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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 8 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 ROST ROSS STORES INC Consumer Cyclical 1,222.0 $260K 0.12% NEW $212.85 +7.6%
142 IEI ISHARES TR 2,209.0 $259K 0.12% -259.0 -10.5% $117.45 -1.6%
143 VZ VERIZON COMMUNICATIONS INC Communication Services 6,103.0 $258K 0.12% NEW $42.34 +19.1%
144 CARNIVAL CORP LTD 9,019.0 $258K 0.12% NEW $28.57
145 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 4,880.0 $257K 0.12% NEW $52.65 +24.0%
146 BIIB BIOGEN INC Healthcare 1,185.0 $256K 0.12% NEW $216.06 +1.6%
147 DIHP DIMENSIONAL ETF TRUST 7,465.0 $255K 0.12% $34.13 +2.3%
148 MS MORGAN STANLEY Financial Services 1,182.0 $247K 0.12% NEW $209.04 +1.6%
149 SYY SYSCO CORP Consumer Defensive 2,955.0 $247K 0.12% NEW $83.58 -1.4%
150 GD GENERAL DYNAMICS CORP Industrials 690.0 $244K 0.11% NEW $354.24 +3.0%
151 BA BOEING CO Industrials 1,127.0 $244K 0.11% NEW $216.47 -3.2%
152 CL COLGATE PALMOLIVE CO Consumer Defensive 2,632.0 $241K 0.11% NEW $91.68 -1.8%
153 VLUE ISHARES TR 1,202.0 $240K 0.11% NEW $199.78 +0.9%
154 CI THE CIGNA GROUP Healthcare 871.0 $240K 0.11% NEW $275.68 +3.5%
155 LHX L3HARRIS TECHNOLOGIES INC Industrials 820.0 $238K 0.11% NEW $290.59 -10.2%
156 CHE CHEMED CORP NEW Healthcare 509.0 $237K 0.11% NEW $465.74 +10.9%
157 KMI KINDER MORGAN INC DEL Energy 7,321.0 $234K 0.11% NEW $31.97 -0.7%
158 JBL JABIL INC Technology 602.0 $232K 0.11% NEW $385.48 -22.5%
159 NET CLOUDFLARE INC Technology 943.0 $231K 0.11% NEW $245.28 +14.8%
160 AR ANTERO RESOURCES CORP Energy 6,461.0 $227K 0.10% NEW $35.14 +12.7%
Page 8 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%