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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 14 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
261 KMI KINDER MORGAN INC DEL Energy 143,098.0 $4.6M 0.02% -337K -70.2% $31.97 -2.5%
262 MMM 3M CO Industrials 28,189.0 $4.6M 0.02% -12K -30.6% $161.91 +11.0%
263 WM WASTE MGMT INC DEL Industrials 20,189.0 $4.5M 0.02% $222.88 +0.6%
264 ARGT GLOBAL X FDS 46,596.0 $4.3M 0.02% NEW $91.30 +3.9%
265 DECK DECKERS OUTDOOR CORP Consumer Cyclical 42,500.0 $4.2M 0.02% -26K -38.4% $99.29 -10.8%
266 RGA REINSURANCE GROUP AMER INC Financial Services 19,518.0 $4.2M 0.02% $212.65 +14.8%
267 PPL PPL CORP Utilities 112,583.0 $4.1M 0.02% NEW $36.35 -3.6%
268 HPE HEWLETT PACKARD ENTERPRISE C Technology 90,500.0 $4.1M 0.02% NEW $45.11 +19.7%
269 HCI HCI GROUP INC Financial Services 22,600.0 $4.0M 0.02% -17K -42.8% $175.25 +5.2%
270 EXPE EXPEDIA GROUP INC Consumer Cyclical 14,914.0 $3.8M 0.02% $255.88 +31.1%
271 TRV TRAVELERS COMPANIES INC Financial Services 11,142.0 $3.7M 0.02% -6K -33.7% $330.12 +11.5%
272 TCMD TACTILE SYS TECHNOLOGY INC Healthcare 123,400.0 $3.7M 0.02% -42K -25.4% $29.78 -21.3%
273 SKYW SKYWEST INC Industrials 36,800.0 $3.7M 0.02% -13K -26.0% $99.33 +2.9%
274 A AGILENT TECHNOLOGIES INC Healthcare 27,303.0 $3.6M 0.02% $132.83 +16.2%
275 AVPT AVEPOINT INC Technology 314,100.0 $3.5M 0.01% $11.21 +17.5%
276 EVH EVOLENT HEALTH INC Healthcare 630,000.0 $3.4M 0.01% $5.42 -12.3%
277 NKE NIKE INC Consumer Cyclical 82,367.0 $3.4M 0.01% $41.05 -3.5%
278 TMHC TAYLOR MORRISON HOME CORP Consumer Cyclical 46,000.0 $3.3M 0.01% $71.74 +1.0%
279 URTH ISHARES INC 16,000.0 $3.2M 0.01% NEW $202.64 +3.2%
280 AON AON PLC Financial Services 9,700.0 $3.2M 0.01% -81K -89.3% $331.69 +7.2%
Page 14 of 16  ·  320 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%