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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 55 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1081 DAVE INC 1,917.0 $714K 0.00% NEW $372.59
1082 JNJ JOHNSON & JOHNSON Healthcare 2,792.0 $709K 0.00% NEW $253.97 +6.4%
1083 OKE CALL ONEOK INC NEW Energy 8,100.0 $704K 0.00% NEW $86.94 +7.3%
1084 APD CALL AIR PRODUCTS AND CHEMICALS I Basic Materials 2,400.0 $704K 0.00% NEW $293.18 +4.1%
1085 HPE HEWLETT PACKARD ENTERPRISE C Technology 15,559.0 $702K 0.00% NEW $45.11 +18.5%
1086 HBAN PUT HUNTINGTON BANCSHARES INC Financial Services 39,500.0 $700K 0.00% NEW $17.73 -3.9%
1087 MBLY MOBILEYE GLOBAL INC Consumer Cyclical 72,191.0 $699K 0.00% NEW $9.68 -6.7%
1088 WH WYNDHAM HOTELS & RESORTS INC Consumer Cyclical 8,291.0 $698K 0.00% NEW $84.21 -11.4%
1089 KALU KAISER ALUMINIUM CORPORATION Basic Materials 3,564.0 $697K 0.00% NEW $195.63 -21.2%
1090 TGTX TG THERAPEUTICS INC Healthcare 12,611.0 $693K 0.00% NEW $54.94 -1.2%
1091 ANF ABERCROMBIE & FITCH CO Consumer Cyclical 7,693.0 $692K 0.00% NEW $90.01 +21.1%
1092 NSC CALL NORFOLK SOUTHN CORP Industrials 2,200.0 $692K 0.00% NEW $314.59 +11.5%
1093 FIZZ NATIONAL BEVERAGE CORP Consumer Defensive 22,181.0 $692K 0.00% NEW $31.20 +3.8%
1094 ADUS ADDUS HOMECARE CORP Healthcare 6,856.0 $689K 0.00% NEW $100.47 +20.2%
1095 REGN CALL REGENERON PHARMACEUTICALS Healthcare 1,100.0 $686K 0.00% NEW $623.54 +33.8%
1096 LNT ALLIANT ENERGY CORP Utilities 8,983.0 $685K 0.00% NEW $76.29 -11.0%
1097 BBY BEST BUY INC Consumer Cyclical 9,022.0 $685K 0.00% NEW $75.88 +13.2%
1098 MTSI MACOM TECH SOLUTIONS HLDGS I Technology 1,796.0 $683K 0.00% NEW $380.37 -29.9%
1099 FFIV F5 INC Technology 1,642.0 $683K 0.00% NEW $415.96 -7.5%
1100 DLR CALL DIGITAL RLTY TR INC Real Estate 3,800.0 $682K 0.00% NEW $179.58 +6.1%
Page 55 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%