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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 5 of 8  ·  150 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ESGD ISHARES TR 6,867.0 $706K 0.09% +399.0 +6.2% $102.82 +3.6%
82 HD HOME DEPOT INC Consumer Cyclical 1,993.0 $703K 0.09% -69.0 -3.4% $352.65 -2.4%
83 ESGE ISHARES INC 12,805.0 $700K 0.09% +917.0 +7.7% $54.69 -2.8%
84 AXP AMERICAN EXPRESS CO Financial Services 2,027.0 $686K 0.08% +15.0 +0.8% $338.25 +0.5%
85 CSCO CISCO SYS INC Technology 5,741.0 $674K 0.08% -13K -69.8% $117.46 -5.9%
86 LLY ELI LILLY & CO Healthcare 557.0 $668K 0.08% +51.0 +10.1% $1199.94 +6.7%
87 ADP AUTOMATIC DATA PROCESSING IN Industrials 2,963.0 $664K 0.08% $223.94 +23.8%
88 WFC WELLS FARGO & CO Financial Services 8,005.0 $662K 0.08% -851.0 -9.6% $82.64 +4.0%
89 WMT WALMART INC Consumer Defensive 5,804.0 $657K 0.08% -189.0 -3.1% $113.27 +0.9%
90 DJCO DAILY JOURNAL CORP Technology 947.0 $569K 0.07% -439.0 -31.7% $601.19 -0.5%
91 PG PROCTER & GAMBLE CO Consumer Defensive 3,721.0 $546K 0.07% +313.0 +9.2% $146.63 -1.5%
92 DGRO ISHARES TR 6,870.0 $521K 0.06% -64.0 -0.9% $75.79 +5.6%
93 KO COCA COLA CO Consumer Defensive 6,311.0 $513K 0.06% +52.0 +0.8% $81.27 +11.2%
94 VCIT VANGUARD SCOTTSDALE FDS 6,200.0 $512K 0.06% -997K -99.4% $82.66 -1.5%
95 IBM INTERNATIONAL BUSINESS MACHS Technology 1,803.0 $507K 0.06% +246.0 +15.8% $281.27 -15.7%
96 GE GE AEROSPACE Industrials 1,341.0 $501K 0.06% -252.0 -15.8% $373.71 -4.7%
97 BA BOEING CO Industrials 2,187.0 $473K 0.06% -635.0 -22.5% $216.43 +2.7%
98 CALI BLACKROCK ETF TRUST II 9,313.0 $471K 0.06% $50.54 -0.3%
99 VDE VANGUARD WORLD FD 3,090.0 $464K 0.06% +634.0 +25.8% $150.14 +19.3%
100 VANGUARD CALIF TAX FREE FDS 4,500.0 $453K 0.06% NEW $100.60
Page 5 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%