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
UTHR
United Therapeutics Corp

Healthcare
564
New
$415.34 - $466.4 $234K - $263K
564 $263K
TGT
Target Corp

Consumer Defensive
2.93K
New
$85.53 - $97.77 $251K - $286K
2.93K $263K
PEP
Pepsico Inc

Consumer Defensive
1.41K
+ 20.18%
$138.84 - $153.71 $195K - $216K
8.37K $1.24M
AMD
Advanced Micro Devices Inc

Technology
268
+ 10.96%
$164.01 - $264.33 $44K - $70.8K
2.71K $652K
MLI
Mueller Industries Inc

Industrials
2.41K
New
$96.96 - $109.12 $233K - $262K
2.41K $257K
DOV
Dover Corp

Industrials
1.39K
New
$161.16 - $183.97 $224K - $256K
1.39K $254K
PNFP
Pinnacle Financial Partners Inc

Financial Services
2.83K
New
$84.38 - $93.6 $238K - $265K
2.83K $252K
SO
Southern CO

Utilities
2.77K
New
$90.58 - $99.72 $251K - $277K
2.77K $251K
EIX
Edison International

Utilities
3.92K
+ 85.34%
$52.12 - $59.08 $204K - $231K
8.51K $499K
HCA
Hca Healthcare, Inc.

Healthcare
522
New
$410.68 - $476.61 $214K - $249K
522 $246K
MCK
Mckesson Corp

Healthcare
244
+ 44.85%
$738.06 - $859.37 $180K - $210K
788 $663K
AMP
Ameriprise Financial Inc

Financial Services
547
New
$440.8 - $497.79 $241K - $272K
547 $241K
WMT
Walmart Inc.

Consumer Defensive
2.34K
+ 14.03%
$101.18 - $109.03 $237K - $255K
19K $1.96M
PCG
Pg&E Corp

Utilities
11K
+ 27.82%
$15.63 - $16.81 $172K - $185K
50.4K $831K
ZM
Zoom Video Communications, Inc.

Technology
2.68K
+ 41.92%
$79.17 - $87.23 $212K - $233K
9.06K $762K
EXPE
Expedia Group, Inc.

Consumer Cyclical
513
+ 25.96%
$210.33 - $273.65 $108K - $140K
2.49K $658K
COF
Capital One Financial Corp

Financial Services
1.24K
+ 91.22%
$201.01 - $225.01 $249K - $278K
2.59K $521K
KO
Coca Cola CO

Consumer Defensive
2.74K
+ 35.17%
$66.1 - $71.61 $181K - $196K
10.5K $743K
PB
Prosperity Bancshares Inc

Financial Services
3.43K
New
$61.89 - $67.53 $212K - $231K
3.43K $228K
EW
Edwards Lifesciences Corp

Healthcare
2.65K
New
$72.65 - $86.3 $192K - $228K
2.65K $228K
SCHO
Schwab Short Term Us Treasury

ETFs
9.25K
New
$24.31 - $24.46 $225K - $226K
9.25K $225K
VEA
Vanguard Ftse Developed Market

ETFs
3.62K
New
$59.18 - $62.09 $214K - $225K
3.62K $221K
ROP
Roper Technologies Inc

Industrials
492
New
$443.27 - $520.0 $218K - $256K
492 $221K
AME
Ametek Inc

Industrials
1.14K
New
$179.28 - $202.11 $205K - $231K
1.14K $220K
HAS
Hasbro, Inc.

Consumer Cyclical
2.82K
New
$70.95 - $79.13 $200K - $223K
2.82K $218K
SYK
Stryker Corp

Healthcare
603
New
$353.81 - $388.35 $213K - $234K
603 $217K
STX
Seagate Technology Holdings PLC

Technology
839
New
$211.63 - $293.99 $178K - $247K
839 $216K
EXAS
Exact Sciences Corp

Healthcare
3.22K
New
$56.19 - $69.63 $181K - $224K
3.22K $215K
HII
Huntington Ingalls Industries, Inc.

Industrials
673
New
$280.02 - $324.19 $188K - $218K
673 $211K
VTR
Ventas, Inc.

Real Estate
2.68K
New
$67.45 - $78.0 $181K - $209K
2.68K $208K
IBM
International Business Machines Corp

Technology
638
+ 57.53%
$275.97 - $314.98 $176K - $201K
1.75K $519K
BDX
Becton Dickinson & CO

Healthcare
1.06K
New
$176.39 - $193.93 $187K - $205K
1.06K $202K
HLT
Hilton Worldwide Holdings Inc.

Consumer Cyclical
750
New
$256.75 - $275.06 $193K - $206K
750 $202K
MDB
Mongo Db, Inc.

Technology
569
New
$313.81 - $373.89 $179K - $213K
569 $200K
IT
Gartner Inc

Technology
866
New
$226.44 - $258.17 $196K - $224K
866 $200K
ROST
Ross Stores, Inc.

Consumer Cyclical
1.22K
New
$147.71 - $162.85 $180K - $198K
1.22K $195K
BCS
Barclays PLC

Financial Services
8.97K
New
$19.36 - $22.51 $174K - $202K
8.97K $194K
BTI
British American Tobacco P.L.C.

Consumer Defensive
3.53K
New
$50.39 - $55.82 $178K - $197K
3.53K $193K
NYT
New York Times CO

Communication Services
3K
New
$54.66 - $64.49 $164K - $194K
3K $192K
CFG
Citizens Financial Group Inc

Financial Services
3.7K
New
$48.39 - $54.0 $179K - $200K
3.7K $191K
ALGN
Align Technology Inc

Healthcare
1.4K
New
$125.79 - $144.49 $175K - $202K
1.4K $191K
WDC
Western Digital Corp

Technology
182
+ 4.27%
$113.13 - $174.22 $20.6K - $31.7K
4.45K $702K
NEM
Newmont Corp

Basic Materials
1.95K
+ 29.31%
$78.63 - $98.27 $153K - $192K
8.6K $749K
FIVE
Five Below, Inc

Consumer Cyclical
1.27K
New
$138.49 - $161.57 $176K - $206K
1.27K $187K
MKSI
Mks Instruments Inc

Technology
1.28K
New
$121.26 - $158.9 $155K - $203K
1.28K $181K
AVGO
Broadcom Inc.

Technology
135
+ 1.31%
$324.63 - $385.98 $43.8K - $52.1K
10.4K $3.57M
FIX
Comfort Systems Usa Inc

Industrials
119
+ 14.57%
$790.72 - $1010.64 $94.1K - $120K
936 $851K
DECK
Deckers Outdoor Corp

Consumer Cyclical
2.07K
New
$79.54 - $103.8 $165K - $215K
2.07K $171K
ILMN
Illumina, Inc.

Healthcare
346
+ 6.93%
$91.0 - $123.54 $31.5K - $42.7K
5.34K $644K
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
Track This Portfolio

Track Capital Performance Advisors LLP Portfolio

Follow Capital Performance Advisors LLP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Capital Performance Advisors LLP, based on Form 13F filings with the SEC.

News

Stay updated on Capital Performance Advisors LLP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email