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Portfolio (Quarterly) Guide ↗

CAP Partners, LLC

· CIK 0002006870
13F Portfolio $176M AUM 143 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 68 Added 36 Reduced 11 Exited
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 VICTORY PORTFOLIOS II 35,223.0 $992K 0.56% NEW $28.16
2 IYRI NEOS ETF TRUST 9,521.0 $463K 0.26% NEW $48.60 +1.4%
3 FLOT ISHARES TR 7,291.0 $371K 0.21% NEW $50.86 +0.3%
4 QDVO AMPLIFY ETF TR 11,493.0 $334K 0.19% NEW $29.02 +5.7%
5 EBND SPDR SERIES TRUST 13,094.0 $280K 0.16% NEW $21.37 -2.7%
6 EDIV SPDR INDEX SHS FDS 6,349.0 $249K 0.14% NEW $39.15 +5.2%
7 IAUI NEOS ETF TRUST 3,749.0 $210K 0.12% NEW $55.89 -1.7%
8 EMB ISHARES TR 2,086.0 $201K 0.11% NEW $96.28 -1.3%

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 39.6%
Consumer Cyclical 27.0%
Financial Services 13.8%
Communication Services 8.2%
Consumer Defensive 3.8%
Energy 2.8%
Industrials 2.5%
Healthcare 0.9%
Real Estate 0.9%
Utilities 0.4%