AI Analysis · Q1 2026 · Q1 2026
Comprehensive Analysis of Advance Capital Management, Inc. 13F Filing
1. Portfolio Overview
Advance Capital Management, Inc. manages a portfolio with a total value of $1.93 billion spread across 89 holdings. The firm reported a portfolio value decrease of 9.4% (from $2.13 billion) compared to the previous quarter ended September 30, 2025. This decline in value is attributable to a combination of market performance and net asset reductions, as evidenced by the significant reduc...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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