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Portfolio (Quarterly) Guide ↗

Kapstone Financial Advisors LLC

· CIK 0001966087
13F Portfolio $239M AUM 175 positions Filed Aug 7, 2026 EDGAR ↗ ← All Funds
Q2 2026 · All 175 New
Page 8 of 9  ·  175 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 LOW LOWES COS INC Consumer Cyclical 1,071.0 $236K 0.10% NEW $220.49 -2.2%
142 AEP AMERICAN ELEC PWR CO INC Utilities 1,723.0 $236K 0.10% NEW $136.81 -7.6%
143 BX BLACKSTONE INC Financial Services 2,003.0 $236K 0.10% NEW $117.67 +19.5%
144 FLY FIREFLY AEROSPACE INC Industrials 8,016.0 $236K 0.10% NEW $29.40 -11.1%
145 SPXX NUVEEN S&P 500 DYNAMIC OVERW Financial Services 12,601.0 $235K 0.10% NEW $18.64 +2.4%
146 ED CONSOLIDATED EDISON INC Utilities 2,111.0 $234K 0.10% NEW $110.63 -1.3%
147 ELV ELEVANCE HEALTH INC FORMERLY Healthcare 595.0 $230K 0.10% NEW $386.73 +3.0%
148 SPYM SPDR SERIES TRUST 2,610.0 $229K 0.10% NEW $87.88 +2.8%
149 VWO VANGUARD INTL EQUITY INDEX F 3,831.0 $229K 0.10% NEW $59.69 -0.1%
150 MS MORGAN STANLEY Financial Services 1,091.0 $228K 0.10% NEW $209.04 +4.1%
151 VFH VANGUARD WORLD FD 1,712.0 $225K 0.09% NEW $131.60 +7.6%
152 AZN ASTRAZENECA PLC Healthcare 1,184.0 $225K 0.09% NEW $189.62 -15.6%
153 XYLD GLOBAL X FDS 5,476.0 $223K 0.09% NEW $40.79 +2.1%
154 EPD ENTERPRISE PRODS PARTNERS L Energy 6,060.0 $223K 0.09% NEW $36.76 +5.1%
155 ETN EATON CORP PLC Industrials 509.0 $217K 0.09% NEW $426.12 +1.2%
156 DIS DISNEY WALT CO Communication Services 2,233.0 $215K 0.09% NEW $96.25 +8.0%
157 ROAD CONSTRUCTION PARTNERS INC Industrials 1,800.0 $214K 0.09% NEW $118.77 -4.4%
158 BGT BLACKROCK FLOATING RATE INC Financial Services 19,830.0 $211K 0.09% NEW $10.66 +2.6%
159 WFC WELLS FARGO & CO Financial Services 2,557.0 $211K 0.09% NEW $82.64 +5.8%
160 GE GE AEROSPACE Industrials 562.0 $210K 0.09% NEW $373.73 +0.4%
Page 8 of 9  ·  175 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 34.8%
Financial Services 21.6%
Communication Services 10.9%
Healthcare 8.7%
Consumer Defensive 8.2%
Industrials 5.6%
Energy 3.6%
Consumer Cyclical 3.3%
Utilities 1.5%
Basic Materials 1.3%