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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 1 of 2  ·  26 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
1 EVTR MORGAN STANLEY ETF TRUST 65,928.0 $3.3M 1.64% NEW $50.71 -1.9%
2 AVIG AMERICAN CENTY ETF TR 53,855.0 $2.2M 1.09% NEW $41.41 -2.1%
3 NIHI NEOS ETF TRUST 18,741.0 $966K 0.47% NEW $51.53 +1.6%
4 ASST STRIVE INC Communication Services 81,035.0 $884K 0.43% NEW $10.91 +120.0%
5 OVL LISTED FDS TR 15,478.0 $876K 0.43% NEW $56.61 -0.2%
6 XMMO INVESCO EXCHANGE TRADED FD T 4,910.0 $835K 0.41% NEW $170.14 -11.3%
7 OVF LISTED FDS TR 24,397.0 $773K 0.38% NEW $31.69 -0.1%
8 MLPI NEOS ETF TRUST 9,599.0 $528K 0.26% NEW $55.02 -0.1%
9 ATCL REX ETF TR 20,400.0 $506K 0.25% NEW $24.82 -1.3%
10 HYFI AB ACTIVE ETFS INC 12,362.0 $462K 0.23% NEW $37.34 -1.3%
11 SBAR SIMPLIFY EXCHANGE TRADED FUN 17,346.0 $444K 0.22% NEW $25.60 -0.3%
12 QDPL PACER FDS TR 8,900.0 $401K 0.20% NEW $45.07 +1.7%
13 GOVT ISHARES TR 14,442.0 $329K 0.16% NEW $22.78 -2.0%
14 SDY SPDR SERIES TRUST 2,075.0 $316K 0.15% NEW $152.18 +2.3%
15 SPACE EXPLORATION TECHN CORP 1,753.0 $300K 0.15% NEW $170.86
16 CRSP CRISPR THERAPEUTICS AG Healthcare 5,216.0 $284K 0.14% NEW $54.54 +4.2%
17 CSCO CISCO SYS INC Technology 2,402.0 $282K 0.14% NEW $117.47 -6.6%
18 MRVL MARVELL TECHNOLOGY INC Technology 871.0 $259K 0.13% NEW $297.90 -29.4%
19 ADI ANALOG DEVICES INC Technology 615.0 $244K 0.12% NEW $397.17 -10.7%
20 IWMI NEOS ETF TRUST 4,298.0 $230K 0.11% NEW $53.52 -4.1%
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 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%