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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 4 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 COST COSTCO WHOLESALE CORPORATION Consumer Defensive 1,233.0 $1.2M 0.14% +40.0 +3.4% $935.56 +2.3%
62 V VISA INC Financial Services 3,322.0 $1.1M 0.14% $343.13 +6.5%
63 GOOGL ALPHABET INC Communication Services 3,094.0 $1.1M 0.14% -340.0 -9.9% $357.40 -3.5%
64 VTI VANGUARD INDEX FDS 2,927.0 $1.1M 0.13% -404.0 -12.1% $370.08 +2.7%
65 VSGX VANGUARD WORLD FD 13,115.0 $1.1M 0.13% +527.0 +4.2% $82.34 +0.5%
66 VUG VANGUARD INDEX FDS 12,514.0 $1.1M 0.13% +12K +1343.4% $86.14 +2.1%
67 JPM JPMORGAN CHASE & CO Financial Services 3,262.0 $1.1M 0.13% +73.0 +2.3% $327.38 +9.1%
68 SCHW SCHWAB CHARLES CORP Financial Services 11,472.0 $1.1M 0.13% -249.0 -2.1% $92.27 +20.2%
69 TSM TAIWAN SEMICONDUCTOR MANUFAC Technology 2,200.0 $1.1M 0.13% -82.0 -3.6% $477.60 -13.7%
70 VEA VANGUARD TAX-MANAGED FDS 14,382.0 $1.0M 0.12% $71.25 +2.2%
71 RTX RTX CORPORATION Industrials 5,398.0 $1.0M 0.12% -333.0 -5.8% $189.73 +16.1%
72 MRK MERCK & CO INC Healthcare 7,767.0 $998K 0.12% -706.0 -8.3% $128.49 +18.5%
73 ALV AUTOLIV INC Consumer Cyclical 8,298.0 $964K 0.12% $116.17 +5.3%
74 INTC INTEL CORP Technology 6,583.0 $919K 0.11% -2K -27.4% $139.62 -33.5%
75 DVY ISHARES TR 5,879.0 $919K 0.11% -348.0 -5.6% $156.31 +5.9%
76 QQQ INVESCO QQQ TR Financial Services 1,231.0 $906K 0.11% +112.0 +10.0% $736.27 -2.7%
77 AMGN AMGEN INC Healthcare 2,474.0 $896K 0.11% -481.0 -16.3% $362.19 +22.1%
78 EMNT PIMCO ETF TR 8,748.0 $866K 0.11% +180.0 +2.1% $98.94 +0.1%
79 GLD SPDR GOLD TR Financial Services 2,041.0 $752K 0.09% -210.0 -9.3% $368.44 +12.3%
80 IWF ISHARES TR 5,966.0 $741K 0.09% +4K +299.6% $124.18 -1.2%
Page 4 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%