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Portfolio (Quarterly) Guide ↗

CAP Partners, LLC

· CIK 0002006870
13F Portfolio $204M AUM 155 positions Filed Jul 30, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q4 2025 · All 26 New 70 Added 49 Reduced 14 Exited
Page 4 of 4  ·  70 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 SHM SPDR SERIES TRUST 7,334.0 $352K 0.17% +48.0 +0.7% $47.96 -0.9%
62 JMST J P MORGAN EXCHANGE TRADED F 6,769.0 $345K 0.17% +606.0 +9.8% $51.00 -0.4%
63 ONEY SPDR SERIES TRUST 2,424.0 $311K 0.15% +93.0 +4.0% $128.11 +4.5%
64 PZA INVESCO EXCH TRADED FD TR II 13,154.0 $309K 0.15% +233.0 +1.8% $23.52 -4.6%
65 SLV ISHARES SILVER TR Financial Services 5,595.0 $299K 0.15% +65.0 +1.2% $53.47 +8.3%
66 SPGP INVESCO EXCHANGE TRADED FD T 2,347.0 $287K 0.14% +20.0 +0.9% $122.31 +1.6%
67 SPYD SPDR SERIES TRUST 6,000.0 $286K 0.14% +42.0 +0.7% $47.71 +3.8%
68 SCHH SCHWAB STRATEGIC TR 11,783.0 $279K 0.14% +90.0 +0.8% $23.68 -0.4%
69 BTCI NEOS ETF TRUST 7,733.0 $208K 0.10% +1K +22.6% $26.86 +19.1%
70 GBDC GOLUB CAP BDC INC Financial Services 11,226.0 $145K 0.07% +542.0 +5.1% $12.88 +0.1%
Page 4 of 4  ·  70 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 40.7%
Consumer Cyclical 27.3%
Financial Services 12.7%
Communication Services 5.0%
Consumer Defensive 4.8%
Industrials 3.3%
Energy 3.1%
Healthcare 1.3%
Real Estate 1.0%
Utilities 0.8%