Capstone Investment Advisors, LLC Incresed Positions in Q2 2025

Capstone Investment Advisors, LLC

  • $38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMGN
Amgen Inc

Healthcare
8.45K
+ 558.6%
$262.28 - $309.85 $2.22M - $2.62M
9.96K $2.78M
JNK
Spdr Bloomberg High Yield Bond

ETFs
21.4K
+ 22.91%
$91.23 - $97.27 $1.95M - $2.08M
115K $11.2M
TMO
Thermo Fisher Scientific Inc.

Healthcare
7.85K
+ 76.07%
$390.26 - $489.06 $3.06M - $3.84M
18.2K $7.37M
HSY
Hershey CO

Consumer Defensive
13.5K
+ 802.32%
$151.29 - $173.13 $2.04M - $2.33M
15.2K $2.52M
OXY
Occidental Petroleum Corp

Energy
63.1K
+ 71.36%
$36.11 - $49.33 $2.28M - $3.11M
152K $6.37M
RJF
Raymond James Financial Inc

Financial Services
12.5K
+ 740.26%
$123.65 - $153.88 $1.55M - $1.93M
14.2K $2.18M
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
5.86K
+ 94.32%
$201.28 - $266.34 $1.18M - $1.56M
12.1K $3.22M
ACN
Accenture PLC

Technology
6.9K
+ 26.49%
$279.23 - $323.21 $1.93M - $2.23M
33K $9.85M
LNG
Cheniere Energy, Inc.

Energy
6.8K
+ 128.27%
$197.25 - $244.33 $1.34M - $1.66M
12.1K $2.95M
SHYG
Ishares 0 5 Year High Yield CO

ETFs
36K
+ 18.17%
$40.82 - $43.14 $1.47M - $1.55M
234K $10.1M
COP
Conocophillips

Energy
17.8K
+ 147.07%
$82.66 - $106.1 $1.47M - $1.89M
30K $2.69M
DDOG
Datadog, Inc.

Technology
6.35K
+ 41.58%
$87.0 - $134.33 $553K - $853K
21.6K $2.9M
CC
Chemours CO

Basic Materials
271K
+ 31.11%
$9.4 - $13.06 $2.55M - $3.54M
1.14M $13.1M
KMI
Kinder Morgan, Inc.

Energy
42.8K
+ 270.8%
$25.21 - $29.4 $1.08M - $1.26M
58.6K $1.72M
OIH
Vaneck ETF Tr Oil Services ETF

ETFs
6.01K
+ 94.46%
$196.72 - $266.32 $1.18M - $1.6M
12.4K $2.85M
INTC
Intel Corp

Technology
58.1K
+ 14.12%
$18.13 - $22.69 $1.05M - $1.32M
470K $10.5M
NCLH
Norwegian Cruise Line Holdings Ltd.

Consumer Cyclical
52.6K
+ 167.44%
$15.5 - $20.28 $816K - $1.07M
84.1K $1.7M
WDAY
Workday, Inc.

Technology
3.99K
+ 103.93%
$210.47 - $274.71 $840K - $1.1M
7.83K $1.88M
FITB
Fifth Third Bancorp

Financial Services
22.8K
+ 434.95%
$33.32 - $41.51 $759K - $946K
28K $1.15M
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
11.3K
+ 213.61%
$69.8 - $85.28 $788K - $963K
16.6K $1.37M
WIW
Western Asset Inflation Linked Opportunities & Income Fund

Financial Services
106K
+ 29.74%
$8.4 - $8.8 $891K - $933K
463K $4.05M
FISV
Fiserv Inc

Technology
6.99K
+ 151.5%
N/A
11.6K $1.45M
SCHN
Schnitzer Steel Industries, Inc.

Basic Materials
35K
+ 35.0%
N/A
135K $3.25M
MDT
Medtronic PLC

Healthcare
8.9K
+ 146.81%
$80.68 - $88.86 $718K - $791K
15K $1.3M
EW
Edwards Lifesciences Corp

Healthcare
8.72K
+ 72.83%
$67.07 - $78.22 $585K - $682K
20.7K $1.62M
SHOP
Shopify Inc.

Technology
4.98K
+ 105.26%
$76.89 - $115.35 $383K - $575K
9.72K $1.12M
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
5.13K
+ 8.1%
$45.98 - $56.15 $236K - $288K
68.4K $3.84M
TER
Teradyne, Inc

Technology
6.38K
+ 102.92%
$67.96 - $91.05 $434K - $581K
12.6K $1.13M
EQT
Eqt Corp

Energy
9.43K
+ 217.4%
$46.11 - $60.44 $435K - $570K
13.8K $803K
FDX
Fedex Corp

Industrials
3.21K
+ 31.81%
$198.07 - $245.17 $635K - $786K
13.3K $3.02M
PCG
Pg&E Corp

Utilities
66.1K
+ 58.69%
$13.55 - $17.87 $896K - $1.18M
179K $2.49M
CRM
Salesforce, Inc.

Technology
858
+ 1.32%
$236.26 - $291.15 $203K - $250K
65.7K $17.9M
APA
Apa Corp

Energy
31.7K
+ 78.99%
$14.03 - $21.24 $445K - $674K
71.9K $1.32M
IWN
Ishares Russell2000 Val ETF

ETFs
2.4K
+ 28.74%
$131.84 - $157.76 $317K - $379K
10.8K $1.7M
APO
Apollo Global Management, Inc.

Financial Services
2.19K
+ 17.36%
$108.68 - $145.07 $237K - $317K
14.8K $2.1M
CNC
Centene Corp

Healthcare
8.14K
+ 73.34%
$53.4 - $64.29 $435K - $523K
19.2K $1.04M
CPB
Campbell Soup CO

Consumer Defensive
21K
+ 70.88%
$30.65 - $39.9 $644K - $838K
50.6K $1.55M
PNC
Pnc Financial Services Group, Inc.

Financial Services
1.33K
+ 14.3%
$149.76 - $186.42 $199K - $247K
10.6K $1.98M
OKE
Oneok Inc

Energy
5.07K
+ 123.59%
$78.71 - $100.37 $399K - $508K
9.17K $748K
CARR
Carrier Global Corp

Industrials
3.48K
+ 45.74%
$55.55 - $75.83 $193K - $264K
11.1K $811K
ELV
Elevance Health, Inc.

Healthcare
909
+ 64.47%
$372.27 - $452.69 $338K - $411K
2.32K $901K
ENPH
Enphase Energy, Inc.

Technology
11.2K
+ 130.92%
$34.56 - $62.52 $388K - $702K
19.8K $785K
NEE
Nextera Energy Inc

Utilities
4.3K
+ 12.26%
$64.11 - $75.0 $276K - $323K
39.4K $2.73M
NBIX
Neurocrine Biosciences Inc

Healthcare
1.45K
+ 46.05%
$87.54 - $128.18 $127K - $186K
4.6K $578K
A
Agilent Technologies, Inc.

Healthcare
1.78K
+ 16.22%
$99.29 - $120.52 $177K - $215K
12.8K $1.51M
UPS
United Parcel Service Inc

Industrials
9.46K
+ 11.64%
$91.92 - $110.2 $870K - $1.04M
90.8K $9.16M
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.31K
+ 111.02%
$100.44 - $129.37 $232K - $298K
4.39K $451K
EMR
Emerson Electric CO

Industrials
1.13K
+ 60.57%
$94.15 - $133.33 $106K - $150K
2.99K $397K
VRT
Vertiv Holdings CO

Industrials
2.09K
+ 13.55%
N/A
17.5K $1.51M
Activity Summary
Buys All Purchases 605 New Holdings 447 Increased Positions 158 Sells All Sells 168 Reductions 168 Sold out 0 Options Calls 314 Puts 385
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