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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 5 of 5  ·  97 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 SFNC SIMMONS FIRST NATL CORP Financial Services 86,400.0 $2.0M 0.01% -137K -61.4% $22.65 +1.6%
82 ADSK AUTODESK INC Technology 9,400.0 $1.8M 0.01% -23K -70.6% $194.42 +30.6%
83 MDT MEDTRONIC PLC Healthcare 22,490.0 $1.8M 0.01% -150K -86.9% $78.23 +19.3%
84 FIS FIDELITY NATL INFORMATION SV Technology 45,000.0 $1.7M 0.01% -1.2M -96.5% $38.88 +6.3%
85 TSN TYSON FOODS INC Consumer Defensive 26,700.0 $1.5M 0.01% -137K -83.7% $57.25 +2.1%
86 APH AMPHENOL CORP Technology 8,400.0 $1.5M 0.01% -308K -97.3% $176.32 -11.0%
87 RERE ATRENEW INC Consumer Cyclical 368,200.0 $1.4M 0.01% -368K -50.0% $3.87 +7.5%
88 PFE PFIZER INC Healthcare 43,700.0 $1.1M 0.01% -205K -82.5% $24.08 +16.6%
89 JEF JEFFERIES FINANCIAL GROUP IN Financial Services 19,400.0 $970K 0.00% -32K -62.5% $49.98 +4.7%
90 PDD PDD HOLDINGS INC Consumer Cyclical 12,000.0 $915K 0.00% -45K -79.1% $76.28 +15.9%
91 PCG PG&E CORP Utilities 50,000.0 $841K 0.00% -701K -93.3% $16.82 +4.6%
92 TT TRANE TECHNOLOGIES PLC Industrials 1,600.0 $786K 0.00% -2K -48.4% $491.16 -7.7%
93 MOMO HELLO GROUP INC Communication Services 122,500.0 $710K 0.00% -249K -67.0% $5.80 -0.9%
94 FCX FREEPORT MCMORAN INC Basic Materials 11,000.0 $692K 0.00% -117K -91.4% $62.89 +21.9%
95 SPIB SPDR SERIES TRUST 15,100.0 $505K 0.00% -174K -92.0% $33.46 -1.1%
96 STE STERIS PLC Healthcare 1,414.0 $298K 0.00% -10K -87.2% $210.57 +13.0%
97 WTW WILLIS TOWERS WATSON PLC LTD Financial Services 1,000.0 $261K 0.00% -1K -59.2% $261.37 +30.8%
Page 5 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 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%