BullishAgent BullishAgent Filings Market Earnings Ratings ETFs Insiders Shorts
Screener
Sign in Register
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 7 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 SPGP INVESCO EXCHANGE TRADED FD T 2,327.0 $265K 0.15% $113.86 +3.4%
122 ONEY SPDR SERIES TRUST 2,331.0 $265K 0.15% $113.55 +10.8%
123 QQQ INVESCO QQQ TR Financial Services 429.0 $264K 0.15% +52.0 +13.8% $614.25 +16.3%
124 SPYD SPDR SERIES TRUST 5,958.0 $258K 0.15% $43.25 +9.2%
125 VB VANGUARD INDEX FDS 992.0 $256K 0.14% -12.0 -1.2% $257.95 +11.0%
126 DAL DELTA AIR LINES INC DEL Industrials 3,673.0 $255K 0.14% -116.0 -3.1% $69.39 +9.0%
127 EDIV SPDR INDEX SHS FDS 6,349.0 $249K 0.14% NEW $39.15 +5.2%
128 SCHH SCHWAB STRATEGIC TR 11,693.0 $244K 0.14% +75.0 +0.7% $20.89 +13.2%
129 MAIN MAIN STR CAP CORP Financial Services 4,010.0 $242K 0.14% -71.0 -1.7% $60.39 -15.5%
130 LQIG SPDR SERIES TRUST 2,499.0 $239K 0.14% +52.0 +2.1% $95.73 -1.6%
131 BLK BLACKROCK INC Financial Services 223.0 $239K 0.14% $1071.41 -0.7%
132 RSP INVESCO EXCHANGE TRADED FD T 1,212.0 $232K 0.13% $191.61 +6.8%
133 XLF SELECT SECTOR SPDR TR 4,166.0 $228K 0.13% +95.0 +2.3% $54.77 -5.6%
134 GEV GE VERNOVA INC Utilities 347.0 $227K 0.13% $653.57 +59.7%
135 SCHW SCHWAB CHARLES CORP Financial Services 2,250.0 $225K 0.13% $99.91 -9.8%
136 PM PHILIP MORRIS INTL INC Consumer Defensive 1,334.0 $214K 0.12% $160.43 +17.6%
137 ABNB AIRBNB INC Consumer Cyclical 1,568.0 $213K 0.12% -120.0 -7.1% $135.72 -1.1%
138 TSCO TRACTOR SUPPLY CO Consumer Cyclical 4,209.0 $210K 0.12% $50.01 -36.6%
139 VTV VANGUARD INDEX FDS 1,098.0 $210K 0.12% -8.0 -0.7% $190.99 +9.4%
140 IAUI NEOS ETF TRUST 3,749.0 $210K 0.12% NEW $55.89 -1.7%
Page 7 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%