Capital Performance Advisors LLP Incresed Positions in Q2 2025

Capital Performance Advisors LLP

  • $504 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
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
NTRA
Natera, Inc.

Healthcare
127
+ 7.31%
$132.23 - $171.87 $16.8K - $21.8K
1.86K $314K
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
SAP
Sap Se

Technology
74
+ 9.41%
$237.53 - $309.8 $17.6K - $22.9K
860 $261K
T
At&T Inc.

Communication Services
1.2K
+ 5.58%
$26.33 - $28.94 $31.6K - $34.8K
22.8K $658K
RPG
Invesco Exchange Traded Fd Tr

ETFs
4
+ 0.06%
$33.86 - $45.77 $135 - $183
6.41K $293K
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
ADT
Adt Inc.

Industrials
4.21K
+ 35.81%
$7.54 - $8.6 $31.8K - $36.2K
16K $135K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
5
+ 0.27%
$376.48 - $440.65 $1.88K - $2.2K
1.83K $805K
RY
Royal Bank Of Canada

Financial Services
17
+ 0.96%
$108.36 - $131.55 $1.84K - $2.24K
1.79K $236K
NTNX
Nutanix, Inc.

Technology
142
+ 3.76%
$58.17 - $83.07 $8.26K - $11.8K
3.92K $299K
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
CB
Chubb LTD

Financial Services
117
+ 10.98%
$274.32 - $302.46 $32.1K - $35.4K
1.18K $342K
VGIT
Vanguard Intermediate Term Tre

ETFs
44
+ 0.1%
$58.63 - $59.9 $2.58K - $2.64K
44.9K $2.68M
HSBC
Hsbc Holdings PLC

Financial Services
21
+ 0.37%
$46.68 - $61.09 $980 - $1.28K
5.69K $346K
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
REET
Ishares Global Reit ETF

ETFs
12
+ 0.03%
$21.59 - $25.16 $259 - $302
41K $1.01M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
2.96K
+ 1.38%
$48.13 - $49.85 $142K - $148K
217K $10.7M
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
VRTX
Vertex Pharmaceuticals Inc

Healthcare
59
+ 10.89%
$421.16 - $509.5 $24.8K - $30.1K
601 $267K
DHT
Dht Holdings, Inc.

Energy
84
+ 0.75%
$9.45 - $12.15 $794 - $1.02K
11.2K $121K
CNXC
Concentrix Corp

Technology
269
+ 6.38%
$45.73 - $57.88 $12.3K - $15.6K
4.49K $237K
IEMG
Ishares Inc

ETFs
34
+ 0.31%
N/A
11K $589K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
16
+ 0.46%
$121.58 - $136.74 $1.95K - $2.19K
3.49K $473K
EIX
Edison International

Utilities
641
+ 15.26%
$48.32 - $59.92 $31K - $38.4K
4.84K $249K
Lam Research Corp
2.55K
+ 31.61%
N/A
10.6K $0
Ea Series Trust
6.4K
+ 6.62%
N/A
103K $0
Capital Grp Fixed Incm ETF T
285
+ 1.15%
N/A
25K $0
Ge Vernova Inc
85
+ 9.59%
N/A
971 $0
NOBL
Proshares S&P 500 Dividend Ari

ETFs
11
+ 0.48%
$90.85 - $102.31 $999 - $1.13K
2.31K $232K
LCID
Lucid Group, Inc.

Consumer Cyclical
81
+ 0.79%
$2.1 - $2.96 $170 - $240
10.3K $21K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
16
+ 0.4%
$68.13 - $74.77 $1.09K - $1.2K
4.04K $294K
JBLU
Jetblue Airways Corp

Industrials
57
+ 0.32%
$3.43 - $5.42 $196 - $309
18K $76K
MOH
Molina Healthcare, Inc.

Healthcare
15
+ 1.79%
$290.25 - $353.24 $4.35K - $5.3K
854 $254K
WEN
Wendy'S CO

Consumer Cyclical
3
+ 0.03%
$11.11 - $14.72 $33.3 - $44.2
10.7K $121K
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
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