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Portfolio (Quarterly) Guide ↗

Capstone Wealth Management, LLC

· CIK 0002019411
13F Portfolio $216M AUM 188 positions Filed Jul 23, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 139 New 26 Added 9 Reduced 1 Exited
Page 3 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,667.0 $384K 0.18% NEW $57.62 +16.1%
42 VRSN VERISIGN INC Technology 1,522.0 $383K 0.18% NEW $251.56 +14.6%
43 NVT NVENT ELEC PLC Industrials 2,191.0 $372K 0.17% NEW $169.61 -13.2%
44 DKNG DRAFTKINGS INC NEW Consumer Cyclical 14,631.0 $370K 0.17% NEW $25.26 -7.2%
45 TER TERADYNE INC Technology 756.0 $366K 0.17% NEW $483.84 -30.7%
46 WCN WASTE CONNECTIONS INC Industrials 2,193.0 $366K 0.17% NEW $166.69 -1.7%
47 AMD ADVANCED MICRO DEVICES INC Technology 627.0 $364K 0.17% NEW $580.91 -20.9%
48 QCOM QUALCOMM INC Technology 1,966.0 $363K 0.17% NEW $184.79 -9.8%
49 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,135.0 $360K 0.17% NEW $168.53 -7.0%
50 COF CAPITAL ONE FINL CORP Financial Services 1,777.0 $357K 0.17% NEW $200.62 +5.3%
51 AMP AMERIPRISE FINL INC Financial Services 768.0 $352K 0.16% NEW $458.51 +18.3%
52 UNH UNITEDHEALTH GROUP INC Healthcare 844.0 $351K 0.16% NEW $415.63 -4.7%
53 UAL UNITED AIRLS HLDGS INC Industrials 2,531.0 $344K 0.16% NEW $135.99 -23.1%
54 BSX BOSTON SCIENTIFIC CORP Healthcare 8,051.0 $344K 0.16% NEW $42.68 +12.7%
55 HAL HALLIBURTON CO Energy 10,120.0 $344K 0.16% NEW $33.95 +8.4%
56 V VISA INC Financial Services 991.0 $340K 0.16% NEW $343.09 +8.6%
57 JBHT HUNT J B TRANS SVCS INC Industrials 1,162.0 $336K 0.16% NEW $289.43 -11.4%
58 A AGILENT TECHNOLOGIES INC Healthcare 2,474.0 $329K 0.15% NEW $132.83 +12.9%
59 NTNX NUTANIX INC Technology 6,396.0 $326K 0.15% NEW $50.96 +30.9%
60 LIN LINDE PLC Basic Materials 627.0 $325K 0.15% NEW $518.94 -6.2%
Page 3 of 7  ·  139 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 29.6%
Industrials 14.4%
Financial Services 12.4%
Healthcare 9.4%
Consumer Cyclical 9.4%
Consumer Defensive 5.1%
Energy 4.9%
Utilities 4.9%
Communication Services 4.5%
Basic Materials 3.5%