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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 45 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
881 LEN LENNAR CORP Consumer Cyclical 13,345.0 $1.2M 0.00% NEW $90.49 -3.8%
882 ALLY ALLY FINL INC Financial Services 26,207.0 $1.2M 0.00% NEW $45.95 -6.6%
883 APD PUT AIR PRODUCTS AND CHEMICALS I Basic Materials 4,100.0 $1.2M 0.00% NEW $293.18 +4.1%
884 MO ALTRIA GROUP INC Consumer Defensive 16,674.0 $1.2M 0.00% NEW $71.95 -8.1%
885 SYK CALL STRYKER CORPORATION Healthcare 3,800.0 $1.2M 0.00% NEW $314.84 +4.6%
886 CMI CUMMINS INC Industrials 1,666.0 $1.2M 0.00% NEW $713.21 -17.6%
887 TFC CALL TRUIST FINL CORP Financial Services 23,800.0 $1.2M 0.00% NEW $49.82 +1.2%
888 APG API GROUP CORP Industrials 27,906.0 $1.2M 0.00% NEW $42.35 -2.8%
889 AMP AMERIPRISE FINL INC Financial Services 2,572.0 $1.2M 0.00% NEW $458.76 +21.1%
890 XEL PUT XCEL ENERGY INC Utilities 14,500.0 $1.2M 0.00% NEW $80.30 -5.0%
891 CPRT COPART INC Industrials 41,182.0 $1.2M 0.00% NEW $28.19 +19.9%
892 PWR QUANTA SVCS INC Industrials 1,606.0 $1.2M 0.00% NEW $720.04 -11.2%
893 DSM BNY MELLON STRATEGIC MUN BD Financial Services 187,555.0 $1.2M 0.00% NEW $6.15 -5.5%
894 RF PUT REGIONS FINANCIAL CORP NEW Financial Services 37,800.0 $1.1M 0.00% NEW $30.20 +0.7%
895 DG PUT DOLLAR GEN CORP Consumer Defensive 9,900.0 $1.1M 0.00% NEW $115.11 +7.2%
896 DE DEERE & CO Industrials 1,790.0 $1.1M 0.00% NEW $634.33 +2.1%
897 URI CALL UNITED RENTALS INC Industrials 1,000.0 $1.1M 0.00% NEW $1132.89 -3.0%
898 URI PUT UNITED RENTALS INC Industrials 1,000.0 $1.1M 0.00% NEW $1132.89 -3.0%
899 A PUT AGILENT TECHNOLOGIES INC Healthcare 8,500.0 $1.1M 0.00% NEW $132.83 +19.6%
900 TTD PUT THE TRADE DESK INC Technology 62,400.0 $1.1M 0.00% NEW $18.08 -27.1%
Page 45 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%