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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 5 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 ORCL ORACLE CORP Technology 1,867.0 $274K 0.13% NEW $146.55 -2.0%
82 C CITIGROUP INC Financial Services 1,953.0 $273K 0.13% NEW $139.96 -4.8%
83 EXPAND ENERGY CORPORATION 2,977.0 $271K 0.13% NEW $91.19
84 NTRS NORTHERN TR CORP Financial Services 1,555.0 $270K 0.12% NEW $173.84 +5.7%
85 DOCU DOCUSIGN INC Technology 6,046.0 $269K 0.12% NEW $44.42 +45.0%
86 PG PROCTER & GAMBLE CO Consumer Defensive 1,825.0 $268K 0.12% NEW $146.64 -0.1%
87 AMAT APPLIED MATLS INC Technology 370.0 $268K 0.12% NEW $723.00 -39.5%
88 S SENTINELONE INC Technology 15,745.0 $267K 0.12% NEW $16.97 +18.1%
89 EQIX EQUINIX INC Real Estate 256.0 $267K 0.12% NEW $1042.39 -2.7%
90 SWK STANLEY BLACK & DECKER INC Industrials 2,834.0 $267K 0.12% NEW $94.12 +1.3%
91 FCX FREEPORT MCMORAN INC Basic Materials 4,233.0 $266K 0.12% NEW $62.89 +19.3%
92 CAT CATERPILLAR INC Industrials 249.0 $265K 0.12% NEW $1064.90 -26.8%
93 ITW ILLINOIS TOOL WKS INC Industrials 963.0 $260K 0.12% NEW $270.36 -1.3%
94 ROST ROSS STORES INC Consumer Cyclical 1,222.0 $260K 0.12% NEW $212.85 +7.6%
95 VZ VERIZON COMMUNICATIONS INC Communication Services 6,103.0 $258K 0.12% NEW $42.34 +19.1%
96 CARNIVAL CORP LTD 9,019.0 $258K 0.12% NEW $28.57
97 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,880.0 $257K 0.12% NEW $52.65 +24.0%
98 BIIB BIOGEN INC Healthcare 1,185.0 $256K 0.12% NEW $216.06 +1.6%
99 MS MORGAN STANLEY Financial Services 1,182.0 $247K 0.12% NEW $209.04 +1.6%
100 SYY SYSCO CORP Consumer Defensive 2,955.0 $247K 0.12% NEW $83.58 -1.4%
Page 5 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%