from this filing.

Positions of Core Alternative Capital sold out since Q1 2022
SecurityClassShares in Q1 2022Value in Q1 2022% of portfolio in Q1 2022History
PLTRPalantir Technologies Inc.Stock8,000$110.0K<0.1%History
DLTRDollar Tree, Inc.COM247$40.0K<0.1%History
TSMTaiwan Semiconductor Manufacturing Co LtdADR114$12.0K<0.1%History
OLNOLIN CorpStock221$12.0K<0.1%History
ENOVEnovis CORPCOM189$8.00K<0.1%History
MASMasco CorpCOM102$5.00K<0.1%History
EBSEmergent BioSolutions Inc.COM133$5.00K<0.1%History
DLBDolby Laboratories, Inc.COM CL A69$5.00K<0.1%History
WBDWarner Bros. Discovery, Inc.COM SER A195$5.00K<0.1%History
WABWestinghouse Air Brake Technologies CorpStock24$2.00K<0.1%History
KEXKirby CorpCOM24$2.00K<0.1%History
VRSNVerisign IncCOM6$1.00K<0.1%History
CRCrane CoCOM11$1.00K<0.1%History