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Portfolio (Quarterly) Guide ↗

CAPITOLIS LIQUID GLOBAL MARKETS LLC

· CIK 0002094379
13F Portfolio $23.0B AUM 320 positions Filed Aug 13, 2026 EDGAR ↗ ← All Funds
Q2 2026 Q1 2026 · All 78 New 94 Added 97 Reduced 87 Exited
Page 3 of 5  ·  87 positions
# Ticker Company Sector Shares Value ↓ % Port Status
41 VEA VANGUARD TAX-MANAGED FDS 153,200 $9.8M 0.06% SOLD
42 YUM YUM BRANDS INC Consumer Cyclical 63,000 $9.8M 0.06% SOLD
43 FNDF SCHWAB STRATEGIC TR 200,000 $9.8M 0.06% SOLD
44 JIRE J P MORGAN EXCHANGE TRADED F 128,700 $9.7M 0.06% SOLD
45 KKR KKR & CO INC 104,000 $9.6M 0.06% SOLD
46 BSX BOSTON SCIENTIFIC CORP Healthcare 147,333 $9.2M 0.06% SOLD
47 FR FIRST INDL RLTY TR INC Real Estate 158,000 $9.1M 0.06% SOLD
48 DOC HEALTHPEAK PROPERTIES INC Real Estate 543,000 $8.9M 0.06% SOLD
49 PNW PINNACLE WEST CAP CORP Utilities 82,000 $8.3M 0.05% SOLD
50 MOH MOLINA HEALTHCARE INC Healthcare 61,000 $8.1M 0.05% SOLD
51 EW EDWARDS LIFESCIENCES CORP Healthcare 99,528 $8.0M 0.05% SOLD
52 CRH PLC 75,773 $8.0M 0.05% SOLD
53 DIS DISNEY WALT CO Communication Services 81,816 $7.9M 0.05% SOLD
54 PANW PALO ALTO NETWORKS INC Technology 48,908 $7.8M 0.05% SOLD
55 BOH BANK HAWAII CORP Financial Services 101,600 $7.5M 0.05% SOLD
56 IDXX IDEXX LABS INC Healthcare 13,147 $7.4M 0.05% SOLD
57 ZTS ZOETIS INC Healthcare 62,000 $7.3M 0.05% SOLD
58 ARM ARM HOLDINGS PLC Technology 41,617 $6.3M 0.04% SOLD
59 VGSH VANGUARD SCOTTSDALE FDS 100,200 $5.9M 0.04% SOLD
60 DASH DOORDASH INC Communication Services 38,722 $5.8M 0.04% SOLD
Page 3 of 5  ·  87 positions
Sector Allocation
Technology 41.2%
Financial Services 16.6%
Communication Services 9.3%
Healthcare 8.7%
Consumer Cyclical 7.7%
Consumer Defensive 7.3%
Industrials 4.0%
Energy 2.3%
Utilities 1.2%
Real Estate 1.0%