Cap Partners, LLC Portfolio Holdings

Cap Partners, LLC

$134 Billion
Q3 2024

Cap Partners, LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $134 Billion distributed in 130 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Schwab Strategic Tr Us Large C with a value of $11.2B, Vanguard Mid Cap ETF with a value of $6.06B, Direxion Nasdaq 100 Equal Weig with a value of $4.97B, American Centy ETF Tr Avantis with a value of $4.67B, and Nvidia Corp with a value of $4.66B.

Examining the 13F form we can see an increase of $10.8B in the current position value, from $123B to 134B.

Cap Partners, LLC is based out at Franklin, TN

Below you can find more details about Cap Partners, LLC portfolio as well as his latest detailed transactions.

Portfolio value $134 Billion

ETFs: $77.3 Billion

Technology: $18.7 Billion

Consumer Cyclical: $9.78 Billion

Financial Services: $4.6 Billion

Communication Services: $3.1 Billion

Energy: $1.74 Billion

Consumer Defensive: $1.51 Billion

Industrials: $1.05 Billion

Other: $1.42 Billion

Stock Holdings Table Market Cap. of $50 Millions to $300 Millions

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History

Summary

Portfolio
No. of Stocks 130
Current Value $134 Billion
Prior Value $123 Billion
Filing
Period Q3 2024
Filing Date November 07, 2024
Form Type 13F-HR
Activity in Q3 2024
New Purchases 11 stocks
Additional Purchases 69 stocks
Sold out of 0 stocks
Reduced holdings in 45 stocks

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