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Portfolio (Quarterly) Guide ↗

Capital Advantage, Inc.

· CIK 0001628896
13F Portfolio $820M AUM 150 positions Filed Jul 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 18 New 44 Added 61 Reduced 17 Exited
Page 1 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 XLF SELECT SECTOR SPDR TR 397,734.0 $21.3M 2.60% -18K -4.3% $53.61 +7.2%
2 VIS VANGUARD WORLD FD 50,964.0 $18.4M 2.24% -591.0 -1.1% $360.38 -3.1%
3 AAPL APPLE INC Technology 52,049.0 $15.1M 1.84% -1K -2.5% $289.36 +9.5%
4 AMD ADVANCED MICRO DEVICES INC Technology 18,668.0 $10.8M 1.32% -7K -27.4% $580.91 -19.7%
5 EFA ISHARES TR 90,234.0 $9.4M 1.14% -5K -5.3% $103.88 +3.6%
6 EFV ISHARES TR 111,938.0 $8.6M 1.04% -2K -1.7% $76.55 +6.5%
7 EXTR EXTREME NETWORKS INC Technology 219,308.0 $7.1M 0.87% -20K -8.2% $32.37 -29.6%
8 IJR ISHARES TR 42,688.0 $6.3M 0.77% -837.0 -1.9% $148.31 -0.3%
9 MSFT MICROSOFT CORP Technology 14,843.0 $5.5M 0.68% -1K -8.7% $373.01 +29.8%
10 EEM ISHARES TR 74,437.0 $5.1M 0.62% -1K -1.7% $68.41 -3.4%
11 IEFA ISHARES TR 39,273.0 $3.8M 0.46% -740.0 -1.9% $96.58 +4.0%
12 XLP SELECT SECTOR SPDR TR 44,540.0 $3.7M 0.45% -577.0 -1.3% $83.07 +4.2%
13 CVX CHEVRON CORPORATION Energy 19,037.0 $3.2M 0.39% -5K -19.6% $165.76 +24.1%
14 NVDA NVIDIA CORPORATION Technology 14,401.0 $2.9M 0.35% -634.0 -4.2% $200.09 +8.7%
15 AMZN AMAZON COM INC Consumer Cyclical 11,477.0 $2.7M 0.33% -628.0 -5.2% $238.34 +11.5%
16 CAT CATERPILLAR INC Industrials 1,942.0 $2.1M 0.25% -338.0 -14.8% $1064.99 -23.4%
17 JNJ JOHNSON & JOHNSON Healthcare 5,188.0 $1.3M 0.16% -171.0 -3.2% $253.97 +7.7%
18 ETN EATON CORP PLC Industrials 2,943.0 $1.3M 0.15% -38.0 -1.3% $426.15 -0.3%
19 MDY STATE STR SPDR S&P MIDCAP 40 Financial Services 1,696.0 $1.2M 0.15% -90.0 -5.0% $703.26 -0.1%
20 GOOG ALPHABET INC Communication Services 3,349.0 $1.2M 0.14% -111.0 -3.2% $353.32 -3.3%
Page 1 of 4  ·  61 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 53.5%
Industrials 11.1%
Financial Services 10.9%
Consumer Cyclical 5.8%
Communication Services 5.0%
Healthcare 4.6%
Energy 4.5%
Consumer Defensive 3.9%
Utilities 0.8%