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Portfolio (Quarterly) Guide ↗

Capital Asset Advisory Services LLC

· CIK 0001666024
13F Portfolio $2.5B AUM 289 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 289 New
Page 12 of 15  ·  289 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
221 SMB VANECK ETF TRUST 19,400.0 $337K 0.01% NEW $17.37 -0.3%
222 CRWD CROWDSTRIKE HLDGS INC Technology 732.0 $335K 0.01% NEW $458.32 +50.0%
223 CLF CLEVELAND-CLIFFS INC NEW Basic Materials 25,193.0 $334K 0.01% NEW $13.27 +0.3%
224 SLB SLB LIMITED Energy 7,614.0 $332K 0.01% NEW $43.63 +18.0%
225 VGSH VANGUARD SCOTTSDALE FDS 5,588.0 $328K 0.01% NEW $58.78 -1.0%
226 VLTO VERALTO CORP Industrials 3,275.0 $327K 0.01% NEW $99.95 -15.9%
227 HUBB HUBBELL INC Industrials 683.0 $326K 0.01% NEW $477.46 +8.6%
228 CI THE CIGNA GROUP Healthcare 1,114.0 $317K 0.01% NEW $284.76 +0.4%
229 SUSC ISHARES TR 13,412.0 $314K 0.01% NEW $23.42 -1.1%
230 AMT AMERICAN TOWER CORP NEW Real Estate 1,786.0 $314K 0.01% NEW $175.81 +4.1%
231 SNOW SNOWFLAKE INC Technology 1,326.0 $311K 0.01% NEW $234.53 +1.6%
232 PYPL PAYPAL HLDGS INC Financial Services 5,117.0 $306K 0.01% NEW $59.81 -27.3%
233 ITW ILLINOIS TOOL WKS INC Industrials 1,192.0 $303K 0.01% NEW $254.23 +5.4%
234 WEC WEC ENERGY GROUP INC Utilities 2,825.0 $299K 0.01% NEW $105.96 +6.6%
235 NEM NEWMONT CORP Basic Materials 2,703.0 $295K 0.01% NEW $109.21 +2.3%
236 NOW SERVICENOW INC Technology 1,978.0 $294K 0.01% NEW $148.81 -32.0%
237 NVS NOVARTIS AG Healthcare 2,055.0 $292K 0.01% NEW $142.25 +6.9%
238 USXF ISHARES TR 4,929.0 $291K 0.01% NEW $59.11 +16.3%
239 GTLS CHART INDS INC Industrials 1,407.0 $290K 0.01% NEW $206.25 +0.4%
240 LRCX LAM RESEARCH CORP Technology 1,400.0 $290K 0.01% NEW $207.01 +86.1%
Page 12 of 15  ·  289 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 29.7%
Financial Services 25.1%
Healthcare 9.3%
Communication Services 8.8%
Consumer Cyclical 8.2%
Industrials 7.2%
Consumer Defensive 5.6%
Energy 3.3%
Basic Materials 1.6%
Utilities 0.9%