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Portfolio (Quarterly) Guide ↗

Capital Developers, LLC

· CIK 0002105385
13F Portfolio $112M AUM 50 positions Filed Jan 30, 2026 EDGAR ↗ ← All Funds
Q4 2025 · All 50 New
Page 3 of 3  ·  50 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
41 RPG INVESCO EXCHANGE TRADED FD T 7,405.0 $346K 0.31% NEW $46.67 +19.1%
42 IHI ISHARES TR 5,400.0 $336K 0.30% NEW $62.15 -19.1%
43 JNJ JOHNSON & JOHNSON Healthcare 1,614.0 $334K 0.30% NEW $207.08 +10.5%
44 JPIB J P MORGAN EXCHANGE TRADED F 6,492.0 $316K 0.28% NEW $48.70 -2.3%
45 IWM ISHARES TR 1,223.0 $301K 0.27% NEW $246.16 +10.9%
46 AMZN AMAZON COM INC Consumer Cyclical 1,131.0 $261K 0.23% NEW $230.82 +12.4%
47 JPM JPMORGAN CHASE & CO. Financial Services 779.0 $251K 0.23% NEW $322.22 -6.7%
48 HD HOME DEPOT INC Consumer Cyclical 701.0 $241K 0.22% NEW $344.10 -12.9%
49 IUSB ISHARES TR 4,538.0 $211K 0.19% NEW $46.54 -2.2%
50 SPAB SPDR SERIES TRUST 8,180.0 $211K 0.19% NEW $25.75 -2.2%
Page 3 of 3  ·  50 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
Financial Services 53.0%
Consumer Defensive 15.7%
Technology 15.6%
Consumer Cyclical 8.7%
Communication Services 4.0%
Healthcare 3.0%