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Portfolio (Quarterly) Guide ↗

CAPITOLIS LIQUID GLOBAL MARKETS LLC

· CIK 0002094379
13F Portfolio $15.7B AUM 329 positions Filed May 15, 2026 EDGAR ↗ ← All Funds
Q1 2026 Q4 2025 · All 97 New 94 Added 101 Reduced 85 Exited
Page 9 of 17  ·  329 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
161 MPC MARATHON PETE CORP Energy 51,500.0 $12.6M 0.08% +42K +420.2% $244.18 +1.7%
162 WFC WELLS FARGO & CO Financial Services 157,008.0 $12.5M 0.08% +140K +809.1% $79.61 -4.8%
163 VZ VERIZON COMMUNICATIONS INC Communication Services 245,933.0 $12.3M 0.08% NEW $50.20 -4.7%
164 CMCSA COMCAST CORP NEW Communication Services 417,837.0 $12.0M 0.08% -113K -21.3% $28.71 -12.6%
165 T AT&T INC Communication Services 412,194.0 $11.9M 0.08% +4K +1.0% $28.99 -14.0%
166 ARQT ARCUTIS BIOTHERAPEUTICS INC Healthcare 500,000.0 $11.8M 0.07% $23.56 -10.8%
167 TMUS T-MOBILE US INC Communication Services 56,000.0 $11.8M 0.07% +21K +60.0% $210.03 -9.5%
168 CSX CSX CORP Industrials 280,068.0 $11.5M 0.07% +59K +26.8% $41.05 +11.8%
169 SPGI S&P GLOBAL INC Financial Services 26,963.0 $11.5M 0.07% +10K +57.7% $425.34 -2.0%
170 DHR DANAHER CORP DEL Healthcare 59,860.0 $11.3M 0.07% NEW $189.60 -8.6%
171 CVS CVS HEALTH CORP Healthcare 154,998.0 $11.1M 0.07% -19K -10.8% $71.82 +29.9%
172 ABT ABBOTT LABORATORIES Healthcare 108,011.0 $11.1M 0.07% NEW $102.67 -14.5%
173 CMI CUMMINS INC Industrials 20,600.0 $11.1M 0.07% NEW $538.02 +18.7%
174 CCL CARNIVAL CORP Consumer Cyclical 421,603.0 $10.9M 0.07% +335K +384.0% $25.88 +1.2%
175 GLW CORNING INC Technology 79,283.0 $10.8M 0.07% +17K +27.2% $135.97 +41.1%
176 TSN TYSON FOODS INC Consumer Defensive 163,822.0 $10.5M 0.07% NEW $64.07 +3.8%
177 ICE INTERCONTINENTAL EXCHANGE IN Financial Services 66,166.0 $10.4M 0.07% +29K +79.8% $157.28 -3.7%
178 CPT CAMDEN PPTY TR Real Estate 106,000.0 $10.4M 0.07% +60K +130.4% $97.66 +8.7%
179 EAT BRINKER INTL INC Consumer Cyclical 72,000.0 $10.3M 0.07% NEW $142.77 -4.3%
180 UPS UNITED PARCEL SVCS INC Industrials 103,325.0 $10.2M 0.07% NEW $98.38 +0.5%
Page 9 of 17  ·  329 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 34.3%
Financial Services 17.9%
Communication Services 11.4%
Healthcare 10.8%
Consumer Defensive 8.1%
Consumer Cyclical 6.7%
Industrials 5.1%
Real Estate 1.8%
Basic Materials 1.6%
Energy 1.3%