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Portfolio (Quarterly) Guide ↗

CAP Partners, LLC

· CIK 0002006870
13F Portfolio $176M AUM 143 positions Filed Feb 4, 2026 EDGAR ↗ ← All Funds
Q4 2025 Q3 2025 · All 8 New 68 Added 36 Reduced 11 Exited
Page 8 of 8  ·  143 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
141 EMB ISHARES TR 2,086.0 $201K 0.11% NEW $96.28 -1.3%
142 GBDC GOLUB CAP BDC INC Financial Services 10,684.0 $145K 0.08% +315.0 +3.0% $13.57 -4.4%
143 CLSK CLEANSPARK INC Technology 12,163.0 $123K 0.07% -334.0 -2.7% $10.12 +55.7%
Page 8 of 8  ·  143 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 39.6%
Consumer Cyclical 27.0%
Financial Services 13.8%
Communication Services 8.2%
Consumer Defensive 3.8%
Energy 2.8%
Industrials 2.5%
Healthcare 0.9%
Real Estate 0.9%
Utilities 0.4%