CAP Partners, LLC

CIK: 0002006870Latest portfolio: $176.5M · Q4 2025

Holdings

143

Total Value

$176.5M

New Positions

143

Closed Positions

0

#StockSharesValue% PortfolioChangeType
1
QQQMINVESCO EXCH TRADED FD TR II
53,803$13.6M7.71%NEW
2
SCHXSCHWAB STRATEGIC TR
393,585$10.6M6.00%NEW
3
TSLATESLA INC
20,578$9.3M5.24%NEW
4
NVDANVIDIA CORPORATION
29,387$5.5M3.11%NEW
5
VOVANGUARD INDEX FDS
15,220$4.4M2.50%NEW
6
AAPLAPPLE INC
15,966$4.3M2.46%NEW
7
AMZNAMAZON COM INC
17,241$4.0M2.25%NEW
8
SCHFSCHWAB STRATEGIC TR
164,630$4.0M2.24%NEW
9
XLRESELECT SECTOR SPDR TR
97,350$3.9M2.23%NEW
10
AVSCAMERICAN CENTY ETF TR
63,699$3.7M2.12%NEW
11
JEPIJ P MORGAN EXCHANGE TRADED F
58,269$3.3M1.89%NEW
12
AGGISHARES TR
32,946$3.3M1.86%NEW
13
MIGASTRATEGY INC
20,833$3.2M1.79%NEW
14
SCHDSCHWAB STRATEGIC TR
111,967$3.1M1.74%NEW
15
VFLOVICTORY PORTFOLIOS II
76,789$3.0M1.71%NEW
16
SHOPSHOPIFY INC
18,587$3.0M1.70%NEW
17
GOOGALPHABET INC
9,516$3.0M1.69%NEW
18
JQUAJ P MORGAN EXCHANGE TRADED F
44,139$2.8M1.58%NEW
19
AVUVAMERICAN CENTY ETF TR
27,290$2.8M1.58%NEW
20
SPYMSPDR SERIES TRUST
32,605$2.6M1.48%NEW
21
AVEMAMERICAN CENTY ETF TR
32,293$2.5M1.41%NEW
22
SPYVSPDR SERIES TRUST
42,606$2.4M1.37%NEW
23
AVDEAMERICAN CENTY ETF TR
28,950$2.4M1.35%NEW
24
AVLVAMERICAN CENTY ETF TR
28,827$2.2M1.24%NEW
25
MSFTMICROSOFT CORP
4,231$2.0M1.16%NEW

Quarterly Changes

New Positions

Closed Positions

No closed positions this quarter

Sector Breakdown

Financial ServicesNaN% ($InfinityT)
Technology0.0% ($5.480434029912047e+30T)
Unknown0.0% ($3165991890873775104.0T)
Consumer Cyclical0.0% ($92543979.4T)
Industrials0.0% ($424.4T)
Communication Services0.0% ($3.0T)
Consumer Defensive0.0% ($734.4B)
Energy0.0% ($611.5B)
Healthcare0.0% ($487K)
Real Estate0.0% ($480K)
Utilities0.0% ($226K)

Filing History

QuarterFiling DatePortfolio ValueHoldings
Q4 2025Feb 4, 2026$176.5M143
Q3 2025Oct 29, 2025$176.2B0
Q2 2025Jul 31, 2025$158.9B138
Q1 2025May 8, 2025$137.8B129

Fund Information

CIK0002006870
Most Recent FilingFeb 4, 2026
Number of Filings4

CAP Partners, LLC is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $176.5M across 143 holdings. The largest position is INVESCO EXCH TRADED FD TR II (QQQM), representing 7.7% of the portfolio. Compared to the previous quarter, the fund opened 143 new positions and closed 0 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.