Capital Performance Advisors LLP Purchases in Q4 2025

Capital Performance Advisors LLP

  • $911 Million
  • Q4 2025
Stock Shares change Price Range Shares Held Trade History
DFUS
Dimensional ETF Tr U S Equity

ETFs
1.3M
+ 702.78%
$71.0 - $74.64 $92.2M - $96.9M
1.48M $108M
DFAT
Dimensional ETF Tr U S Target

ETFs
711K
+ 95.11%
$55.75 - $58.83 $39.6M - $41.8M
1.46M $83M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
610K
+ 548.97%
$52.54 - $55.77 $32M - $34M
721K $39.5M
DFAI
Dimensional ETF Tr

ETFs
859K
+ 2689.47%
$35.82 - $37.52 $30.8M - $32.2M
891K $33M
VGIT
Vanguard Intermediate Term Tre

ETFs
338K
+ 571.94%
$59.84 - $60.54 $20.2M - $20.5M
397K $23.8M
DISV
Dimensional ETF Tr Dimensional

ETFs
450K
+ 1222.64%
$35.06 - $36.3 $15.8M - $16.3M
487K $17.5M
DFUV
Dimensional ETF Tr Us Marketwi

ETFs
264K
+ 49.45%
$43.57 - $45.71 $11.5M - $12.1M
797K $35.9M
IVV
Ishares Core S&P 500 ETF

ETFs
10.1K
+ 13.47%
$656.2 - $690.71 $6.63M - $6.98M
85.1K $57.5M
DFIV
Dimensional ETF Tr

ETFs
120K
+ 22.06%
$45.13 - $48.25 $5.42M - $5.79M
664K $31.8M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
59K
+ 21.03%
$99.87 - $101.27 $5.89M - $5.98M
340K $34M
USRT
Ishares Core U.S. Reit ETF

ETFs
81.6K
+ 99.32%
$56.64 - $59.67 $4.62M - $4.87M
164K $9.47M
NVDA
Nvidia Corp

Technology
24.6K
+ 38.54%
$179.83 - $207.04 $4.43M - $5.1M
88.6K $16.5M
AVUV
American Centy ETF Tr Avantis

ETFs
43K
+ 60.04%
$95.19 - $100.66 $4.09M - $4.33M
115K $11.2M
UCON
First Tr ETF Viii Tcw Unconstr

ETFs
150K
+ 35.72%
$25.17 - $25.38 $3.78M - $3.81M
570K $14.4M
RLY
Ssga Active ETF Tr

ETFs
102K
+ 37.91%
$30.63 - $31.64 $3.12M - $3.22M
370K $11.6M
IEFA
Ishares Tr

ETFs
31.5K
+ 20.83%
$86.09 - $89.88 $2.71M - $2.83M
183K $16.2M
NOW
Service Now, Inc.

Technology
3.3K
+ 595.13%
$835.79 - $946.29 $2.76M - $3.12M
3.85K $3.22M
AAPL
Apple Inc.

Technology
4.87K
+ 4.69%
$245.27 - $275.25 $1.19M - $1.34M
109K $29.1M
AMZN
Amazon Com Inc

Consumer Cyclical
7.66K
+ 27.09%
$213.04 - $254.0 $1.63M - $1.94M
35.9K $8.43M
GOOGL
Alphabet Inc.

Communication Services
5.86K
+ 45.12%
$236.57 - $291.31 $1.39M - $1.71M
18.8K $5.21M
XLK
Technology Sector Spdr

ETFs
6.85K
+ 95.4%
$278.39 - $304.13 $1.91M - $2.08M
14K $4.04M
VB
Vanguard Small Cap ETF

ETFs
6.02K
+ 17.38%
$248.1 - $260.08 $1.49M - $1.57M
40.6K $10.2M
GOOG
Alphabet Inc.

Communication Services
2.07K
+ 25.47%
$237.49 - $291.74 $491K - $603K
10.2K $2.91M
TSLA
Tesla, Inc.

Consumer Cyclical
2.8K
+ 41.65%
$401.99 - $468.37 $1.13M - $1.31M
9.53K $3.9M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
1.33K
+ 157.16%
$600.51 - $631.95 $797K - $839K
2.17K $1.34M
PHYL
Pgim ETF Tr

ETFs
20.6K
+ 31.53%
$35.18 - $35.74 $726K - $738K
86.1K $3.04M
BMY
Bristol Myers Squibb CO

Healthcare
11.2K
+ 180.15%
$42.6 - $49.08 $478K - $551K
17.5K $817K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
15.4K
New
$29.81 - $42.36 $459K - $652K
15.4K $486K
ESTC
Elastic N.V.

Technology
5.2K
New
$80.19 - $94.47 $417K - $491K
5.2K $472K
LVS
Las Vegas Sands Corp

Consumer Cyclical
6.51K
New
$46.47 - $66.99 $302K - $436K
6.51K $425K
CI
Cigna Corp

Healthcare
1.55K
New
$244.41 - $311.0 $379K - $482K
1.55K $420K
NFLX
Netflix Inc

Communication Services
17.7K
+ 1253.25%
$110.29 - $1241.35 $1.96M - $22M
19.2K $2.11M
CNC
Centene Corp

Healthcare
10.8K
+ 101.5%
$33.15 - $38.7 $359K - $419K
21.5K $782K
AMT
American Tower Corp

Real Estate
2.12K
New
$176.64 - $193.32 $374K - $410K
2.12K $382K
COST
Costco Wholesale Corp

Consumer Defensive
439
+ 15.68%
$910.94 - $954.99 $400K - $419K
3.24K $2.95M
MKTX
Marketaxess Holdings Inc

Financial Services
2.06K
New
$158.85 - $177.4 $326K - $365K
2.06K $359K
TXT
Textron Inc

Industrials
4.36K
New
$79.42 - $87.34 $346K - $381K
4.36K $351K
TXN
Texas Instruments Inc

Technology
1.76K
New
N/A
1.76K $343K
JNJ
Johnson & Johnson

Healthcare
1.38K
+ 29.3%
$185.98 - $199.58 $256K - $275K
6.09K $1.21M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
11.8K
New
$25.3 - $29.23 $298K - $345K
11.8K $319K
CB
Chubb LTD

Financial Services
971
+ 48.55%
$268.2 - $296.22 $260K - $288K
2.97K $878K
XLF
Financial Sector Spdr

ETFs
5.74K
New
$51.76 - $53.77 $297K - $308K
5.74K $300K
WM
Waste Management Inc

Industrials
1.42K
New
$196.77 - $219.98 $278K - $311K
1.42K $295K
MU
Micron Technology Inc

Technology
224
+ 7.45%
$181.6 - $253.3 $40.7K - $56.7K
3.23K $797K
COP
Conocophillips

Energy
3.19K
New
$85.66 - $95.46 $273K - $304K
3.19K $282K
MRK
Merck & Co., Inc.

Healthcare
2.18K
+ 25.14%
$82.49 - $92.93 $179K - $202K
10.8K $1.01M
VRSK
Verisk Analytics, Inc.

Industrials
1.27K
New
$208.0 - $249.55 $265K - $317K
1.27K $274K
SLB
Schlumberger Limited

Energy
7.35K
New
$31.72 - $37.61 $233K - $277K
7.35K $271K
ASML
Asml Holding Nv

Technology
264
New
$936.19 - $1075.45 $247K - $284K
264 $269K
Activity Summary
Buys All Purchases 254 New Holdings 58 Increased Positions 196 Sells All Sells 89 Reductions 89 Sold out 0 Options Calls 1 Puts 0
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