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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 62 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1221 ASO ACADEMY SPORTS & OUTDOORS IN Consumer Cyclical 11,185.0 $527K 0.00% NEW $47.13 +1.0%
1222 KWEB KRANESHARES TRUST 21,465.0 $525K 0.00% NEW $24.47 +11.2%
1223 CAH CARDINAL HEALTH INC Healthcare 2,203.0 $523K 0.00% NEW $237.56 -1.1%
1224 MCO MOODYS CORP Financial Services 1,155.0 $523K 0.00% NEW $452.92 +9.7%
1225 RHI ROBERT HALF INC. Industrials 16,989.0 $522K 0.00% NEW $30.70 +41.8%
1226 BAND BANDWIDTH INC Technology 8,239.0 $522K 0.00% NEW $63.30 -17.4%
1227 TRN TRINITY INDS INC Industrials 15,031.0 $520K 0.00% NEW $34.58 -14.3%
1228 TEAM ATLASSIAN CORPORATION Technology 6,664.0 $518K 0.00% NEW $77.79 +124.0%
1229 JBL JABIL INC Technology 1,342.0 $517K 0.00% NEW $385.48 -16.3%
1230 VIRT VIRTU FINL INC Financial Services 8,668.0 $516K 0.00% NEW $59.57 +0.7%
1231 MRK MERCK & CO INC Healthcare 4,009.0 $515K 0.00% NEW $128.50 +18.5%
1232 IVZ PUT INVESCO LTD Financial Services 19,500.0 $515K 0.00% NEW $26.39 +22.1%
1233 DAR DARLING INGREDIENTS INC Consumer Defensive 9,407.0 $514K 0.00% NEW $54.62 +22.6%
1234 EA CALL ELECTRONIC ARTS INC Communication Services 2,500.0 $513K 0.00% NEW $205.04 +2.3%
1235 SMITHFIELD FOODS INC 21,104.0 $512K 0.00% NEW $24.26
1236 AWR AMER STATES WTR CO Utilities 6,190.0 $511K 0.00% NEW $82.63 +7.9%
1237 NEBIUS GROUP N.V. 1,849.0 $511K 0.00% NEW $276.17
1238 EBC EASTERN BANKSHARES INC Financial Services 22,892.0 $509K 0.00% NEW $22.24 +3.5%
1239 EXC CALL EXELON CORP Utilities 10,900.0 $508K 0.00% NEW $46.62 -2.8%
1240 HDB HDFC BANK LTD Financial Services 19,624.0 $507K 0.00% NEW $25.83 -10.3%
Page 62 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 56.2%
Consumer Cyclical 18.1%
Communication Services 8.6%
Financial Services 8.4%
Industrials 3.3%
Consumer Defensive 1.8%
Healthcare 1.3%
Basic Materials 1.0%
Energy 0.7%
Utilities 0.6%