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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 38 of 83  ·  1,641 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
741 LHX PUT L3HARRIS TECHNOLOGIES INC Industrials 6,600.0 $1.9M 0.00% NEW $290.59 -8.2%
742 TGT TARGET CORP Consumer Defensive 14,635.0 $1.9M 0.00% NEW $130.61 +26.7%
743 GWW CALL WW GRAINGER INC Industrials 1,400.0 $1.9M 0.00% NEW $1360.40 -3.5%
744 GWW PUT WW GRAINGER INC Industrials 1,400.0 $1.9M 0.00% NEW $1360.40 -3.5%
745 MDT MEDTRONIC PLC Healthcare 24,265.0 $1.9M 0.00% NEW $78.23 +19.3%
746 KBR KBR INC Industrials 54,627.0 $1.9M 0.00% NEW $34.53 +11.7%
747 EQIX PUT EQUINIX INC Real Estate 1,800.0 $1.9M 0.00% NEW $1042.39 +2.2%
748 ZTS PUT ZOETIS INC Healthcare 26,100.0 $1.9M 0.00% NEW $71.86 +8.2%
749 SNPS CALL SYNOPSYS INC Technology 4,200.0 $1.9M 0.00% NEW $446.07 -10.8%
750 PKG PACKAGING CORP AMER Consumer Cyclical 7,852.0 $1.9M 0.00% NEW $238.28 +6.1%
751 DXCM PUT DEXCOM INC Healthcare 27,700.0 $1.9M 0.00% NEW $67.35 +37.1%
752 HPE CALL HEWLETT PACKARD ENTERPRISE C Technology 41,000.0 $1.8M 0.00% NEW $45.11 +18.5%
753 BSX CALL BOSTON SCIENTIFIC CORP Healthcare 43,200.0 $1.8M 0.00% NEW $42.68 +18.0%
754 NSC PUT NORFOLK SOUTHN CORP Industrials 5,800.0 $1.8M 0.00% NEW $314.59 +11.5%
755 RSG CALL REPUBLIC SVCS INC Industrials 8,500.0 $1.8M 0.00% NEW $213.08 +3.6%
756 RSG PUT REPUBLIC SVCS INC Industrials 8,500.0 $1.8M 0.00% NEW $213.08 +3.6%
757 KHC PUT KRAFT HEINZ CO Consumer Defensive 76,600.0 $1.8M 0.00% NEW $23.62 +8.3%
758 COCO VITA COCO CO INC Consumer Defensive 27,261.0 $1.8M 0.00% NEW $66.14 -4.2%
759 FIS PUT FIDELITY NATL INFORMATION SV Technology 46,300.0 $1.8M 0.00% NEW $38.88 +6.3%
760 TROW PUT PRICE T ROWE GROUP INC Financial Services 15,800.0 $1.8M 0.00% NEW $113.69 -1.9%
Page 38 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%