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
ADT
Adt Inc.

Industrials
20.3K
+ 127.14%
$8.27 - $8.85 $168K - $180K
36.3K $316K
VEEV
Veeva Systems Inc

Healthcare
525
+ 33.98%
$269.2 - $297.91 $141K - $156K
2.07K $616K
PFE
Pfizer Inc

Healthcare
6.04K
+ 54.63%
$23.29 - $25.88 $141K - $156K
17.1K $435K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
10.2K
New
$13.29 - $16.05 $136K - $164K
10.2K $163K
MDT
Medtronic PLC

Healthcare
1.17K
+ 22.28%
$87.67 - $95.74 $103K - $112K
6.43K $612K
DFSV
Dimensional ETF Tr Dimensional

ETFs
1.74K
+ 4.33%
$29.2 - $32.74 $50.7K - $56.9K
41.9K $1.33M
CVS
Cvs Health Corp

Healthcare
1.76K
+ 59.39%
$58.75 - $76.5 $103K - $134K
4.71K $355K
PNC
Pnc Financial Services Group, Inc.

Financial Services
526
+ 18.51%
$185.88 - $207.44 $97.8K - $109K
3.37K $676K
GS
Goldman Sachs Group Inc

Financial Services
84
+ 9.33%
$696.56 - $806.32 $58.5K - $67.7K
984 $783K
UNH
Unitedhealth Group Inc

Healthcare
316
+ 28.68%
$237.77 - $353.61 $75.1K - $112K
1.42K $489K
NBIX
Neurocrine Biosciences Inc

Healthcare
862
+ 53.77%
$123.98 - $146.67 $107K - $126K
2.47K $346K
MS
Morgan Stanley

Financial Services
734
+ 46.99%
$139.09 - $161.16 $102K - $118K
2.3K $364K
KO
Coca Cola CO

Consumer Defensive
2.49K
+ 47.08%
$65.67 - $71.67 $164K - $178K
7.78K $515K
HWM
Howmet Aerospace Inc.

Industrials
486
+ 10.83%
$171.0 - $196.23 $83.1K - $95.4K
4.97K $975K
GM
General Motors CO

Consumer Cyclical
869
+ 12.01%
$48.89 - $61.24 $42.5K - $53.2K
8.1K $494K
EXPE
Expedia Group, Inc.

Consumer Cyclical
292
+ 17.34%
$171.01 - $228.24 $49.9K - $66.6K
1.98K $422K
USB
Us Bancorp \De\

Financial Services
2.33K
+ 31.94%
$43.94 - $50.41 $103K - $118K
9.64K $465K
TFPM
Triple Flag Precious Metals Corp.

Basic Materials
2.28K
+ 18.66%
$22.82 - $29.26 $52K - $66.7K
14.5K $424K
LYFT
Lyft, Inc.

Technology
881
+ 4.82%
$13.41 - $22.93 $11.8K - $20.2K
19.2K $421K
HSBC
Hsbc Holdings PLC

Financial Services
1.06K
+ 18.69%
$60.27 - $70.98 $64.1K - $75.5K
6.76K $479K
INCY
Incyte Corp

Healthcare
746
+ 18.12%
$67.27 - $86.96 $50.2K - $64.9K
4.86K $412K
AXP
American Express CO

Financial Services
366
+ 54.46%
$294.27 - $342.31 $108K - $125K
1.04K $344K
ZM
Zoom Video Communications, Inc.

Technology
1.26K
+ 24.47%
$69.77 - $86.83 $87.6K - $109K
6.38K $526K
VGT
Vanguard Information Technolog

ETFs
84
+ 11.65%
$656.44 - $753.15 $55.1K - $63.3K
805 $601K
BAC
Bank Of America Corp

Financial Services
885
+ 5.02%
$44.92 - $52.42 $39.8K - $46.4K
18.5K $955K
RY
Royal Bank Of Canada

Financial Services
629
+ 35.06%
$128.46 - $148.6 $80.8K - $93.5K
2.42K $356K
TXG
10x Genomics, Inc.

Healthcare
10.1K
New
$11.34 - $14.64 $115K - $148K
10.1K $118K
RL
Ralph Lauren Corp

Consumer Cyclical
226
+ 20.73%
$272.1 - $320.75 $61.5K - $72.5K
1.32K $412K
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
1.9K
+ 9.11%
$29.55 - $32.52 $56.2K - $61.8K
22.8K $730K
DASH
Door Dash, Inc.

Communication Services
137
+ 5.18%
$234.5 - $272.5 $32.1K - $37.3K
2.78K $757K
MCD
Mcdonalds Corp

Consumer Cyclical
256
+ 11.43%
$291.67 - $316.99 $74.7K - $81.1K
2.5K $758K
QCOM
Qualcomm Inc

Technology
545
+ 29.85%
$145.84 - $173.55 $79.5K - $94.6K
2.37K $394K
XEL
Xcel Energy Inc

Utilities
271
+ 4.96%
$67.56 - $80.65 $18.3K - $21.9K
5.74K $462K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
54
+ 7.48%
$473.44 - $553.71 $25.6K - $29.9K
776 $424K
MFG
Mizuho Financial Group Inc

Financial Services
12.7K
New
$5.42 - $6.85 $69.1K - $87.3K
12.7K $85K
DKNG
Draft Kings Inc.

Consumer Cyclical
2.98K
+ 55.73%
$37.4 - $48.23 $111K - $144K
8.32K $311K
DD
Du Pont De Nemours, Inc.

Basic Materials
639
+ 21.51%
$69.9 - $78.26 $44.7K - $50K
3.61K $281K
TRV
Travelers Companies, Inc.

Financial Services
233
+ 23.95%
$250.62 - $279.43 $58.4K - $65.1K
1.21K $336K
TOL
Toll Brothers, Inc.

Consumer Cyclical
43
+ 1.49%
$113.78 - $148.0 $4.89K - $6.36K
2.93K $404K
DLR
Digital Realty Trust, Inc.

Real Estate
444
+ 28.79%
$161.21 - $180.02 $71.6K - $79.9K
1.99K $343K
VMC
Vulcan Materials CO

Basic Materials
85
+ 8.63%
$260.62 - $307.62 $22.2K - $26.1K
1.07K $329K
SAN
Banco Santander, S.A.

Financial Services
1.36K
+ 5.12%
$8.27 - $10.48 $11.2K - $14.2K
27.9K $292K
DUK
Duke Energy Corp

Utilities
484
+ 25.77%
$116.31 - $125.93 $56.3K - $61K
2.36K $292K
DELL
Dell Technologies Inc.

Technology
224
+ 11.24%
$120.96 - $141.77 $27.1K - $31.8K
2.22K $314K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
60
+ 3.28%
$435.72 - $463.74 $26.1K - $27.8K
1.89K $875K
BMY
Bristol Myers Squibb CO

Healthcare
1.62K
+ 35.07%
$43.31 - $48.98 $70.1K - $79.2K
6.23K $281K
MA
Mastercard Inc

Financial Services
100
+ 6.41%
$550.18 - $598.96 $55K - $59.9K
1.66K $943K
VZ
Verizon Communications Inc

Communication Services
1.43K
+ 24.04%
$40.84 - $45.06 $58.2K - $64.3K
7.36K $323K
ZS
Zscaler, Inc.

Technology
287
+ 21.48%
$267.68 - $316.5 $76.8K - $90.8K
1.62K $486K
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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