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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
Page 2 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPY STATE STR SPDR S&P 500 ETF T Financial Services 370.0 $276K 0.16% $746.77 +3.0%
22 GOOG ALPHABET INC 782.0 $276K 0.16% -13.0 -1.6% $353.33
23 XMHQ INVESCO EXCHANGE TRADED FD T 2,130.0 $240K 0.14% $112.88 +4.6%
24 DFUV DIMENSIONAL ETF TRUST 4,059.0 $223K 0.13% NEW $55.01 +4.0%
25 AMAT APPLIED MATLS INC Technology 306.0 $221K 0.13% NEW $723.00 -36.1%
26 MU MICRON TECHNOLOGY INC Technology 191.0 $220K 0.13% NEW $1154.29 -19.2%
Page 2 of 2  ·  26 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 62.6%
Consumer Cyclical 17.2%
Financial Services 11.7%
Communication Services 8.5%