Capstone Investment Advisors, LLC Sells in Q2 2025

Capstone Investment Advisors, LLC

  • $38 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AMZN
Amazon Com Inc

Consumer Cyclical
-2.34M
- 35.87%
$167.32 - $223.3 $391M - $522M
4.18M $917M
SPY
Spdr S&P 500 ETF Trust

ETFs
-338K
- 81.3%
$496.48 - $617.85 $168M - $209M
77.9K $48.1M
MSFT
Microsoft Corp

Technology
-846K
- 34.26%
$354.56 - $497.45 $300M - $421M
1.62M $807M
AVGO
Broadcom Inc.

Technology
-424K
- 89.15%
$146.29 - $275.65 $62M - $117M
51.6K $14.2M
GOOG
Alphabet Inc.

Communication Services
-497K
- 38.14%
$146.58 - $180.01 $72.9M - $89.5M
807K $143M
TSLA
Tesla, Inc.

Consumer Cyclical
-1.15M
- 21.21%
$221.86 - $362.89 $254M - $416M
4.26M $1.35B
GOOGL
Alphabet Inc.

Communication Services
-644K
- 18.94%
$144.7 - $178.6 $93.2M - $115M
2.76M $486M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-282K
- 79.92%
$85.42 - $94.39 $24.1M - $26.6M
70.9K $6.65M
BX
Blackstone Inc.

Financial Services
-164K
- 86.55%
$120.07 - $151.11 $19.6M - $24.7M
25.4K $3.8M
MTZ
Mastec Inc

Industrials
-185K
- 97.68%
$106.07 - $171.99 $19.6M - $31.8M
4.39K $748K
LEN
Lennar Corp

Consumer Cyclical
-181K
- 94.72%
$102.76 - $115.66 $18.6M - $21M
10.1K $1.12M
WMT
Walmart Inc.

Consumer Defensive
-237K
- 74.01%
$81.79 - $99.98 $19.4M - $23.7M
83.3K $8.15M
KKR
Kkr & Co. Inc.

Financial Services
-160K
- 88.6%
$92.79 - $134.29 $14.9M - $21.5M
20.6K $2.75M
EEM
Ishares Msci Emerging Markets

ETFs
-428K
- 53.12%
$38.52 - $48.28 $16.5M - $20.7M
377K $18.2M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
-92.7K
- 85.09%
$141.37 - $228.57 $13.1M - $21.2M
16.2K $3.68M
KRE
Spdr S&P Regional Banking ETF

ETFs
-242K
- 45.03%
$48.81 - $59.48 $11.8M - $14.4M
296K $17.6M
MU
Micron Technology Inc

Technology
-150K
- 84.34%
$64.72 - $127.91 $9.73M - $19.2M
27.9K $3.44M
ACI
Albertsons Companies, Inc.

Consumer Defensive
-526K
- 70.17%
$19.94 - $22.91 $10.5M - $12.1M
224K $4.81M
JPM
Jpmorgan Chase & CO

Financial Services
-55.3K
- 55.86%
$210.28 - $289.91 $11.6M - $16M
43.7K $12.7M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-66.2K
- 90.11%
$152.93 - $181.74 $10.1M - $12M
7.27K $1.32M
XME
Spdr Ser Tr Spdr S&P Metals &

ETFs
-175K
- 89.06%
$48.48 - $67.3 $8.47M - $11.8M
21.5K $1.44M
DOW
Dow Inc.

Basic Materials
-255K
- 80.22%
$25.81 - $34.89 $6.57M - $8.88M
62.8K $1.66M
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-355K
- 94.84%
$23.44 - $28.85 $8.32M - $10.2M
19.3K $557K
LPX
Louisiana Pacific Corp

Industrials
-93.6K
- 58.51%
$81.16 - $95.48 $7.6M - $8.94M
66.4K $5.71M
SBUX
Starbucks Corp

Consumer Cyclical
-74K
- 46.1%
$79.69 - $99.41 $5.9M - $7.36M
86.6K $7.93M
XLI
Industrial Sector Spdr

ETFs
-55.7K
- 96.21%
$116.42 - $147.52 $6.49M - $8.22M
2.19K $323K
MS
Morgan Stanley

Financial Services
-66.3K
- 75.65%
$99.83 - $140.86 $6.62M - $9.33M
21.3K $3M
AMAT
Applied Materials Inc

Technology
-50.1K
- 84.76%
$126.95 - $183.52 $6.37M - $9.2M
9.02K $1.65M
XLF
Financial Sector Spdr

ETFs
-169K
- 21.19%
$43.92 - $52.37 $7.42M - $8.85M
628K $32.9M
FLS
Flowserve Corp

Industrials
-150K
- 48.46%
$39.49 - $53.64 $5.94M - $8.07M
160K $8.37M
PM
Philip Morris International Inc.

Consumer Defensive
-48.5K
- 46.86%
$149.23 - $184.95 $7.24M - $8.97M
55K $10M
ADBE
Adobe Inc.

Technology
-16.4K
- 39.65%
$340.0 - $420.68 $5.57M - $6.89M
24.9K $9.65M
KEX
Kirby Corp

Industrials
-80.2K
- 28.77%
$87.32 - $114.99 $7M - $9.22M
198K $22.5M
QTEC
First Trust Nasdaq 100 Technol

ETFs
-36K
- 68.19%
$149.56 - $212.83 $5.38M - $7.65M
16.8K $3.57M
FCNCA
First Citizens Bancshares Inc

Financial Services
-2.84K
- 94.07%
$1561.69 - $1966.55 $4.44M - $5.59M
179 $350K
SCHW
Schwab Charles Corp

Financial Services
-98.4K
- 31.45%
$69.06 - $91.24 $6.8M - $8.98M
214K $19.6M
DIS
Walt Disney CO

Communication Services
-75.7K
- 41.17%
$81.72 - $124.01 $6.19M - $9.39M
108K $13.4M
AAON
Aaon, Inc.

Industrials
-55.7K
- 44.56%
$71.78 - $106.87 $4M - $5.95M
69.3K $5.11M
CPRT
Copart Inc

Consumer Cyclical
-79K
- 79.15%
$47.72 - $63.84 $3.77M - $5.05M
20.8K $1.02M
AMCR
Amcor PLC

Consumer Cyclical
-443K
- 44.31%
$8.57 - $9.81 $3.8M - $4.35M
557K $5.12M
TROW
Price T Rowe Group Inc

Financial Services
-50.4K
- 78.9%
$80.27 - $98.06 $4.04M - $4.94M
13.5K $1.3M
BA
Boeing CO

Industrials
-31.4K
- 53.59%
$136.59 - $217.51 $4.29M - $6.83M
27.2K $5.69M
IBM
International Business Machines Corp

Technology
-14.7K
- 89.77%
$221.03 - $294.78 $3.24M - $4.32M
1.67K $492K
ETN
Eaton Corp PLC

Industrials
-12.5K
- 82.36%
$246.52 - $356.99 $3.08M - $4.46M
2.67K $954K
BL
Blackline, Inc.

Technology
-67.6K
- 67.6%
$42.27 - $58.22 $2.86M - $3.94M
32.4K $1.83M
KHC
Kraft Heinz CO

Consumer Defensive
-85.8K
- 83.55%
$25.61 - $30.81 $2.2M - $2.64M
16.9K $436K
APP
App Lovin Corp

Technology
-16K
- 46.45%
$219.37 - $417.89 $3.51M - $6.68M
18.4K $6.45M
HD
Home Depot, Inc.

Consumer Cyclical
-7.21K
- 19.81%
$335.24 - $380.78 $2.42M - $2.74M
29.2K $10.7M
ARES
Ares Management Corp

Financial Services
-19.9K
- 61.23%
$118.04 - $175.83 $2.35M - $3.5M
12.6K $2.18M
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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