Capital Performance Advisors LLP Incresed Positions in Q3 2025

Capital Performance Advisors LLP

  • $597 Million
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
TLRY
Tilray Brands, Inc.

Healthcare
2.93K
+ 28.68%
$0.42 - $1.85 $1.23K - $5.42K
13.1K $22K
MSCI
Msci Inc.

Financial Services
35
+ 8.77%
$526.48 - $588.0 $18.4K - $20.6K
434 $246K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
10
+ 0.29%
$136.48 - $142.97 $1.36K - $1.43K
3.5K $489K
VIG
Vanguard Dividend Appreciation

ETFs
89
+ 0.42%
N/A
21.4K $3.89M
DHT
Dht Holdings, Inc.

Energy
199
+ 1.77%
$10.72 - $12.95 $2.13K - $2.58K
11.4K $136K
LYG
Lloyds Banking Group PLC

Financial Services
2.52K
+ 23.02%
$4.03 - $4.63 $10.2K - $11.7K
13.5K $61K
HBAN
Huntington Bancshares Inc

Financial Services
518
+ 5.01%
$15.87 - $17.88 $8.22K - $9.26K
10.8K $187K
JBLU
Jetblue Airways Corp

Industrials
177
+ 0.98%
$4.23 - $5.49 $749 - $972
18.2K $89K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
178
+ 7.65%
$86.67 - $100.17 $15.4K - $17.8K
2.51K $226K
CRWD
Crowd Strike Holdings, Inc.

Technology
33
+ 7.6%
$412.46 - $514.1 $13.6K - $17K
467 $229K
GWRE
Guidewire Software, Inc.

Technology
51
+ 5.44%
$207.82 - $261.88 $10.6K - $13.4K
989 $227K
VST
Vistra Corp.

Utilities
8
+ 0.32%
$182.0 - $217.92 $1.46K - $1.74K
2.54K $498K
TEF
Telefonica S A

Communication Services
1.24K
+ 11.57%
$5.01 - $5.71 $6.2K - $7.07K
11.9K $60K
ARW
Arrow Electronics Inc

Technology
138
+ 7.18%
$114.66 - $133.24 $15.8K - $18.4K
2.06K $249K
EXEL
Exelixis, Inc.

Healthcare
487
+ 8.52%
$36.22 - $46.25 $17.6K - $22.5K
6.21K $256K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
21
+ 0.52%
$72.01 - $74.44 $1.51K - $1.56K
4.06K $298K
VRT
Vertiv Holdings CO

Industrials
34
+ 1.36%
N/A
2.53K $219K
SPOT
Spotify Technology S.A.

Communication Services
32
+ 10.63%
$620.01 - $738.53 $19.8K - $23.6K
333 $232K
Hafnia LTD
2.29K
+ 15.62%
N/A
16.9K $0
NTRA
Natera, Inc.

Healthcare
88
+ 4.72%
$133.66 - $181.11 $11.8K - $15.9K
1.95K $314K
Dimensional ETF Trust
74
+ 0.69%
N/A
10.7K $0
Ea Series Trust
3.33K
+ 3.23%
N/A
106K $0
Ge Vernova Inc
16
+ 1.65%
N/A
987 $0
Aegon LTD
144
+ 1.41%
N/A
10.3K $0
Lam Research Corp
369
+ 3.47%
N/A
11K $0
Capital Grp Fixed Incm ETF T
6.2K
+ 24.82%
N/A
31.2K $0
Ferrovial Se
314
+ 7.02%
N/A
4.79K $0
Arista Networks Inc
1.74K
+ 65.24%
N/A
4.4K $0
Fidelity Wise Origin Bitcoin
2K
+ 57.64%
N/A
5.47K $0
BKNG
Booking Holdings Inc.

Consumer Cyclical
8
+ 6.67%
$5364.25 - $5815.92 $42.9K - $46.5K
128 $691K
CRM
Salesforce, Inc.

Technology
653
+ 14.46%
$231.66 - $273.65 $151K - $179K
5.17K $1.23M
ADBE
Adobe Inc.

Technology
121
+ 8.38%
$333.65 - $392.1 $40.4K - $47.4K
1.57K $552K
TT
Trane Technologies PLC

Industrials
15
+ 1.67%
$398.96 - $472.54 $5.98K - $7.09K
911 $384K
WEN
Wendy'S CO

Consumer Cyclical
1.15K
+ 10.79%
$9.09 - $11.88 $10.5K - $13.7K
11.8K $108K
V
Visa Inc.

Financial Services
131
+ 3.02%
$332.09 - $358.86 $43.5K - $47K
4.47K $1.53M
DIS
Walt Disney CO

Communication Services
178
+ 4.4%
$112.25 - $124.0 $20K - $22.1K
4.22K $483K
VRTX
Vertex Pharmaceuticals Inc

Healthcare
28
+ 4.66%
$366.54 - $479.53 $10.3K - $13.4K
629 $246K
ISRG
Intuitive Surgical Inc

Healthcare
34
+ 6.27%
$433.66 - $544.47 $14.7K - $18.5K
576 $257K
NOW
Service Now, Inc.

Technology
3
+ 0.54%
$850.86 - $1044.69 $2.55K - $3.13K
554 $509K
NFLX
Netflix Inc

Communication Services
65
+ 4.81%
$1147.87 - $1297.18 $74.6K - $84.3K
1.42K $1.7M
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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