Capital Performance Advisors LLP Incresed Positions 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
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
COST
Costco Wholesale Corp

Consumer Defensive
439
+ 15.68%
$910.94 - $954.99 $400K - $419K
3.24K $2.95M
JNJ
Johnson & Johnson

Healthcare
1.38K
+ 29.3%
$185.98 - $199.58 $256K - $275K
6.09K $1.21M
CB
Chubb LTD

Financial Services
971
+ 48.55%
$268.2 - $296.22 $260K - $288K
2.97K $878K
MU
Micron Technology Inc

Technology
224
+ 7.45%
$181.6 - $253.3 $40.7K - $56.7K
3.23K $797K
MRK
Merck & Co., Inc.

Healthcare
2.18K
+ 25.14%
$82.49 - $92.93 $179K - $202K
10.8K $1.01M
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
EIX
Edison International

Utilities
3.92K
+ 85.34%
$52.12 - $59.08 $204K - $231K
8.51K $499K
MCK
Mckesson Corp

Healthcare
244
+ 44.85%
$738.06 - $859.37 $180K - $210K
788 $663K
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
EXPE
Expedia Group, Inc.

Consumer Cyclical
513
+ 25.96%
$210.33 - $273.65 $108K - $140K
2.49K $658K
ZM
Zoom Video Communications, Inc.

Technology
2.68K
+ 41.92%
$79.17 - $87.23 $212K - $233K
9.06K $762K
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
IBM
International Business Machines Corp

Technology
638
+ 57.53%
$275.97 - $314.98 $176K - $201K
1.75K $519K
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
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
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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