Cap Partners, LLC Incresed Positions in Q3 2025

Cap Partners, LLC

  • $176 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
SCHM
Schwab Strategic U.S. Mid Cap

ETFs
14
+ 0.05%
$28.15 - $30.13 $394 - $422
28.6K $849M
HCA
Hca Healthcare, Inc.

Healthcare
1
+ 0.1%
$334.32 - $426.2 $334 - $426
1.04K $444M
Tcw ETF Trust
884
+ 4.45%
N/A
20.8K $826M
WMT
Walmart Inc.

Consumer Defensive
72
+ 1.17%
$94.4 - $104.27 $6.8K - $7.51K
6.22K $641M
BTI
British American Tobacco P.L.C.

Consumer Defensive
101
+ 1.79%
$46.69 - $59.27 $4.72K - $5.99K
5.76K $306M
MLN
Vaneck Long Muni ETF

ETFs
1.28K
+ 5.27%
$16.52 - $17.5 $21.1K - $22.4K
25.5K $446M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
7
+ 0.38%
$459.11 - $506.91 $3.21K - $3.55K
1.84K $926M
UCBI
United Community Banks Inc

Financial Services
145
+ 0.75%
N/A
19.4K $608M
O
Realty Income Corp

Real Estate
122
+ 1.48%
$56.13 - $60.79 $6.85K - $7.42K
8.39K $510M
Proshares Tr
128
+ 1.57%
N/A
8.31K $366M
J P Morgan Exchange Traded F
93
+ 1.15%
N/A
8.21K $534M
Neos ETF Trust
1
+ 0.01%
N/A
11.2K $612M
JAAA
Janus Detroit Str Tr Janus Hen

ETFs
408
+ 2.77%
$50.53 - $50.82 $20.6K - $20.7K
15.1K $768M
LQIG
Spdr Ser Tr Marketaxess Invt G

ETFs
180
+ 7.94%
$93.95 - $97.7 $16.9K - $17.6K
2.45K $237M
XOM
Exxon Mobil Corp

Energy
6
+ 0.17%
$105.83 - $117.22 $635 - $703
3.63K $409M
TSCO
Tractor Supply CO

Consumer Cyclical
11
+ 0.26%
$54.08 - $62.65 $595 - $689
4.2K $239M
ONEY
Spdr Ser Tr Russell 1000 Core

ETFs
35
+ 1.53%
$108.77 - $115.6 $3.81K - $4.05K
2.32K $263M
PZA
Invesco ETF Tr Ii Natl Amt Fre

ETFs
95
+ 0.75%
$21.89 - $23.17 $2.08K - $2.2K
12.8K $296M
SUB
Ishares Short Term National Mu

ETFs
83
+ 2.82%
$106.17 - $107.3 $8.81K - $8.91K
3.02K $323M
RSP
Invesco S&P 500 Equal Weight E

ETFs
1
+ 0.08%
$181.56 - $190.33 $182 - $190
1.21K $230M
PGX
Invesco ETF Tr Ii Pfd ETF

ETFs
68
+ 0.48%
$11.15 - $11.87 $758 - $807
14.3K $166M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
55
+ 0.48%
$20.76 - $21.78 $1.14K - $1.2K
11.6K $251M
JMST
Jp Morgan Ultra Short Mun Inco

ETFs
99
+ 1.62%
$50.81 - $51.07 $5.03K - $5.06K
6.23K $318M
SHM
Spdr Nuveen Bloomberg Short Te

ETFs
28
+ 0.39%
$47.76 - $48.46 $1.34K - $1.36K
7.29K $351M
GBDC
Golub Capital Bdc, Inc.

Financial Services
154
+ 1.51%
$13.69 - $15.48 $2.11K - $2.38K
10.4K $142M
IBM
International Business Machines Corp

Technology
30
+ 1.86%
$234.77 - $292.47 $7.04K - $8.77K
1.65K $465M
CRWD
Crowd Strike Holdings, Inc.

Technology
15
+ 0.91%
$412.46 - $514.1 $6.19K - $7.71K
1.66K $816M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.53%
$157.77 - $183.27 $1.1K - $1.28K
1.33K $216M
OKE
Oneok Inc

Energy
524
+ 6.86%
$71.36 - $83.47 $37.4K - $43.7K
8.17K $596M
Activity Summary
Buys All Purchases 94 New Holdings 14 Increased Positions 80 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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