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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 5 of 8  ·  149 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
81 HD HOME DEPOT INC Consumer Cyclical 2,062.0 $709K 0.10% +69.0 +3.5% $344.02 -9.9%
82 IWF ISHARES TR 1,493.0 $707K 0.10% +515.0 +52.7% $473.41 -73.5%
83 TSM TAIWAN SEMICONDUCTOR MFG LTD Technology 2,282.0 $693K 0.09% +90.0 +4.1% $303.89 +35.4%
84 QQQ INVESCO QQQ TR Financial Services 1,119.0 $687K 0.09% $614.24 +18.5%
85 DJCO DAILY JOURNAL CORP Technology 1,386.0 $675K 0.09% -40.0 -2.8% $487.32 -1.7%
86 WMT WALMART INC Consumer Defensive 5,993.0 $668K 0.09% +373.0 +6.6% $111.42 +6.0%
87 VONE VANGUARD SCOTTSDALE FDS 2,098.0 $648K 0.09% NEW $309.04 +9.4%
88 ABT ABBOTT LABS Healthcare 5,074.0 $636K 0.09% -42.0 -0.8% $125.29 -30.8%
89 ESGD ISHARES TR 6,468.0 $615K 0.08% +464.0 +7.7% $95.10 +9.0%
90 BA BOEING CO Industrials 2,822.0 $613K 0.08% $217.16 +1.0%
91 AMAT APPLIED MATLS INC Technology 2,243.0 $576K 0.08% -188.0 -7.7% $257.01 +76.1%
92 CRM SALESFORCE INC Technology 2,117.0 $561K 0.08% +137.0 +6.9% $264.87 -31.8%
93 LLY ELI LILLY & CO Healthcare 506.0 $544K 0.07% -94.0 -15.7% $1074.14 +0.3%
94 MCD MCDONALDS CORP Consumer Cyclical 1,754.0 $536K 0.07% -319.0 -15.4% $305.55 -8.6%
95 ESGE ISHARES INC 11,888.0 $525K 0.07% +455.0 +4.0% $44.17 +23.0%
96 UPST UPSTART HLDGS INC Financial Services 11,625.0 $508K 0.07% $43.73 -30.6%
97 PEP PEPSICO INC Consumer Defensive 3,453.0 $496K 0.07% -282.0 -7.5% $143.50 +1.8%
98 CVGW CALAVO GROWERS INC Consumer Defensive 22,691.0 $494K 0.07% $21.75 +20.9%
99 GE GE AEROSPACE Industrials 1,593.0 $491K 0.07% +405.0 +34.1% $308.00 +1.3%
100 PG PROCTER AND GAMBLE CO Consumer Defensive 3,408.0 $488K 0.07% +230.0 +7.2% $143.31 -0.2%
Page 5 of 8  ·  149 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%