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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 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 CMI CUMMINS INC Industrials 570.0 $407K 0.19% NEW $713.21 -22.6%
82 IBM INTERNATIONAL BUSINESS MACHS Technology 1,382.0 $389K 0.18% NEW $281.21 -18.0%
83 CVX CHEVRON CORPORATION Energy 2,334.0 $387K 0.18% NEW $165.76 +27.9%
84 SNPS SYNOPSYS INC Technology 864.0 $385K 0.18% NEW $446.07 -7.3%
85 BMY BRISTOL-MYERS SQUIBB CO Healthcare 6,667.0 $384K 0.18% NEW $57.62 +16.5%
86 VRSN VERISIGN INC Technology 1,522.0 $383K 0.18% NEW $251.56 +13.5%
87 NVT NVENT ELEC PLC Industrials 2,191.0 $372K 0.17% NEW $169.61 -13.8%
88 DKNG DRAFTKINGS INC NEW Consumer Cyclical 14,631.0 $370K 0.17% NEW $25.26 -3.7%
89 TER TERADYNE INC Technology 756.0 $366K 0.17% NEW $483.84 -28.7%
90 WCN WASTE CONNECTIONS INC Industrials 2,193.0 $366K 0.17% NEW $166.69 -0.9%
91 AMD ADVANCED MICRO DEVICES INC Technology 627.0 $364K 0.17% NEW $580.91 -20.9%
92 QCOM QUALCOMM INC Technology 1,966.0 $363K 0.17% NEW $184.79 -8.1%
93 NBIX NEUROCRINE BIOSCIENCES INC Healthcare 2,135.0 $360K 0.17% NEW $168.53 -7.1%
94 COF CAPITAL ONE FINL CORP Financial Services 1,777.0 $357K 0.17% NEW $200.62 +8.0%
95 AMP AMERIPRISE FINL INC Financial Services 768.0 $352K 0.16% NEW $458.51 +21.0%
96 UNH UNITEDHEALTH GROUP INC Healthcare 844.0 $351K 0.16% NEW $415.63 -3.6%
97 UAL UNITED AIRLS HLDGS INC Industrials 2,531.0 $344K 0.16% NEW $135.99 -20.2%
98 BSX BOSTON SCIENTIFIC CORP Healthcare 8,051.0 $344K 0.16% NEW $42.68 +15.6%
99 HAL HALLIBURTON CO Energy 10,120.0 $344K 0.16% NEW $33.95 +10.3%
100 V VISA INC Financial Services 991.0 $340K 0.16% NEW $343.09 +10.6%
Page 5 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%