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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 DFAC DIMENSIONAL ETF TRUST 1,873,234.0 $83.1M 47.46% +34K +1.9% $44.36 +2.8%
2 DFIC DIMENSIONAL ETF TRUST 1,065,523.0 $39.7M 22.68% +11K +1.1% $37.26 +5.3%
3 DFEM DIMENSIONAL ETF TRUST 522,387.0 $21.2M 12.13% $40.64 -0.8%
4 VCSH VANGUARD SCOTTSDALE FDS 156,657.0 $12.4M 7.07% +6K +3.9% $79.03 -0.7%
5 VTEB VANGUARD MUN BD FDS 200,660.0 $10.1M 5.80% +17K +9.0% $50.58 -2.3%
6 AAPL APPLE INC Technology 2,955.0 $855K 0.49% $289.36 +10.5%
7 VCIT VANGUARD SCOTTSDALE FDS 8,480.0 $701K 0.40% -185.0 -2.1% $82.65 -1.8%
8 NVDA NVIDIA CORPORATION Technology 3,410.0 $682K 0.39% -51.0 -1.5% $200.09 +8.7%
9 BAB INVESCO EXCH TRADED FD TR II 21,545.0 $578K 0.33% -2K -7.4% $26.84 -1.9%
10 MSFT MICROSOFT CORP Technology 1,444.0 $539K 0.31% $373.02 +37.7%
11 LVS LAS VEGAS SANDS CORP Consumer Cyclical 10,158.0 $469K 0.27% $46.19 -2.5%
12 SUB ISHARES TR 3,957.0 $421K 0.24% $106.47 -0.2%
13 GOOGL ALPHABET INC Communication Services 1,176.0 $420K 0.24% -24.0 -2.0% $357.37 -3.0%
14 IVV ISHARES TR 525.0 $393K 0.23% $748.89 +3.2%
15 MUB ISHARES TR 3,595.0 $387K 0.22% $107.61 -2.2%
16 AMZN AMAZON COM INC Consumer Cyclical 1,605.0 $383K 0.22% +131.0 +8.9% $238.34 +11.8%
17 DFUS DIMENSIONAL ETF TRUST 4,133.0 $339K 0.19% $81.94 +2.4%
18 MMU WESTERN ASSET MANAGED MUNS F Financial Services 29,450.0 $307K 0.17% $10.42 -3.2%
19 LRCX LAM RESEARCH CORP Technology 702.0 $304K 0.17% NEW $433.33 -30.3%
20 KLAC KLA CORP Technology 950.0 $287K 0.16% NEW $301.71 -41.8%
Page 1 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%