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Portfolio (Quarterly) Guide ↗

Capital Advantage, Inc.

· CIK 0001628896
13F Portfolio $741M AUM 149 positions Filed Jan 7, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 13 New 75 Added 31 Reduced 2 Exited
Page 3 of 4  ·  75 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 GOOG ALPHABET INC Communication Services 3,460.0 $1.1M 0.15% +67.0 +2.0% $313.76 +22.7%
42 COST COSTCO WHSL CORP NEW Consumer Defensive 1,193.0 $1.0M 0.14% +168.0 +16.4% $862.26 +16.3%
43 VSGX VANGUARD WORLD FD 12,588.0 $902K 0.12% +978.0 +8.4% $71.62 +14.7%
44 MRK MERCK & CO INC Healthcare 8,473.0 $892K 0.12% +319.0 +3.9% $105.26 +13.8%
45 DVY ISHARES TR 6,227.0 $879K 0.12% +109.0 +1.8% $141.15 +10.0%
46 EMNT PIMCO ETF TR 8,568.0 $845K 0.11% +1K +21.1% $98.58 +0.3%
47 WFC WELLS FARGO CO NEW Financial Services 8,856.0 $825K 0.11% +222.0 +2.6% $93.20 -16.8%
48 AXP AMERICAN EXPRESS CO Financial Services 2,012.0 $744K 0.10% +12.0 +0.6% $370.01 -16.0%
49 HD HOME DEPOT INC Consumer Cyclical 2,062.0 $709K 0.10% +69.0 +3.5% $344.02 -9.7%
50 IWF ISHARES TR 1,493.0 $707K 0.10% +515.0 +52.7% $473.41 -73.5%
51 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,282.0 $693K 0.09% +90.0 +4.1% $303.89 +35.7%
52 WMT WALMART INC Consumer Defensive 5,993.0 $668K 0.09% +373.0 +6.6% $111.42 +6.4%
53 ESGD ISHARES TR 6,468.0 $615K 0.08% +464.0 +7.7% $95.10 +9.3%
54 CRM SALESFORCE INC Technology 2,117.0 $561K 0.08% +137.0 +6.9% $264.87 -32.4%
55 ESGE ISHARES INC 11,888.0 $525K 0.07% +455.0 +4.0% $44.17 +23.5%
56 GE GE AEROSPACE Industrials 1,593.0 $491K 0.07% +405.0 +34.1% $308.00 +2.1%
57 PG PROCTER AND GAMBLE CO Consumer Defensive 3,408.0 $488K 0.07% +230.0 +7.2% $143.31 -0.2%
58 IBM INTERNATIONAL BUSINESS MACHS Technology 1,557.0 $461K 0.06% +13.0 +0.8% $296.28 -15.4%
59 KO COCA COLA CO Consumer Defensive 6,259.0 $438K 0.06% +87.0 +1.4% $69.91 +15.1%
60 T AT&T INC Communication Services 15,338.0 $381K 0.05% +212.0 +1.4% $24.84 +0.8%
Page 3 of 4  ·  75 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 46.2%
Communication Services 11.8%
Financial Services 11.4%
Industrials 9.3%
Energy 6.4%
Consumer Cyclical 5.8%
Healthcare 4.7%
Consumer Defensive 3.7%
Utilities 0.5%