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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 3 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 CVX CHEVRON CORPORATION Energy 19,037.0 $3.2M 0.39% -5K -19.6% $165.76 +24.1%
42 NVDA NVIDIA CORPORATION Technology 14,401.0 $2.9M 0.35% -634.0 -4.2% $200.09 +8.7%
43 VOO VANGUARD INDEX FDS 4,165.0 $2.9M 0.35% $686.89 +2.9%
44 VYM VANGUARD WHITEHALL FDS 17,815.0 $2.8M 0.34% +2K +9.8% $158.03 +4.6%
45 AMZN AMAZON COM INC Consumer Cyclical 11,477.0 $2.7M 0.33% -628.0 -5.2% $238.34 +11.5%
46 SCHX SCHWAB STRATEGIC TR 90,216.0 $2.7M 0.32% $29.43 +3.1%
47 NOC NORTHROP GRUMMAN CORP Industrials 5,201.0 $2.6M 0.32% $509.35 +14.4%
48 SGOV ISHARES TR 25,587.0 $2.6M 0.31% NEW $100.67 -0.1%
49 CAT CATERPILLAR INC Industrials 1,942.0 $2.1M 0.25% -338.0 -14.8% $1064.99 -23.4%
50 SCHM SCHWAB STRATEGIC TR 47,977.0 $1.8M 0.22% +1K +3.1% $36.87 -1.7%
51 WDAY WORKDAY INC Technology 14,191.0 $1.7M 0.21% $122.42 +62.1%
52 AMAT APPLIED MATLS INC Technology 2,350.0 $1.7M 0.21% +107.0 +4.8% $722.92 -31.4%
53 SPY STATE STR SPDR S&P 500 ETF T Financial Services 2,086.0 $1.6M 0.19% +103.0 +5.2% $746.75 +3.0%
54 BERKSHIRE HATHAWAY INC DEL 2.0 $1.5M 0.18% $748850.00
55 META META PLATFORMS INC Communication Services 2,550.0 $1.4M 0.17% +87.0 +3.5% $563.32 -3.1%
56 IWD ISHARES TR 5,850.0 $1.4M 0.17% $242.44 +6.7%
57 JNJ JOHNSON & JOHNSON Healthcare 5,188.0 $1.3M 0.16% -171.0 -3.2% $253.97 +7.7%
58 ETN EATON CORP PLC Industrials 2,943.0 $1.3M 0.15% -38.0 -1.3% $426.15 -0.3%
59 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%
60 GOOG ALPHABET INC Communication Services 3,349.0 $1.2M 0.14% -111.0 -3.2% $353.32 -3.3%
Page 3 of 8  ·  150 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%