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Portfolio (Quarterly) Guide ↗

CAPSTONE CAPITAL LLC

· CIK 0001993327
13F Portfolio $175M AUM 26 positions Filed Jul 22, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 5 New 5 Added 5 Reduced 1 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VCIT VANGUARD SCOTTSDALE FDS 8,480.0 $701K 0.40% -185.0 -2.1% $82.65 -1.8%
2 NVDA NVIDIA CORPORATION Technology 3,410.0 $682K 0.39% -51.0 -1.5% $200.09 +8.7%
3 BAB INVESCO EXCH TRADED FD TR II 21,545.0 $578K 0.33% -2K -7.4% $26.84 -1.9%
4 GOOGL ALPHABET INC Communication Services 1,176.0 $420K 0.24% -24.0 -2.0% $357.37 -3.0%
5 GOOG ALPHABET INC 782.0 $276K 0.16% -13.0 -1.6% $353.33

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 62.6%
Consumer Cyclical 17.2%
Financial Services 11.7%
Communication Services 8.5%