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Portfolio (Quarterly) Guide ↗

CAPITOLIS LIQUID GLOBAL MARKETS LLC

· CIK 0002094379
13F Portfolio $15.7B AUM 329 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New 94 Added 101 Reduced 85 Exited
Page 4 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 ETN EATON CORP PLC Industrials 20,000.0 $7.2M 0.04% NEW $357.67 +6.7%
62 DECK DECKERS OUTDOOR CORP Consumer Cyclical 68,987.0 $6.9M 0.04% NEW $100.09 +2.5%
63 EQR EQUITY RESIDENTIAL Real Estate 115,991.0 $6.9M 0.04% NEW $59.15 +11.2%
64 ARM ARM HOLDINGS PLC Technology 41,617.0 $6.3M 0.04% NEW $151.28 +97.1%
65 OTIS OTIS WORLDWIDE CORP Industrials 79,453.0 $6.1M 0.04% NEW $77.08 -7.1%
66 AES AES CORP Utilities 411,000.0 $5.8M 0.04% NEW $14.09 +4.3%
67 EIX EDISON INTL Utilities 77,455.0 $5.7M 0.04% NEW $73.18 -3.9%
68 EXR EXTRA SPACE STORAGE INC Real Estate 41,904.0 $5.5M 0.04% NEW $131.13 +9.7%
69 DBMF LITMAN GREGORY FDS TR 181,800.0 $5.5M 0.04% NEW $30.15 +3.2%
70 VMC VULCAN MATLS CO Basic Materials 18,559.0 $5.1M 0.03% NEW $272.30 -3.3%
71 MTD METTLER TOLEDO INTERNATIONAL Healthcare 4,000.0 $5.0M 0.03% NEW $1261.20 -13.5%
72 NTRS NORTHERN TR CORP Financial Services 36,052.0 $5.0M 0.03% NEW $139.57 +19.7%
73 MET METLIFE INC Financial Services 70,050.0 $5.0M 0.03% NEW $70.72 +19.2%
74 MPWR MONOLITHIC PWR SYS INC Technology 4,391.0 $4.8M 0.03% NEW $1093.35 +42.8%
75 WMB WILLIAMS COS INC Energy 65,800.0 $4.8M 0.03% NEW $72.78 +7.0%
76 CB CHUBB LTD SWITZ Financial Services 14,499.0 $4.7M 0.03% NEW $325.93 +1.3%
77 CMS CMS ENERGY CORP Utilities 60,215.0 $4.7M 0.03% NEW $77.58 -5.1%
78 WM WASTE MGMT INC DEL Industrials 20,189.0 $4.6M 0.03% NEW $229.79 -4.4%
79 STZ CONSTELLATION BRANDS INC Consumer Defensive 30,000.0 $4.5M 0.03% NEW $150.00 +0.8%
80 SO SOUTHERN CO Utilities 46,000.0 $4.4M 0.03% NEW $96.52 -3.0%
Page 4 of 5  ·  97 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 34.3%
Financial Services 17.9%
Communication Services 11.4%
Healthcare 10.8%
Consumer Defensive 8.1%
Consumer Cyclical 6.7%
Industrials 5.1%
Real Estate 1.8%
Basic Materials 1.6%
Energy 1.3%