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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 2 of 2  ·  31 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 MCD MCDONALDS CORP Consumer Cyclical 1,754.0 $536K 0.07% -319.0 -15.4% $305.55 -8.6%
22 PEP PEPSICO INC Consumer Defensive 3,453.0 $496K 0.07% -282.0 -7.5% $143.50 +1.5%
23 DGRO ISHARES TR 6,934.0 $481K 0.07% -251.0 -3.5% $69.42 +7.5%
24 CALI BLACKROCK ETF TRUST II 9,313.0 $470K 0.06% -326.0 -3.4% $50.46 -0.1%
25 VZ VERIZON COMMUNICATIONS INC Communication Services 10,690.0 $435K 0.06% -164.0 -1.5% $40.73 +19.1%
26 LITE LUMENTUM HLDGS INC Technology 1,173.0 $432K 0.06% -2K -64.4% $368.59 +147.1%
27 VUG VANGUARD INDEX FDS 867.0 $423K 0.06% -36.0 -4.0% $487.92 -81.9%
28 QCOM QUALCOMM INC Technology 2,278.0 $390K 0.05% -77.0 -3.3% $171.03 +45.5%
29 IWN ISHARES TR 1,525.0 $276K 0.04% -38.0 -2.4% $181.20 +18.5%
30 DSI ISHARES TR 1,861.0 $240K 0.03% -323.0 -14.8% $128.86 +10.4%
31 VCSH VANGUARD SCOTTSDALE FDS 2,823.0 $225K 0.03% -18.0 -0.6% $79.73 -0.9%
Page 2 of 2  ·  31 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%