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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 15 of 16  ·  320 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
281 RLX RLX TECHNOLOGY INC Consumer Defensive 1,510,200.0 $2.9M 0.01% $1.90 -5.8%
282 ETN EATON CORP PLC Industrials 6,190.0 $2.6M 0.01% -14K -69.0% $426.12 -4.0%
283 ORA ORMAT TECHNOLOGIES INC Utilities 24,000.0 $2.6M 0.01% $108.90 -2.4%
284 BR BROADRIDGE FINL SOLUTIONS IN Technology 18,000.0 $2.5M 0.01% NEW $136.95 +35.0%
285 WEAV WEAVE COMMUNICATIONS INC Technology 364,262.0 $2.2M 0.01% $5.99 +21.7%
286 HLT HILTON WORLDWIDE HLDGS INC Consumer Cyclical 6,600.0 $2.2M 0.01% NEW $330.46 -0.3%
287 Q QNITY ELECTRONICS INC Technology 12,900.0 $2.1M 0.01% NEW $163.31 -22.5%
288 DOW DOW HLDGS INC Basic Materials 73,593.0 $2.0M 0.01% -331K -81.8% $27.36 +10.2%
289 WOR WORTHINGTON ENTERPRISES INC Industrials 36,500.0 $2.0M 0.01% -42K -53.2% $53.76 +6.6%
290 SFNC SIMMONS FIRST NATL CORP Financial Services 86,400.0 $2.0M 0.01% -137K -61.4% $22.65 +0.2%
291 LUMN LUMEN TECHNOLOGIES INC Communication Services 250,000.0 $1.9M 0.01% $7.68 -23.3%
292 HIG HARTFORD INSURANCE GROUP INC Financial Services 14,423.0 $1.9M 0.01% NEW $132.52 +4.3%
293 ADSK AUTODESK INC Technology 9,400.0 $1.8M 0.01% -23K -70.6% $194.42 +29.2%
294 MDT MEDTRONIC PLC Healthcare 22,490.0 $1.8M 0.01% -150K -86.9% $78.23 +16.5%
295 FIS FIDELITY NATL INFORMATION SV Technology 45,000.0 $1.7M 0.01% -1.2M -96.5% $38.88 +4.1%
296 CPRT COPART INC Industrials 62,000.0 $1.7M 0.01% NEW $28.19 +18.2%
297 WD WALKER & DUNLOP INC Financial Services 31,700.0 $1.7M 0.01% $54.70 -25.6%
298 WYNN WYNN RESORTS LTD Consumer Cyclical 17,700.0 $1.7M 0.01% NEW $97.09 +1.7%
299 VT VANGUARD INTL EQUITY INDEX F 10,800.0 $1.7M 0.01% $156.95 +2.6%
300 TSN TYSON FOODS INC Consumer Defensive 26,700.0 $1.5M 0.01% -137K -83.7% $57.25 -0.1%
Page 15 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%