BullishAgent BullishAgent
EDGAR Earnings Ratings Insiders Shorts
ETFs Screener
Sign in Register
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 4 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 AON AON PLC Financial Services 979.0 $325K 0.15% NEW $331.69 -1.0%
62 CUBE CUBESMART Real Estate 8,105.0 $322K 0.15% NEW $39.77 -1.6%
63 LRCX LAM RESEARCH CORP Technology 733.0 $318K 0.15% NEW $433.33 -33.3%
64 ZM ZOOM COMMUNICATIONS INC Technology 3,633.0 $314K 0.14% NEW $86.31 +11.0%
65 PM PHILIP MORRIS INTL INC Consumer Defensive 1,723.0 $312K 0.14% NEW $180.91 +2.6%
66 SNDK SANDISK CORP Technology 137.0 $312K 0.14% NEW $2273.73 -30.4%
67 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 938.0 $310K 0.14% NEW $330.46 -5.1%
68 CB CHUBB LIMITED Financial Services 909.0 $310K 0.14% NEW $340.74 -0.4%
69 RBC RBC BEARINGS INC Industrials 478.0 $308K 0.14% NEW $644.06 -24.5%
70 WAL WESTERN ALLIANCE BANCORP Financial Services 3,689.0 $303K 0.14% NEW $82.20 -5.0%
71 GM GENERAL MTRS CO Consumer Cyclical 3,851.0 $297K 0.14% NEW $77.08 +11.1%
72 MKSI MKS INC. Technology 662.0 $294K 0.14% NEW $444.80 -44.4%
73 OMF ONEMAIN HLDGS INC Financial Services 4,790.0 $292K 0.14% NEW $60.97 +2.0%
74 MCO MOODYS CORP Financial Services 623.0 $282K 0.13% NEW $452.92 +8.1%
75 CFG CITIZENS FINL GROUP INC Financial Services 3,972.0 $278K 0.13% NEW $70.07 -1.9%
76 VEEV VEEVA SYS INC Healthcare 1,568.0 $278K 0.13% NEW $177.47 +56.7%
77 AME AMETEK INC Industrials 1,147.0 $278K 0.13% NEW $241.94 -4.3%
78 SRE SEMPRA Utilities 2,982.0 $276K 0.13% NEW $92.71 -10.6%
79 AIT APPLIED INDL TECHNOLOGIES IN Industrials 816.0 $276K 0.13% NEW $338.15 -5.7%
80 VLO VALERO ENERGY CORP Energy 1,059.0 $276K 0.13% NEW $260.44 +38.6%
Page 4 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%