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Portfolio (Quarterly) Guide ↗

Capital Advantage, Inc.

· CIK 0001628896
13F Portfolio $741M AUM 149 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 75 Added 31 Reduced 2 Exited
Page 1 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 1,003,349.0 $84.0M 11.34% -11K -1.1% $83.75 -1.5%
2 AAPL APPLE INC Technology 53,359.0 $14.5M 1.96% -1K -1.9% $271.86 +14.1%
3 AMD ADVANCED MICRO DEVICES INC Technology 25,700.0 $5.5M 0.74% -1K -4.7% $214.16 +128.2%
4 IJR ISHARES TR 43,525.0 $5.2M 0.71% -573.0 -1.3% $120.18 +15.6%
5 EEM ISHARES TR 75,711.0 $4.1M 0.56% -1K -1.4% $54.71 +24.4%
6 CVX CHEVRON CORP NEW Energy 23,689.0 $3.6M 0.49% -409.0 -1.7% $152.41 +23.0%
7 WDAY WORKDAY INC Technology 14,191.0 $3.0M 0.41% -637.0 -4.3% $214.78 -42.0%
8 AMZN AMAZON COM INC Consumer Cyclical 12,105.0 $2.8M 0.38% -571.0 -4.5% $230.82 +14.2%
9 VYM VANGUARD WHITEHALL FDS 16,228.0 $2.3M 0.31% -127.0 -0.8% $143.52 +10.7%
10 V VISA INC Financial Services 3,309.0 $1.2M 0.16% -84.0 -2.5% $350.75 -7.1%
11 GOOGL ALPHABET INC Communication Services 3,434.0 $1.1M 0.14% -39.0 -1.1% $313.03 +23.5%
12 RTX RTX CORPORATION Industrials 5,731.0 $1.1M 0.14% -94.0 -1.6% $183.42 -3.0%
13 JPM JPMORGAN CHASE & CO. Financial Services 3,189.0 $1.0M 0.14% -21.0 -0.7% $322.26 -4.8%
14 AMGN AMGEN INC Healthcare 2,955.0 $967K 0.13% -74.0 -2.4% $327.34 +3.4%
15 ETN EATON CORP PLC Industrials 2,981.0 $949K 0.13% -21.0 -0.7% $318.47 +28.1%
16 VEA VANGUARD TAX-MANAGED FDS 14,382.0 $898K 0.12% -80.0 -0.6% $62.47 +14.6%
17 DJCO DAILY JOURNAL CORP Technology 1,386.0 $675K 0.09% -40.0 -2.8% $487.32 -1.2%
18 ABT ABBOTT LABS Healthcare 5,074.0 $636K 0.09% -42.0 -0.8% $125.29 -30.9%
19 AMAT APPLIED MATLS INC Technology 2,243.0 $576K 0.08% -188.0 -7.7% $257.01 +74.5%
20 LLY ELI LILLY & CO Healthcare 506.0 $544K 0.07% -94.0 -15.7% $1074.14 +0.5%
Page 1 of 2  ·  31 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 46.2%
Communication Services 11.8%
Financial Services 11.4%
Industrials 9.3%
Energy 6.4%
Consumer Cyclical 5.8%
Healthcare 4.7%
Consumer Defensive 3.7%
Utilities 0.5%