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Portfolio (Quarterly) Guide ↗

Capital CS Group, LLC

· CIK 0001830008
13F Portfolio $49M AUM 61 positions Filed May 13, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 21 New 17 Added 13 Reduced 34 Exited
Page 2 of 3  ·  60 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 SPAB SPDR SERIES TRUST 17,988.0 $461K 0.95% +293.0 +1.7% $25.62 -0.7%
22 PDI PIMCO DYNAMIC INCOME FD Financial Services 26,267.0 $449K 0.93% +3K +11.4% $17.11 -2.4%
23 AVGO BROADCOM INC Technology 1,377.0 $426K 0.88% +273.0 +24.7% $309.51 +36.5%
24 GOF GUGGENHEIM STRATEGIC OPPORTU Financial Services 38,420.0 $423K 0.87% +11K +38.9% $11.02 -0.0%
25 IBIT ISHARES BITCOIN TRUST ETF Financial Services 10,426.0 $401K 0.82% NEW $38.42 +12.7%
26 ESE ESCO TECHNOLOGIES INC Technology 1,399.0 $394K 0.81% NEW $281.37 +7.9%
27 CCD CALAMOS DYNAMIC CONV & INCOM Financial Services 17,674.0 $377K 0.78% -4K -17.8% $21.35 +17.0%
28 RTX RTX CORPORATION Industrials 1,952.0 $377K 0.78% NEW $192.90 -8.0%
29 SHOP SHOPIFY INC Technology 3,134.0 $372K 0.77% NEW $118.62 -12.2%
30 SHLD GLOBAL X FDS 5,191.0 $368K 0.76% NEW $70.84 -7.0%
31 LMT LOCKHEED MARTIN CORP Industrials 600.0 $363K 0.75% NEW $604.46 -12.0%
32 KMI KINDER MORGAN INC DEL Energy 10,672.0 $358K 0.74% NEW $33.53 -1.3%
33 POWL POWELL INDS INC Industrials 652.0 $353K 0.73% NEW $541.08 -46.4%
34 VRT VERTIV HOLDINGS CO Industrials 1,332.0 $334K 0.69% NEW $250.58 +30.6%
35 ENVA ENOVA INTL INC Financial Services 2,282.0 $310K 0.64% NEW $135.83 +17.5%
36 FBND FIDELITY MERRIMACK STR TR 6,584.0 $300K 0.62% +789.0 +13.6% $45.62 -0.2%
37 SRLN SSGA ACTIVE ETF TR 7,478.0 $300K 0.62% +111.0 +1.5% $40.14 +1.0%
38 FIRST TR EXCHNG TRADED FD VI 8,873.0 $299K 0.61% -63K -87.7% $33.67
39 MAGS LISTED FDS TR 5,140.0 $298K 0.61% -22K -81.1% $57.94 +19.7%
40 AMZY TIDAL TRUST II 26,390.0 $291K 0.60% -393.0 -1.5% $11.02 +9.3%
Page 2 of 3  ·  60 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
Industrials 68.5%
Financial Services 15.4%
Technology 8.0%
Communication Services 2.1%
Energy 1.8%
Consumer Defensive 1.4%
Healthcare 1.3%
Basic Materials 0.8%
Real Estate 0.7%