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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 8 of 8  ·  155 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 FLRN SPDR SERIES TRUST 7,498.0 $231K 0.11% -4K -34.7% $30.85 -0.4%
142 IWMI NEOS ETF TRUST 4,298.0 $230K 0.11% NEW $53.52 -4.1%
143 RSPT INVESCO EXCHANGE TRADED FD T 3,511.0 $226K 0.11% NEW $64.50 -1.4%
144 MTUM ISHARES TR 652.0 $223K 0.11% NEW $342.61 -13.4%
145 EBND SPDR SERIES TRUST 10,668.0 $223K 0.11% -2K -18.5% $20.92 +0.3%
146 PM PHILIP MORRIS INTL INC Consumer Defensive 1,210.0 $219K 0.11% -124.0 -9.3% $180.95 +3.4%
147 CFO VICTORY PORTFOLIOS II 2,684.0 $215K 0.10% NEW $80.07 +1.1%
148 DE DEERE & CO Industrials 334.0 $212K 0.10% NEW $634.33 +6.6%
149 BLK BLACKROCK INC Financial Services 220.0 $212K 0.10% -3.0 -1.4% $962.35 +17.2%
150 BTCI NEOS ETF TRUST 7,733.0 $208K 0.10% +1K +22.6% $26.86 +18.9%
151 KO COCA COLA CO Consumer Defensive 2,547.0 $207K 0.10% NEW $81.28 +8.3%
152 MAIN MAIN STR CAP CORP Financial Services 3,954.0 $205K 0.10% -56.0 -1.4% $51.88 +11.8%
153 BNS BANK NOVA SCOTIA B C Financial Services 2,340.0 $203K 0.10% NEW $86.84 +5.0%
154 CLSK CLEANSPARK INC Technology 12,163.0 $177K 0.09% $14.55 -24.0%
155 GBDC GOLUB CAP BDC INC Financial Services 11,226.0 $145K 0.07% +542.0 +5.1% $12.88 +0.1%
Page 8 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%