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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
Page 2 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 AVEM AMERICAN CENTY ETF TR 32,293.0 $2.5M 1.41% $77.02 +20.9%
22 SPYV SPDR SERIES TRUST 42,606.0 $2.4M 1.37% +2K +5.9% $56.81 +6.7%
23 AVDE AMERICAN CENTY ETF TR 28,950.0 $2.4M 1.35% -270.0 -0.9% $82.32 +10.4%
24 AVLV AMERICAN CENTY ETF TR 28,827.0 $2.2M 1.24% +338.0 +1.2% $75.77 +17.1%
25 MSFT MICROSOFT CORP Technology 4,231.0 $2.0M 1.16% $483.64 -13.3%
26 SCHE SCHWAB STRATEGIC TR 60,656.0 $2.0M 1.13% +4K +7.8% $32.75 +8.6%
27 FTEC FIDELITY COVINGTON TRUST 7,666.0 $1.7M 0.98% $224.66 +21.7%
28 IDVO AMPLIFY ETF TR 44,560.0 $1.7M 0.97% +7K +18.4% $38.35 +11.1%
29 DIVO AMPLIFY ETF TR 37,204.0 $1.7M 0.94% -2K -4.9% $44.50 +3.1%
30 QQQI NEOS ETF TRUST 29,823.0 $1.6M 0.91% +3K +12.0% $53.86 +4.2%
31 IUSB ISHARES TR 34,197.0 $1.6M 0.90% +1K +3.7% $46.54 -1.5%
32 GPIX GOLDMAN SACHS ETF TR 29,685.0 $1.6M 0.89% +5K +18.2% $52.80 +4.7%
33 SPYI NEOS ETF TRUST 28,294.0 $1.5M 0.84% +1K +4.8% $52.53 +1.4%
34 MBB ISHARES TR 14,996.0 $1.4M 0.81% +1K +8.7% $95.22 -1.4%
35 COIN COINBASE GLOBAL INC Financial Services 6,169.0 $1.4M 0.79% +152.0 +2.5% $226.14 -14.4%
36 SGOV ISHARES TR 13,478.0 $1.4M 0.77% +1K +8.4% $100.38 +0.2%
37 QQQE DIREXION SHS ETF TR 12,683.0 $1.3M 0.73% -92.0 -0.7% $102.31 +12.9%
38 J P MORGAN EXCHANGE TRADED F 23,321.0 $1.2M 0.67% +2K +7.3% $50.59
39 GRNY TIDAL TRUST I 47,364.0 $1.2M 0.67% +2K +5.2% $24.76 +8.5%
40 DIVI FRANKLIN TEMPLETON ETF TR 29,655.0 $1.2M 0.65% +8K +34.5% $38.89 +10.7%
Page 2 of 8  ·  143 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 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%