Capital Performance Advisors LLP Portfolio Holdings
Capital Performance Advisors LLP
- $504 Million
- Q2 2025
Capital Performance Advisors LLP has filed its 13F form on August 04, 2025 for Q2 2025 where it was disclosed a total value porftolio of $504 Million distributed in 272 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $56.2M, Dimensional ETF Tr U S Target with a value of $41.9M, Ishares Core S&P 500 ETF with a value of $39.2M, Dimensional ETF Tr with a value of $24.1M, and Dimensional ETF Tr Us Marketwi with a value of $23M.
Examining the 13F form we can see an increase of $54.3M in the current position value, from $449M to 504M.
Below you can find more details about Capital Performance Advisors LLP portfolio as well as his latest detailed transactions.
Stock Holdings Table Market Cap. of $10 Billions to $200 Billions
Summary
- Portfolio
- No. of Stocks 272
- Current Value $504 Million
- Prior Value $449 Million
- Filing
- Period Q2 2025
- Filing Date August 04, 2025
- Form Type 13F-HR
- Activity in Q2 2025
- New Purchases 62 stocks
- Additional Purchases 102 stocks
- Sold out of 0 stocks
- Reduced holdings in 99 stocks