Fund HoldingsCAP Partners, LLC

Total Portfolio Value
$176.46M
Total Bought
$26.65M
Total Sold
$23.19M
Net Transaction
+$3.46M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
SELECT SECTOR SPDR TR
ST STR REAL ETF
097,350+97,35003,9282.23%+3,928
SPDR SERIES TRUST
ST STR P500ETF
032,605+32,60502,6161.48%+2,616
SPDR SERIES TRUST
ST STR P500VAL
042,606+42,60602,4201.37%+2,420
ISHARES TR
CORE UNIVRSL USD
034,197+34,19701,5920.90%+1,592
VICTORY PORTFOLIOS II
VICT FR GROW ETF
035,223+35,22309920.56%+992
SPDR SERIES TRUST
ST LON TREAS ETF
037,127+37,12709830.56%+983
ALPHABET INC(GOOG)9,4759,516+412,3082,9861.69%+679
SPDR SERIES TRUST
ST STR CONV ETF
06,274+6,27405600.32%+560
SELECT SECTOR SPDR TR
ST STR UTIL ETF
012,089+12,08905160.29%+516
NEOS ETF TRUST
REAL EST HIG ETF
09,521+9,52104630.26%+463
SPDR SERIES TRUST
ST STR SP AERO
01,700+1,70004100.23%+410
ISHARES TR
FLTG RATE NT ETF
07,291+7,29103710.21%+371
SPDR SERIES TRUST
ST STR RATE ETF
011,477+11,47703530.20%+353
SPDR SERIES TRUST
ST NUVE TERM ETF
07,286+7,28603500.20%+350
SPDR SERIES TRUST
ST STR SP400GRW
03,611+3,61103340.19%+334
AMPLIFY ETF TR011,493+11,49303340.19%+334
FRANKLIN TEMPLETON ETF TR
INTL COR DIV TIL
22,04229,655+7,6138221,1530.65%+331
VICTORY PORTFOLIOS II
SHS FR CA FL ETF
71,91176,789+4,8782,6973,0241.71%+327
SCHWAB STRATEGIC TR390,129393,585+3,45610,27610,5916.00%+315
AMPLIFY ETF TR37,62744,560+6,9331,4031,7090.97%+306
GOLDMAN SACHS ETF TR
NASDA 100 ETF
8,32913,767+5,4384377280.41%+291
SPDR SERIES TRUST
SST SPDR BLOOMBE
013,094+13,09402800.16%+280
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,900+1,90002740.16%+274
SPDR SERIES TRUST
ST STR R1K YLD
02,331+2,33102650.15%+265
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
54,01253,803-20913,34713,6087.71%+260
SPDR SERIES TRUST
ST STR SP500DIV
05,958+5,95802580.15%+258
GOLDMAN SACHS ETF TR
S&P 500 PREMIUM
25,11529,685+4,5701,3121,5670.89%+256
SPDR INDEX SHS FDS
ST MAR DIVID ETF
06,349+6,34902490.14%+249
ISHARES TR30,36932,946+2,5773,0453,2911.86%+246
SPDR SERIES TRUST
STATE STREET SPD
02,499+2,49902390.14%+239
SCHWAB STRATEGIC TR0164,630+164,63003,9582.24%+3,958
SELECT SECTOR SPDR TR
ST STR FINL ETF
04,166+4,16602280.13%+228
SHOPIFY INC(SHOP)18,64118,587-542,7702,9921.70%+222
NEOS ETF TRUST
GOLD HIG INC ETF
03,749+3,74902100.12%+210
ISHARES TR02,086+2,08602010.11%+201
AMAZON COM INC(AMZN)17,24117,24103,7863,9802.26%+194
SIMPLIFY EXCHANGE TRADED FUN
MANAGED FUTURES
7,61214,860+7,2482134050.23%+192
ALPHABET INC(GOOG)2,2782,338+605547320.41%+178
NEOS ETF TRUST
NASDAQ 100 HIGH
26,63129,823+3,1921,4431,6060.91%+163
DBX ETF TR
XTRA ART INT ETF
18,93222,065+3,1337869470.54%+161
AMERICAN CENTY ETF TR28,48928,827+3382,0592,1841.24%+126
ISHARES SILVER TR(SLV)5,5305,53002343560.20%+122
AMERICAN CENTY ETF TR63,24563,699+4543,6213,7422.12%+121
J P MORGAN EXCHANGE TRADED F
US QUALTY FCTR
42,42944,139+1,7102,6692,7891.58%+120
ISHARES TR13,80014,996+1,1961,3131,4280.81%+115
ADVANCED MICRO DEVICES INC(AMD)1,4991,668+1692433570.20%+115
SCHWAB STRATEGIC TR56,28960,656+4,3671,8781,9861.13%+108
ISHARES TR12,43813,478+1,0401,2531,3530.77%+100
AMERICAN CENTY ETF TR26,99427,290+2962,6872,7831.58%+96
WALMART INC(WMT)6,2216,591+3706417340.42%+93
SCHWAB STRATEGIC TR16,30119,581+3,2804175040.29%+87
AMERICAN CENTY ETF TR29,22028,950-2702,3052,3831.35%+78
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT ETF
21,73423,321+1,5871,1031,1800.67%+77
NEOS ETF TRUST
NEOS S&P 500 HI
26,98428,294+1,3101,4111,4860.84%+75
ISHARES TR16,36017,935+1,5758549280.53%+74
NEOS ETF TRUST
BITC HIG INC ETF
3,5036,310+2,8072082780.16%+70
AMERICAN CENTY ETF TR32,23832,293+552,4212,4871.41%+66
ISHARES GOLD TR(IAU)9,1149,543+4293514100.23%+59
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
6,5617,850+1,2893253790.21%+55
VANGUARD INDEX FDS14,85515,220+3654,3644,4172.50%+54
TIDAL TRUST I45,04447,364+2,3201,1261,1730.66%+47
SPDR GOLD TR(GLD)1,0651,06503794220.24%+43
HCA HEALTHCARE INC(HCA)1,0421,043+14444870.28%+43
DELTA AIR LINES INC DEL(DAL)3,7893,673-1162152550.14%+40
AMERICAN CENTY ETF TR10,15810,040-1189049430.53%+39
INVESCO QQQ TR377429+522262640.15%+37
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
8,2098,484+2755345640.32%+30
EXXON MOBIL CORP03,647+3,64704390.25%+439
VANECK ETF TRUST
LONG MUNI ETF
25,53927,168+1,6294464760.27%+30
RTX CORPORATION(RTX)1,7971,79703013300.19%+29
FIDELITY COVINGTON TRUST7,6297,666+371,6951,7220.98%+27
INTERNATIONAL BUSINESS MACHS(IBM)01,657+1,65704910.28%+491
TCW ETF TRUST
FLEXIBLE INCOME
20,76521,520+7558268520.48%+26
ISHARES TR03,253+3,25303470.20%+347
BRITISH AMERN TOB PLC(BTI)5,7565,807+513063290.19%+23
VISA INC(V)02,429+2,42908520.48%+852
CAPITAL GRP FIXED INCM ETF T
US MULTI-SECTOR
021,406+21,40605910.34%+591
BROADCOM INC(AVGO)2,6742,611-638829040.51%+21
CANADIAN IMPERIAL BANK OF CO(CM)3,0652,933-1322452660.15%+21
INVESCO EXCH TRADED FD TR II7,0787,323+2458578740.50%+17
ONEOK INC NEW(OKE)08,316+8,31606110.35%+611
GE VERNOVA INC(GEV)34734702132270.13%+13
GE AEROSPACE(GE)1,3701,377+74124240.24%+12
SCHWAB STRATEGIC TR28,64528,629-168498610.49%+12
ISHARES TR05,826+5,82604160.24%+416
SCHWAB CHARLES CORP(SCHW)02,250+2,25002250.13%+225
SMARTFINANCIAL INC(SMBK)07,910+7,91002930.17%+293
INVESCO EXCH TRD SLF IDX FD
RUSL 1000 DYNM
11,79711,791-67117210.41%+10
PROSHARES TR
NASDAQ 100 HIGH
8,3058,402+973663740.21%+8
AIRBNB INC01,568+1,56802130.12%+213
AMPLIFY ETF TR16,74417,998+1,2544794850.27%+6
ISHARES TR
BROAD USD HIGH
024,879+24,87909300.53%+930
APPLE INC(AAPL)17,02515,966-1,0594,3354,3412.46%+5
INVESCO EXCH TRADED FD TR II012,921+12,92103000.17%+300
VANGUARD INDEX FDS1,1061,098-82062100.12%+3
CALAMOS ETF TR
S&P 500 STR JULY
011,283+11,28303030.17%+303
GOLUB CAP BDC INC(GBDC)010,684+10,68401450.08%+145
INVESCO EXCHANGE TRADED FD T
S&P500 EQL WGT
01,212+1,21202320.13%+232
UNITED CMNTY BKS BLAIRSVLE G(UCB)19,39319,546+1536086100.35%+2
NEOS ETF TRUST
NASDAQ 100 HDGD
11,24911,306+576126140.35%+2
Page 1 of 1