Capital Performance Advisors LLP Purchases in Q1 2025

Capital Performance Advisors LLP

  • $449 Million
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
CINF
Cincinnati Financial Corp

Financial Services
1.74K
New
$133.67 - $147.81 $232K - $256K
1.74K $256K
NEE
Nextera Energy Inc

Utilities
3.61K
New
$66.96 - $76.16 $242K - $275K
3.61K $256K
AVUS
American Centy ETF Tr Avantis

ETFs
3.75K
+ 18.36%
$90.7 - $101.57 $340K - $381K
24.2K $2.23M
MRK
Merck & Co., Inc.

Healthcare
2.83K
New
$83.01 - $101.02 $235K - $286K
2.83K $253K
VEA
Vanguard Ftse Developed Market

ETFs
5K
New
$47.4 - $52.99 $237K - $265K
5K $253K
UPS
United Parcel Service Inc

Industrials
2.3K
New
$109.66 - $136.26 $252K - $313K
2.3K $252K
VFH
Vanguard Financial ETF

ETFs
2.09K
New
$114.07 - $127.34 $238K - $266K
2.09K $249K
EIX
Edison International

Utilities
4.2K
New
$50.06 - $80.01 $210K - $336K
4.2K $247K
ELV
Elevance Health, Inc.

Healthcare
567
New
$365.9 - $436.25 $207K - $247K
567 $246K
DHR
Danaher Corp

Healthcare
1.18K
New
$201.62 - $250.59 $238K - $295K
1.18K $241K
SCHX
Schwab Strategic Tr Us Large C

ETFs
12.8K
+ 31.16%
$21.75 - $24.28 $277K - $310K
53.7K $1.19M
ETSY
Etsy Inc

Consumer Cyclical
5.04K
New
$44.4 - $57.29 $224K - $289K
5.04K $237K
ADP
Automatic Data Processing Inc

Industrials
775
New
$286.85 - $318.64 $222K - $247K
775 $236K
VRSN
Verisign Inc

Technology
662
+ 45.81%
$205.1 - $254.74 $136K - $169K
2.11K $534K
SSNC
Ss&C Technologies Holdings Inc

Technology
2.81K
New
$74.75 - $89.13 $210K - $251K
2.81K $234K
CNC
Centene Corp

Healthcare
3.85K
+ 108.31%
$55.93 - $65.89 $215K - $253K
7.4K $449K
CNXC
Concentrix Corp

Technology
4.22K
New
$42.45 - $65.04 $179K - $274K
4.22K $234K
BSX
Boston Scientific Corp

Healthcare
2.29K
New
$89.38 - $106.18 $205K - $243K
2.29K $231K
VZ
Verizon Communications Inc

Communication Services
5.08K
New
$37.81 - $46.49 $192K - $236K
5.08K $230K
ITW
Illinois Tool Works Inc

Industrials
929
New
$244.9 - $274.48 $228K - $255K
929 $230K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
4.57K
New
$47.79 - $59.89 $219K - $274K
4.57K $229K
IBM
International Business Machines Corp

Technology
923
New
$217.4 - $264.74 $201K - $244K
923 $229K
CMI
Cummins Inc

Industrials
731
New
$312.92 - $386.07 $229K - $282K
731 $229K
ADSK
Autodesk, Inc.

Technology
922
New
N/A
922 $226K
MRVL
Marvell Technology, Inc.

Technology
3.65K
New
$61.57 - $126.06 $225K - $460K
3.65K $224K
LMT
Lockheed Martin Corp

Industrials
502
New
$423.19 - $506.29 $212K - $254K
502 $224K
SLB
Schlumberger Limited

Energy
5.32K
New
$38.4 - $43.74 $204K - $233K
5.32K $222K
IDEV
Ishares Core Msci Intl Develop

ETFs
3.22K
New
$63.77 - $71.36 $205K - $230K
3.22K $221K
SHEL
Shell PLC

Energy
3.01K
New
$62.84 - $73.29 $189K - $221K
3.01K $220K
TER
Teradyne, Inc

Technology
2.66K
New
$82.6 - $140.0 $219K - $372K
2.66K $219K
ITCI
Intra Cellular Therapies, Inc.

Healthcare
1.66K
New
$81.78 - $131.92 $136K - $220K
1.66K $219K
ISRG
Intuitive Surgical Inc

Healthcare
442
New
$476.63 - $610.45 $211K - $270K
442 $218K
ALLE
Allegion PLC

Industrials
1.66K
New
$123.79 - $135.5 $206K - $225K
1.66K $217K
VGT
Vanguard Information Technolog

ETFs
454
+ 123.71%
$542.38 - $646.34 $246K - $293K
821 $445K
BAC
Bank Of America Corp

Financial Services
5.88K
+ 42.91%
$39.61 - $47.74 $233K - $281K
19.6K $816K
MDT
Medtronic PLC

Healthcare
1.87K
+ 40.34%
$79.84 - $94.5 $149K - $177K
6.51K $584K
PINS
Pinterest, Inc.

Communication Services
6.9K
New
$29.79 - $40.0 $205K - $276K
6.9K $213K
HON
Honeywell International Inc

Industrials
998
New
$202.75 - $226.52 $202K - $226K
998 $211K
SAP
Sap Se

Technology
786
New
$241.4 - $293.69 $190K - $231K
786 $210K
TJX
Tjx Companies Inc

Consumer Cyclical
1.73K
New
$112.81 - $126.16 $195K - $218K
1.73K $210K
BKR
Baker Hughes CO

Energy
4.78K
New
$41.16 - $48.85 $197K - $233K
4.78K $209K
SCHV
Schwab Strategic Tr Us Large C

ETFs
7.9K
New
$25.77 - $27.6 $203K - $218K
7.9K $209K
DUK
Duke Energy Corp

Utilities
1.72K
New
$105.87 - $121.97 $182K - $210K
1.72K $209K
EOG
Eog Resources Inc

Energy
1.63K
New
$120.54 - $138.05 $196K - $225K
1.63K $208K
VEEV
Veeva Systems Inc

Healthcare
900
New
$210.58 - $246.8 $190K - $222K
900 $208K
EXEL
Exelixis, Inc.

Healthcare
5.61K
New
$32.38 - $39.16 $182K - $220K
5.61K $207K
DISV
Dimensional ETF Tr Dimensional

ETFs
4.77K
+ 17.97%
$26.09 - $30.21 $124K - $144K
31.3K $911K
MO
Altria Group, Inc.

Consumer Defensive
3.42K
New
$50.81 - $60.02 $174K - $205K
3.42K $205K
OKTA
Okta, Inc.

Technology
1.95K
New
$78.83 - $116.72 $154K - $228K
1.95K $205K
Activity Summary
Buys All Purchases 237 New Holdings 117 Increased Positions 120 Sells All Sells 13 Reductions 13 Sold out 0 Options Calls 0 Puts 0
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