Arkolith/Funds/CAP Partners, LLC

CAP Partners, LLC

CIK 2006870
Holdings as of Jun 30, 2026·disclosed Jul 30, 2026·~30-day 13F lag·13F-HR
Active Filer

CAP Partners, LLC holds a diversified book of 155 stocks worth $204.4M as of Q2 2026 (disclosed Jul 30, 2026, a ~30-day 13F lag). This quarter they opened Eaton Vance Total Return and trimmed Apple Inc. Their largest long position is Invesco Nasdaq 100 ETF at 8% of the equity book.

Build

Build on this 13F portfolio

The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.

Build

Ask your agent what CAP Partners, LLC owns

This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.

Copy-paste
curl -H "Authorization: Bearer YOUR_API_KEY" \
  "https://arkolith.com/api/v1/funds/2006870/holdings"
Ask your agent
Use Arkolith to show CAP Partners, LLC's latest
holdings, largest changes, and filing provenance.
Opened
61
new positions
Added to
75
existing
Trimmed
54
reduced
Sold out
9
exited

Concentration

Top-heavy: diversified book

Top 5 holdings
24%
Top 10 holdings
36%
Top 20 holdings
53%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

28% mapped to company sectors

ETF / fund or unclassified
72%
Information Technology
13%
Consumer Discretionary
7%
Financials
5%
Industrials
1%
Consumer Staples
1%
Utilities
0%
Health Care
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Funds with the most overlap

Other tracked managers holding the same core names as CAP Partners, LLC

Manager / fundShared namesTheir $ in those
OSAIC HOLDINGS, INC.78 / 80$13.1B
ROYAL BANK OF CANADA77 / 80$117.3B
LPL Financial LLC77 / 80$62.9B
MORGAN STANLEY76 / 80$404.6B
RAYMOND JAMES FINANCIAL INC76 / 80$57.7B
WELLS FARGO & COMPANY/MN74 / 80$102.4B
ENVESTNET ASSET MANAGEMENT INC74 / 80$48.5B
STIFEL FINANCIAL CORP74 / 80$19.9B

Ranked by how many of CAP Partners, LLC's top 80 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

155 positions
#SecurityValueShares% PortLast moveHistory
1Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$16.4M54.3K
8.0%
+1.4%
Added · +746 sh
2Schwab Strategic TR
US LRG CAP ETF
$12.8M435.4K
6.3%
+4.4%
Added · +18K sh
3Tesla Inc
COM
$8.9M21.1K
4.3%
+1.3%
Added · +262 sh
4Nvidia Corporation
COM
$6.0M30.2K
3.0%
+2.0%
Added · +591 sh
5American Centy ETF TR
AVAN US SMAL ETF
$5.8M78.5K
2.8%
+20%
Added · +13K sh
6American Centy ETF TR
AVANTIS EMGMKT
$5.5M56.5K
2.7%
+78%
Added · +25K sh
7Schwab Strategic TR
INTL EQTY ETF
$5.1M182.9K
2.5%
+0.2%
Added · +428 sh
8Amazon Com Inc
COM
$4.4M18.6K
2.2%
+2.0%
Added · +369 sh
9SPDR Series Trust
ST STR P500ETF
$4.3M48.7K
2.1%
+18%
Added · +8K sh
10Apple Inc
COM
$4.2M14.6K
2.1%
−3.2%
Reduced · −478 sh
11Vanguard Index FDS
MID CAP ETF
$4.2M51.8K
2.0%
+223%
Added · +36K sh
12American Centy ETF TR
US SML CP VALU
$3.7M29.3K
1.8%
+3.4%
Added · +968 sh
13Schwab Strategic TR
US DIVIDEND EQ
$3.6M113.6K
1.8%
~0%
Added · +18 sh
14American Centy ETF TR
INTL EQT ETF
$3.5M39.8K
1.7%
+33%
Added · +10K sh
15Victory Portfolios II
SHS FR CA FL ETF
$3.4M75.4K
1.7%
−1.5%
Reduced · −1K sh
16Alphabet Inc
CAP STK CL C
$3.4M9.7K
1.7%
+3.2%
Added · +303 sh
17Morgan Stanley ETF Trust
EATO VANC BD ETF
$3.3M65.9K
1.6%
New
New position
18J P Morgan Exchange Traded F
EQUITY PREMIUM
$3.2M57.4K
1.6%
−2.6%
Reduced · −2K sh
19Select Sector SPDR TR
ST STR REAL ETF
$2.9M65.0K
1.4%
−37%
Reduced · −39K sh
20SPDR Series Trust
ST STR P500VAL
$2.8M46.3K
1.4%
−5.8%
Reduced · −3K sh
21American Centy ETF TR
US LARGE CAP VLU
$2.8M30.5K
1.4%
+3.4%
Added · +1K sh
22NEOS ETF Trust
NASDAQ 100 HIGH
$2.5M43.5K
1.2%
+37%
Added · +12K sh
23Fidelity Covington Trust
MSCI INFO TECH I
$2.3M8.0K
1.1%
+3.2%
Added · +250 sh
24J P Morgan Exchange Traded F
US QUALTY FCTR
$2.2M31.1K
1.1%
+0.3%
Added · +97 sh
25American Centy ETF TR
AVANTIS CORE FI
$2.2M53.9K
1.1%
New
New position
26Goldman Sachs ETF TR
S&P 500 PREMIUM
$2.1M37.6K
1.0%
+6.4%
Added · +2K sh
27Shopify Inc
CL A SUB VTG SHS
$2.1M18.2K
1.0%
−2.6%
Reduced · −486 sh
28Schwab Strategic TR
EMRG MKTEQ ETF
$2.1M56.6K
1.0%
−16%
Reduced · −11K sh
29Amplify ETF TR
CWP INTL ENHANCE
$2.0M46.4K
1.0%
+2.4%
Added · +1K sh
30Ishares TR
CORE UNIVRSL USD
$1.8M38.4K
0.9%
+13%
Added · +4K sh
31Amplify ETF TR
CWP ENHANCED DIV
$1.7M37.1K
0.8%
+2.7%
Added · +973 sh
32NEOS ETF Trust
NEOS S&P 500 HI
$1.7M31.9K
0.8%
+2.6%
Added · +817 sh
33Goldman Sachs ETF TR
NASDA 100 ETF
$1.7M28.3K
0.8%
+18%
Added · +4K sh
34Microsoft Corp
COM
$1.6M4.2K
0.8%
~0%
Reduced · −2 sh
35J P Morgan Exchange Traded F
ULTRA SHRT ETF
$1.6M30.7K
0.8%
+19%
Added · +5K sh
36Invesco Exch Traded FD TR II
S&P 500 MOMNTM
$1.5M9.5K
0.7%
−5.1%
Reduced · −507 sh
37Direxion Shares ETF Trust
NASDAQ 100 EQ WT
$1.5M12.4K
0.7%
−1.3%
Reduced · −165 sh
38DBX ETF TR
XTRA ART INT ETF
$1.4M25.1K
0.7%
−3.9%
Reduced · −1K sh
39Crowdstrike Hldgs Inc
CL A
$1.3M1.7K
0.6%
+1.6%
Added · +27 sh
40Strategy Inc
CL A NEW
$1.3M14.7K
0.6%
−30%
Reduced · −6K sh
41Victory Portfolios II
VICT FR GROW ETF
$1.2M34.6K
0.6%
+5.6%
Added · +2K sh
42Amplify ETF TR
CWP GRO INC ETF
$1.1M37.6K
0.5%
+125%
Added · +21K sh
43Advanced Micro Devices Inc
COM
$1.1M1.9K
0.5%
+3.4%
Added · +63 sh
44Broadcom Inc
COM
$1.1M2.9K
0.5%
+2.5%
Added · +72 sh
45Schwab Strategic TR
US BRD MKT ETF
$1.1M36.9K
0.5%
−1.0%
Reduced · −364 sh
46Tidal Trust I
FUND GRAN US ETF
$1.1M38.4K
0.5%
−25%
Reduced · −13K sh
47Schwab Strategic TR
US MID-CAP ETF
$1.0M28.4K
0.5%
−0.7%
Reduced · −211 sh
48Alphabet Inc
CAP STK CL A
$1.0M2.9K
0.5%
−0.9%
Reduced · −26 sh
49Ishares TR
0-3 MTH TREASURY
$1.0M10.0K
0.5%
−19%
Reduced · −2K sh
50Coinbase Global Inc
COM CL A
$1.0M6.8K
0.5%
+5.5%
Added · +359 sh
Showing 50 of 155 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q2 2026Jun 30, 2026Jul 30, 2026155$204.4M13F-HR
Q1 2026Mar 31, 2026Apr 28, 2026146$177.1M13F-HR
Q4 2025Dec 31, 2025Feb 4, 2026143$176.5M13F-HR
Q3 2025Sep 30, 2025Oct 29, 2025146$176.2M13F-HR
Q2 2025Jun 30, 2025Jul 31, 2025138$158.9M13F-HR
Q1 2025Mar 31, 2025May 8, 2025129$137.8M13F-HR
Q4 2024Dec 31, 2024Jan 29, 2025133$141.9M13F-HR
Q3 2024Sep 30, 2024Nov 7, 2024130$133.9M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.