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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 31 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
601 TDW TIDEWATER INC NEW Energy 49,103.0 $3.3M 0.01% NEW $66.63 +43.0%
602 RCL PUT ROYAL CARIBBEAN GROUP Consumer Cyclical 10,300.0 $3.3M 0.01% NEW $317.53 -8.0%
603 ROST ROSS STORES INC Consumer Cyclical 15,358.0 $3.3M 0.01% NEW $212.85 +12.3%
604 PUT ENTERGY CORP NEW 28,200.0 $3.2M 0.01% NEW $114.86
605 ZM CALL ZOOM COMMUNICATIONS INC Technology 37,500.0 $3.2M 0.01% NEW $86.31 +24.5%
606 PNC PUT PNC FINL SVCS GROUP INC Financial Services 13,100.0 $3.2M 0.01% NEW $246.22 -1.3%
607 SLV CALL ISHARES SILVER TR Financial Services 60,000.0 $3.2M 0.01% NEW $53.47 +17.3%
608 WMB CALL WILLIAMS COS INC Energy 43,100.0 $3.2M 0.01% NEW $74.34 -5.2%
609 BK CALL BANK OF NY MELLON CORP Financial Services 22,100.0 $3.2M 0.01% NEW $144.61 -1.9%
610 FAST PUT FASTENAL CO Industrials 66,400.0 $3.2M 0.01% NEW $48.03 +6.7%
611 AFL PUT AFLAC INC Financial Services 27,100.0 $3.2M 0.01% NEW $117.25 -1.0%
612 LOW CALL LOWES COS INC Consumer Cyclical 14,400.0 $3.2M 0.01% NEW $220.49 -2.0%
613 EOD ALLSPRING GLOBAL DIVIDEND OP Financial Services 485,255.0 $3.2M 0.01% NEW $6.53 +2.6%
614 PDD CALL PDD HOLDINGS INC Consumer Cyclical 41,400.0 $3.2M 0.01% NEW $76.28 +15.9%
615 ADSK PUT AUTODESK INC Technology 16,200.0 $3.1M 0.01% NEW $194.42 +30.6%
616 T CALL AT&T INC Communication Services 151,500.0 $3.1M 0.01% NEW $20.70 +22.3%
617 CALL CRH PLC 29,300.0 $3.1M 0.01% NEW $107.00
618 NUVATION BIO INC 3,000,000.0 $3.1M 0.01% NEW $1.04
619 DE CALL DEERE & CO Industrials 4,900.0 $3.1M 0.01% NEW $634.33 +2.1%
620 DELL CALL DELL TECHNOLOGIES INC Technology 7,200.0 $3.1M 0.01% NEW $431.46 +2.4%
Page 31 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%