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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
# Ticker Company Sector Shares Value ↓ % Port Status
1 AVDV AMERICAN CENTY ETF TR 10,040 $943K 0.54% SOLD
2 USIG ISHARES TR 17,935 $928K 0.53% SOLD
3 AVEE AMERICAN CENTY ETF TR 13,771 $859K 0.49% SOLD
4 SKOR FLEXSHARES TR 13,373 $657K 0.37% SOLD
5 FLOT ISHARES TR 7,291 $371K 0.21% SOLD
6 RTX RTX CORPORATION Industrials 1,797 $330K 0.19% SOLD
7 HYGW ISHARES TR 10,142 $303K 0.17% SOLD
8 EDIV SPDR INDEX SHS FDS 6,349 $249K 0.14% SOLD
9 LQIG SPDR SERIES TRUST 2,499 $239K 0.14% SOLD
10 XLF SELECT SECTOR SPDR TR 4,166 $228K 0.13% SOLD
11 SCHW SCHWAB CHARLES CORP Financial Services 2,250 $225K 0.13% SOLD
12 ABNB AIRBNB INC Consumer Cyclical 1,568 $213K 0.12% SOLD
13 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,209 $210K 0.12% SOLD
14 EMB ISHARES TR 2,086 $201K 0.11% SOLD
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%