Cap Partners, LLC Portfolio Holdings

Cap Partners, LLC

  • $142 Billion
  • Q4 2024

Cap Partners, LLC has filed its 13F form on January 29, 2025 for Q4 2024 where it was disclosed a total value porftolio of $142 Billion distributed in 133 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $7.48B, Tesla, Inc. with a value of $7.2B, Vanguard Mid Cap ETF with a value of $6.02B, Direxion Nasdaq 100 Equal Weig with a value of $4.97B, and Nvidia Corp with a value of $4.76B.

Examining the 13F form we can see an increase of $8.01B in the current position value, from $134B to 142B.

Cap Partners, LLC is based out at Franklin, TN

Below you can find more details about Cap Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $142 Billion
ETFs: $75.8 Billion
Technology: $20.8 Billion
Consumer Cyclical: $12.7 Billion
Financial Services: $4.7 Billion
Communication Services: $3.39 Billion
Energy: $1.76 Billion
Consumer Defensive: $1.38 Billion
Industrials: $1.03 Billion
Other: $1.28 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 133
  • Current Value $142 Billion
  • Prior Value $134 Billion
  • Filing
  • Period Q4 2024
  • Filing Date January 29, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 10 stocks
  • Additional Purchases 68 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 48 stocks
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