Capital Performance Advisors LLP Purchases in Q3 2025

Capital Performance Advisors LLP

  • $597 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
LLY
Eli Lilly & CO

Healthcare
494
+ 21.94%
$625.65 - $812.69 $309K - $401K
2.75K $2.1M
CAT
Caterpillar Inc

Industrials
704
New
$390.92 - $477.15 $275K - $336K
704 $335K
MEDP
Medpace Holdings, Inc.

Healthcare
648
New
$308.88 - $514.16 $200K - $333K
648 $333K
C
Citigroup Inc

Financial Services
2.73K
+ 82.49%
$85.57 - $103.49 $233K - $282K
6.04K $612K
PSX
Phillips 66

Energy
2.38K
New
$118.37 - $139.46 $282K - $332K
2.38K $323K
DHR
Danaher Corp

Healthcare
1.63K
New
$181.46 - $212.2 $295K - $345K
1.63K $322K
SCHW
Schwab Charles Corp

Financial Services
3.37K
New
$91.03 - $98.69 $307K - $333K
3.37K $322K
BBY
Best Buy CO Inc

Consumer Cyclical
4.2K
New
$64.12 - $78.46 $270K - $330K
4.2K $317K
RBLX
Roblox Corp

Communication Services
506
+ 6.88%
$100.65 - $141.56 $50.9K - $71.6K
7.86K $1.09M
PGR
Progressive Corp

Financial Services
1.28K
New
$238.61 - $264.3 $304K - $337K
1.28K $314K
IBM
International Business Machines Corp

Technology
1.11K
New
$234.77 - $292.47 $260K - $324K
1.11K $312K
APH
Amphenol Corp

Technology
1.84K
+ 57.03%
$97.39 - $125.4 $179K - $231K
5.07K $627K
GE
General Electric CO

Industrials
396
+ 9.08%
$244.75 - $305.63 $96.9K - $121K
4.76K $1.43M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
12.9K
New
$22.64 - $23.22 $293K - $301K
12.9K $299K
PG
Procter & Gamble CO

Consumer Defensive
2.08K
+ 49.18%
$150.47 - $161.22 $313K - $335K
6.31K $969K
RE
Everest Re Group LTD

Financial Services
792
New
N/A
792 $293K
FISV
Fiserv Inc

Technology
2.34K
New
N/A
2.34K $292K
CMI
Cummins Inc

Industrials
691
New
$327.85 - $426.39 $227K - $295K
691 $291K
TFX
Teleflex Inc

Healthcare
2.36K
New
$109.79 - $132.5 $259K - $313K
2.36K $289K
HOOD
Robinhood Markets, Inc.

Technology
7
+ 0.12%
$91.27 - $143.18 $639 - $1K
5.82K $833K
DG
Dollar General Corp

Consumer Defensive
2.79K
New
$101.86 - $116.32 $284K - $325K
2.79K $288K
KLAC
Kla Corp

Technology
265
New
$843.9 - $1078.6 $224K - $286K
265 $285K
ABBV
Abb Vie Inc.

Healthcare
610
+ 19.48%
$184.85 - $231.54 $113K - $141K
3.74K $866K
JBHT
Hunt J B Transport Services Inc

Industrials
2.09K
New
$130.65 - $154.66 $273K - $324K
2.09K $280K
FDX
Fedex Corp

Industrials
1.15K
+ 110.74%
$217.1 - $243.2 $249K - $278K
2.18K $513K
MTCH
Match Group, Inc.

Communication Services
7.89K
New
$31.83 - $38.77 $251K - $306K
7.89K $278K
BK
Bank Of New York Mellon Corp

Financial Services
2.54K
New
$90.65 - $109.75 $230K - $279K
2.54K $276K
WDC
Western Digital Corp

Technology
560
+ 15.11%
$63.84 - $120.06 $35.8K - $67.2K
4.27K $512K
ACN
Accenture PLC

Technology
1.25K
+ 175.67%
$232.56 - $304.78 $290K - $381K
1.96K $483K
UAL
United Airlines Holdings, Inc.

Industrials
2.81K
New
$80.05 - $109.36 $225K - $307K
2.81K $271K
ALNY
Alnylam Pharmaceuticals, Inc.

Healthcare
588
New
$311.12 - $482.13 $183K - $283K
588 $268K
KMI
Kinder Morgan, Inc.

Energy
9.42K
New
$26.23 - $28.5 $247K - $269K
9.42K $266K
FIX
Comfort Systems Usa Inc

Industrials
51
+ 6.66%
$521.66 - $825.18 $26.6K - $42.1K
817 $674K
GRMN
Garmin LTD

Technology
1.08K
New
$211.13 - $246.22 $227K - $265K
1.08K $264K
ABNB
Airbnb, Inc.

Consumer Cyclical
2.33K
+ 132.61%
$118.3 - $142.16 $275K - $331K
4.08K $495K
ROKU
Roku, Inc

Communication Services
2.62K
New
$79.98 - $101.78 $210K - $267K
2.62K $262K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.69K
+ 14.6%
$32.78 - $35.79 $154K - $168K
36.8K $1.31M
ADP
Automatic Data Processing Inc

Industrials
860
New
$288.69 - $310.94 $248K - $267K
860 $252K
IQV
Iqvia Holdings Inc.

Healthcare
1.32K
New
$157.68 - $200.82 $208K - $265K
1.32K $250K
DAL
Delta Air Lines, Inc.

Industrials
4.41K
New
$49.0 - $61.97 $216K - $273K
4.41K $250K
ARE
Alexandria Real Estate Equities, Inc.

Real Estate
3.01K
New
$71.86 - $87.45 $216K - $263K
3.01K $250K
ALLE
Allegion PLC

Industrials
1.4K
New
$145.55 - $179.33 $203K - $251K
1.4K $247K
BSX
Boston Scientific Corp

Healthcare
2.52K
New
$97.03 - $108.14 $244K - $272K
2.52K $245K
CCK
Crown Holdings Inc

Consumer Cyclical
2.51K
New
$92.19 - $108.12 $231K - $271K
2.51K $242K
EVR
Evercore Inc.

Financial Services
709
New
$276.5 - $362.79 $196K - $257K
709 $239K
GGG
Graco Inc

Industrials
2.78K
New
$82.58 - $88.81 $230K - $247K
2.78K $236K
UPS
United Parcel Service Inc

Industrials
2.83K
New
$82.58 - $105.54 $233K - $298K
2.83K $235K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
1.17K
New
$185.65 - $214.38 $216K - $250K
1.17K $233K
LECO
Lincoln Electric Holdings Inc

Industrials
984
New
$210.22 - $247.76 $207K - $244K
984 $232K
Activity Summary
Buys All Purchases 284 New Holdings 93 Increased Positions 191 Sells All Sells 51 Reductions 51 Sold out 0 Options Calls 0 Puts 0
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