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 6 of 7  ·  139 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
101 GD GENERAL DYNAMICS CORP Industrials 690.0 $244K 0.11% NEW $354.24 +2.7%
102 BA BOEING CO Industrials 1,127.0 $244K 0.11% NEW $216.47 -3.1%
103 CL COLGATE PALMOLIVE CO Consumer Defensive 2,632.0 $241K 0.11% NEW $91.68 -1.6%
104 VLUE ISHARES TR 1,202.0 $240K 0.11% NEW $199.78 +0.7%
105 CI THE CIGNA GROUP Healthcare 871.0 $240K 0.11% NEW $275.68 +3.4%
106 LHX L3HARRIS TECHNOLOGIES INC Industrials 820.0 $238K 0.11% NEW $290.59 -9.7%
107 CHE CHEMED CORP NEW Healthcare 509.0 $237K 0.11% NEW $465.74 +11.6%
108 KMI KINDER MORGAN INC DEL Energy 7,321.0 $234K 0.11% NEW $31.97 -0.3%
109 JBL JABIL INC Technology 602.0 $232K 0.11% NEW $385.48 -22.2%
110 NET CLOUDFLARE INC Technology 943.0 $231K 0.11% NEW $245.28 +13.2%
111 AR ANTERO RESOURCES CORP Energy 6,461.0 $227K 0.10% NEW $35.14 +12.9%
112 RTX RTX CORPORATION Industrials 1,196.0 $227K 0.10% NEW $189.73 +6.6%
113 RBLX ROBLOX CORP Technology 4,155.0 $226K 0.10% NEW $54.38 -26.0%
114 EFX EQUIFAX INC Industrials 1,420.0 $225K 0.10% NEW $158.72 +16.8%
115 DT DYNATRACE INC Technology 5,104.0 $224K 0.10% NEW $43.91 +18.2%
116 BURL BURLINGTON STORES INC Consumer Cyclical 692.0 $219K 0.10% NEW $316.80 -18.1%
117 FDX FEDEX CORP Industrials 694.0 $217K 0.10% NEW $313.13 +3.7%
118 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,476.0 $213K 0.10% NEW $38.96 +4.2%
119 DAL DELTA AIR LINES INC Industrials 2,265.0 $212K 0.10% NEW $93.66 -15.6%
120 MLI MUELLER INDS INC Industrials 1,725.0 $212K 0.10% NEW $122.93 -49.7%
Page 6 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%