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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 2 of 4  ·  61 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOGL ALPHABET INC Communication Services 3,094.0 $1.1M 0.14% -340.0 -9.9% $357.40 -5.2%
22 VTI VANGUARD INDEX FDS 2,927.0 $1.1M 0.13% -404.0 -12.1% $370.08 +2.1%
23 SCHW SCHWAB CHARLES CORP Financial Services 11,472.0 $1.1M 0.13% -249.0 -2.1% $92.27 +20.2%
24 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,200.0 $1.1M 0.13% -82.0 -3.6% $477.60 -13.5%
25 RTX RTX CORPORATION Industrials 5,398.0 $1.0M 0.12% -333.0 -5.8% $189.73 +14.2%
26 MRK MERCK & CO INC Healthcare 7,767.0 $998K 0.12% -706.0 -8.3% $128.49 +18.2%
27 INTC INTEL CORP Technology 6,583.0 $919K 0.11% -2K -27.4% $139.62 -34.7%
28 DVY ISHARES TR 5,879.0 $919K 0.11% -348.0 -5.6% $156.31 +5.9%
29 AMGN AMGEN INC Healthcare 2,474.0 $896K 0.11% -481.0 -16.3% $362.19 +20.5%
30 GLD SPDR GOLD TR Financial Services 2,041.0 $752K 0.09% -210.0 -9.3% $368.44 +12.3%
31 HD HOME DEPOT INC Consumer Cyclical 1,993.0 $703K 0.09% -69.0 -3.4% $352.65 -4.7%
32 CSCO CISCO SYS INC Technology 5,741.0 $674K 0.08% -13K -69.8% $117.46 -5.8%
33 WFC WELLS FARGO & CO Financial Services 8,005.0 $662K 0.08% -851.0 -9.6% $82.64 +2.3%
34 WMT WALMART INC Consumer Defensive 5,804.0 $657K 0.08% -189.0 -3.1% $113.27 -8.9%
35 DJCO DAILY JOURNAL CORP Technology 947.0 $569K 0.07% -439.0 -31.7% $601.19 -0.3%
36 DGRO ISHARES TR 6,870.0 $521K 0.06% -64.0 -0.9% $75.79 +5.4%
37 VCIT VANGUARD SCOTTSDALE FDS 6,200.0 $512K 0.06% -997K -99.4% $82.66 -1.9%
38 GE GE AEROSPACE Industrials 1,341.0 $501K 0.06% -252.0 -15.8% $373.71 -7.0%
39 BA BOEING CO Industrials 2,187.0 $473K 0.06% -635.0 -22.5% $216.43 +0.1%
40 MCD MCDONALDS CORP Consumer Cyclical 1,665.0 $450K 0.06% -89.0 -5.1% $270.31 -0.0%
Page 2 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%