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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 9 of 10  ·  188 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 RTX RTX CORPORATION Industrials 1,196.0 $227K 0.10% NEW $189.73 +6.6%
162 RBLX ROBLOX CORP Technology 4,155.0 $226K 0.10% NEW $54.38 -26.0%
163 EFX EQUIFAX INC Industrials 1,420.0 $225K 0.10% NEW $158.72 +16.8%
164 DT DYNATRACE INC Technology 5,104.0 $224K 0.10% NEW $43.91 +18.2%
165 BURL BURLINGTON STORES INC Consumer Cyclical 692.0 $219K 0.10% NEW $316.80 -18.1%
166 FDX FEDEX CORP Industrials 694.0 $217K 0.10% NEW $313.13 +3.7%
167 TAP MOLSON COORS BEVERAGE CO Consumer Defensive 5,476.0 $213K 0.10% NEW $38.96 +4.2%
168 DAL DELTA AIR LINES INC Industrials 2,265.0 $212K 0.10% NEW $93.66 -15.6%
169 MLI MUELLER INDS INC Industrials 1,725.0 $212K 0.10% NEW $122.93 -49.7%
170 IRM IRON MTN INC DEL Real Estate 1,676.0 $212K 0.10% NEW $126.31 -11.0%
171 PB PROSPERITY BANCSHARES INC Financial Services 2,889.0 $211K 0.10% NEW $73.03 -1.0%
172 VRTX VERTEX PHARMACEUTICALS INC Healthcare 424.0 $211K 0.10% NEW $496.73 +10.8%
173 BLK BLACKROCK INC Financial Services 219.0 $211K 0.10% NEW $961.56 +17.6%
174 IP INTERNATIONAL PAPER CO Consumer Cyclical 5,501.0 $210K 0.10% NEW $38.10 -2.3%
175 GPK GRAPHIC PACKAGING HLDG CO Consumer Cyclical 19,796.0 $209K 0.10% NEW $10.57 +5.7%
176 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 4,182.0 $209K 0.10% NEW $49.98 +6.4%
177 HPE HEWLETT PACKARD ENTERPRISE C Technology 4,618.0 $208K 0.10% NEW $45.11 +11.2%
178 OC OWENS CORNING NEW Industrials 1,286.0 $204K 0.10% NEW $158.96 -15.2%
179 LSTR LANDSTAR SYS INC Industrials 988.0 $204K 0.10% NEW $206.81 -14.8%
180 RSG REPUBLIC SVCS INC Industrials 957.0 $204K 0.10% NEW $213.08 +4.4%
Page 9 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%