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Portfolio (Quarterly) Guide ↗

CAPSTONE INVESTMENT ADVISORS, LLC

· CIK 0001426196
13F Portfolio $54.0B AUM 1,641 positions Filed Aug 17, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 1641 New
Page 30 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
581 GAMESTOP CORP 3,500,000.0 $3.6M 0.01% NEW $1.02
582 TWLO CALL TWILIO INC Communication Services 17,200.0 $3.5M 0.01% NEW $206.33 +9.2%
583 AIG PUT AMERICAN INTL GROUP INC Financial Services 47,300.0 $3.5M 0.01% NEW $74.53 +2.1%
584 TJX CALL TJX COS INC NEW Consumer Cyclical 23,100.0 $3.5M 0.01% NEW $151.50 -7.3%
585 CL CALL COLGATE PALMOLIVE CO Consumer Defensive 38,100.0 $3.5M 0.01% NEW $91.68 -0.7%
586 DOW DOW HLDGS INC Basic Materials 127,178.0 $3.5M 0.01% NEW $27.36 +18.2%
587 NEOGENOMICS INC 3,708,000.0 $3.5M 0.01% NEW $0.94
588 CLEANSPARK INC 2,666,000.0 $3.5M 0.01% NEW $1.30
589 NVT NVENT ELEC PLC Industrials 20,401.0 $3.5M 0.01% NEW $169.61 -10.4%
590 APP PUT APPLOVIN CORP Technology 6,700.0 $3.5M 0.01% NEW $515.23 -40.7%
591 AMGN CALL AMGEN INC Healthcare 9,500.0 $3.4M 0.01% NEW $362.12 +21.3%
592 GLO CLOUGH GLOBAL OPPORTUNITIES Financial Services 560,671.0 $3.4M 0.01% NEW $6.12 -5.2%
593 EXC PUT EXELON CORP Utilities 73,600.0 $3.4M 0.01% NEW $46.62 -6.1%
594 TFC PUT TRUIST FINL CORP Financial Services 68,700.0 $3.4M 0.01% NEW $49.82 +1.2%
595 MCO CALL MOODYS CORP Financial Services 7,500.0 $3.4M 0.01% NEW $452.92 +11.1%
596 AXP CALL AMERICAN EXPRESS CO Financial Services 9,900.0 $3.3M 0.01% NEW $338.25 -0.7%
597 KMB KIMBERLY-CLARK CORP Consumer Defensive 30,496.0 $3.3M 0.01% NEW $109.77 -0.4%
598 VXX CALL BARCLAYS BANK PLC Financial Services 150,000.0 $3.3M 0.01% NEW $22.09 -14.2%
599 TXRH TEXAS ROADHOUSE INC Consumer Cyclical 17,130.0 $3.3M 0.01% NEW $193.23 +5.8%
600 MS MORGAN STANLEY Financial Services 15,683.0 $3.3M 0.01% NEW $209.04 +2.5%
Page 30 of 83  ·  1,641 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
Technology 57.1%
Consumer Cyclical 18.4%
Financial Services 8.3%
Communication Services 7.3%
Industrials 3.4%
Consumer Defensive 1.8%
Healthcare 1.3%
Basic Materials 1.0%
Energy 0.7%
Utilities 0.6%