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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 32 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
621 GEHC PUT GE HEALTHCARE TECHNOLOGIES I Healthcare 48,400.0 $3.1M 0.01% NEW $64.01 +16.9%
622 PYPL CALL PAYPAL HLDGS INC Financial Services 71,600.0 $3.1M 0.01% NEW $43.18 +42.5%
623 BLK BLACKROCK INC Financial Services 3,210.0 $3.1M 0.01% NEW $961.56 +20.3%
624 EQH EQUITABLE HLDGS INC Financial Services 70,000.0 $3.1M 0.01% NEW $43.88 +11.4%
625 EXPO EXPONENT INC Industrials 52,159.0 $3.1M 0.01% NEW $58.76 +19.5%
626 ED PUT CONSOLIDATED EDISON INC Utilities 27,700.0 $3.1M 0.01% NEW $110.63 -3.9%
627 CLSK PUT CLEANSPARK INC Technology 210,300.0 $3.1M 0.01% NEW $14.55 -17.7%
628 MNST MONSTER BEVERAGE CORP NEW Consumer Defensive 31,747.0 $3.1M 0.01% NEW $96.12 -50.3%
629 PFE PFIZER INC Healthcare 126,497.0 $3.0M 0.01% NEW $24.08 +16.6%
630 BMNR BITMINE IMMERSION TECHS INC Financial Services 228,822.0 $3.0M 0.01% NEW $13.31 +71.5%
631 SWX SOUTHWEST GAS HLDGS INC Utilities 34,032.0 $3.0M 0.01% NEW $88.68 +0.2%
632 KVUE PUT KENVUE INC Consumer Defensive 157,100.0 $3.0M 0.01% NEW $19.11 -0.3%
633 RAMACO RES INC 4,000,000.0 $3.0M 0.01% NEW $0.75
634 LII LENNOX INTL INC Industrials 5,220.0 $3.0M 0.01% NEW $572.95 -29.7%
635 AEP PUT AMERICAN ELEC PWR CO INC Utilities 21,800.0 $3.0M 0.01% NEW $136.81 -11.6%
636 APOS CALL APOLLO GLOBAL MGMT INC 25,100.0 $3.0M 0.01% NEW $118.31
637 SCHW CALL SCHWAB CHARLES CORP Financial Services 32,100.0 $3.0M 0.01% NEW $92.27 +21.7%
638 REYN REYNOLDS CONSUMER PRODS INC Consumer Cyclical 109,460.0 $2.9M 0.01% NEW $26.85 -5.1%
639 SPOT SPOTIFY TECHNOLOGY S A Communication Services 6,321.0 $2.9M 0.01% NEW $459.13 +16.2%
640 PBR PETROLEO BRASILEIRO S A Energy 178,861.0 $2.9M 0.01% NEW $16.16 +18.5%
Page 32 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%