CAP Partners, LLC
Institutional InvestorSimilar funds →SEC EDGAR: CIK 2006870
Institutional-grade research for retail investors
Email me the moment this fund files its next 13F
13F Reported Value
ⓘ$204.4M
Holdings
155
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
CAP Partners, LLC disclosed 155 positions worth $204.4M in its Form 13F-HR for Q2 2026, led by $IVZ (Invesco Ltd.) at 8.0% of the equity portfolio. During the quarter the fund opened 17 new positions and exited 9. The portfolio is most concentrated in Other (60.5% of disclosed assets). All figures are sourced directly from CAP Partners, LLC’s Form 13F-HR filing with the SEC under CIK 2006870.
AI Fund Analysis
Concentrating
$IVZ8.0% weight
Held 7 quarters
SCHWAB STRATEGIC TR - US L
6.3% weight
Held 7 quarters
$TSLA4.3% weight
Held 7 quarters
$NVDA3.0% weight
Held 7 quarters
AMERICAN CENTY ETF TR - AV
2.8% weight
Held 7 quarters
AMERICAN CENTY ETF TR - US
7 quarters accumulating
NEOS ETF TRUST - NASDAQ 10
7 quarters accumulating
NEOS ETF TRUST - NEOS S&P
7 quarters accumulating
$UCB7 quarters accumulating
$O7 quarters accumulating
Sector Allocation
OtherFinancialsTechnologyIndustrialsConsumer DiscretionaryEnergy
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
AI Quality Scored
- —
Quality
$16.4M54,257 sh SCHWAB STRATEGIC TR - US LRG CAP ETF
—Quality
$12.8M435,396 sh- 53.9#1,361
Quality
$8.9M21,079 sh - 85.9
Quality
$6.0M30,229 sh AMERICAN CENTY ETF TR - AVAN US SMAL ETF
—Quality
$5.8M78,499 shAMERICAN CENTY ETF TR - AVANTIS EMGMKT
—Quality
$5.5M56,503 shSCHWAB STRATEGIC TR - INTL EQTY ETF
—Quality
$5.1M182,898 sh- 68.7
Quality
$4.4M18,604 sh SPDR SERIES TRUST - ST STR P500ETF
—Quality
$4.3M48,680 sh- 76.4
Quality
$4.2M14,619 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
| Invesco Ltd.$IVZ | — | $16.4M | 54,257 |
| SCHWAB STRATEGIC TR - US LRG CAP ETF | — | $12.8M | 435,396 |
| Tesla, Inc.$TSLA | 53.9#1,361 | $8.9M | 21,079 |
| NVIDIA CORP$NVDA | 85.9 | $6.0M | 30,229 |
| AMERICAN CENTY ETF TR - AVAN US SMAL ETF | — | $5.8M | 78,499 |
| AMERICAN CENTY ETF TR - AVANTIS EMGMKT | — | $5.5M | 56,503 |
| SCHWAB STRATEGIC TR - INTL EQTY ETF | — | $5.1M | 182,898 |
 AMAZON COM INC$AMZN | 68.7 | $4.4M | 18,604 |
| SPDR SERIES TRUST - ST STR P500ETF | — | $4.3M | 48,680 |
 Apple Inc.$AAPL | 76.4 | $4.2M | 14,619 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of CAP Partners, LLC's 155 positions.
Showing top 10 of 155 holdings.
Sector Allocation
Other
$123.7M
Financials
$33.2M
Technology
$26.0M
Industrials
$10.6M
Consumer Discretionary
$6.8M
Energy
$1.7M
Consumer Staples
$1.3M
Healthcare
$692,268
Top Holdings — CAP Partners, LLC (Q2 2026)
Top 150 of 155 disclosed positions (by reported value) from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $IVZ | Invesco Ltd. | $16.4M | 8.0% | +1% | — |
| 2 | — | SCHWAB STRATEGIC TR - US LRG CAP ETF | $12.8M | 6.3% | +4% | — |
| 3 | $TSLA | Tesla, Inc. | $8.9M | 4.3% | +1% | 53.9 |
| 4 | $NVDA | NVIDIA CORP | $6.0M | 3.0% | +2% | 85.9 |
| 5 | — | AMERICAN CENTY ETF TR - AVAN US SMAL ETF | $5.8M | 2.8% | +20% | — |
| 6 | — | AMERICAN CENTY ETF TR - AVANTIS EMGMKT | $5.5M | 2.7% | +78% | — |
| 7 | — | SCHWAB STRATEGIC TR - INTL EQTY ETF | $5.1M | 2.5% | +0% | — |
| 8 | $AMZN | AMAZON COM INC | $4.4M | 2.2% | +2% | 68.7 |
| 9 | — | SPDR SERIES TRUST - ST STR P500ETF | $4.3M | 2.1% | +18% | — |
| 10 | $AAPL | Apple Inc. | $4.2M | 2.1% | -3% | 76.4 |
| 11 | — | VANGUARD INDEX FDS - MID CAP ETF | $4.2M | 2.0% | +223% | — |
| 12 | — | AMERICAN CENTY ETF TR - US SML CP VALU | $3.7M | 1.8% | +3% | — |
| 13 | — | SCHWAB STRATEGIC TR - US DIVIDEND EQ | $3.6M | 1.8% | +0% | — |
| 14 | — | AMERICAN CENTY ETF TR - INTL EQT ETF | $3.5M | 1.7% | +33% | — |
| 15 | — | VICTORY PORTFOLIOS II - SHS FR CA FL ETF | $3.4M | 1.7% | -2% | — |
| 16 |  $GOOGL | Alphabet Inc. | $3.4M | 1.7% | +3% | 78.2 |
| 17 | — | MORGAN STANLEY ETF TRUST - EATO VANC BD ETF | $3.3M | 1.6% | NEW | — |
| 18 | — | J P MORGAN EXCHANGE TRADED F - EQUITY PREMIUM | $3.2M | 1.6% | -3% | — |
| 19 |  $STT | STATE STREET CORP | $2.9M | 1.4% | -37% | 71.5 |
| 20 | — | SPDR SERIES TRUST - ST STR P500VAL | $2.8M | 1.4% | -6% | — |
| 21 | — | AMERICAN CENTY ETF TR - US LARGE CAP VLU | $2.8M | 1.4% | +3% | — |
| 22 | — | NEOS ETF TRUST - NASDAQ 100 HIGH | $2.5M | 1.2% | +37% | — |
| 23 | — | FIDELITY COVINGTON TRUST - MSCI INFO TECH I | $2.3M | 1.1% | +3% | — |
| 24 | — | J P MORGAN EXCHANGE TRADED F - US QUALTY FCTR | $2.2M | 1.1% | +0% | — |
| 25 | — | AMERICAN CENTY ETF TR - AVANTIS CORE FI | $2.2M | 1.1% | NEW | — |
| 26 | — | GOLDMAN SACHS ETF TR - S&P 500 PREMIUM | $2.1M | 1.0% | +6% | — |
| 27 |  $SHOP | SHOPIFY INC. | $2.1M | 1.0% | -3% | 64.9 |
| 28 | — | SCHWAB STRATEGIC TR - EMRG MKTEQ ETF | $2.1M | 1.0% | -16% | — |
| 29 | — | AMPLIFY ETF TR - CWP INTL ENHANCE | $2.0M | 0.9% | +2% | — |
| 30 | — | ISHARES TR - CORE UNIVRSL USD | $1.8M | 0.9% | +13% | — |
| 31 | — | AMPLIFY ETF TR - CWP ENHANCED DIV | $1.7M | 0.8% | +3% | — |
| 32 | — | NEOS ETF TRUST - NEOS S&P 500 HI | $1.7M | 0.8% | +3% | — |
| 33 | — | GOLDMAN SACHS ETF TR - NASDA 100 ETF | $1.7M | 0.8% | +18% | — |
| 34 |  $MSFT | MICROSOFT CORP | $1.6M | 0.8% | -0% | 79.8 |
| 35 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHRT ETF | $1.6M | 0.8% | +19% | — |
| 36 | $IVZ | Invesco Ltd. | $1.5M | 0.8% | -5% | — |
| 37 | — | DIREXION SHARES ETF TRUST - NASDAQ 100 EQ WT | $1.5M | 0.7% | -1% | — |
| 38 | — | DBX ETF TR - XTRA ART INT ETF | $1.4M | 0.7% | -4% | — |
| 39 |  $CRWD | CrowdStrike Holdings, Inc. | $1.3M | 0.7% | +2% | 67.7 |
| 40 |  $MSTR | Strategy Inc | $1.3M | 0.6% | -30% | 17.9 |
| 41 | — | VICTORY PORTFOLIOS II - VICT FR GROW ETF | $1.2M | 0.6% | +6% | — |
| 42 | — | AMPLIFY ETF TR - CWP GRO INC ETF | $1.1M | 0.6% | +125% | — |
| 43 |  $AMD | ADVANCED MICRO DEVICES INC | $1.1M | 0.6% | +3% | 79.8 |
| 44 |  $AVGO | Broadcom Inc. | $1.1M | 0.5% | +3% | 84.5 |
| 45 | — | SCHWAB STRATEGIC TR - US BRD MKT ETF | $1.1M | 0.5% | -1% | — |
| 46 | — | TIDAL TRUST I - FUND GRAN US ETF | $1.1M | 0.5% | -25% | — |
| 47 | — | SCHWAB STRATEGIC TR - US MID-CAP ETF | $1.0M | 0.5% | -1% | — |
| 48 |  $GOOG | Alphabet Inc. | $1.0M | 0.5% | -1% | 78.2 |
| 49 | — | ISHARES TR - 0-3 MTH TREASURY | $1.0M | 0.5% | -19% | — |
| 50 |  $COIN | Coinbase Global, Inc. | $1.0M | 0.5% | +6% | 44.8 |
| 51 | — | NEOS ETF TRUST - MSCI EAFE HIGH | $965,738 | 0.5% | +153% | — |
| 52 | — | SPDR SERIES TRUST - ST LON TREAS ETF | $934,857 | 0.5% | -9% | — |
| 53 | — | NEOS ETF TRUST - REAL EST HIG ETF | $913,918 | 0.5% | +24% | — |
| 54 |  $ANET | Arista Networks, Inc. | $912,086 | 0.5% | -0% | 81.9 |
| 55 |  $ASST | Strive, Inc. | $884,092 | 0.4% | NEW | 39.8 |
| 56 | — | LISTED FDS TR - SHARES LAG CAP | $876,205 | 0.4% | NEW | — |
| 57 |  $BRK.B | BERKSHIRE HATHAWAY INC | $858,669 | 0.4% | -3% | 73.8 |
| 58 |  $V | VISA INC. | $842,534 | 0.4% | +0% | 82.9 |
| 59 | $IVZ | Invesco Ltd. | $835,387 | 0.4% | +23% | — |
| 60 | — | J P MORGAN EXCHANGE TRADED F - NASDAQ EQT PREM | $827,312 | 0.4% | +2% | — |
| 61 | — | SPDR SERIES TRUST - ST STR SP AERO | $805,362 | 0.4% | +11% | — |
| 62 | $IVZ | Invesco Ltd. | $778,673 | 0.4% | -3% | — |
| 63 | — | LISTED FDS TR - SHARES FOREIGN | $773,156 | 0.4% | NEW | — |
| 64 |  $WMT | Walmart Inc. | $753,270 | 0.4% | +1% | 60.2 |
| 65 | — | AMPLIFY ETF TR - ENER NAT RES ETF | $736,329 | 0.4% | +20% | — |
| 66 |  $OKE | ONEOK INC /NEW/ | $727,147 | 0.4% | +0% | 71.7 |
| 67 |  $MELI | MERCADOLIBRE INC | $726,483 | 0.4% | +6% | 80.2 |
| 68 | — | FRANKLIN TEMPLETON ETF TR - INTL COR DIV TIL | $717,653 | 0.3% | -17% | — |
| 69 |  $META | Meta Platforms, Inc. | $708,824 | 0.3% | -2% | 79.6 |
| 70 | $UCB | UNITED COMMUNITY BANKS INC | $696,579 | 0.3% | +1% | 65 |
| 71 | — | TCW ETF TRUST - FLEXIBLE INCOME | $691,471 | 0.3% | -20% | — |
| 72 | — | SCHWAB STRATEGIC TR - MUN BD ETF | $677,395 | 0.3% | +15% | — |
| 73 | — | SCHWAB STRATEGIC TR - US SML CAP ETF | $674,431 | 0.3% | -5% | — |
| 74 | — | SPDR SERIES TRUST - ST STR CONV ETF | $666,952 | 0.3% | -2% | — |
| 75 |  $CAT | CATERPILLAR INC | $656,895 | 0.3% | -10% | 66.5 |
| 76 | — | NEOS ETF TRUST - NASDAQ 100 HDGD | $647,602 | 0.3% | +2% | — |
| 77 | — | CAPITAL GRP FIXED INCM ETF T - US MULTI-SECTOR | $641,839 | 0.3% | +7% | — |
| 78 | — | ISHARES TR - MBS ETF | $616,652 | 0.3% | -60% | — |
| 79 | — | J P MORGAN EXCHANGE TRADED F - HEDG EQU LAD ETF | $566,892 | 0.3% | -3% | — |
| 80 |  $ENB | ENBRIDGE INC | $559,556 | 0.3% | -1% | 66.7 |
| 81 |  $MA | Mastercard Inc | $542,262 | 0.3% | -1% | 85.1 |
| 82 | $O | REALTY INCOME CORP | $537,183 | 0.3% | +1% | 73.7 |
| 83 | — | NEOS ETF TRUST - MLP EN IN HI ETF | $528,116 | 0.3% | +76% | — |
| 84 | — | SELECT SECTOR SPDR TR - ST STR UTIL ETF | $520,609 | 0.3% | -7% | — |
| 85 |  $GE | GENERAL ELECTRIC CO | $514,678 | 0.3% | +0% | 73.8 |
| 86 | — | VANECK ETF TRUST - LONG MUNI ETF | $511,331 | 0.3% | +1% | — |
| 87 | — | REX ETF TR - AUTOCALLABLE IN | $506,424 | 0.3% | NEW | — |
| 88 |  $MO | ALTRIA GROUP, INC. | $501,474 | 0.3% | +1% | 67.4 |
| 89 | — | PROSHARES TR - S&P 500 HIGH ETF | $499,943 | 0.2% | -4% | — |
| 90 | — | FIDELITY COVINGTON TRUST - MSCI ENERGY IDX | $499,747 | 0.2% | +1% | — |
| 91 |  $IBIT | iShares Bitcoin Trust ETF | $491,294 | 0.2% | +3% | — |
| 92 |  $IBM | INTERNATIONAL BUSINESS MACHINES CORP | $487,446 | 0.2% | +4% | 70 |
| 93 |  $COST | COSTCO WHOLESALE CORP /NEW | $480,811 | 0.2% | +3% | 66.2 |
| 94 | — | SIMPLIFY EXCHANGE TRADED FUN - MANAGED FUTURES | $476,941 | 0.2% | +18% | — |
| 95 | — | AB ACTIVE ETFS INC - HIGH YIELD ETF | $461,597 | 0.2% | NEW | — |
| 96 | — | PROSHARES TR - NASDAQ 100 HIGH | $459,120 | 0.2% | +1% | — |
| 97 | — | SIMPLIFY EXCHANGE TRADED FUN - BARRIER INCOME | $444,050 | 0.2% | +49% | — |
| 98 | — | ISHARES TR - BROAD USD HIGH | $442,066 | 0.2% | -54% | — |
| 99 | — | ISHARES TR - EAFE VALUE ETF | $427,061 | 0.2% | -4% | — |
| 100 | — | JANUS DETROIT STR TR - HENDRSON AAA CL | $421,459 | 0.2% | -0% | — |
| 101 |  $GEV | GE Vernova Inc. | $418,250 | 0.2% | +0% | 81.1 |
| 102 |  $RKT | Rocket Companies, Inc. | $418,226 | 0.2% | -1% | 74.2 |
| 103 |  $HD | HOME DEPOT, INC. | $415,296 | 0.2% | -1% | 60.3 |
| 104 |  $HCA | HCA Healthcare, Inc. | $407,787 | 0.2% | +0% | 68.9 |
| 105 |  $PLTR | Palantir Technologies Inc. | $405,662 | 0.2% | +45% | 84.6 |
| 106 | — | PACER FDS TR - METAURUS CAP 400 | $401,138 | 0.2% | -1% | — |
| 107 | — | ISHARES TR - MSCI USA MIN ETF | $400,134 | 0.2% | -3% | — |
| 108 |  $GLD | SPDR GOLD TRUST | $396,009 | 0.2% | +1% | — |
| 109 | $STT | STATE STREET CORP | $394,477 | 0.2% | -0% | 71.5 |
| 110 | — | NEOS ETF TRUST - GOLD HIG INC ETF | $377,383 | 0.2% | +25% | — |
| 111 | — | ISHARES TR - SHRT NAT MUN ETF | $373,734 | 0.2% | +3% | — |
| 112 |  $SMBK | SMARTFINANCIAL INC. | $371,137 | 0.2% | +0% | 62.3 |
| 113 |  $XOM.R34088 | EXXON MOBIL CORP | $366,379 | 0.2% | -1% | 57.9 |
| 114 | — | ISHARES TR - CORE US AGGBD ET | $366,061 | 0.2% | -90% | — |
| 115 |  $BTI | British American Tobacco p.l.c. | $363,007 | 0.2% | +0% | — |
| 116 | — | SELECT SECTOR SPDR TR - ST STR TECHN ETF | $361,988 | 0.2% | +0% | — |
| 117 | — | VANGUARD CHARLOTTE FDS - TOTAL INT BD ETF | $358,898 | 0.2% | -13% | — |
| 118 | — | SPDR SERIES TRUST - ST NUVE TERM ETF | $351,772 | 0.2% | +0% | — |
| 119 | — | J P MORGAN EXCHANGE TRADED F - ULTRA SHT MUNCPL | $345,233 | 0.2% | -1% | — |
| 120 |  $DAL | DELTA AIR LINES, INC. | $344,000 | 0.2% | +0% | 57.5 |
| 121 |  $CM | CANADIAN IMPERIAL BANK OF COMMERCE /CAN/ | $330,855 | 0.2% | -1% | 76.4 |
| 122 | — | ISHARES TR - US TREAS BD ETF | $328,982 | 0.2% | +23% | — |
| 123 | — | SPDR SERIES TRUST - ST STR SP DIV | $315,774 | 0.1% | +0% | — |
| 124 | — | SPDR SERIES TRUST - ST STR R1K YLD | $310,528 | 0.1% | +2% | — |
| 125 | $IVZ | Invesco Ltd. | $309,380 | 0.1% | +1% | — |
| 126 |  $QQQ | INVESCO QQQ TRUST, SERIES 1 | $301,352 | 0.1% | -8% | — |
| 127 | — | VANGUARD INDEX FDS - SMALL CP ETF | $300,695 | 0.1% | +0% | — |
| 128 |  $SPCX | SPACE EXPLORATION TECHNOLOGIES CORP | $299,518 | 0.1% | NEW | — |
| 129 |  $SLV | iShares Silver Trust | $299,165 | 0.1% | +1% | — |
| 130 | — | CALAMOS ETF TR - S&P 500 STR JULY | $298,505 | 0.1% | -4% | — |
| 131 | $IVZ | Invesco Ltd. | $287,059 | 0.1% | +1% | — |
| 132 | — | SPDR SERIES TRUST - ST STR SP500DIV | $286,280 | 0.1% | +0% | — |
| 133 |  $CRSP | CRISPR Therapeutics AG | $284,481 | 0.1% | +21% | 9.7 |
| 134 |  $CSCO | CISCO SYSTEMS, INC. | $282,159 | 0.1% | NEW | 70.3 |
| 135 | — | SCHWAB STRATEGIC TR - US REIT ETF | $279,016 | 0.1% | +0% | — |
| 136 |  $IAUM | iShares Gold Trust Micro | $262,226 | 0.1% | +5% | — |
| 137 |  $MRVL | Marvell Technology, Inc. | $259,470 | 0.1% | NEW | 76.5 |
| 138 | $IVZ | Invesco Ltd. | $248,887 | 0.1% | -4% | — |
| 139 |  $ADI | ANALOG DEVICES INC | $244,260 | 0.1% | NEW | 79.2 |
| 140 | — | VANGUARD INDEX FDS - VALUE ETF | $239,287 | 0.1% | +0% | — |
| 141 | — | SPDR SERIES TRUST - ST STR RATE ETF | $231,319 | 0.1% | -35% | — |
| 142 | — | NEOS ETF TRUST - RUSS 2000 HI ETF | $230,022 | 0.1% | NEW | — |
| 143 | $IVZ | Invesco Ltd. | $226,467 | 0.1% | NEW | — |
| 144 | — | ISHARES TR - MSCI USA MMENTM | $223,383 | 0.1% | NEW | — |
| 145 | — | SPDR SERIES TRUST - SST SPDR BLOOMBE | $223,180 | 0.1% | -25% | — |
| 146 |  $PM | Philip Morris International Inc. | $218,954 | 0.1% | -10% | 75.9 |
| 147 | — | VICTORY PORTFOLIOS II - VCSHS US 500 ENH | $214,896 | 0.1% | NEW | — |
| 148 |  $DE | DEERE & CO | $211,866 | 0.1% | NEW | 55.4 |
| 149 |  $BLK | BlackRock, Inc. | $211,717 | 0.1% | -1% | 70 |
| 150 | — | NEOS ETF TRUST - BITC HIG INC ETF | $207,719 | 0.1% | +7% | — |
New Positions (17)
MORGAN STANLEY ETF TRUST - EATO VANC BD ETF$3.3M
AMERICAN CENTY ETF TR - AVANTIS CORE FI$2.2M
$ASST Strive, Inc.$884,092 LISTED FDS TR - SHARES LAG CAP$876,205
LISTED FDS TR - SHARES FOREIGN$773,156
REX ETF TR - AUTOCALLABLE IN$506,424
AB ACTIVE ETFS INC - HIGH YIELD ETF$461,597
$SPCX SPACE EXPLORATION TECHNOLOGIES CORP$299,518$CSCO CISCO SYSTEMS, INC.$282,159$MRVL Marvell Technology, Inc.$259,470$ADI ANALOG DEVICES INC$244,260 NEOS ETF TRUST - RUSS 2000 HI ETF$230,022
ISHARES TR - MSCI USA MMENTM$223,383
VICTORY PORTFOLIOS II - VCSHS US 500 ENH$214,896
$DE DEERE & CO$211,866Exited Positions (9)
ISHARES TR
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AMERICAN CENTY ETF TR
FLEXSHARES TR
ISHARES TR
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