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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 4 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 TSLA TESLA INC Consumer Cyclical 1,093.0 $460K 0.21% +432.0 +65.4% $420.60 -15.7%
62 STX SEAGATE TECHNOLOGY HLDNGS PL Technology 476.0 $459K 0.21% NEW $965.00 -17.4%
63 VIKING HOLDINGS LTD 4,327.0 $453K 0.21% NEW $104.67
64 EIX EDISON INTL Utilities 6,024.0 $448K 0.21% NEW $74.45 -26.3%
65 ITOT ISHARES TR 2,717.0 $446K 0.21% -50.0 -1.8% $164.26 +2.0%
66 CRS CARPENTER TECHNOLOGY CORP Industrials 719.0 $444K 0.21% NEW $616.84 -24.9%
67 TEAM ATLASSIAN CORPORATION Technology 5,691.0 $443K 0.20% NEW $77.79 +138.1%
68 EFV ISHARES TR 5,769.0 $442K 0.20% $76.55 +7.0%
69 MOH MOLINA HEALTHCARE INC Healthcare 1,897.0 $434K 0.20% NEW $228.70 -10.6%
70 PNC PNC FINL SVCS GROUP INC Financial Services 1,762.0 $434K 0.20% NEW $246.22 -1.5%
71 AYI ACUITY INC Industrials 1,147.0 $432K 0.20% NEW $376.66 -12.5%
72 FORTINET INC 2,804.0 $431K 0.20% NEW $153.62
73 MAA MID-AMER APT CMNTYS INC Real Estate 3,060.0 $425K 0.20% NEW $138.94 -6.9%
74 EME EMCOR GROUP INC Industrials 512.0 $425K 0.20% NEW $829.88 -11.7%
75 ES EVERSOURCE ENERGY Utilities 5,851.0 $423K 0.20% NEW $72.27 -2.7%
76 JCI JOHNSON CONTROLS INTERNATION Industrials 2,893.0 $423K 0.20% NEW $146.11 -5.1%
77 VRT VERTIV HOLDINGS CO Industrials 1,249.0 $418K 0.19% NEW $334.82 -23.3%
78 TTWO TAKE-TWO INTERACTIVE SOFTWAR Communication Services 1,658.0 $414K 0.19% NEW $249.98 -12.8%
79 EOG EOG RES INC Energy 3,157.0 $410K 0.19% NEW $129.73 +14.4%
80 NUE NUCOR CORP Basic Materials 1,827.0 $407K 0.19% $222.70 +17.2%
Page 4 of 10  ·  188 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%