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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 4 of 4  ·  78 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
61 BBY BEST BUY INC Consumer Cyclical 79,700.0 $6.0M 0.03% NEW $75.88 +13.2%
62 OXY OCCIDENTAL PETE CORP Energy 122,517.0 $6.0M 0.03% NEW $48.57 +26.2%
63 CI THE CIGNA GROUP Healthcare 21,100.0 $5.8M 0.03% NEW $275.68 +0.7%
64 LYB LYONDELLBASELL INDUSTRIES NV Basic Materials 106,000.0 $5.6M 0.02% NEW $52.65 +28.3%
65 NWSA NEWS CORP NEW Communication Services 219,500.0 $5.5M 0.02% NEW $24.83 +22.4%
66 GDDY GODADDY INC Technology 62,038.0 $5.3M 0.02% NEW $84.88 +14.4%
67 TTD THE TRADE DESK INC Technology 278,148.0 $5.0M 0.02% NEW $18.08 -27.1%
68 ARGT GLOBAL X FDS 46,596.0 $4.3M 0.02% NEW $91.30 +1.7%
69 PPL PPL CORP Utilities 112,583.0 $4.1M 0.02% NEW $36.35 -5.4%
70 HPE HEWLETT PACKARD ENTERPRISE C Technology 90,500.0 $4.1M 0.02% NEW $45.11 +18.5%
71 URTH ISHARES INC 16,000.0 $3.2M 0.01% NEW $202.64 +3.2%
72 BR BROADRIDGE FINL SOLUTIONS IN Technology 18,000.0 $2.5M 0.01% NEW $136.95 +33.0%
73 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,600.0 $2.2M 0.01% NEW $330.46 -1.2%
74 Q QNITY ELECTRONICS INC Technology 12,900.0 $2.1M 0.01% NEW $163.31 -21.1%
75 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,423.0 $1.9M 0.01% NEW $132.52 +2.7%
76 CPRT COPART INC Industrials 62,000.0 $1.7M 0.01% NEW $28.19 +19.9%
77 WYNN WYNN RESORTS LTD Consumer Cyclical 17,700.0 $1.7M 0.01% NEW $97.09 +3.3%
78 ON ON SEMICONDUCTOR CORP Technology 8,900.0 $841K 0.00% NEW $94.54 -21.5%
Page 4 of 4  ·  78 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 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%