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
IDEV
Ishares Core Msci Intl Develop

ETFs
82
+ 2.71%
$79.1 - $82.39 $6.49K - $6.76K
3.11K $253K
GS
Goldman Sachs Group Inc

Financial Services
41
+ 4.17%
$744.6 - $838.97 $30.5K - $34.4K
1.03K $794K
SPGI
S&P Global Inc.

Financial Services
18
+ 3.5%
$472.05 - $502.96 $8.5K - $9.05K
533 $260K
CCEP
Coca Cola Europacific Partners PLC

Consumer Defensive
91
+ 3.63%
$86.2 - $93.3 $7.84K - $8.49K
2.6K $234K
BWA
Borgwarner Inc

Consumer Cyclical
33
+ 0.66%
$41.21 - $46.01 $1.36K - $1.52K
5.06K $226K
PNC
Pnc Financial Services Group, Inc.

Financial Services
337
+ 10.01%
$178.37 - $198.46 $60.1K - $66.9K
3.7K $681K
LOW
Lowes Companies Inc

Consumer Cyclical
114
+ 13.89%
$225.0 - $247.99 $25.7K - $28.3K
935 $210K
VZ
Verizon Communications Inc

Communication Services
599
+ 8.14%
$38.4 - $43.83 $23K - $26.3K
7.96K $326K
WEN
Wendy'S CO

Consumer Cyclical
1.01K
+ 8.51%
$8.43 - $9.55 $8.47K - $9.6K
12.8K $110K
EVRG
Evergy, Inc.

Utilities
17
+ 0.61%
$75.56 - $78.73 $1.28K - $1.34K
2.81K $214K
Arista Networks Inc
2.06K
+ 46.85%
N/A
6.46K $0
Aegon LTD
22
+ 0.21%
N/A
10.4K $0
Barrick Mng Corp
17
+ 0.18%
N/A
9.51K $0
Ge Vernova Inc
151
+ 15.3%
N/A
1.14K $0
Capital Grp Fixed Incm ETF T
1.85K
+ 5.94%
N/A
33K $0
Fidelity Wise Origin Bitcoin
338
+ 6.18%
N/A
5.81K $0
Ferrovial Se
2
+ 0.04%
N/A
4.79K $0
Lam Research Corp
334
+ 3.04%
N/A
11.3K $0
TT
Trane Technologies PLC

Industrials
8
+ 0.88%
$408.5 - $448.65 $3.27K - $3.59K
919 $384K
SCHW
Schwab Charles Corp

Financial Services
112
+ 3.32%
$91.91 - $97.71 $10.3K - $10.9K
3.49K $320K
OSK
Oshkosh Corp

Industrials
27
+ 1.71%
$120.42 - $139.9 $3.25K - $3.78K
1.61K $200K
SPLV
Invesco ETF Tr Ii S&P 500 Low

ETFs
22
+ 0.54%
$70.3 - $73.05 $1.55K - $1.61K
4.09K $294K
JPM
Jpmorgan Chase & CO

Financial Services
484
+ 4.73%
$294.11 - $320.41 $142K - $155K
10.7K $3.22M
EME
Emcor Group, Inc.

Industrials
3
+ 0.77%
$618.96 - $777.0 $1.86K - $2.33K
395 $244K
CCL
Carnival Corp

Consumer Cyclical
593
+ 6.52%
$26.02 - $30.0 $15.4K - $17.8K
9.68K $251K
ULTA
Ulta Beauty, Inc.

Consumer Cyclical
5
+ 0.64%
$506.07 - $566.91 $2.53K - $2.83K
781 $413K
VST
Vistra Corp.

Utilities
243
+ 9.56%
$171.56 - $210.85 $41.7K - $51.2K
2.79K $486K
JBLU
Jetblue Airways Corp

Industrials
198
+ 1.09%
$4.08 - $4.95 $808 - $980
18.4K $76K
UNH
Unitedhealth Group Inc

Healthcare
59
+ 4.16%
$320.52 - $369.92 $18.9K - $21.8K
1.48K $473K
MTZ
Mastec Inc

Industrials
14
+ 1.44%
$190.08 - $221.36 $2.66K - $3.1K
985 $189K
RGLD
Royal Gold Inc

Basic Materials
7
+ 0.51%
$169.08 - $206.65 $1.18K - $1.45K
1.37K $254K
TOL
Toll Brothers, Inc.

Consumer Cyclical
24
+ 0.82%
$127.26 - $142.72 $3.05K - $3.43K
2.95K $384K
TRMB
Trimble Inc.

Technology
43
+ 0.73%
$75.63 - $82.19 $3.25K - $3.53K
5.92K $459K
ALLE
Allegion PLC

Industrials
10
+ 0.72%
$161.25 - $179.47 $1.61K - $1.79K
1.41K $226K
EVR
Evercore Inc.

Financial Services
7
+ 0.99%
$291.66 - $334.01 $2.04K - $2.34K
716 $212K
VMC
Vulcan Materials CO

Basic Materials
3
+ 0.28%
$280.58 - $309.07 $842 - $927
1.07K $301K
UBER
Uber Technologies, Inc

Technology
31
+ 0.58%
$91.62 - $100.1 $2.84K - $3.1K
5.4K $494K
DIS
Walt Disney CO

Communication Services
19
+ 0.45%
$105.69 - $116.65 $2.01K - $2.22K
4.24K $448K
PM
Philip Morris International Inc.

Consumer Defensive
113
+ 2.0%
$144.33 - $160.86 $16.3K - $18.2K
5.75K $878K
MA
Mastercard Inc

Financial Services
21
+ 1.27%
$536.85 - $580.45 $11.3K - $12.2K
1.68K $901K
MSFT
Microsoft Corp

Technology
332
+ 1.35%
$496.82 - $542.07 $165K - $180K
25K $12.7M
ORCL
Oracle Corp

Technology
610
+ 14.52%
$217.57 - $313.0 $133K - $191K
4.81K $1.06M
BX
Blackstone Inc.

Financial Services
197
+ 3.0%
$138.42 - $168.45 $27.3K - $33.2K
6.76K $935K
RBLX
Roblox Corp

Communication Services
548
+ 6.97%
$101.27 - $138.56 $55.5K - $75.9K
8.41K $859K
META
Meta Platforms, Inc.

Communication Services
940
+ 11.29%
$609.01 - $751.67 $572K - $707K
9.26K $5.65M
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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