Carrera Capital Advisors
Carrera Capital Advisors is an investment management firm headquartered in Troy, Michigan. It is registered as an investment adviser with the U.S. Securities and Exchange Commission. The firm reports under SEC CIK 0002035329 and manages portfolios on behalf of institutional clients. The company focuses on providing comprehensive investment services and solutions. Additional details on founding year and employee count are not publicly available.
Investment Strategy
Carrera Capital Advisors manages institutional investment portfolios, as indicated by their required periodic 13F filings. While specific strategies are not detailed in public filings, the firm's reporting as a 13F institutional manager suggests a focus on publicly traded equity securities and related investment vehicles, likely employing a combination of long-term holdings and active asset management. The average holding period for their investments is reported as roughly three years, and their portfolio performance data indicate a diversified, risk-conscious approach.
Top Holdings
Equity Positions (142)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
X XHLF | BONDBLOXX ETF TRUST | 22.85% | $113.5M | 2,253,953 | $50.39 | $50.34 | +$16.0M |
B BIL | SPDR SERIES TRUST | 5.94% | $29.5M | 321,529 | $91.42 | $91.73 | -$734.4K |
N NOBL | PROSHARES TR | 5.92% | $29.4M | 290,231 | $100.70 | $100.70 | +$29.4M |
F FTGC | FIRST TR EXCHANGE TRAD FD VI | 3.37% | $16.7M | 677,793 | $24.89 | $24.67 | +$4.0M |
U USMV | ISHARES TR | 3.25% | $16.2M | 172,072 | $85.60 | $93.87 | -$991.4K |