13F

Investor

CAP Partners, LLC

CIK 0002006870 · filed 2026-02-04 · SEC filing

13F book

$176.5M

Positions

143

Largest name

7.7%

Invesco Exch Traded Fd Tr Ii

Est. mark

Need a prior quarter to estimate
NameTickerSharesValueWeightEst. markChange
Invesco Exch Traded Fd Tr Ii53.8K$13.6M7.7%Held
Schwab Strategic Tr393.6K$10.6M6.0%Held
Tesla, Inc.TSLA20.6K$9.25M5.2%Held
Nvidia CorpNVDA29.4K$5.48M3.1%Held
Vanguard Index Fds15.2K$4.42M2.5%Held
Apple Inc.AAPL16K$4.34M2.5%Held
Amazon Com IncAMZN17.2K$3.98M2.3%Held
Schwab Strategic Tr164.6K$3.96M2.2%Held
Select Sector Spdr Tr97.3K$3.93M2.2%Held
American Centy Etf Tr63.7K$3.74M2.1%Held
J P Morgan Exchange Traded F58.3K$3.34M1.9%Held
Ishares Tr32.9K$3.29M1.9%Held
Strategy Inc20.8K$3.17M1.8%Held
Schwab Strategic Tr112K$3.07M1.7%Held
Victory Portfolios Ii76.8K$3.02M1.7%Held
Shopify Inc.SHOP18.6K$2.99M1.7%Held
Alphabet Inc9.52K$2.99M1.7%Held
J P Morgan Exchange Traded F44.1K$2.79M1.6%Held
American Centy Etf Tr27.3K$2.78M1.6%Held
Spdr Series Trust32.6K$2.62M1.5%Held
American Centy Etf Tr32.3K$2.49M1.4%Held
Spdr Series Trust42.6K$2.42M1.4%Held
American Centy Etf Tr28.9K$2.38M1.4%Held
American Centy Etf Tr28.8K$2.18M1.2%Held
Microsoft CorpMSFT4.23K$2.05M1.2%Held
Schwab Strategic Tr60.7K$1.99M1.1%Held
Fidelity Covington Trust7.67K$1.72M1.0%Held
Amplify Etf Tr44.6K$1.71M1.0%Held
Amplify Etf Tr37.2K$1.66M0.9%Held
Neos Etf Trust29.8K$1.61M0.9%Held
Ishares Tr34.2K$1.59M0.9%Held
Goldman Sachs Etf Tr29.7K$1.57M0.9%Held
Neos Etf Trust28.3K$1.49M0.8%Held
Ishares Tr15K$1.43M0.8%Held
Coinbase Global, Inc.COIN6.17K$1.4M0.8%Held
Ishares 0-3 Month13.5K$1.35M0.8%Held
Direxion Shs Etf Tr12.7K$1.3M0.7%Held
J P Morgan Exchange Traded F23.3K$1.18M0.7%Held
Tidal Trust I47.4K$1.17M0.7%Held
Franklin Templeton Etf Tr29.7K$1.15M0.7%Held
Victory Portfolios Ii35.2K$991.9K0.6%Held
Spdr Series Trust37.1K$982.8K0.6%Held
Schwab Strategic Tr37.3K$977.8K0.6%Held
Dbx Etf Tr22.1K$946.6K0.5%Held
American Centy Etf Tr10K$943.5K0.5%Held
Ishares Tr24.9K$930.3K0.5%Held
Ishares Tr17.9K$928.5K0.5%Held
Broadcom Inc.AVGO2.61K$903.6K0.5%Held
Berkshire Hathaway Inc Del1.77K$890.7K0.5%Held
Invesco Exch Traded Fd Tr Ii7.32K$873.7K0.5%Held
Schwab Strategic Tr28.6K$860.9K0.5%Held
American Centy Etf Tr13.8K$859.4K0.5%Held
Tcw Etf Trust21.5K$852.2K0.5%Held
Visa Inc.V2.43K$851.9K0.5%Held
Meta Platforms, Inc.META1.21K$799.6K0.5%Held
Mercadolibre IncMELI385$775.5K0.4%Held
Crowdstrike Hldgs Inc1.63K$765K0.4%Held
Arista Networks, Inc.ANET5.77K$756.4K0.4%Held
J P Morgan Exchange Traded F12.8K$746.4K0.4%Held
Walmart Inc.WMT6.59K$734.3K0.4%Held
Alphabet Inc2.34K$731.7K0.4%Held
Goldman Sachs Etf Tr13.8K$727.8K0.4%Held
Mastercard IncMA1.27K$722.9K0.4%Held
Invesco Exch Trd Slf Idx Fd11.8K$720.8K0.4%Held
Flexshares Tr13.4K$657K0.4%Held
Ishares Bitcoin Trust EtfIBIT12.7K$632K0.4%Held
Neos Etf Trust11.3K$613.9K0.3%Held
Schwab Strategic Tr21.5K$611.7K0.3%Held
Oneok Inc /New/OKE8.32K$611.3K0.3%Held
United Cmnty Bks Blairsvle G19.5K$610.2K0.3%Held
Capital Grp Fixed Incm Etf T21.4K$591.2K0.3%Held
J P Morgan Exchange Traded F8.48K$563.6K0.3%Held
Spdr Series Trust6.27K$559.6K0.3%Held
Rocket Cos Inc27.3K$527.7K0.3%Held
Select Sector Spdr Tr12.1K$516.1K0.3%Held
Schwab Strategic Tr19.6K$504.4K0.3%Held
Enbridge Inc10.5K$500.1K0.3%Held
International Business Machs1.66K$490.7K0.3%Held
Proshares Tr10.7K$490.4K0.3%Held
HCA Healthcare, Inc.HCA1.04K$487.2K0.3%Held
Amplify Etf Tr18K$485.2K0.3%Held
Realty Income CorpO8.53K$480.6K0.3%Held
Vaneck Etf Trust27.2K$476.3K0.3%Held
Neos Etf Trust9.52K$462.7K0.3%Held
Exxon Mobil Corp3.65K$438.9K0.2%Held
Costco Whsl Corp New508$437.8K0.2%Held
Janus Detroit Str Tr8.62K$435.8K0.2%Held
Ge Aerospace1.38K$424.2K0.2%Held
Spdr Gold Tr1.06K$422.1K0.2%Held
Ishares Tr5.83K$416K0.2%Held
Ishares Gold TrIAUM9.54K$410.3K0.2%Held
Spdr Series Trust1.7K$410.2K0.2%Held
Home Depot, Inc.HD1.19K$408.9K0.2%Held
Ishares Tr4.3K$405.2K0.2%Held
Simplify Exchange Traded Fun14.9K$405.1K0.2%Held
Altria Group, Inc.MO6.85K$394.8K0.2%Held
Caterpillar IncCAT684$391.7K0.2%Held
Fidelity Covington Trust15.7K$389.9K0.2%Held
Vanguard Charlotte Fds7.85K$379.3K0.2%Held
Proshares Tr8.4K$373.7K0.2%Held
Ishares Tr7.29K$370.8K0.2%Held
Advanced Micro Devices IncAMD1.67K$357.2K0.2%Held
Ishares Silver Tr5.53K$356.2K0.2%Held
Spdr Series Trust11.5K$352.7K0.2%Held
Spdr Series Trust7.29K$349.7K0.2%Held
Ishares Tr3.25K$347.1K0.2%Held
Spdr Series Trust3.61K$333.8K0.2%Held
Amplify Etf Tr11.5K$333.5K0.2%Held
RTX CorpRTX1.8K$329.5K0.2%Held
British Amern Tob Plc5.81K$328.8K0.2%Held
J P Morgan Exchange Traded F6.16K$313.9K0.2%Held
Palantir Technologies Inc.PLTR1.76K$313K0.2%Held
Calamos Etf Tr11.3K$303.3K0.2%Held
Ishares Tr10.1K$302.8K0.2%Held
Invesco Exch Traded Fd Tr Ii12.9K$299.6K0.2%Held
Smartfinancial Inc.SMBK7.91K$292.6K0.2%Held
Spdr Series Trust13.1K$279.8K0.2%Held
Neos Etf Trust6.31K$277.7K0.2%Held
Select Sector Spdr Tr1.9K$273.5K0.2%Held
Canadian Imperial Bank Of Co2.93K$265.8K0.2%Held
Invesco Exchange Traded Fd T2.33K$264.9K0.1%Held
Spdr Series Trust2.33K$264.7K0.1%Held
Invesco Qqq Tr429$263.5K0.1%Held
Spdr Series Trust5.96K$257.7K0.1%Held
Vanguard Index Fds992$255.9K0.1%Held
Delta Air Lines Inc DelDAL3.67K$254.9K0.1%Held
Spdr Index Shs Fds6.35K$248.6K0.1%Held
Schwab Strategic Tr11.7K$244.3K0.1%Held
Main Str Cap Corp4.01K$242.2K0.1%Held
Spdr Series Trust2.5K$239.2K0.1%Held
BlackRock, Inc.BLK223$238.9K0.1%Held
Invesco Exchange Traded Fd T1.21K$232.2K0.1%Held
Select Sector Spdr Tr4.17K$228.2K0.1%Held
GE Vernova Inc.GEV347$226.8K0.1%Held
Schwab Charles Corp2.25K$224.8K0.1%Held
Philip Morris Intl Inc1.33K$214K0.1%Held
Airbnb, Inc.ABNB1.57K$212.8K0.1%Held
Tractor Supply Co4.21K$210.5K0.1%Held
Vanguard Index Fds1.1K$209.7K0.1%Held
Neos Etf Trust3.75K$209.5K0.1%Held
Ishares Tr2.09K$200.8K0.1%Held
Golub Cap Bdc Inc10.7K$145K0.1%Held
Cleanspark Inc12.2K$123.1K0.1%Held

Positions as of Q4 2025. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.