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Portfolio (Quarterly) Guide ↗

CAPITAL FINANCIAL GROUP INC\CO\ /ADV

· CIK 0001061555
13F Portfolio $191M AUM 102 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 102 New
Page 5 of 6  ·  102 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SPSM SPDR SERIES TRUST 8,507.0 $491K 0.26% NEW $57.67 -1.9%
82 B BARRICK MNG CORP Basic Materials 12,775.0 $469K 0.25% NEW $36.73 +24.3%
83 SHYD VANECK ETF TRUST 19,766.0 $453K 0.24% NEW $22.90 -1.0%
84 TXT TEXTRON INC Industrials 4,401.0 $404K 0.21% NEW $91.73 -9.5%
85 RH RH Consumer Cyclical 2,300.0 $379K 0.20% NEW $164.73 -9.3%
86 DKNG DRAFTKINGS INC NEW Consumer Cyclical 14,642.0 $370K 0.19% NEW $25.26 -0.0%
87 MCD MCDONALDS CORP Consumer Cyclical 1,364.0 $369K 0.19% NEW $270.32 -2.0%
88 VVV VALVOLINE INC Energy 9,197.0 $364K 0.19% NEW $39.54 -18.8%
89 LHX L3HARRIS TECHNOLOGIES INC Industrials 1,204.0 $350K 0.18% NEW $290.59 -9.6%
90 FNV FRANCO NEV CORP Basic Materials 1,560.0 $325K 0.17% NEW $208.46 +27.7%
91 MMM 3M CO Industrials 1,954.0 $316K 0.17% NEW $161.91 +7.7%
92 BA BOEING CO Industrials 1,460.0 $316K 0.17% NEW $216.47 -3.1%
93 ULS UL SOLUTIONS INC Industrials 3,075.0 $313K 0.16% NEW $101.86 -26.9%
94 PG PROCTER & GAMBLE CO Consumer Defensive 2,120.0 $311K 0.16% NEW $146.64 -2.0%
95 EMLP FIRST TR EXCHANGE-TRADED FD 6,607.0 $287K 0.15% NEW $43.50 +1.1%
96 GS GOLDMAN SACHS GROUP INC Financial Services 278.0 $281K 0.15% NEW $1011.37 +2.2%
97 TMUS T-MOBILE US INC Communication Services 1,520.0 $255K 0.13% NEW $167.73 +8.1%
98 UNH UNITEDHEALTH GROUP INC Healthcare 603.0 $251K 0.13% NEW $415.68 -5.5%
99 BYD BOYD GAMING CORP Consumer Cyclical 2,400.0 $212K 0.11% NEW $88.33 -10.0%
100 RTX RTX CORPORATION Industrials 1,112.0 $211K 0.11% NEW $189.77 +11.6%
Page 5 of 6  ·  102 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Industrials 19.1%
Financial Services 15.5%
Technology 12.8%
Healthcare 9.4%
Energy 8.7%
Consumer Cyclical 8.5%
Consumer Defensive 7.3%
Communication Services 6.1%
Real Estate 5.5%
Basic Materials 4.6%