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
MMM
3 M CO

Industrials
148
+ 6.47%
$148.75 - $171.6 $22K - $25.4K
2.43K $402K
QCOM
Qualcomm Inc

Technology
278
+ 11.73%
$153.59 - $187.68 $42.7K - $52.2K
2.65K $441K
HWM
Howmet Aerospace Inc.

Industrials
50
+ 1.01%
$184.09 - $209.74 $9.2K - $10.5K
5.02K $1.02M
TRV
Travelers Companies, Inc.

Financial Services
123
+ 10.2%
$261.57 - $287.42 $32.2K - $35.4K
1.33K $381K
TXG
10x Genomics, Inc.

Healthcare
138
+ 1.36%
$11.47 - $17.08 $1.58K - $2.36K
10.3K $163K
CRWD
Crowd Strike Holdings, Inc.

Technology
43
+ 9.21%
$482.23 - $557.53 $20.7K - $24K
510 $274K
BBVA
Banco Bilbao Vizcaya Argentaria, S.A.

Financial Services
622
+ 4.11%
$18.04 - $21.83 $11.2K - $13.6K
15.7K $333K
BIIB
Biogen Inc.

Healthcare
2
+ 0.13%
$142.26 - $167.55 $285 - $335
1.55K $259K
NVS
Novartis Ag

Healthcare
278
+ 16.9%
$121.8 - $132.39 $33.9K - $36.8K
1.92K $252K
DUK
Duke Energy Corp

Utilities
297
+ 12.57%
$121.57 - $129.03 $36.1K - $38.3K
2.66K $332K
KLAC
Kla Corp

Technology
18
+ 6.79%
$982.75 - $1235.28 $17.7K - $22.2K
283 $321K
NEE
Nextera Energy Inc

Utilities
32
+ 0.98%
$78.18 - $86.03 $2.5K - $2.75K
3.3K $282K
BAC
Bank Of America Corp

Financial Services
747
+ 4.03%
$48.65 - $54.11 $36.3K - $40.4K
19.3K $991K
VRSN
Verisign Inc

Technology
390
+ 16.65%
$232.82 - $275.44 $90.8K - $107K
2.73K $691K
NBIX
Neurocrine Biosciences Inc

Healthcare
171
+ 6.94%
$136.63 - $154.8 $23.4K - $26.5K
2.64K $381K
MCD
Mcdonalds Corp

Consumer Cyclical
106
+ 4.25%
$293.81 - $310.11 $31.1K - $32.9K
2.6K $793K
CCK
Crown Holdings Inc

Consumer Cyclical
399
+ 15.89%
$90.21 - $100.97 $36K - $40.3K
2.91K $276K
AXP
American Express CO

Financial Services
68
+ 6.55%
$316.26 - $372.77 $21.5K - $25.3K
1.11K $377K
MFG
Mizuho Financial Group Inc

Financial Services
3.97K
+ 31.1%
$6.09 - $7.05 $24.1K - $28K
16.7K $117K
THC
Tenet Healthcare Corp

Healthcare
225
+ 19.93%
$189.58 - $216.17 $42.7K - $48.6K
1.35K $261K
PFE
Pfizer Inc

Healthcare
1.56K
+ 9.13%
$24.23 - $27.37 $37.8K - $42.7K
18.7K $467K
HSBC
Hsbc Holdings PLC

Financial Services
419
+ 6.2%
$65.67 - $73.49 $27.5K - $30.8K
7.18K $511K
MUFG
Mitsubishi Ufj Financial Group Inc

Financial Services
2.37K
+ 23.12%
$14.62 - $15.79 $34.6K - $37.4K
12.6K $194K
BK
Bank Of New York Mellon Corp

Financial Services
214
+ 8.43%
$104.54 - $112.64 $22.4K - $24.1K
2.75K $304K
C
Citigroup Inc

Financial Services
493
+ 8.17%
$93.93 - $102.87 $46.3K - $50.7K
6.53K $640K
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
83
+ 4.53%
$280.66 - $305.09 $23.3K - $25.3K
1.91K $539K
MNST
Monster Beverage Corp

Consumer Defensive
151
+ 3.76%
$66.31 - $71.91 $10K - $10.9K
4.17K $297K
BSX
Boston Scientific Corp

Healthcare
131
+ 5.21%
$94.95 - $104.98 $12.4K - $13.8K
2.65K $271K
WAB
Westinghouse Air Brake Technologies Corp

Industrials
103
+ 8.83%
$191.03 - $210.0 $19.7K - $21.6K
1.27K $258K
LECO
Lincoln Electric Holdings Inc

Industrials
150
+ 15.24%
$225.07 - $242.95 $33.8K - $36.4K
1.13K $256K
SAP
Sap Se

Technology
193
+ 23.92%
$238.9 - $280.46 $46.1K - $54.1K
1K $238K
DHT
Dht Holdings, Inc.

Energy
260
+ 2.28%
$11.2 - $13.67 $2.91K - $3.55K
11.7K $159K
HBAN
Huntington Bancshares Inc

Financial Services
2.54K
+ 23.38%
$15.16 - $17.21 $38.4K - $43.6K
13.4K $210K
CAG
Conagra Brands Inc.

Consumer Defensive
1.9K
+ 17.58%
$16.7 - $19.3 $31.7K - $36.7K
12.7K $221K
GWRE
Guidewire Software, Inc.

Technology
128
+ 12.94%
$215.32 - $254.23 $27.6K - $32.5K
1.12K $248K
WFC
Wells Fargo & Company

Financial Services
286
+ 3.57%
$77.62 - $87.3 $22.2K - $25K
8.3K $692K
DINO
Hf Sinclair Corp

Energy
43
+ 0.84%
$50.59 - $56.16 $2.18K - $2.41K
5.15K $288K
VGT
Vanguard Information Technolog

ETFs
15
+ 1.86%
$736.33 - $801.52 $11K - $12K
820 $620K
PLTR
Palantir Technologies Inc.

Technology
488
+ 6.12%
$172.14 - $207.18 $84K - $101K
8.46K $1.47M
AEP
American Electric Power CO Inc

Utilities
5
+ 0.27%
$112.75 - $122.73 $564 - $614
1.87K $227K
SDY
Spdr Series Tr Spdr S&P Divide

ETFs
157
+ 4.49%
$136.06 - $140.64 $21.4K - $22.1K
3.66K $505K
SHEL
Shell PLC

Energy
31
+ 0.99%
$71.37 - $77.01 $2.21K - $2.39K
3.17K $239K
ED
Consolidated Edison Inc

Utilities
113
+ 4.98%
$96.11 - $102.39 $10.9K - $11.6K
2.38K $242K
ROKU
Roku, Inc

Communication Services
150
+ 5.72%
$92.02 - $108.63 $13.8K - $16.3K
2.77K $276K
SAN
Banco Santander, S.A.

Financial Services
575
+ 2.06%
$9.65 - $11.03 $5.55K - $6.34K
28.5K $305K
SYF
Synchrony Financial

Financial Services
82
+ 2.91%
$68.02 - $75.49 $5.58K - $6.19K
2.9K $212K
CINF
Cincinnati Financial Corp

Financial Services
4
+ 0.22%
$151.39 - $166.89 $606 - $668
1.85K $303K
PLUG
Plug Power Inc

Industrials
6K
+ 18.11%
$2.25 - $4.13 $13.5K - $24.8K
39.1K $88K
MS
Morgan Stanley

Financial Services
61
+ 2.66%
$151.86 - $169.92 $9.26K - $10.4K
2.36K $375K
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