Capital Performance Advisors LLP Purchases in Q2 2025

Capital Performance Advisors LLP

  • $504 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
INTC
Intel Corp

Technology
5.53K
+ 54.56%
$18.13 - $22.69 $100K - $125K
15.7K $350K
WFC
Wells Fargo & Company

Financial Services
654
+ 8.32%
$60.98 - $80.12 $39.9K - $52.4K
8.52K $682K
SAN
Banco Santander, S.A.

Financial Services
10.3K
+ 63.58%
$5.72 - $8.32 $59K - $85.8K
26.5K $220K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.62K
+ 8.41%
$23.4 - $29.68 $37.9K - $48K
20.9K $619K
CSCO
Cisco Systems, Inc.

Technology
690
+ 10.73%
$53.19 - $69.38 $36.7K - $47.9K
7.12K $494K
DFAE
Dimensional ETF Tr

ETFs
1.93K
+ 15.47%
$22.87 - $28.95 $44K - $55.7K
14.4K $416K
AMAT
Applied Materials Inc

Technology
70
+ 3.37%
$126.95 - $183.52 $8.89K - $12.8K
2.15K $393K
EXPE
Expedia Group, Inc.

Consumer Cyclical
492
+ 41.28%
$136.63 - $176.62 $67.2K - $86.9K
1.68K $284K
ISRG
Intuitive Surgical Inc

Healthcare
100
+ 22.62%
$451.58 - $565.94 $45.2K - $56.6K
542 $294K
NMR
Nomura Holdings Inc

Financial Services
11.1K
New
$4.95 - $6.6 $55.1K - $73.5K
11.1K $73K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
3K
+ 25.3%
$11.9 - $15.57 $35.7K - $46.7K
14.8K $228K
CME
Cme Group Inc.

Financial Services
150
+ 6.74%
$252.37 - $290.71 $37.9K - $43.6K
2.38K $655K
GLD
Spdr Gold Trust

ETFs
150
+ 14.59%
$273.71 - $316.29 $41.1K - $47.4K
1.18K $359K
MCK
Mckesson Corp

Healthcare
42
+ 8.4%
$652.83 - $732.78 $27.4K - $30.8K
542 $397K
ZM
Zoom Video Communications, Inc.

Technology
527
+ 11.45%
$66.7 - $84.62 $35.2K - $44.6K
5.13K $399K
NWL
Newell Brands Inc.

Consumer Defensive
11K
New
$4.48 - $6.27 $49.4K - $69.1K
11K $59K
PG
Procter & Gamble CO

Consumer Defensive
600
+ 16.53%
$157.66 - $172.39 $94.6K - $103K
4.23K $673K
TEF
Telefonica S A

Communication Services
10.7K
New
$4.37 - $5.39 $46.8K - $57.7K
10.7K $55K
SAP
Sap Se

Technology
74
+ 9.41%
$237.53 - $309.8 $17.6K - $22.9K
860 $261K
RPG
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.06%
$33.86 - $45.77 $135 - $183
6.41K $293K
T
At&T Inc.

Communication Services
1.2K
+ 5.58%
$26.33 - $28.94 $31.6K - $34.8K
22.8K $658K
SMFG
Sumitomo Mitsui Financial Group, Inc.

Financial Services
3.34K
+ 32.86%
$12.23 - $15.46 $40.8K - $51.6K
13.5K $203K
EXEL
Exelixis, Inc.

Healthcare
105
+ 1.87%
$34.13 - $46.26 $3.58K - $4.86K
5.72K $252K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.27%
$376.48 - $440.65 $1.88K - $2.2K
1.83K $805K
ADT
Adt Inc.

Industrials
4.21K
+ 35.81%
$7.54 - $8.6 $31.8K - $36.2K
16K $135K
NTNX
Nutanix, Inc.

Technology
142
+ 3.76%
$58.17 - $83.07 $8.26K - $11.8K
3.92K $299K
RY
Royal Bank Of Canada

Financial Services
17
+ 0.96%
$108.36 - $131.55 $1.84K - $2.24K
1.79K $236K
AXS
Axis Capital Holdings LTD

Financial Services
201
+ 8.35%
$87.23 - $106.93 $17.5K - $21.5K
2.61K $270K
VZ
Verizon Communications Inc

Communication Services
849
+ 16.7%
$41.67 - $45.62 $35.4K - $38.7K
5.93K $256K
HSBC
Hsbc Holdings PLC

Financial Services
21
+ 0.37%
$46.68 - $61.09 $980 - $1.28K
5.69K $346K
VGIT
Vanguard Intermediate Term Tre

ETFs
44
+ 0.1%
$58.63 - $59.9 $2.58K - $2.64K
44.9K $2.68M
CB
Chubb LTD

Financial Services
117
+ 10.98%
$274.32 - $302.46 $32.1K - $35.4K
1.18K $342K
MO
Altria Group, Inc.

Consumer Defensive
402
+ 11.74%
$55.56 - $60.91 $22.3K - $24.5K
3.83K $224K
BIIB
Biogen Inc.

Healthcare
284
+ 19.0%
$113.38 - $135.49 $32.2K - $38.5K
1.78K $223K
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.96K
+ 1.38%
$48.13 - $49.85 $142K - $148K
217K $10.7M
REET
Ishares Global Reit ETF

ETFs
12
+ 0.03%
$21.59 - $25.16 $259 - $302
41K $1.01M
VFH
Vanguard Financial ETF

ETFs
5
+ 0.24%
$104.87 - $127.3 $524 - $637
2.09K $266K
DUK
Duke Energy Corp

Utilities
160
+ 9.31%
$112.46 - $124.05 $18K - $19.8K
1.88K $221K
ADSK
Autodesk, Inc.

Technology
42
+ 4.56%
N/A
964 $236K
PLUG
Plug Power Inc

Industrials
5K
+ 38.35%
$0.7 - $1.49 $3.5K - $7.45K
18K $26K
LYG
Lloyds Banking Group PLC

Financial Services
951
+ 9.5%
$3.32 - $4.29 $3.16K - $4.08K
11K $46K
DHT
Dht Holdings, Inc.

Energy
84
+ 0.75%
$9.45 - $12.15 $794 - $1.02K
11.2K $121K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
59
+ 10.89%
$421.16 - $509.5 $24.8K - $30.1K
601 $267K
TLRY
Tilray Brands, Inc.

Healthcare
10.2K
New
$0.36 - $0.65 $3.68K - $6.64K
10.2K $4K
CNXC
Concentrix Corp

Technology
269
+ 6.38%
$45.73 - $57.88 $12.3K - $15.6K
4.49K $237K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16
+ 0.46%
$121.58 - $136.74 $1.95K - $2.19K
3.49K $473K
IEMG
Ishares Inc

ETFs
34
+ 0.31%
N/A
11K $589K
EIX
Edison International

Utilities
641
+ 15.26%
$48.32 - $59.92 $31K - $38.4K
4.84K $249K
Ferrovial Se
4.47K
New
N/A
4.47K $0
Activity Summary
Buys All Purchases 164 New Holdings 62 Increased Positions 102 Sells All Sells 99 Reductions 99 Sold out 0 Options Calls 0 Puts 0
Track This Portfolio

Track Capital Performance Advisors LLP Portfolio

Follow Capital Performance Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email