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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 7 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
121 CM CANADIAN IMPERIAL BANK OF CO Financial Services 2,877.0 $331K 0.16% -56.0 -1.9% $115.00 -2.2%
122 GOVT ISHARES TR 14,442.0 $329K 0.16% NEW $22.78 -2.0%
123 SDY SPDR SERIES TRUST 2,075.0 $316K 0.15% NEW $152.18 +2.3%
124 ONEY SPDR SERIES TRUST 2,424.0 $311K 0.15% +93.0 +4.0% $128.11 +4.5%
125 PZA INVESCO EXCH TRADED FD TR II 13,154.0 $309K 0.15% +233.0 +1.8% $23.52 -4.6%
126 QQQ INVESCO QQQ TR Financial Services 409.0 $301K 0.15% -20.0 -4.7% $736.80 -4.0%
127 VB VANGUARD INDEX FDS 992.0 $301K 0.15% $303.12 -2.4%
128 SPACE EXPLORATION TECHN CORP 1,753.0 $300K 0.15% NEW $170.86
129 SLV ISHARES SILVER TR Financial Services 5,595.0 $299K 0.15% +65.0 +1.2% $53.47 +8.3%
130 CPSJ CALAMOS ETF TR 10,790.0 $299K 0.15% -493.0 -4.4% $27.66 +0.8%
131 SPGP INVESCO EXCHANGE TRADED FD T 2,347.0 $287K 0.14% +20.0 +0.9% $122.31 +1.6%
132 SPYD SPDR SERIES TRUST 6,000.0 $286K 0.14% +42.0 +0.7% $47.71 +3.8%
133 CRSP CRISPR THERAPEUTICS AG Healthcare 5,216.0 $284K 0.14% NEW $54.54 +4.2%
134 CSCO CISCO SYS INC Technology 2,402.0 $282K 0.14% NEW $117.47 -6.6%
135 SCHH SCHWAB STRATEGIC TR 11,783.0 $279K 0.14% +90.0 +0.8% $23.68 -0.4%
136 IAUM ISHARES GOLD TRUST MICRO Financial Services 6,554.0 $262K 0.13% -3K -31.3% $40.01 +7.8%
137 MRVL MARVELL TECHNOLOGY INC Technology 871.0 $259K 0.13% NEW $297.90 -29.4%
138 RSP INVESCO EXCHANGE TRADED FD T 1,170.0 $249K 0.12% -42.0 -3.5% $212.72 +2.3%
139 ADI ANALOG DEVICES INC Technology 615.0 $244K 0.12% NEW $397.17 -10.7%
140 VTV VANGUARD INDEX FDS 1,098.0 $239K 0.12% $217.93 +2.8%
Page 7 of 8  ·  155 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%