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
ILMN
Illumina, Inc.

Healthcare
346
+ 6.93%
$91.0 - $123.54 $31.5K - $42.7K
5.34K $644K
GILD
Gilead Sciences, Inc.

Healthcare
771
+ 14.49%
$110.56 - $125.2 $85.2K - $96.5K
6.09K $756K
XOM
Exxon Mobil Corp

Energy
1.01K
+ 12.02%
$110.64 - $119.78 $112K - $121K
9.43K $1.11M
UPS
United Parcel Service Inc

Industrials
1.37K
+ 48.57%
$82.87 - $97.4 $114K - $134K
4.2K $395K
PSX
Phillips 66

Energy
979
+ 41.1%
$126.76 - $142.32 $124K - $139K
3.36K $478K
PANW
Palo Alto Networks Inc

Technology
703
+ 35.01%
$204.77 - $221.38 $144K - $156K
2.71K $556K
DG
Dollar General Corp

Consumer Defensive
1.39K
+ 49.84%
$95.94 - $106.44 $134K - $148K
4.19K $436K
CSCO
Cisco Systems, Inc.

Technology
910
+ 11.35%
$67.46 - $78.0 $61.4K - $71K
8.93K $694K
FTI
Technip Fmc PLC

Energy
2.7K
+ 46.28%
$35.57 - $43.74 $95.9K - $118K
8.52K $372K
NTRA
Natera, Inc.

Healthcare
280
+ 14.34%
$160.21 - $209.5 $44.9K - $58.7K
2.23K $455K
GD
General Dynamics Corp

Industrials
374
+ 33.6%
$330.59 - $353.77 $124K - $132K
1.49K $511K
ABNB
Airbnb, Inc.

Consumer Cyclical
1.26K
+ 30.83%
$117.6 - $129.07 $148K - $162K
5.34K $627K
INCY
Incyte Corp

Healthcare
329
+ 6.77%
$83.8 - $108.26 $27.6K - $35.6K
5.19K $540K
FDX
Fedex Corp

Industrials
225
+ 10.33%
$224.63 - $268.67 $50.5K - $60.5K
2.4K $636K
JBHT
Hunt J B Transport Services Inc

Industrials
379
+ 18.11%
$132.68 - $172.64 $50.3K - $65.4K
2.47K $402K
ISRG
Intuitive Surgical Inc

Healthcare
110
+ 19.1%
$429.59 - $576.2 $47.3K - $63.4K
686 $375K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.17K
+ 69.49%
$61.89 - $76.13 $134K - $165K
5.28K $326K
ACN
Accenture PLC

Technology
516
+ 26.33%
$234.02 - $253.35 $121K - $131K
2.48K $597K
IEMG
Ishares Inc

ETFs
2.06K
+ 20.01%
N/A
12.3K $661K
CAT
Caterpillar Inc

Industrials
98
+ 13.92%
$480.82 - $585.49 $47.1K - $57.4K
802 $442K
TJX
Tjx Companies Inc

Consumer Cyclical
697
+ 23.19%
$138.56 - $147.63 $96.6K - $103K
3.7K $540K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
30
+ 4.75%
$557.73 - $694.99 $16.7K - $20.8K
661 $458K
AXS
Axis Capital Holdings LTD

Financial Services
867
+ 38.86%
$88.25 - $102.69 $76.5K - $89K
3.1K $316K
CRM
Salesforce, Inc.

Technology
436
+ 8.43%
$235.69 - $263.41 $103K - $115K
5.61K $1.33M
USB
Us Bancorp \De\

Financial Services
2.76K
+ 28.63%
$45.28 - $48.26 $125K - $133K
12.4K $563K
IQV
Iqvia Holdings Inc.

Healthcare
251
+ 19.0%
$198.17 - $223.55 $49.7K - $56.1K
1.57K $346K
SCHX
Schwab Strategic Tr Us Large C

ETFs
3.25K
+ 7.1%
$25.85 - $27.19 $83.9K - $88.2K
48.9K $1.3M
AMAT
Applied Materials Inc

Technology
91
+ 3.2%
$209.95 - $240.89 $19.1K - $21.9K
2.93K $670K
EXEL
Exelixis, Inc.

Healthcare
2.07K
+ 33.39%
$34.54 - $43.59 $71.6K - $90.3K
8.28K $344K
APH
Amphenol Corp

Technology
232
+ 4.57%
$121.7 - $143.85 $28.2K - $33.4K
5.3K $709K
DDOG
Datadog, Inc.

Technology
48
+ 2.89%
$151.17 - $199.72 $7.26K - $9.59K
1.71K $316K
GM
General Motors CO

Consumer Cyclical
13
+ 0.16%
$55.35 - $71.89 $720 - $935
8.12K $572K
DAL
Delta Air Lines, Inc.

Industrials
1.21K
+ 27.49%
$55.65 - $62.32 $67.4K - $75.5K
5.62K $328K
ECL
Ecolab Inc.

Basic Materials
341
+ 46.27%
$253.06 - $281.35 $86.3K - $95.9K
1.08K $278K
INTC
Intel Corp

Technology
1.37K
+ 5.75%
$34.71 - $41.53 $47.7K - $57.1K
25.3K $877K
RTX
Raytheon Technologies Corp

Industrials
287
+ 10.91%
$157.0 - $179.44 $45.1K - $51.5K
2.92K $512K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
121
+ 6.41%
$454.87 - $482.76 $55K - $58.4K
2.01K $947K
FTNT
Fortinet, Inc.

Technology
942
+ 31.78%
$80.54 - $87.52 $75.9K - $82.4K
3.91K $321K
ADSK
Autodesk, Inc.

Technology
283
+ 25.04%
N/A
1.41K $347K
ABBV
Abb Vie Inc.

Healthcare
259
+ 6.92%
$211.96 - $244.38 $54.9K - $63.3K
4K $936K
DHR
Danaher Corp

Healthcare
150
+ 9.22%
$202.46 - $223.01 $30.4K - $33.5K
1.78K $391K
AZN
Astrazeneca PLC

Healthcare
374
+ 14.29%
$81.15 - $89.4 $30.4K - $33.4K
2.99K $267K
BKNG
Booking Holdings Inc.

Consumer Cyclical
29
+ 22.66%
$4804.01 - $5424.55 $139K - $157K
157 $754K
ADBE
Adobe Inc.

Technology
325
+ 20.77%
$325.07 - $359.91 $106K - $117K
1.89K $614K
TMO
Thermo Fisher Scientific Inc.

Healthcare
45
+ 10.32%
$524.58 - $588.02 $23.6K - $26.5K
481 $272K
RL
Ralph Lauren Corp

Consumer Cyclical
107
+ 8.13%
$309.29 - $340.21 $33.1K - $36.4K
1.42K $471K
A
Agilent Technologies, Inc.

Healthcare
38
+ 1.34%
$136.62 - $151.52 $5.19K - $5.76K
2.87K $421K
BBY
Best Buy CO Inc

Consumer Cyclical
744
+ 17.7%
$70.43 - $84.0 $52.4K - $62.5K
4.95K $374K
UAL
United Airlines Holdings, Inc.

Industrials
639
+ 22.75%
$90.77 - $104.05 $58K - $66.5K
3.45K $327K
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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