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Portfolio (Quarterly) Guide ↗

Capital CS Group, LLC

· CIK 0001830008
13F Portfolio $65M AUM 73 positions Filed Jan 9, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 73 New
Page 4 of 4  ·  73 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ABBV CALL ABBVIE INC Healthcare 17,500.0 $141K 0.22% NEW $8.08 +2505.4%
62 CLM CORNERSTONE STRATEGIC INVEST Financial Services 16,539.0 $138K 0.21% NEW $8.36 -9.4%
63 WMT CALL WALMART INC Consumer Defensive 23,400.0 $127K 0.20% NEW $5.43 +2341.2%
64 W CALL WAYFAIR INC Consumer Cyclical 26,100.0 $123K 0.19% NEW $4.72 +1210.8%
65 INTC CALL INTEL CORP Technology 54,200.0 $118K 0.18% NEW $2.17 +5234.0%
66 MO CALL ALTRIA GROUP INC Consumer Defensive 56,400.0 $105K 0.16% NEW $1.87 +3772.2%
67 CVS CALL CVS HEALTH CORP Healthcare 73,900.0 $96K 0.15% NEW $1.30 +7373.1%
68 NVDA PUT NVIDIA CORPORATION Technology 41,600.0 $91K 0.14% NEW $2.18 +10713.4%
69 U CALL UNITY SOFTWARE INC Technology 48,400.0 $88K 0.14% NEW $1.81 +1407.5%
70 AAPL CALL APPLE INC Technology 25,500.0 $72K 0.11% NEW $2.81 +10603.3%
71 KHC CALL KRAFT HEINZ CO Consumer Defensive 27,400.0 $57K 0.09% NEW $2.08 +1020.6%
72 QUBT PUT QUANTUM COMPUTING INC Technology 43,600.0 $21K 0.03% NEW $0.48 +2337.7%
73 DDOG CALL DATADOG INC Technology 12,200.0 $5K 0.01% NEW $0.40 +50506.3%
Page 4 of 4  ·  73 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
Industrials 59.8%
Financial Services 17.7%
Technology 10.3%
Communication Services 5.2%
Consumer Cyclical 4.1%
Healthcare 1.6%
Basic Materials 1.4%