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Portfolio (Quarterly) Guide ↗

CAP Partners, LLC

· CIK 0002006870
13F Portfolio $176M AUM Filed Oct 29, 2025 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 146 New
Page 2 of 8  ·  146 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 GOOG ALPHABET INC Communication Services 9,475.0 $2.3M 1.31% NEW $243.55 +57.4%
22 AVDE AMERICAN CENTY ETF TR 29,220.0 $2.3M 1.31% NEW $78.90 +15.2%
23 SPYV SPDR SERIES TRUST 40,218.0 $2.2M 1.26% NEW $55.33 +9.5%
24 MSFT MICROSOFT CORP Technology 4,248.0 $2.2M 1.25% NEW $517.97 -19.1%
25 AVLV AMERICAN CENTY ETF TR 28,489.0 $2.1M 1.17% NEW $72.26 +22.8%
26 COIN COINBASE GLOBAL INC Financial Services 6,017.0 $2.0M 1.15% NEW $337.49 -42.6%
27 SCHE SCHWAB STRATEGIC TR 56,289.0 $1.9M 1.07% NEW $33.37 +6.6%
28 DIVO AMPLIFY ETF TR 39,120.0 $1.7M 0.99% NEW $44.57 +3.0%
29 FTEC FIDELITY COVINGTON TRUST 7,629.0 $1.7M 0.96% NEW $222.18 +23.1%
30 IUSB ISHARES TR 32,985.0 $1.5M 0.87% NEW $46.71 -1.9%
31 QQQI NEOS ETF TRUST 26,631.0 $1.4M 0.82% NEW $54.20 +3.6%
32 SPYI NEOS ETF TRUST 26,984.0 $1.4M 0.80% NEW $52.30 +1.8%
33 IDVO AMPLIFY ETF TR 37,627.0 $1.4M 0.80% NEW $37.29 +14.2%
34 MGK VANGUARD WORLD FD 3,400.0 $1.4M 0.78% NEW $402.37 -77.9%
35 MBB ISHARES TR 13,800.0 $1.3M 0.74% NEW $95.15 -1.3%
36 GPIX GOLDMAN SACHS ETF TR 25,115.0 $1.3M 0.74% NEW $52.23 +5.8%
37 QQQE DIREXION SHS ETF TR 12,775.0 $1.3M 0.74% NEW $101.61 +13.7%
38 SGOV ISHARES TR 12,438.0 $1.3M 0.71% NEW $100.70 -0.1%
39 SKOR FLEXSHARES TR 22,871.0 $1.1M 0.64% NEW $49.25 -1.8%
40 GRNY TIDAL TRUST I 45,044.0 $1.1M 0.64% NEW $24.99 +7.5%
Page 2 of 8  ·  146 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 40.8%
Consumer Cyclical 27.1%
Financial Services 14.4%
Communication Services 7.2%
Consumer Defensive 3.6%
Energy 2.6%
Industrials 2.3%
Real Estate 0.9%
Healthcare 0.8%
Utilities 0.4%