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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 3 of 3  ·  49 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 QQQ INVESCO QQQ TR Financial Services 409.0 $301K 0.15% -20.0 -4.7% $736.80 -4.0%
42 CPSJ CALAMOS ETF TR 10,790.0 $299K 0.15% -493.0 -4.4% $27.66 +0.8%
43 IAUM ISHARES GOLD TRUST MICRO Financial Services 6,554.0 $262K 0.13% -3K -31.3% $40.01 +7.8%
44 RSP INVESCO EXCHANGE TRADED FD T 1,170.0 $249K 0.12% -42.0 -3.5% $212.72 +2.3%
45 FLRN SPDR SERIES TRUST 7,498.0 $231K 0.11% -4K -34.7% $30.85 -0.3%
46 EBND SPDR SERIES TRUST 10,668.0 $223K 0.11% -2K -18.5% $20.92 +0.3%
47 PM PHILIP MORRIS INTL INC Consumer Defensive 1,210.0 $219K 0.11% -124.0 -9.3% $180.95 +3.4%
48 BLK BLACKROCK INC Financial Services 220.0 $212K 0.10% -3.0 -1.4% $962.35 +17.2%
49 MAIN MAIN STR CAP CORP Financial Services 3,954.0 $205K 0.10% -56.0 -1.4% $51.88 +11.7%
Page 3 of 3  ·  49 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%