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PCM Encore, LLC

SEC CIK
0002109846
Latest filing
Aug 11, 2026

Holdings in Q1 2026

Holdings as of Mar 31, 2026, filed May 12, 2026. Long positions only; changes compare share counts with Q4 2025.

Institution overview
Positions
445
+17 vs. Q4 2025
Portfolio value
$486.1M
+$16.1M (+3.4%) vs. Q4 2025
Filed
May 12, 2026
SEC
Holdings of PCM Encore, LLC in Q1 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
NVDANVIDIA CorpStock134,151$23.4M4.8%+9,786+7.9%AddedHistory
AAPLApple Inc.Stock87,420$22.2M4.6%+4,723+5.7%AddedHistory
MSFTMicrosoft CorpStock47,354$17.5M3.6%+3,897+9.0%AddedHistory
GOOGLAlphabet Inc.Stock56,285$16.2M3.3%+1,563+2.9%AddedHistory
TSMTaiwan Semiconductor Manufacturing Co LtdADR34,303$11.6M2.4%+1,462+4.5%AddedHistory
AMZNAmazon Com IncStock51,265$10.7M2.2%+2,125+4.3%AddedHistory
iShares Core S&P 500 ETF464287200ETF15,226$9.95M2.0%−793−5.0%Reduced–
Vanguard S&P 500 ETF922908363ETF14,890$8.90M1.8%+2,954+24.7%Added–
iShares Russell 2000 ETF464287655ETF35,480$8.80M1.8%+4,003+12.7%Added–
AVGOBroadcom Inc.Stock28,303$8.76M1.8%+1,136+4.2%AddedHistory
LLYEli Lilly & CoStock8,857$8.15M1.7%+402+4.8%AddedHistory
METAMeta Platforms, Inc.Stock12,568$7.19M1.5%+460+3.8%AddedHistory
XOMExxonMobil Holdings CorpCOM36,598$6.21M1.3%+1,701+4.9%AddedHistory
Invesco Exchange Traded FD T46137V357S&P500 EQL WGT31,462$6.04M1.2%+4,385+16.2%Added–
BRK.BBerkshire Hathaway IncStock12,548$6.01M1.2%+775+6.6%AddedHistory
iShares Core MSCI Emerging Markets ETF46434G103ETF85,866$5.99M1.2%+6,184+7.8%Added–
TSLATesla, Inc.Stock15,231$5.66M1.2%+720+5.0%AddedHistory
iShares Core MSCI Eafe ETF46432F842ETF58,988$5.34M1.1%−80−0.1%Reduced–
iShares Russell Top 200 Growth ETF464289438ETF19,982$4.97M1.0%−68−0.3%Reduced–
JPMJPMorgan Chase & CoStock16,775$4.93M1.0%+276+1.7%AddedHistory
Vanguard Ftse Developed Markets ETF921943858ETF72,810$4.67M1.0%+5,776+8.6%Added–
NFLXNetflix IncStock41,971$4.04M0.8%+3,363+8.7%AddedHistory
Vanguard World FD921910816MEGA GRWTH IND9,984$3.67M0.8%+3,492+53.8%Added–
CATCaterpillar IncStock5,111$3.62M0.7%+176+3.6%AddedHistory
WMTWalmart Inc.Stock27,593$3.43M0.7%+1,602+6.2%AddedHistory
iShares S&P 500 Value ETF464287408ETF15,835$3.34M0.7%−950−5.7%Reduced–
LRCXLam Research CorpStock15,451$3.30M0.7%+394+2.6%AddedHistory
Morgan Stanley ETF Trust61774R841EATO VANC BD ETF64,645$3.28M0.7%+219+0.3%Added–
VVisa Inc.Stock10,840$3.28M0.7%+30+0.3%AddedHistory
CVXChevron CorpStock15,076$3.12M0.6%+851+6.0%AddedHistory
Vanguard Morningstar Value ETF922908744ETF15,255$2.99M0.6%+3,877+34.1%Added–
COSTCostco Wholesale CorpStock2,778$2.77M0.6%+326+13.3%AddedHistory
GOOGAlphabet Inc.Stock9,513$2.73M0.6%+4,797+101.7%AddedHistory
Morgan Stanley ETF Trust61774R825EATO VA DURA ETF50,665$2.58M0.5%−5,237−9.4%Reduced–
GEGeneral Electric CoStock8,728$2.48M0.5%+368+4.4%AddedHistory
SHELShell plcADR25,870$2.41M0.5%+1,547+6.4%AddedHistory
BACBank of America CorpStock49,063$2.39M0.5%+480+1.0%AddedHistory
ABBVAbbVie Inc.Stock10,527$2.29M0.5%+517+5.2%AddedHistory
GSGoldman Sachs Group IncStock2,665$2.25M0.5%+67+2.6%AddedHistory
MAMastercard IncStock4,393$2.20M0.5%+480+12.3%AddedHistory
MRKMerck & Co., Inc.Stock17,993$2.16M0.4%+897+5.2%AddedHistory
AMDAdvanced Micro Devices IncStock10,492$2.13M0.4%+432+4.3%AddedHistory
CNQCanadian Natural Resources LtdCOM42,115$2.05M0.4%+802+1.9%AddedHistory
PGProcter & Gamble CoStock13,946$2.01M0.4%+843+6.4%AddedHistory
MUMicron Technology IncStock5,932$2.00M0.4%+1,364+29.9%AddedHistory
NVSNovartis AGADR12,612$1.93M0.4%+739+6.2%AddedHistory
HDHome Depot, Inc.Stock5,851$1.92M0.4%+167+2.9%AddedHistory
JNJJohnson & JohnsonStock7,486$1.83M0.4%+1,012+15.6%AddedHistory
KBKB Financial Group Inc.SPONSORED ADR17,373$1.73M0.4%+768+4.6%AddedHistory
CLSCelestica IncStock6,078$1.71M0.4%−150−2.4%ReducedHistory
ASMLASML Holding NVADR1,294$1.71M0.4%+203+18.6%AddedHistory
TTETotalEnergies SEACT18,729$1.70M0.4%+568+3.1%AddedHistory
GEVGE Vernova Inc.Stock1,937$1.69M0.3%+118+6.5%AddedHistory
RTXRTX CorpStock8,407$1.62M0.3%+341+4.2%AddedHistory
SHGShinhan Financial Group Co LtdSPN ADR RESTRD26,140$1.60M0.3%+1,178+4.7%AddedHistory
AZNAstraZeneca PLCADR8,107$1.60M0.3%+416+5.4%AddedConverted for a 1-for-2 splitHistory
SCCOSouthern Copper CorpStock9,239$1.59M0.3%+255+2.8%AddedHistory
HSBCHSBC Holdings PLCSPON ADR NEW19,142$1.58M0.3%+1,073+5.9%AddedHistory
IBNIcici Bank LtdADR60,961$1.58M0.3%+2,710+4.7%AddedHistory
SAPSAP SEADR9,210$1.58M0.3%+204+2.3%AddedHistory
AMGNAmgen IncStock4,407$1.55M0.3%+192+4.6%AddedHistory
COPConocoPhillipsStock11,700$1.54M0.3%+334+2.9%AddedHistory
Vanguard Morningstar Growth ETF922908736ETF3,520$1.54M0.3%−75−2.1%Reduced–
Vanguard Short-Term Bond ETF921937827ETF19,448$1.52M0.3%−3,583−15.6%Reduced–
Vanguard Intermediate-Term Bond ETF921937819ETF19,565$1.51M0.3%−3,681−15.8%Reduced–
Vanguard Morningstar Total Stock Market ETF922908769ETF4,694$1.51M0.3%−1,515−24.4%Reduced–
PLTRPalantir Technologies Inc.Stock10,235$1.50M0.3%+2,028+24.7%AddedHistory
MPCMarathon Petroleum CorpStock6,052$1.48M0.3%+35+0.6%AddedHistory
BLKBlackRock, Inc.Stock1,504$1.45M0.3%−1−0.1%ReducedHistory
PMPhilip Morris International Inc.Stock8,643$1.43M0.3%+1,038+13.6%AddedHistory
TAKTakeda Pharmaceutical Co LtdADR76,905$1.42M0.3%+1,115+1.5%AddedHistory
MCDMcDonalds CorpStock4,540$1.41M0.3%+168+3.8%AddedHistory
KOCoca Cola CoStock17,519$1.33M0.3%+1,321+8.2%AddedHistory
J P Morgan Exchange Traded F46641Q332EQUITY PREMIUM22,533$1.28M0.3%+58+0.3%Added–
ULUnilever PLCSPON ADR NEW22,153$1.26M0.3%+609+2.8%AddedHistory
BTIBritish American Tobacco p.l.c.SPONSORED ADR21,388$1.25M0.3%+769+3.7%AddedHistory
BABAAlibaba Group Holding LtdADR9,959$1.25M0.3%+733+7.9%AddedHistory
LINLinde PLCStock2,511$1.24M0.3%+242+10.7%AddedHistory
WDCWestern Digital CorpCOM4,591$1.24M0.3%+141+3.2%AddedHistory
VSTVistra Corp.Stock8,076$1.21M0.2%+92+1.2%AddedHistory
CRMSalesforce, Inc.Stock6,420$1.20M0.2%−140−2.1%ReducedHistory
INFYInfosys LtdSPONSORED ADR88,071$1.19M0.2%+6,681+8.2%AddedHistory
ORCLOracle CorpStock8,041$1.18M0.2%+864+12.0%AddedHistory
AZOAutoZone IncCOM347$1.17M0.2%+1+0.3%AddedHistory
RDYDr Reddys Laboratories LtdADR83,753$1.16M0.2%+2,555+3.1%AddedHistory
WFCWells Fargo & CompanyStock14,170$1.13M0.2%+1,085+8.3%AddedHistory
HDBHDFC Bank LtdSPONSORED ADS45,190$1.12M0.2%−4,751−9.5%ReducedHistory
CMICummins IncStock2,057$1.11M0.2%+24+1.2%AddedHistory
TDToronto Dominion BankStock11,831$1.10M0.2%+699+6.3%AddedHistory
QSRRestaurant Brands International Inc.COM14,813$1.09M0.2%+209+1.4%AddedHistory
RYRoyal Bank of CanadaStock6,721$1.09M0.2%+540+8.7%AddedHistory
PHParker-Hannifin CorpStock1,209$1.08M0.2%+32+2.7%AddedHistory
MSMorgan StanleyStock6,278$1.03M0.2%+268+4.5%AddedHistory
CRHCRH Public Ltd CoORD9,752$1.03M0.2%+124+1.3%AddedHistory
TJXTJX Companies IncStock6,419$1.03M0.2%+730+12.8%AddedHistory
GILDGilead Sciences, Inc.Stock7,278$1.01M0.2%+367+5.3%AddedHistory
ISRGIntuitive Surgical IncCOM NEW2,189$1.01M0.2%+121+5.9%AddedHistory
IMOImperial Oil LtdCOM NEW7,711$1.01M0.2%+92+1.2%AddedHistory
WMBWilliams Companies, Inc.COM13,821$1.01M0.2%−250−1.8%ReducedHistory
VRTXVertex Pharmaceuticals IncStock2,195$980.1K0.2%+128+6.2%AddedHistory

Sold out since Q4 2025 (30)

Positions held at the end of Q4 2025 that are gone from this filing.

Positions of PCM Encore, LLC sold out since Q4 2025
SecurityClassShares in Q4 2025Value in Q4 2025% of portfolio in Q4 2025History
Vanguard Total Bond Market ETF921937835ETF7,523$557.2K0.1%–
SPOTSpotify Technology S.A.Stock681$395.6K0.1%History
EXASExact Sciences CorpCOM3,796$385.5K0.1%History
OMCOmnicom Group Inc.COM4,586$370.3K0.1%History
GLDDGreat Lakes Dredge & Dock CORPCOM24,529$321.8K0.1%History
UPSTUpstart Holdings, Inc.COM6,652$290.9K0.1%History
iShares Tr464287572GLOBAL 100 ETF2,286$289.6K0.1%–
ZSZscaler, Inc.Stock1,286$289.3K0.1%History
State Street SPDR Portfolio S&P 500 Growth ETF78464A409ETF2,517$268.6K0.1%–
CSGPCostar Group, Inc.COM3,990$268.3K0.1%History
DKNGDraftKings Inc.Stock7,438$256.3K0.1%History
GGenpact LTDSHS5,352$250.4K0.1%History
WYNNWynn Resorts LtdCOM1,971$237.2K0.1%History
PRUPrudential Financial IncStock1,989$224.5K<0.1%History
HEIHeico CorpCOM681$220.4K<0.1%History
BXPBXP, Inc.COM3,248$219.2K<0.1%History
CNCCentene CorpStock5,224$215.0K<0.1%History
Vanguard Intermediate-Term Corporate Bond ETF92206C870ETF2,561$214.5K<0.1%–
VRNSVaronis Systems IncCOM6,534$214.3K<0.1%History
MDWDMediWound Ltd.SHS NEW11,278$208.2K<0.1%History
ALLEAllegion plcORD SHS1,307$208.1K<0.1%History
iShares Tr464288760US AER DEF ETF961$206.3K<0.1%–
GDDYGoDaddy Inc.CL A1,651$204.9K<0.1%History
HUBSHubSpot IncCOM503$201.9K<0.1%History
LENLennar CorpCL A1,956$201.1K<0.1%History
NADNuveen Quality Municipal Income FundCOM13,434$161.5K<0.1%History
MVTBlackRock Munivest Fund II, Inc.COM14,664$158.5K<0.1%History
NZFNuveen Municipal Credit Income FundCOM SH BEN INT11,220$141.1K<0.1%History
IQIInvesco Quality Municipal Income TrustCOM13,967$139.1K<0.1%History
QUBTQuantum Computing Inc.COM12,369$126.9K<0.1%History